Jessup Wealth Management, Inc

Q3 2025 13F Holdings

  • Location
    dayton, OH
  • Num holdings

    80

  • Value ($000)

    $268,502

  • Date Filed
    10/23/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$31.50M
12 %

143,469

AAPL
AAPL

APPLE INC

COM
037833100
$23.58M
9 %

92,588

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.57M
9 %

126,317

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$14.37M
5 %

59,126

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$13.35M
5 %

74,682

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$13.28M
5 %

82,055

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG HIGH Y
78468R622
$12.32M
5 %

125,704

TSLA
TSLA

TESLA INC

COM
88160R101
$11.31M
4 %

25,421

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$10.53M
4 %

109,125

KKR
KKR

KKR & CO INC

COM
48251W104
$10.08M
4 %

77,606

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