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Square Inc cl a shares owned by Jessup Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Jessup Wealth Management from 13F filings

Historical chart of Jessup Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by Jessup Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 261 65.09
2025-03-31 $6.5M 120k 54.33
2024-12-31 $4.8M 56k 84.99

More positions owned by Jessup Wealth Management

Amazon.com Common Stock (AMZN)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
SPDR Bloomberg Barclays High yield Bond ETF Etf (JNK)
Tesla Common Stock (TSLA)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
Alibaba Group Holding Common Stock (BABA)
Kkr & Co Common Stock (KKR)
Advanced Micro Devices Common Stock (AMD)
UnitedHealth Group Common Stock (UNH)
Vanguard Extended Market Index Fund ETF Shares Etf (VXF)
Invesco China Technology ETF Etf (CQQQ)
Equitable Holdings Common Stock (EQH)
Merck & Co Common Stock (MRK)

View all positions for Jessup Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Citadel Advisors
Baillie Gifford & Co
Loomis, Sayles and
Norges Bank Investment Management
Susquehanna International
Sands Capital Management
FMR
Invesco
Ameriprise Financial
Wellington Management Company

View all funds holding Square Inc cl a