Jessup Wealth Management, Inc

Q2 2025 13F Holdings

  • Location
    dayton, OH
  • Num holdings

    76

  • Value ($000)

    $249,176

  • Date Filed
    08/04/2025
  • Form type
    13F-HR
  • CIK
    0001963536
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$34.03M
14 %

155,132

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$20.70M
8 %

131,038

AAPL
AAPL

APPLE INC

COM
037833100
$18.99M
8 %

92,542

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$11.36M
5 %

64,455

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG HIGH Y
78468R622
$10.79M
4 %

110,980

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$10.67M
4 %

75,210

KKR
KKR

KKR & CO INC

COM
48251W104
$10.33M
4 %

77,668

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$9.12M
4 %

95,184

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$8.14M
3 %

71,754

TSLA
TSLA

TESLA INC

COM
88160R101
$7.92M
3 %

24,944

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