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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.17B
$5.02 Billion 2.02% of portfolio
447,504
Q2 2025 New
$6.71B
$4.74 Billion 1.9% of portfolio
137,036
Q2 2025 Reduced 11.03%
$9.52B
$813 Million 0.33% of portfolio
7,081
Q2 2025 Added 0.16%

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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