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
A
AMZN

AMAZON COM INC

COM
023135106
$31.50M
12 %

143,469

A
AAPL

APPLE INC

COM
037833100
$23.58M
9 %

92,588

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.57M
9 %

126,317

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$14.37M
5 %

59,126

B
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$13.35M
5 %

74,682

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$13.28M
5 %

82,055

K
KRE

SPDR SERIES TRUST

BLOOMBERG HIGH Y
78468R622
$12.32M
5 %

125,704

T
TSLA

TESLA INC

COM
88160R101
$11.31M
4 %

25,421

I
IEF

ISHARES TR

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

109,125

K
KKR

KKR & CO INC

COM
48251W104
$10.08M
4 %

77,606

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