Jessup Wealth Management, Inc Portfolio Holdings by Sector
Jessup Wealth Management, Inc
- $218 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA CPNG 4 stocks |
$38.1 Million
17.51% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD MU QCOM 4 stocks |
$33.8 Million
15.49% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
JNK IWM XLRE PJAN SPY VOO SGOV GLD 11 stocks |
$29.4 Million
13.48% of portfolio
|
5
|
5
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21.8 Million
9.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$10.9 Million
5.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$10.5 Million
4.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$10.1 Million
4.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Gold | Basic Materials
EGO 1 stocks |
$7.97 Million
3.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$6.95 Million
3.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
EQH BRK-B 2 stocks |
$6.81 Million
3.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$5.86 Million
2.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$5.66 Million
2.6% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD STNE PANW 4 stocks |
$5.34 Million
2.45% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ESTC 1 stocks |
$4.76 Million
2.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$3.65 Million
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$2.62 Million
1.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$2.55 Million
1.17% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL 2 stocks |
$1.95 Million
0.9% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$1.62 Million
0.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$1.57 Million
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
ARHS 1 stocks |
$1.43 Million
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$895,701
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$807,578
0.37% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$632,091
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$567,305
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ATSG 1 stocks |
$368,986
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$338,899
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$281,888
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
WDC 1 stocks |
$272,750
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$235,028
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$140,445
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$106,589
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|