Jessup Wealth Management, Inc Top Holdings and 13F Report (2025) About Jessup Wealth Management, IncInvestment ActivityJessup Wealth Management, Inc has $249.18 million in total holdings as of June 30, 2025.Jessup Wealth Management, Inc owns shares of 76 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.11% of the portfolio was purchased this quarter.About 8.86% of the portfolio was sold this quarter.This quarter, Jessup Wealth Management, Inc has purchased 73 new stocks and bought additional shares in 16 stocks.Jessup Wealth Management, Inc sold shares of 42 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $34,034,376NVIDIA $20,702,693Apple $18,986,892Alphabet $11,358,967SPDR Bloomberg High Yield Bond ETF $10,794,993 Largest New Holdings this Quarter 02376R102 - American Airlines Group $5,020,995 Holding81369Y803 - Technology Select Sector SPDR Fund $4,706,840 Holding149123101 - Caterpillar $269,419 Holding46429B598 - iShares MSCI India ETF $257,464 Holding11135F101 - Broadcom $242,939 Holding Largest Purchases this Quarter American Airlines Group 447,504 shares (about $5.02M)Technology Select Sector SPDR Fund 18,587 shares (about $4.71M)Eli Lilly and Company 852 shares (about $664.12K)Tesla 1,535 shares (about $487.60K)Caterpillar 694 shares (about $269.42K) Largest Sales this Quarter Atlassian 9,864 shares (about $2.00M)NVIDIA 4,425 shares (about $699.11K)Apple 3,185 shares (about $653.47K)Lincoln National 16,982 shares (about $587.58K)T-Mobile US 1,831 shares (about $436.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJessup Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$34,034,376$246,155 ▼-0.7%155,13213.7%Retail/WholesaleNVDANVIDIA$20,702,693$699,106 ▼-3.3%131,0388.3%Computer and TechnologyAAPLApple$18,986,892$653,468 ▼-3.3%92,5427.6%Computer and TechnologyGOOGLAlphabet$11,358,967$142,923 ▼-1.2%64,4554.6%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$10,794,993$396,180 ▼-3.5%110,9804.3%FinanceAMDAdvanced Micro Devices$10,672,327$80,032 ▼-0.7%75,2104.3%Computer and TechnologyKKRKKR & Co. Inc.$10,332,197$157,242 ▼-1.5%77,6684.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$9,115,760$389,688 ▼-4.1%95,1843.7%ETFBABAAlibaba Group$8,137,572$228,520 ▼-2.7%71,7543.3%Retail/WholesaleTSLATesla$7,923,552$487,598 ▲6.6%24,9443.2%Auto/Tires/TrucksVXFVanguard Extended Market ETF$7,582,192$257,654 ▼-3.3%39,3453.0%ETFSHOPShopify$7,270,626$27,107 ▲0.4%63,0312.9%Computer and TechnologyEQHEquitable$7,183,294$290,655 ▼-3.9%128,0442.9%FinancePGProcter & Gamble$5,024,706$155,021 ▼-3.0%31,5382.0%Consumer StaplesAALAmerican Airlines Group$5,020,995$5,020,995 ▲New Holding447,5042.0%TransportationLNCLincoln National$4,741,459$587,579 ▼-11.0%137,0361.9%FinanceXLKTechnology Select Sector SPDR Fund$4,706,840$4,706,840 ▲New Holding18,5871.9%ETFJPMJPMorgan Chase & Co.$4,601,127$14,205 ▲0.3%15,8711.8%FinanceXLREReal Estate Select Sector SPDR Fund$4,482,732$179,308 ▼-3.8%108,2261.8%ETFTEAMAtlassian$4,213,711$2,003,280 ▼-32.2%20,7481.7%Computer and TechnologyMSFTMicrosoft$4,131,504$19,399 ▼-0.5%8,3061.7%Computer and TechnologyCOSTCostco Wholesale$3,828,778$90,077 ▼-2.3%3,8681.5%Retail/WholesaleTMUST-Mobile US$3,763,151$436,262 ▼-10.4%15,7941.5%Computer and TechnologyIWMiShares Russell 2000 ETF$2,356,865$151,701 ▼-6.0%10,9220.9%FinanceMUMicron Technology$2,301,932$46,958 ▼-2.0%18,6770.9%Computer and TechnologyCRWDCrowdStrike$2,213,461$6,621 ▼-0.3%4,3460.9%Computer and TechnologyCMECME Group$2,196,518$9,923 ▲0.5%7,9690.9%FinanceUNHUnitedHealth Group$2,011,805$30,884 ▲1.6%6,4490.8%MedicalCINFCincinnati Financial$1,713,6220.0%11,5070.7%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$1,682,798$37,222 ▼-2.2%38,2020.7%ETFVVisa$1,633,787$9,230 ▼-0.6%4,6020.7%Business ServicesGSThe Goldman Sachs Group$1,470,065$19,818 ▲1.4%2,0770.6%FinanceNUENucor$1,409,119$70,080 ▲5.2%10,8780.6%Basic MaterialsBRK.BBerkshire Hathaway$1,201,795$145,245 ▼-10.8%2,4740.5%FinanceJNJJohnson & Johnson$1,149,839$28,715 ▼-2.4%7,5280.5%MedicalPYPLPayPal$1,047,020$194,793 ▲22.9%14,0880.4%Business ServicesSPYSPDR S&P 500 ETF Trust$1,019,031$33,370 ▼-3.2%1,6490.4%FinanceVOOVanguard S&P 500 ETF$1,015,095$15,337 ▼-1.5%1,7870.4%ETFLLYEli Lilly and Company$915,112$664,119 ▲264.6%1,1740.4%MedicalBOXXAlpha Architect 1-3 Month Box ETF$864,8190.0%7,6750.3%ETFWMSAdvanced Drainage Systems$813,283$1,263 ▲0.2%7,0810.3%ConstructionSHWSherwin-Williams$803,659$10,986 ▲1.4%2,3410.3%Basic MaterialsPMARInnovator U.S. Equity Power Buffer ETF - March$781,888$89,190 ▼-10.2%18,5150.3%TransportationARHSArhaus$711,269$34,680 ▼-4.6%82,0380.3%Retail/WholesaleBABoeing$678,249$40,649 ▼-5.7%3,2370.3%AerospaceCPNGCoupang$597,073$60,819 ▼-9.2%19,9290.2%Retail/WholesaleMARMarriott International$573,741$6,011 ▼-1.0%2,1000.2%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$547,764$91,960 ▼-14.4%3,0140.2%ETFAMATApplied Materials$522,150$32,406 ▼-5.8%2,8520.2%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$509,7710.0%5,3480.2%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$491,945$7,469 ▼-1.5%12,4480.2%ETFPANWPalo Alto Networks$489,4990.0%2,3920.2%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$439,3970.0%4,1320.2%ETFSHViShares Short Treasury Bond ETF$433,276$68,679 ▼-13.7%3,9240.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$402,109$2,517 ▼-0.6%3,9940.2%ETFGLDSPDR Gold Shares$373,722$12,498 ▼-3.2%1,2260.1%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$361,9560.0%12,3240.1%ETFPALANTIR TECHNOLOGIES INC$345,435$2,045 ▼-0.6%2,5340.1%CL ADFACDimensional U.S. Core Equity 2 ETF$331,2690.0%9,2430.1%ETFMCDMcDonald's$311,321$1,460 ▲0.5%1,0660.1%Retail/WholesaleSNASnap-On$302,7780.0%9730.1%Consumer DiscretionaryTMOThermo Fisher Scientific$276,349$12,156 ▼-4.2%6820.1%MedicalPJULInnovator U.S. Equity Power Buffer ETF - July$276,343$33,721 ▲13.9%6,3020.1%ETFXOMExxon Mobil$272,535$862 ▼-0.3%2,5280.1%EnergyCATCaterpillar$269,419$269,419 ▲New Holding6940.1%IndustrialsINDAiShares MSCI India ETF$257,464$257,464 ▲New Holding4,6240.1%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$247,6220.0%6,1890.1%ETFWFCWells Fargo & Company$246,146$2,724 ▼-1.1%3,0720.1%FinanceAVGOBroadcom$242,939$242,939 ▲New Holding8810.1%Computer and TechnologyKOCocaCola$236,824$849 ▲0.4%3,3470.1%Consumer StaplesCAOSAlpha Architect Tail Risk ETF$236,4030.0%2,6610.1%ETFULTAUlta Beauty$224,366$224,366 ▲New Holding4800.1%Retail/WholesaleDISWalt Disney$220,409$220,409 ▲New Holding1,7770.1%Consumer DiscretionaryDUKDuke Energy$211,756$236 ▲0.1%1,7950.1%UtilitiesSLViShares Silver Trust$210,575$210,575 ▲New Holding6,4180.1%ETFFFord Motor$112,190$1,074 ▲1.0%10,3400.0%Auto/Tires/TrucksVMCVulcan Materials$0$6,849,416 ▼-100.0%00.0%ConstructionBLOCK INC$0$6,503,192 ▼-100.0%00.0%CL AUUnity Software$0$463,637 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$205,726 ▼-100.0%00.0%Business ServicesNUNU$0$105,359 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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