Jessup Wealth Management, Inc
Q1 2025 13F Holdings
- Locationdayton, OH
- Num holdings
73
- Value ($000)
$237,899
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001963536
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON COM INC | COM | 023135106 | $29.73M | 13 % | 156,254 | ||
AAPL APPLE INC | COM | 037833100 | $21.26M | 9 % | 95,727 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.68M | 6 % | 135,463 | ||
KRE SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | $10.96M | 5 % | 115,053 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $10.09M | 4 % | 65,266 | ||
BABA ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $9.75M | 4 % | 73,769 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $9.47M | 4 % | 99,253 | ||
KKR KKR & CO INC | COM | 48251W104 | $9.12M | 4 % | 78,850 | ||
AMD ADVANCED MICRO DEVICES INC | COM | 007903107 | $7.79M | 3 % | 75,774 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $7.01M | 3 % | 40,682 |
Rows Per Page
10
- 10
- 50
- 100