Jessup Wealth Management, Inc Top Holdings and 13F Report (2024) About Jessup Wealth Management, IncInvestment ActivityJessup Wealth Management, Inc has $218.00 million in total holdings as of September 30, 2024.Jessup Wealth Management, Inc owns shares of 57 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 21.06% of the portfolio was purchased this quarter.About 28.77% of the portfolio was sold this quarter.This quarter, Jessup Wealth Management, Inc has purchased 57 new stocks and bought additional shares in 17 stocks.Jessup Wealth Management, Inc sold shares of 23 stocks and completely divested from 11 stocks this quarter.Largest Holdings Amazon.com $28,305,493Apple $21,762,550NVIDIA $17,355,588T-Mobile US $10,894,553SPDR Bloomberg High Yield Bond ETF $10,618,055 Largest New Holdings this Quarter eBay $8,289,671 HoldingVulcan Materials $5,662,723 HoldingReal Estate Select Sector SPDR Fund $5,477,204 HoldingChipotle Mexican Grill $2,180,341 HoldingStoneCo $773,416 Holding Largest Purchases this Quarter eBay 127,318 shares (about $8.29M)Vulcan Materials 22,612 shares (about $5.66M)Alphabet 33,327 shares (about $5.53M)Real Estate Select Sector SPDR Fund 122,615 shares (about $5.48M)Procter & Gamble 28,840 shares (about $5.00M) Largest Sales this Quarter QUALCOMM 30,932 shares (about $5.26M)CrowdStrike 12,890 shares (about $3.62M)Apple 8,031 shares (about $1.87M)Advanced Micro Devices 9,673 shares (about $1.59M)Costco Wholesale 1,186 shares (about $1.05M) 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$28,305,493$1,336,355 ▲5.0%151,91113.0%Retail/WholesaleAAPLApple$21,762,550$1,871,213 ▼-7.9%93,40210.0%Computer and TechnologyNVDANVIDIA$17,355,588$4,558,612 ▲35.6%142,9158.0%Computer and TechnologyTMUST-Mobile US$10,894,553$828,947 ▲8.2%52,7945.0%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$10,618,055$209,271 ▼-1.9%108,5804.9%FinanceGOOGLAlphabet$10,450,647$5,527,252 ▲112.3%63,0134.8%Computer and TechnologyPGProcter & Gamble$10,094,936$4,995,075 ▲97.9%58,2854.6%Consumer StaplesAMDAdvanced Micro Devices$9,227,039$1,587,146 ▼-14.7%56,2354.2%Computer and TechnologyIWMiShares Russell 2000 ETF$8,713,467$580,500 ▼-6.2%39,4474.0%FinanceEBAYeBay$8,289,671$8,289,671 ▲New Holding127,3183.8%Retail/WholesaleEGOEldorado Gold$7,970,711$144,466 ▼-1.8%458,8783.7%Basic MaterialsUNHUnitedHealth Group$6,952,291$3,102,835 ▲80.6%11,8913.2%MedicalMUMicron Technology$6,315,381$475,611 ▲8.1%60,8952.9%Computer and TechnologyKKRKKR & Co. Inc.$5,856,259$8,488 ▲0.1%44,8482.7%FinanceVMCVulcan Materials$5,662,723$5,662,723 ▲New Holding22,6122.6%ConstructionEQHEquitable$5,542,274$192,497 ▲3.6%131,8652.5%FinanceXLREReal Estate Select Sector SPDR Fund$5,477,204$5,477,204 ▲New Holding122,6152.5%ETFESTCElastic$4,762,958$437,609 ▼-8.4%62,0502.2%Computer and TechnologyCOSTCostco Wholesale$3,649,522$1,051,332 ▼-22.4%4,1171.7%Retail/WholesaleMSFTMicrosoft$2,876,264$162,661 ▼-5.4%6,6841.3%Computer and TechnologyJNJJohnson & Johnson$2,286,067$8,913 ▼-0.4%14,1061.0%MedicalCMGChipotle Mexican Grill$2,180,341$2,180,341 ▲New Holding37,8401.0%Retail/WholesaleCINFCincinnati Financial$1,621,1890.0%11,9100.7%FinanceNUENucor$1,568,826$247,915 ▼-13.6%10,4350.7%Basic MaterialsPJANInnovator U.S. Equity Power Buffer ETF - January$1,537,269$13,677 ▼-0.9%37,2040.7%ETFARHSArhaus$1,426,803$342,834 ▼-19.4%115,9060.7%Retail/WholesaleVVisa$1,314,544$52,791 ▼-3.9%4,7810.6%Business ServicesCRWDCrowdStrike$1,286,235$3,615,257 ▼-73.8%4,5860.