Filer Name: JESSUP WEALTH MANAGEMENT, INC
CIK: 1963536
Period: 2024-12-31
Filed At: 2025-02-01
Number of Holdings: 70
Portfolio Value: $0.23B

Jessup Wealth Management, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AMZN US AMAZON.COM INC 150,492 $33M 14.08% -0.9% -
AAPL US APPLE INC 94,408 $24M 10.08% 1.1% -
NVDA US NVIDIA CORP 139,979 $19M 8.01% -2.1% -
GOOGL US ALPHABET INC-CL A 63,527 $12M 5.13% 0.8% -
JNK US SPDR BLOOMBERG HIGH YIELD BO 112,854 $11M 4.59% 3.9% -
ULTA US ULTA BEAUTY INC 20,046 $9M 3.72% 3218.9% -
TMUS US T-MOBILE US INC 38,641 $9M 3.64% -26.8% -
AMD US ADVANCED MICRO DEVICES 66,340 $8M 3.42% 18.0% -
EBAY US EBAY INC 126,598 $8M 3.34% -0.6% -
VXF US VANGUARD EXTENDED MARKET ETF 38,669 $7M 3.13% 100.0% -
VMC US VULCAN MATERIALS CO 27,994 $7M 3.07% 23.8% -
BABA US ALIBABA GROUP HOLDING-SP ADR 83,962 $7M 3.04% 780.0% -
EGO US ELDORADO GOLD CORP 456,996 $7M 2.90% -0.4% -
PG US PROCTER & GAMBLE CO/THE 39,560 $7M 2.83% -32.1% -
KKR US KKR & CO INC 44,613 $7M 2.81% -0.5% -
EQH US EQUITABLE HOLDINGS INC 123,389 $6M 2.48% -6.4% -
IEF US ISHARES 7-10 YEAR TREASURY B 55,635 $5M 2.19% 100.0% -
XLRE US REAL ESTATE SELECT SECT SPDR 119,977 $5M 2.08% -2.2% -
SQ US BLOCK INC 56,436 $5M 2.05% 100.0% -
COST US COSTCO WHOLESALE CORP 4,107 $4M 1.60% -0.2% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us