Top 50 Jessup Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.64% | 153.1K | $31.9M | +1.06%(+1.61K) | $124.55(+112.07%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.66% | 136.0K | $23.7M | +8.15%(+10.24K) | $54.67(+312.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.22% | 88.7K | $22.5M | -6.70%(-6.37K) | $140.65(+113.46%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.57% | 53.0K | $15.3M | -0.58%(-309) | $142.83(+177.80%) | 2026-03-31 | |
| JNK | SPDR SERIES TRUST | 4.71% | 134.8K | $12.9M | +1.39%(+1.85K) | $92.38(+3.62%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.08% | 117.2K | $11.2M | +2.35%(+2.69K) | $94.95(-1.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.06% | 30.0K | $11.1M | +262.26%(+21.75K) | $386.25(+9.23%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.99% | 11.0K | $10.9M | +184.30%(+7.11K) | $768.19(+36.55%) | 2026-03-31 | |
| TMUS | T-MOBILE US INC | 3.92% | 51.2K | $10.7M | +247.39%(+36.45K) | $194.70(-4.87%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.55% | 26.2K | $9.7M | +2.27%(+581) | $260.67(+61.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.81% | +59.37% |
| Top 20 Holdings Unweighted | +14.67% | +50.78% |
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