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,270,147$1,381 ▲0.1%2,7600.6%FinanceBABAAlibaba Group$1,012,520$240,156 ▲31.1%9,5410.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$974,403$10,903 ▼-1.1%1,6980.4%FinanceSHWSherwin-Williams$895,701$83,197 ▼-8.5%2,3470.4%Basic MaterialsQCOMQUALCOMM$860,207$5,259,522 ▼-85.9%5,0590.4%Computer and TechnologySTNEStoneCo$773,416$773,416 ▲New Holding68,6870.4%Computer and TechnologyVOOVanguard S&P 500 ETF$643,530$1,042,308 ▼-61.8%1,2200.3%ETFPYPLPayPal$638,129$638,129 ▲New Holding8,1780.3%Computer and TechnologyAMATApplied Materials$632,091$3,233 ▼-0.5%3,1280.3%Computer and TechnologyMARMarriott International$567,305$17,899 ▼-3.1%2,2820.3%Consumer DiscretionaryCPNGCoupang$541,328$541,328 ▲New Holding22,0500.2%Retail/WholesaleTMOThermo Fisher Scientific$476,734$1,237 ▲0.3%7710.2%MedicalPANWPalo Alto Networks$408,7930.0%1,1960.2%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$377,862$10,776 ▲2.9%3,7520.2%ETFATSGAir Transport Services Group$368,986$10,345 ▲2.9%22,7910.2%TransportationMCDMcDonald's$366,611$14,920 ▼-3.9%1,2040.2%Retail/WholesaleWMSAdvanced Drainage Systems$338,899$314 ▲0.1%2,1560.2%ConstructionGLDSPDR Gold Shares$333,7210.0%1,3730.2%FinanceDHRDanaher$330,844$330,844 ▲New Holding1,1900.2%Multi-Sector ConglomeratesLLYEli Lilly and Company$330,539$15,065 ▼-4.4%3730.2%MedicalSNASnap-on$281,888$281,888 ▲New Holding9730.1%Consumer DiscretionaryWDCWestern Digital$272,7500.0%3,9940.1%Computer and TechnologySHViShares Short Treasury Bond ETF$259,320$14,382 ▲5.9%2,3440.1%ETFULTAUlta Beauty$235,028$2,724 ▼-1.1%6040.1%Retail/WholesalePJULInnovator U.S. Equity Power Buffer ETF - July$232,031$232,031 ▲New Holding5,7320.1%ETFSLViShares Silver Trust$208,046$208,046 ▲New Holding7,3230.1%ETFNUNU$140,4450.0%10,2890.1%FinanceFSCOFS Credit Opportunities$119,6590.0%18,8440.1%Financial ServicesFFord Motor$106,589$919 ▲0.9%10,0940.0%Auto/Tires/TrucksAAAlcoa$0$9,035,035 ▼-100.0%00.0%Industrial ProductsVLOValero Energy$0$8,797,862 ▼-100.0%00.0%Oils/EnergySBLKStar Bulk Carriers$0$5,947,165 ▼-100.0%00.0%TransportationZSZscaler$0$5,936,365 ▼-100.0%00.0%Computer and TechnologyDBCInvesco DB Commodity Index Tracking Fund$0$5,298,926 ▼-100.0%00.0%FinanceTOSTToast$0$5,177,811 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$3,098,844 ▼-100.0%00.0%FinanceCMECME Group$0$1,571,500 ▼-100.0%00.0%FinanceTREXTrex$0$483,781 ▼-100.0%00.0%ConstructionEWGiShares MSCI Germany ETF$0$365,181 ▼-100.0%00.0%ETFGOOGAlphabet$0$239,041 ▼-100.0%00.0%Computer and TechnologyShowing 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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