Jessup Wealth Management, Inc Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$249.2B
Holdings
76
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (76 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 155,132 | $34.0B | 13.66% | |
| 2 | NVDANVIDIA CORPORATION | 131,038 | $20.7B | 8.31% | |
| 3 | AAPLAPPLE INC | 92,542 | $19.0B | 7.62% | |
| 4 | GOOGLALPHABET INC | 64,455 | $11.4B | 4.56% | |
| 5 | JNKSPDR SERIES TRUST | 110,980 | $10.8B | 4.33% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 75,210 | $10.7B | 4.28% | |
| 7 | KKRKKR & CO INC | 77,668 | $10.3B | 4.15% | |
| 8 | IEFISHARES TR | 95,184 | $9.1B | 3.66% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 71,754 | $8.1B | 3.27% | |
| 10 | TSLATESLA INC | 24,944 | $7.9B | 3.18% | |
| 11 | VXFVANGUARD INDEX FDS | 39,345 | $7.6B | 3.04% | |
| 12 | SHOPSHOPIFY INC | 63,031 | $7.3B | 2.92% | |
| 13 | EQHEQUITABLE HLDGS INC | 128,044 | $7.2B | 2.88% | |
| 14 | PGPROCTER AND GAMBLE CO | 31,538 | $5.0B | 2.02% | |
| 15 | AALAMERICAN AIRLS GROUP INC | 447,504 | $5.0B | 2.02% | |
| 16 | LNCLINCOLN NATL CORP IND | 137,036 | $4.7B | 1.90% | |
| 17 | XLKSELECT SECTOR SPDR TR | 18,587 | $4.7B | 1.89% | |
| 18 | JPMJPMORGAN CHASE & CO. | 15,871 | $4.6B | 1.85% | |
| 19 | XLRESELECT SECTOR SPDR TR | 108,226 | $4.5B | 1.80% | |
| 20 | TEAMATLASSIAN CORPORATION | 20,748 | $4.2B | 1.69% | |
| 21 | MSFTMICROSOFT CORP | 8,306 | $4.1B | 1.66% | |
| 22 | COSTCOSTCO WHSL CORP NEW | 3,868 | $3.8B | 1.54% | |
| 23 | TMUST-MOBILE US INC | 15,794 | $3.8B | 1.51% | |
| 24 | IWMISHARES TR | 10,922 | $2.4B | 0.95% | |
| 25 | MUMICRON TECHNOLOGY INC | 18,677 | $2.3B | 0.92% | |
| 26 | CRWDCROWDSTRIKE HLDGS INC | 4,346 | $2.2B | 0.89% | |
| 27 | CMECME GROUP INC | 7,969 | $2.2B | 0.88% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 6,449 | $2.0B | 0.81% | |
| 29 | CINFCINCINNATI FINL CORP | 11,507 | $1.7B | 0.69% | |
| 30 | PJANINNOVATOR ETFS TRUST | 38,202 | $1.7B | 0.68% | |
| 31 | VVISA INC | 4,602 | $1.6B | 0.66% | |
| 32 | GSGOLDMAN SACHS GROUP INC | 2,077 | $1.5B | 0.59% | |
| 33 | NUENUCOR CORP | 10,878 | $1.4B | 0.57% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,474 | $1.2B | 0.48% | |
| 35 | JNJJOHNSON & JOHNSON | 7,528 | $1.1B | 0.46% | |
| 36 | PYPLPAYPAL HLDGS INC | 14,088 | $1.0B | 0.42% | |
| 37 | SPYSPDR S&P 500 ETF TR | 1,649 | $1.0B | 0.41% | |
| 38 | VOOVANGUARD INDEX FDS | 1,787 | $1.0B | 0.41% | |
| 39 | LLYELI LILLY & CO | 1,174 | $915.1M | 0.37% | |
| 40 | BOXXEA SERIES TRUST | 7,675 | $864.8M | 0.35% | |
| 41 | WMSADVANCED DRAIN SYS INC DEL | 7,081 | $813.3M | 0.33% | |
| 42 | SHWSHERWIN WILLIAMS CO | 2,341 | $803.7M | 0.32% | |
| 43 | PMARINNOVATOR ETFS TRUST | 18,515 | $781.9M | 0.31% | |
| 44 | ARHSARHAUS INC | 82,038 | $711.3M | 0.29% | |
| 45 | BABOEING CO | 3,237 | $678.2M | 0.27% | |
| 46 | CPNGCOUPANG INC | 19,929 | $597.1M | 0.24% | |
| 47 | MARMARRIOTT INTL INC NEW | 2,100 | $573.7M | 0.23% | |
| 48 | RSPINVESCO EXCHANGE TRADED FD T | 3,014 | $547.8M | 0.22% | |
| 49 | AMATAPPLIED MATLS INC | 2,852 | $522.1M | 0.21% | |
| 50 | SPYGSPDR SERIES TRUST | 5,348 | $509.8M | 0.20% | |
| 51 | PNOVINNOVATOR ETFS TRUST | 12,448 | $491.9M | 0.20% | |
| 52 | PANWPALO ALTO NETWORKS INC | 2,392 | $489.5M | 0.20% | |
| 53 | SUBISHARES TR | 4,132 | $439.4M | 0.18% | |
| 54 | SHVISHARES TR | 3,924 | $433.3M | 0.17% | |
| 55 | SGOVISHARES TR | 3,994 | $402.1M | 0.16% | |
| 56 | GQ9SPDR GOLD TR | 1,226 | $373.7M | 0.15% | |
| 57 | DFAXDIMENSIONAL ETF TRUST | 12,324 | $362.0M | 0.15% | |
| 58 | PLTRPALANTIR TECHNOLOGIES INC | 2,534 | $345.4M | 0.14% | |
| 59 | DFACDIMENSIONAL ETF TRUST | 9,243 | $331.3M | 0.13% | |
| 60 | MCDMCDONALDS CORP | 1,066 | $311.3M | 0.12% | |
| 61 | SNASNAP ON INC | 973 | $302.8M | 0.12% | |
| 62 | TMOTHERMO FISHER SCIENTIFIC INC | 682 | $276.3M | 0.11% | |
| 63 | PJULINNOVATOR ETFS TRUST | 6,302 | $276.3M | 0.11% | |
| 64 | XOMEXXON MOBIL CORP | 2,528 | $272.5M | 0.11% | |
| 65 | CATCATERPILLAR INC | 694 | $269.4M | 0.11% | |
| 66 | INDAISHARES TR | 4,624 | $257.5M | 0.10% | |
| 67 | PDECINNOVATOR ETFS TRUST | 6,189 | $247.6M | 0.10% | |
| 68 | WFCWELLS FARGO CO NEW | 3,072 | $246.1M | 0.10% | |
| 69 | AVGOBROADCOM INC | 881 | $242.9M | 0.10% | |
| 70 | KOCOCA COLA CO | 3,347 | $236.8M | 0.10% | |
| 71 | CAOSEA SERIES TRUST | 2,661 | $236.4M | 0.09% | |
| 72 | ULTAULTA BEAUTY INC | 480 | $224.4M | 0.09% | |
| 73 | DISDISNEY WALT CO | 1,777 | $220.4M | 0.09% | |
| 74 | DUKDUKE ENERGY CORP NEW | 1,795 | $211.8M | 0.08% | |
| 75 | SLVISHARES SILVER TR | 6,418 | $210.6M | 0.08% | |
| 76 | FFORD MTR CO | 10,340 | $112.2M | 0.05% |