Jessup Wealth Management, Inc Purchases and Sells in Q3 2025

Jessup Wealth Management, Inc

$269 Billion
Q3 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BABA	2.93K + 4.08%	$103.83 - $179.9 $304K - $527K	74.7K $13.3B
AAPL	46 + 0.05%	$202.38 - $256.87 $9.31K - $11.8K	92.6K $23.6B
TSLA	477 + 1.91%	$293.94 - $444.72 $140K - $212K	25.4K $11.3B
AMD	6.85K + 9.1%	$134.8 - $184.42 $923K - $1.26M	82.1K $13.3B
JNK	14.7K + 13.27%	$96.22 - $98.19 $1.42M - $1.45M	126K $12.3B
IEF	13.9K + 14.65%	$93.91 - $97.26 $1.31M - $1.36M	109K $10.5B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAUG	10.9K New	$40.45 - $42.49 $439K - $461K	10.9K $461M
PSEP	10.1K New	N/A	10.1K $435M
BX	1.77K New	$152.77 - $188.68 $270K - $334K	1.77K $302M
PIMCO ETF TR	10.2K New	N/A	10.2K $274M
GOOG	1.02K New	$175.16 - $255.24 $178K - $260K	1.02K $248M
VEU	2.97K New	$66.38 - $71.68 $197K - $213K	2.97K $212M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-11.7K - 7.52%	$211.65 - $238.24 $2.47M - $2.78M	143K $31.5B
UNH	-5.07K - 78.68%	$237.77 - $353.61 $1.21M - $1.79M	1.38K $475M
EQH	-2K - 1.56%	$50.09 - $55.88 $100K - $112K	126K $6.4B
PG	-621 - 1.97%	$150.47 - $161.22 $93.4K - $100K	30.9K $4.75B
COST	-16 - 0.41%	$915.95 - $994.57 $14.7K - $15.9K	3.85K $3.57B
KKR	-62 - 0.08%	$129.95 - $152.16 $8.06K - $9.43K	77.6K $10.1B

Activity Summary All Purchases 32 New Holdings 7 Increased Positions 25 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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