Jessup Wealth Management, Inc Portfolio Holdings

Jessup Wealth Management, Inc

  • $249 Billion
  • Q2 2025

Jessup Wealth Management, Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $34B, Nvidia Corp with a value of $20.7B, Apple Inc. with a value of $19B, Alphabet Inc. with a value of $11.4B, and Spdr Bloomberg High Yield Bond with a value of $10.8B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $238B to 249B.

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 $249 Billion
Technology: $67.9 Billion
Consumer Cyclical: $52.6 Billion
ETFs: $47.3 Billion
Financial Services: $36.4 Billion
Communication Services: $15.3 Billion
Consumer Defensive: $9.09 Billion
Industrials: $7.08 Billion
Healthcare: $4.35 Billion
Other: $2.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$34 Billion 13.66% of portfolio
155,132
Q2 2025 Reduced 0.72%
$456B
$20.7 Billion 8.31% of portfolio
131,038
Q2 2025 Reduced 3.27%
$3.69T
$19 Billion 7.62% of portfolio
92,542
Q2 2025 Reduced 3.33%
$1.21T
$11.4 Billion 4.56% of portfolio
64,455
Q2 2025 Reduced 1.24%
$282B
$10.7 Billion 4.28% of portfolio
75,210
Q2 2025 Reduced 0.74%
$127B
$10.3 Billion 4.15% of portfolio
77,668
Q2 2025 Reduced 1.5%
$324B
$8.14 Billion 3.27% of portfolio
71,754
Q2 2025 Reduced 2.73%
$1.08T
$7.92 Billion 3.18% of portfolio
24,944
Q2 2025 Added 6.56%
$178B
$7.27 Billion 2.92% of portfolio
63,031
Q2 2025 Added 0.37%
$20.6B
$7.18 Billion 2.88% of portfolio
128,044
Q2 2025 Reduced 3.89%
$7.17B
$5.02 Billion 2.02% of portfolio
447,504
Q2 2025 New
$368B
$5.02 Billion 2.02% of portfolio
31,538
Q2 2025 Reduced 2.99%
$6.76B
$4.74 Billion 1.9% of portfolio
137,036
Q2 2025 Reduced 11.03%
$859B
$4.6 Billion 1.85% of portfolio
15,871
Q2 2025 Added 0.31%
$3.95T
$4.13 Billion 1.66% of portfolio
8,306
Q2 2025 Reduced 0.47%
$439B
$3.83 Billion 1.54% of portfolio
3,868
Q2 2025 Reduced 2.3%
$139B
$2.3 Billion 0.92% of portfolio
18,677
Q2 2025 Reduced 2.0%
$93.6B
$2.21 Billion 0.89% of portfolio
4,346
Q2 2025 Reduced 0.3%
$99.2B
$2.2 Billion 0.88% of portfolio
7,969
Q2 2025 Added 0.45%
$245B
$2.01 Billion 0.81% of portfolio
6,449
Q2 2025 Added 1.56%
$24.1B
$1.71 Billion 0.69% of portfolio
11,507
Q1 2025 Reduced 3.38%
$551B
$1.63 Billion 0.66% of portfolio
4,602
Q2 2025 Reduced 0.56%
$254B
$1.47 Billion 0.59% of portfolio
2,077
Q2 2025 Added 1.37%
$36.3B
$1.41 Billion 0.57% of portfolio
10,878
Q2 2025 Added 5.23%
$621B
$1.2 Billion 0.48% of portfolio
2,474
Q2 2025 Reduced 10.78%
$452B
$1.15 Billion 0.46% of portfolio
7,528
Q2 2025 Reduced 2.44%
$78.6B
$1.05 Billion 0.42% of portfolio
14,088
Q2 2025 Added 22.86%
$608B
$915 Million 0.37% of portfolio
1,174
Q2 2025 Added 264.6%
$11.4B
$813 Million 0.33% of portfolio
7,081
Q2 2025 Added 0.16%
$92.8B
$804 Million 0.32% of portfolio
2,341
Q2 2025 Added 1.39%
$642M
$711 Million 0.29% of portfolio
82,038
Q2 2025 Reduced 4.65%
$139B
$678 Million 0.27% of portfolio
3,237
Q2 2025 Reduced 5.65%
$44.8B
$597 Million 0.24% of portfolio
19,929
Q2 2025 Reduced 9.24%
$86B
$574 Million 0.23% of portfolio
2,100
Q2 2025 Reduced 1.04%
$162B
$522 Million 0.21% of portfolio
2,852
Q2 2025 Reduced 5.84%
$52.5B
$489 Million 0.2% of portfolio
2,392
Q4 2024 Added 100.0%
-
$492 Million 0.2% of portfolio
-
Q2 2025 Reduced 1.5%
$367B
$345 Million 0.14% of portfolio
2,534
Q2 2025 Reduced 0.59%
$222B
$311 Million 0.12% of portfolio
1,066
Q2 2025 Added 0.47%
$17.3B
$303 Million 0.12% of portfolio
973
Q3 2024 New
$442B
$273 Million 0.11% of portfolio
2,528
Q2 2025 Reduced 0.32%
$218B
$269 Million 0.11% of portfolio
694
Q2 2025 New
$187B
$276 Million 0.11% of portfolio
682
Q2 2025 Reduced 4.21%
$302B
$246 Million 0.1% of portfolio
3,072
Q2 2025 Reduced 1.09%
$127B
$243 Million 0.1% of portfolio
881
Q2 2025 New
-
$248 Million 0.1% of portfolio
-
Q1 2025 Reduced 2.18%
$306B
$237 Million 0.1% of portfolio
3,347
Q2 2025 Added 0.36%
$26.4B
$224 Million 0.09% of portfolio
480
Q2 2025 New
$207B
$220 Million 0.09% of portfolio
1,777
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $249 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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