Jessup Wealth Management, Inc Sells in Q3 2025

Jessup Wealth Management, Inc

  • $269 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-11.7K
- 7.52%
$211.65 - $238.24 $2.47M - $2.78M
143K $31.5B
UNH
Unitedhealth Group Inc

Healthcare
-5.07K
- 78.68%
$237.77 - $353.61 $1.21M - $1.79M
1.38K $475M
EQH
Equitable Holdings, Inc.

Financial Services
-2K
- 1.56%
$50.09 - $55.88 $100K - $112K
126K $6.4B
PG
Procter & Gamble CO

Consumer Defensive
-621
- 1.97%
$150.47 - $161.22 $93.4K - $100K
30.9K $4.75B
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 0.41%
$915.95 - $994.57 $14.7K - $15.9K
3.85K $3.57B
KKR
Kkr & Co. Inc.

Financial Services
-62
- 0.08%
$129.95 - $152.16 $8.06K - $9.43K
77.6K $10.1B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-880
- 6.25%
$65.64 - $78.22 $57.8K - $68.8K
13.2K $886M
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 0.23%
$412.46 - $514.1 $4.12K - $5.14K
4.34K $2.13B
V
Visa Inc.

Financial Services
-42
- 0.91%
$332.09 - $358.86 $13.9K - $15.1K
4.56K $1.56B
CPNG
Coupang, Inc.

Consumer Cyclical
-3.53K
- 17.73%
$27.67 - $33.53 $97.8K - $118K
16.4K $528M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-444
- 11.12%
$100.37 - $100.74 $44.6K - $44.7K
3.55K $358M
LLY
Eli Lilly & CO

Healthcare
-28
- 2.39%
$625.65 - $812.69 $17.5K - $22.8K
1.15K $874M
INDA
Ishares Msci India Index Fund

ETFs
-315
- 6.81%
$51.98 - $55.84 $16.4K - $17.6K
4.31K $224M
GLD
Spdr Gold Trust

ETFs
-180
- 14.68%
$300.96 - $355.47 $54.2K - $64K
1.05K $372M
SHW
Sherwin Williams CO

Basic Materials
-20
- 0.85%
$330.88 - $375.23 $6.62K - $7.5K
2.32K $804M
DUK
Duke Energy Corp

Utilities
-63
- 3.51%
$116.31 - $125.93 $7.33K - $7.93K
1.73K $214M
XOM
Exxon Mobil Corp

Energy
-2
- 0.08%
$105.83 - $117.22 $212 - $234
2.53K $285M
AMAT
Applied Materials Inc

Technology
-200
- 7.01%
$156.25 - $204.95 $31.3K - $41K
2.65K $543M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1
- 0.03%
$181.56 - $190.33 $182 - $190
3.01K $572M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-19
- 0.1%
$42.21 - $43.91 $802 - $834
18.5K $812M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-156
- 0.41%
$43.95 - $45.8 $6.86K - $7.14K
38K $1.74B
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 0.67%
$617.65 - $666.84 $6.79K - $7.34K
1.64K $1.09B
MSFT
Microsoft Corp

Technology
-156
- 1.88%
$491.09 - $535.64 $76.6K - $83.6K
8.15K $4.22B
ARHS
Arhaus, Inc.

Consumer Cyclical
-1.21K
- 1.47%
$8.07 - $12.8 $9.76K - $15.5K
80.8K $859M
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 0.41%
$214.92 - $244.84 $9.67K - $11K
10.9K $2.63B
LNC
Lincoln National Corp

Financial Services
-3.87K
- 2.82%
$33.37 - $43.29 $129K - $168K
133K $5.37B
SHOP
Shopify Inc.

Technology
-5.78K
- 9.17%
$112.11 - $157.12 $648K - $908K
57.3K $8.51B
NVDA
Nvidia Corp

Technology
-4.72K
- 3.6%
$153.3 - $186.58 $724K - $881K
126K $23.6B
GOOGL
Alphabet Inc.

Communication Services
-5.33K
- 8.27%
$174.36 - $254.72 $929K - $1.36M
59.1K $14.4B
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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