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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.03T
$28.3 Billion 12.98% of portfolio
151,911
Q3 2024 Added 4.96%
$3.59T
$21.8 Billion 9.98% of portfolio
93,402
Q3 2024 Reduced 7.92%
$349B
$17.4 Billion 7.96% of portfolio
142,915
Q3 2024 Added 35.62%
$283B
$10.9 Billion 5.0% of portfolio
52,794
Q3 2024 Added 8.24%
$1.01T
$10.5 Billion 4.79% of portfolio
63,013
Q3 2024 Added 112.27%
$393B
$10.1 Billion 4.63% of portfolio
58,285
Q3 2024 Added 97.95%
$229B
$9.23 Billion 4.23% of portfolio
56,235
Q3 2024 Reduced 14.68%
$530B
$6.95 Billion 3.19% of portfolio
11,891
Q3 2024 Added 80.6%
$394B
$3.65 Billion 1.67% of portfolio
4,117
Q3 2024 Reduced 22.36%
$3.07T
$2.88 Billion 1.32% of portfolio
6,684
Q3 2024 Reduced 5.35%
$414B
$2.29 Billion 1.05% of portfolio
14,106
Q3 2024 Reduced 0.39%
$480B
$1.31 Billion 0.6% of portfolio
4,781
Q3 2024 Reduced 3.86%
$579B
$1.27 Billion 0.58% of portfolio
2,760
Q3 2024 Added 0.11%
$263B
$1.01 Billion 0.46% of portfolio
9,541
Q3 2024 Added 31.09%
$220B
$477 Million 0.22% of portfolio
771
Q3 2024 Added 0.26%
$219B
$367 Million 0.17% of portfolio
1,204
Q3 2024 Reduced 3.91%

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
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