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Jessup Wealth Management, Inc

Portfolio Manager
Jessup Wealth Management, Inc
Performance
-9.19% (2026 Q1)
AUM (13F)
$273.99M
# of Holdings
77
Performance Rank
Allocation (Top 20)
83.69%

Jessup Wealth Management, Inc Holdings Map

Top 50 Jessup Wealth Management, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
11.64%153.1K$31.9M
+1.06%(+1.61K)
2025-Q1: 156.3K shares2025-Q2: 155.1K shares2025-Q3: 143.5K shares2025-Q4: 151.5K shares2026-Q1: 153.1K shares
$124.55(+112.07%)
2026-03-31
NVDA
NVIDIA CORPORATION
8.66%136.0K$23.7M
+8.15%(+10.24K)
2025-Q1: 135.5K shares2025-Q2: 131.0K shares2025-Q3: 126.3K shares2025-Q4: 125.7K shares2026-Q1: 136.0K shares
$54.67(+312.14%)
2026-03-31
AAPL
APPLE INC
8.22%88.7K$22.5M
-6.70%(-6.37K)
2025-Q1: 95.7K shares2025-Q2: 92.5K shares2025-Q3: 92.6K shares2025-Q4: 95.1K shares2026-Q1: 88.7K shares
$140.65(+113.46%)
2026-03-31
GOOGL
ALPHABET INC
5.57%53.0K$15.3M
-0.58%(-309)
2025-Q1: 65.3K shares2025-Q2: 64.5K shares2025-Q3: 59.1K shares2025-Q4: 53.4K shares2026-Q1: 53.0K shares
$142.83(+177.80%)
2026-03-31
JNK
SPDR SERIES TRUST
4.71%134.8K$12.9M
+1.39%(+1.85K)
2025-Q1: 115.1K shares2025-Q2: 111.0K shares2025-Q3: 125.7K shares2025-Q4: 132.9K shares2026-Q1: 134.8K shares
$92.38(+3.62%)
2026-03-31
IEF
ISHARES TR
4.08%117.2K$11.2M
+2.35%(+2.69K)
2025-Q1: 99.3K shares2025-Q2: 95.2K shares2025-Q3: 109.1K shares2025-Q4: 114.5K shares2026-Q1: 117.2K shares
$94.95(-1.52%)
2026-03-31
MSFT
MICROSOFT CORP
4.06%30.0K$11.1M
+262.26%(+21.75K)
2025-Q1: 8.3K shares2025-Q2: 8.3K shares2025-Q3: 8.2K shares2025-Q4: 8.3K shares2026-Q1: 30.0K shares
$386.25(+9.23%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.99%11.0K$10.9M
+184.30%(+7.11K)
2025-Q1: 4.0K shares2025-Q2: 3.9K shares2025-Q3: 3.9K shares2025-Q4: 3.9K shares2026-Q1: 11.0K shares
$768.19(+36.55%)
2026-03-31
TMUS
T-MOBILE US INC
3.92%51.2K$10.7M
+247.39%(+36.45K)
2025-Q1: 17.6K shares2025-Q2: 15.8K shares2025-Q3: 16.5K shares2025-Q4: 14.7K shares2026-Q1: 51.2K shares
$194.70(-4.87%)
2026-03-31
TSLA
TESLA INC
3.55%26.2K$9.7M
+2.27%(+581)
2025-Q1: 23.4K shares2025-Q2: 24.9K shares2025-Q3: 25.4K shares2025-Q4: 25.6K shares2026-Q1: 26.2K shares
$260.67(+61.98%)
2026-03-31

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