Jessup Wealth Management, Inc Purchases in Q4 2024

Jessup Wealth Management, Inc

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
19.4K
+ 3218.87%
$338.38 - $446.21 $6.58M - $8.68M
20K $8.72B
VXF
Vanguard Extended Market ETF

ETFs
38.7K
New
$179.17 - $207.15 $6.93M - $8.01M
38.7K $7.35B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
74.4K
+ 780.01%
$82.28 - $117.52 $6.12M - $8.75M
84K $7.12B
IEF
Ishares Barclays

ETFs
55.6K
New
$92.08 - $98.18 $5.12M - $5.46M
55.6K $5.14B
SQ
Block, Inc.

Technology
56.4K
New
$65.06 - $98.92 $3.67M - $5.58M
56.4K $4.8B
AAPL
Apple Inc.

Technology
1.01K
+ 1.08%
$221.69 - $259.02 $223K - $261K
94.4K $23.6B
GOOGL
Alphabet Inc.

Communication Services
514
+ 0.82%
$161.86 - $196.66 $83.2K - $101K
63.5K $12B
VMC
Vulcan Materials CO

Basic Materials
5.38K
+ 23.8%
$237.95 - $292.31 $1.28M - $1.57M
28K $7.2B
TSN
Tyson Foods, Inc.

Consumer Defensive
18.2K
New
$57.14 - $64.54 $1.04M - $1.17M
18.2K $1.04B
U
Unity Software Inc.

Technology
22.7K
New
$17.34 - $27.72 $393K - $629K
22.7K $510M
XOM
Exxon Mobil Corp

Energy
3.97K
New
$105.51 - $125.37 $419K - $498K
3.97K $427M
DIS
Walt Disney CO

Communication Services
2.84K
New
$92.39 - $117.6 $262K - $334K
2.84K $316M
BA
Boeing CO

Industrials
1.75K
New
$138.14 - $180.72 $241K - $316K
1.75K $309M
Lam Research Corp
3.7K
New
N/A
3.7K $267M
BX
Blackstone Inc.

Financial Services
1.44K
New
$148.45 - $199.05 $214K - $286K
1.44K $248M
PDEC
Innovator U.S. Equity Power Bu
6.33K
New
N/A
6.33K $243M
JPM
Jpmorgan Chase & CO

Financial Services
956
New
$205.18 - $250.29 $196K - $239K
956 $229M
WFC
Wells Fargo & Company

Financial Services
3.19K
New
$54.98 - $77.35 $176K - $247K
3.19K $224M
PLTR
Palantir Technologies Inc.

Technology
2.88K
New
$36.46 - $82.38 $105K - $238K
2.88K $218M
MA
Mastercard Inc

Financial Services
400
New
$491.3 - $536.15 $197K - $214K
400 $211M
GOOG
Alphabet Inc.

Communication Services
1.05K
New
$163.08 - $198.16 $172K - $208K
1.05K $200M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.27K
+ 3.94%
$94.77 - $97.36 $405K - $416K
113K $10.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
251
+ 20.57%
$521.84 - $558.82 $131K - $140K
1.47K $793M
SHV
Ishares Tr

ETFs
964
+ 41.13%
$109.92 - $110.57 $106K - $107K
3.31K $364M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.5K
+ 69.71%
$114.63 - $163.52 $172K - $246K
3.66K $423M
MSFT
Microsoft Corp

Technology
277
+ 4.14%
$406.35 - $454.46 $113K - $126K
6.96K $2.93B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
463
+ 12.34%
$100.16 - $100.7 $46.4K - $46.6K
4.22K $423M
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 100.0%
$181.96 - $405.9 $218K - $485K
2.39K $435M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.17%
$288.47 - $316.54 $577 - $633
1.21K $350M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$442.29 - $483.08 $442 - $483
2.76K $1.25B
LLY
Eli Lilly & CO

Healthcare
19
+ 5.09%
$727.2 - $932.06 $13.8K - $17.7K
392 $303M
CPNG
Coupang, Inc.

Consumer Cyclical
76
+ 0.34%
$21.98 - $26.89 $1.67K - $2.04K
22.1K $486M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.78%
$501.29 - $612.85 $3.01K - $3.68K
777 $404M
NUE
Nucor Corp

Basic Materials
93
+ 0.89%
$115.78 - $167.74 $10.8K - $15.6K
10.5K $1.23B
AMD
Advanced Micro Devices Inc

Technology
10.1K
+ 17.97%
$118.88 - $172.8 $1.2M - $1.75M
66.3K $8.01B
Activity Summary
Buys All Purchases 36 New Holdings 17 Increased Positions 19 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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