Jessup Wealth Management, Inc Portfolio Holdings

Jessup Wealth Management, Inc

  • $235 Billion
  • Q4 2024

Jessup Wealth Management, Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $33B, Apple Inc. with a value of $23.6B, Nvidia Corp with a value of $18.8B, Alphabet Inc. with a value of $12B, and Spdr Bloomberg High Yield Bond with a value of $10.8B.

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

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 $235 Billion
Technology: $64.1 Billion
Consumer Cyclical: $61.6 Billion
ETFs: $35.4 Billion
Communication Services: $21.1 Billion
Financial Services: $18.6 Billion
Basic Materials: $16 Billion
Consumer Defensive: $11.4 Billion
Healthcare: $3.34 Billion
Other: $1.93 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $235 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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