Jessup Wealth Management, Inc Reduced Holdings in Q2 2025

Jessup Wealth Management, Inc

  • $249 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Atlassian Corporation
-9.86K
- 32.22%
N/A
20.7K $4.21B
AAPL
Apple Inc.

Technology
-3.19K
- 3.33%
$172.42 - $223.89 $549K - $713K
92.5K $19B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.02K
- 2.73%
$99.37 - $134.05 $200K - $270K
71.8K $8.14B
TMUS
T Mobile Us, Inc.

Communication Services
-1.83K
- 10.39%
$220.99 - $268.54 $405K - $492K
15.8K $3.76B
LNC
Lincoln National Corp

Financial Services
-17K
- 11.03%
$28.95 - $37.27 $492K - $633K
137K $4.74B
PG
Procter & Gamble CO

Consumer Defensive
-973
- 2.99%
$157.66 - $172.39 $153K - $168K
31.5K $5.02B
IEF
Ishares Barclays

ETFs
-4.07K
- 4.1%
$93.15 - $96.56 $379K - $393K
95.2K $9.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-299
- 10.78%
$483.48 - $539.8 $145K - $161K
2.47K $1.2B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.33K
- 3.85%
$37.08 - $42.26 $161K - $183K
108K $4.48B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4.07K
- 3.54%
$91.23 - $97.27 $372K - $396K
111K $10.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-30
- 4.21%
$390.26 - $489.06 $11.7K - $14.7K
682 $276M
SHV
Ishares Tr

ETFs
-622
- 13.68%
$110.06 - $110.46 $68.5K - $68.7K
3.92K $433M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-506
- 14.37%
$152.93 - $181.74 $77.4K - $92K
3.01K $548M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.11K
- 10.24%
$37.18 - $42.23 $78.5K - $89.2K
18.5K $782M
ARHS
Arhaus, Inc.

Consumer Cyclical
-4K
- 4.65%
$7.06 - $8.98 $28.2K - $35.9K
82K $711M
XOM
Exxon Mobil Corp

Energy
-8
- 0.32%
$99.93 - $119.04 $799 - $952
2.53K $273M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-25
- 0.62%
$100.35 - $100.71 $2.51K - $2.52K
3.99K $402M
GLD
Spdr Gold Trust

ETFs
-41
- 3.24%
$273.71 - $316.29 $11.2K - $13K
1.23K $374M
V
Visa Inc.

Financial Services
-26
- 0.56%
$308.27 - $373.31 $8.02K - $9.71K
4.6K $1.63B
PNOV
Innovator U.S. Equity Power Bu
-189
- 1.5%
N/A
12.4K $492M
WFC
Wells Fargo & Company

Financial Services
-34
- 1.09%
$60.98 - $80.12 $2.07K - $2.72K
3.07K $246M
IWM
Ishares Russell 2000 ETF

ETFs
-703
- 6.05%
$174.82 - $215.79 $123K - $152K
10.9K $2.36B
PJAN
Innovator U.S. Equity Power Bu

ETFs
-845
- 2.16%
$38.7 - $44.05 $32.7K - $37.2K
38.2K $1.68B
SPY
Spdr S&P 500 ETF Trust

ETFs
-54
- 3.17%
$496.48 - $617.85 $26.8K - $33.4K
1.65K $1.02B
MAR
Marriott International Inc

Consumer Cyclical
-22
- 1.04%
$211.12 - $274.14 $4.64K - $6.03K
2.1K $574M
AMAT
Applied Materials Inc

Technology
-177
- 5.84%
$126.95 - $183.52 $22.5K - $32.5K
2.85K $522M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27
- 1.49%
$456.74 - $568.03 $12.3K - $15.3K
1.79K $1.02B
COST
Costco Wholesale Corp

Consumer Defensive
-91
- 2.3%
$908.13 - $1056.85 $82.6K - $96.2K
3.87K $3.83B
BA
Boeing CO

Industrials
-194
- 5.65%
$136.59 - $217.51 $26.5K - $42.2K
3.24K $678M
CPNG
Coupang, Inc.

Consumer Cyclical
-2.03K
- 9.24%
$19.76 - $30.81 $40.1K - $62.5K
19.9K $597M
PLTR
Palantir Technologies Inc.

Technology
-15
- 0.59%
$74.01 - $144.25 $1.11K - $2.16K
2.53K $345M
EQH
Equitable Holdings, Inc.

Financial Services
-5.18K
- 3.89%
$43.98 - $56.1 $228K - $291K
128K $7.18B
VXF
Vanguard Extended Market ETF

ETFs
-1.34K
- 3.29%
$150.43 - $192.71 $201K - $258K
39.3K $7.58B
MU
Micron Technology Inc

Technology
-381
- 2.0%
$64.72 - $127.91 $24.7K - $48.7K
18.7K $2.3B
CRWD
Crowd Strike Holdings, Inc.

Technology
-13
- 0.3%
$321.63 - $509.31 $4.18K - $6.62K
4.35K $2.21B
MSFT
Microsoft Corp

Technology
-39
- 0.47%
$354.56 - $497.45 $13.8K - $19.4K
8.31K $4.13B
KKR
Kkr & Co. Inc.

Financial Services
-1.18K
- 1.5%
$92.79 - $134.29 $110K - $159K
77.7K $10.3B
GOOGL
Alphabet Inc.

Communication Services
-811
- 1.24%
$144.7 - $178.6 $117K - $145K
64.5K $11.4B
AMD
Advanced Micro Devices Inc

Technology
-564
- 0.74%
$78.21 - $143.81 $44.1K - $81.1K
75.2K $10.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.12K
- 0.72%
$167.32 - $223.3 $188K - $251K
155K $34B
NVDA
Nvidia Corp

Technology
-4.43K
- 3.27%
$94.31 - $157.99 $417K - $699K
131K $20.7B
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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