Jessup Wealth Management, Inc Portfolio Holdings by Sector
Jessup Wealth Management, Inc
- $235 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA CPNG 4 stocks |
$48.5 Million
20.76% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
JNK VXF IEF XLRE IWM PJAN SPY VOO 12 stocks |
$35.4 Million
15.16% of portfolio
|
6
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD MU QCOM 4 stocks |
$29.3 Million
12.53% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$23.6 Million
10.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$12.2 Million
5.24% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SQ MSFT CRWD PANW PLTR 5 stocks |
$9.92 Million
4.25% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$8.72 Million
3.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$8.53 Million
3.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$7.2 Million
3.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
EQH BRK-B 2 stocks |
$7.07 Million
3.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BX 2 stocks |
$6.85 Million
2.93% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
EGO 1 stocks |
$6.8 Million
2.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$6.63 Million
2.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$3.76 Million
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$2.61 Million
1.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL MA 3 stocks |
$2.37 Million
1.02% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$2.34 Million
1.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$1.71 Million
0.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$1.23 Million
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
ARHS 1 stocks |
$1.08 Million
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$1.04 Million
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$797,711
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$625,105
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$597,033
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC NU 3 stocks |
$560,121
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
U 1 stocks |
$509,665
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$498,720
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ATSG 1 stocks |
$440,084
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$427,313
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$422,994
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$404,190
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$330,314
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$316,203
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$309,219
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
WDC 1 stocks |
$236,671
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$99,311
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|