Jessup Wealth Management, Inc Portfolio Holdings

Jessup Wealth Management, Inc

  • $269 Billion
  • Q3 2025

Jessup Wealth Management, Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $31.5B, Nvidia Corp with a value of $23.6B, Apple Inc. with a value of $23.6B, Alphabet Inc. with a value of $14.4B, and Alibaba Group Holding LTD with a value of $13.3B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $249B to 269B.

Jessup Wealth Management, Inc is based out at Dayton, OH

Below you can find more details about Jessup Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $269 Billion
Technology: $80.6 Billion
Consumer Cyclical: $58.8 Billion
ETFs: $49.3 Billion
Financial Services: $37.1 Billion
Communication Services: $18.8 Billion
Consumer Defensive: $8.54 Billion
Industrials: $6.55 Billion
Healthcare: $3.08 Billion
Other: $2.8 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $269 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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