Jessup Wealth Management, Inc
CIK: 0001963536SEC EDGAR →
Portfolio Value
$302.5M
Holdings
385
As of
Q4 2025
New Positions
387
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 151,468 | $35.0M | 11.56% |
| 2 | Apple Inc | 95,076 | $25.8M | 8.55% |
| 3 | Nvidia Corp | 125,725 | $23.4M | 7.75% |
| 4 | Alphabet Inc | 53,351 | $16.7M | 5.52% |
| 5 | SPDR Bloomberg Barclays High yield Bond ETF | 132,933 | $12.9M | 4.27% |
| 6 | Tesla Inc | 25,601 | $11.5M | 3.81% |
| 7 | iShares 7-10 Year Treasury Bond ETF | 114,509 | $11.0M | 3.64% |
| 8 | Alibaba Group Holding Limited | 75,107 | $11.0M | 3.64% |
| 9 | Kkr & Co Inc | 79,302 | $10.1M | 3.34% |
| 10 | Advanced Micro Devices Inc | 43,389 | $9.3M | 3.07% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (387)
$35.0M · 151K shares
$25.8M · 95K shares
$23.4M · 126K shares
$16.7M · 53K shares
$12.9M · 133K shares
$11.5M · 26K shares
$11.0M · 115K shares
$11.0M · 75K shares
$10.1M · 79K shares
$9.3M · 43K shares
$8.8M · 27K shares
$8.7M · 42K shares
$7.0M · 134K shares
$6.8M · 143K shares
$6.5M · 62K shares
$6.3M · 60K shares
$5.9M · 132K shares
$5.7M · 39K shares
$5.6M · 18K shares
$5.0M · 18K shares
$4.4M · 31K shares
$4.0M · 8K shares
$3.3M · 4K shares
$3.0M · 15K shares
$2.7M · 11K shares
$2.5M · 9K shares
$2.1M · 4K shares
$1.9M · 2K shares
$1.9M · 12K shares
$1.8M · 11K shares
$1.7M · 36K shares
$1.6M · 5K shares
$1.6M · 8K shares
$1.5M · 3K shares
$1.4M · 2K shares
$1.3M · 1K shares
$1.3M · 8K shares
$1.3M · 2K shares
$1.1M · 9K shares
$883K · 8K shares
$830K · 18K shares
$822K · 20K shares
$806K · 30K shares
$752K · 2K shares
$723K · 16K shares
$722K · 27K shares
$692K · 62K shares
$669K · 3K shares
$651K · 2K shares
$609K · 3K shares
$587K · 3K shares
$538K · 5K shares
$535K · 5K shares
$490K · 10K shares
$467K · 11K shares
$450K · 3K shares
$442K · 10K shares
$440K · 2K shares
$410K · 1K shares
$403K · 12K shares
$397K · 694 shares
$379K · 655 shares
$360K · 4K shares
$357K · 15K shares
$335K · 973 shares
$328K · 1K shares
$307K · 980 shares
$307K · 3K shares
$306K · 2K shares
$295K · 19K shares
$285K · 472 shares
$276K · 6K shares
$275K · 3K shares
$238K · 3K shares
$238K · 3K shares
$228K · 661 shares
$219K · 3K shares
$217K · 917 shares
$215K · 6K shares
$203K · 2K shares
$203K · 2K shares
$202K · 667 shares
$201K · 2K shares
$193K · 339 shares
$179K · 3K shares
$178K · 1K shares
$167K · 4K shares
$165K · 13K shares
$163K · 443 shares
$160K · 150 shares
$158K · 3K shares
$157K · 7K shares
$149K · 820 shares
$143K · 217 shares
$142K · 2K shares
$142K · 635 shares
$138K · 755 shares
$137K · 707 shares
$135K · 625 shares
