Jessup Wealth Management, Inc Portfolio Holdings

Jessup Wealth Management, Inc

  • $218 Billion
  • Q3 2024

Jessup Wealth Management, Inc has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $28.3B, Apple Inc. with a value of $21.8B, Nvidia Corp with a value of $17.4B, T Mobile Us, Inc. with a value of $10.9B, and Spdr Bloomberg High Yield Bond with a value of $10.6B.

Examining the 13F form we can see an decrease of $16.5B in the current position value, from $235B to 218B.

Jessup Wealth Management, Inc is based out at Dayton, OH

Below you can find more details about Jessup Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
Technology: $66.5 Billion
Consumer Cyclical: $43 Billion
ETFs: $29.4 Billion
Communication Services: $21.3 Billion
Financial Services: $16.4 Billion
Basic Materials: $16.1 Billion
Consumer Defensive: $13.7 Billion
Healthcare: $10.4 Billion
Other: $990 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $218 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Jessup Wealth Management, Inc Portfolio

Follow Jessup Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jessup Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email