$134K · 2K shares
$127K · 727 shares
$123K · 2K shares
$121K · 505 shares
$118K · 669 shares
$118K · 2K shares
$115K · 4K shares
$110K · 994 shares
$109K · 911 shares
$107K · 6K shares
$101K · 460 shares
$98K · 2K shares
$96K · 1K shares
$95K · 144 shares
$90K · 2K shares
$90K · 311 shares
$87K · 2K shares
$85K · 994 shares
$84K · 285 shares
$83K · 3K shares
$79K · 934 shares
$78K · 2K shares
$76K · 1K shares
$75K · 829 shares
$75K · 155 shares
$74K · 4K shares
$74K · 1K shares
$74K · 466 shares
$73K · 2K shares
$72K · 240 shares
$71K · 3K shares
$70K · 1K shares
$69K · 719 shares
$68K · 223 shares
$67K · 654 shares
$65K · 12 shares
$65K · 191 shares
$60K · 1K shares
$58K · 800 shares
$56K · 1K shares
$55K · 1K shares
$55K · 26 shares
$53K · 296 shares
$53K · 350 shares
$53K · 545 shares
$52K · 641 shares
$52K · 1K shares
$52K · 177 shares
$51K · 1K shares
$50K · 409 shares
$50K · 8K shares
$50K · 244 shares
$50K · 136 shares
$46K · 1K shares
$44K · 850 shares
$44K · 994 shares
$44K · 128 shares
$44K · 13 shares
$43K · 669 shares
$42K · 365 shares
$41K · 182 shares
$40K · 111 shares
$40K · 494 shares
$40K · 473 shares
$39K · 2K shares
$38K · 600 shares
$38K · 19 shares
$37K · 130 shares
$37K · 219 shares
$37K · 1K shares
$37K · 311 shares
$37K · 703 shares
$37K · 268 shares
$36K · 192 shares
$35K · 470 shares
$35K · 207 shares
$35K · 355 shares
$33K · 300 shares
$30K · 200 shares
$30K · 558 shares
$30K · 386 shares
$30K · 1K shares
$30K · 200 shares
$30K · 41 shares
$30K · 28 shares
$29K · 375 shares
$29K · 135 shares
$28K · 372 shares
$27K · 236 shares
$27K · 1K shares
$27K · 310 shares
$26K · 335 shares
$26K · 3K shares
$26K · 2K shares
$26K · 1K shares
$26K · 144 shares
$26K · 201 shares
$26K · 293 shares
$24K · 255 shares
$24K · 183 shares
$24K · 217 shares
$24K · 362 shares
$24K · 293 shares
$24K · 305 shares
$23K · 456 shares
$23K · 66 shares
$22K · 56 shares
$22K · 2K shares
$21K · 246 shares
$21K · 66 shares
$20K · 86 shares
$20K · 57 shares
$20K · 256 shares
$20K · 125 shares
$20K · 321 shares
$19K · 196 shares
$19K · 689 shares
$19K · 93 shares
$19K · 208 shares
$19K · 1K shares
$18K · 220 shares
$18K · 117 shares
$17K · 308 shares
$16K · 203 shares
$16K · 1K shares
$16K · 261 shares
$16K · 74 shares
$16K · 399 shares
$16K · 70 shares
$15K · 113 shares
$15K · 906 shares
$15K · 200 shares
$14K · 310 shares
$14K · 537 shares
$13K · 119 shares
$13K · 74 shares
$13K · 28 shares
$11K · 19 shares
$11K · 436 shares
$11K · 500 shares
$11K · 40 shares
$10K · 546 shares
$10K · 74 shares
$10K · 123 shares
$10K · 847 shares
$10K · 40 shares
$9K · 526 shares
$8K · 602 shares
$8K · 266 shares
$8K · 11 shares
$8K · 65 shares
$8K · 25 shares
$8K · 358 shares
$8K · 130 shares
$8K · 949 shares
$8K · 157 shares
$8K · 118 shares
$8K · 203 shares
$8K · 34 shares
$7K · 170 shares
$7K · 40 shares
$7K · 95 shares
$7K · 125 shares
$7K · 50 shares
$7K · 51 shares
$7K · 100 shares
$6K · 64 shares
$6K · 217 shares
$6K · 140 shares
$6K · 31 shares
$6K · 30 shares
$6K · 100 shares
$6K · 50 shares
$6K · 30 shares
$6K · 15 shares
$6K · 434 shares
$6K · 240 shares
$6K · 16 shares
$6K · 160 shares
$6K · 54 shares
$6K · 84 shares
$6K · 26 shares
$6K · 120 shares
$6K · 22 shares
$5K · 37 shares
$5K · 60 shares
$5K · 30 shares
$5K · 95 shares
$5K · 94 shares
$5K · 26 shares
$5K · 46 shares
$4K · 82 shares
$4K · 35 shares
$4K · 7 shares
$4K · 128 shares
$4K · 1K shares
$4K · 34 shares
$4K · 43 shares
$4K · 98 shares
$3K · 36 shares
$3K · 4 shares
$3K · 26 shares
$3K · 117 shares
$3K · 100 shares
$3K · 100 shares
$3K · 81 shares
$3K · 161 shares
$3K · 10 shares
$3K · 16 shares
$2K · 553 shares
$2K · 3K shares
$2K · 4 shares
$2K · 56 shares
$2K · 550 shares
$2K · 12 shares
$2K · 6 shares
$2K · 165 shares
$2K · 16 shares
$2K · 177 shares
$2K · 25 shares
$2K · 19 shares
$2K · 16 shares
$2K · 150 shares
$2K · 108 shares
$2K · 60 shares
$2K · 33 shares
$2K · 27 shares
$1K · 19 shares
$1K · 5 shares
$1K · 24 shares
$1K · 3 shares
$1K · 1 shares
$1K · 13 shares
$1K · 32 shares
$1K · 3 shares
$1K · 4 shares
$1K · 385 shares
$1K · 3 shares
$1K · 7 shares
$1K · 2 shares
$1K · 80 shares
$1K · 150 shares
$1K · 10 shares
$1K · 9 shares
$1K · 4 shares
$1K · 17 shares
$0 · 5 shares
$0 · 2 shares
$0 · 4 shares
$0 · 3 shares
$0 · 2 shares
$0 · 27 shares
$0 · 216 shares
$0 · 3 shares
$0 · 4 shares
$0 · 8 shares
$0 · 4 shares
$0 · 3 shares
$0 · 10 shares
$0 · 9 shares
$0 · 1 shares
$0 · 4 shares
$0 · 15 shares
$0 · 50 shares
$0 · 9 shares
$0 · 61 shares
$0 · 3 shares
$0 · 12 shares
$0 · 1 shares
$0 · 7 shares
$0 · 500 shares
$0 · 7 shares
$0 · 7 shares
$0 · 2 shares
$0 · 14 shares
$0 · 2 shares
$0 · 150 shares
$0 · 5 shares
$0 · 2 shares
$0 · 25 shares
$0 · 16 shares
$0 · 1 shares
$0 · 1 shares
$0 · 14 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 132 | $103.4M | 34.2% |
| Technology | 51 | $74.3M | 24.6% |
| Consumer Cyclical | 35 | $60.5M | 20.0% |
| Communication Services | 12 | $20.4M | 6.7% |
| Healthcare | 34 | $19.3M | 6.4% |
| Consumer Defensive | 26 | $15.3M | 5.1% |
| Industrials | 32 | $2.9M | 1.0% |
| Basic Materials | 12 | $2.6M | 0.9% |
| Unknown | 23 | $2.5M | 0.8% |
| Energy | 14 | $646K | 0.2% |
| Utilities | 8 | $275K | 0.1% |
| Real Estate | 8 | $84K | 0.0% |