HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
144,217 | +13,464 | $26,014 |
| AMZN | 144,217 | +13,464 | $26,014 |
| APPLE INC |
104,964 | -6,926 | $17,999 |
| AAPL | 104,964 | -6,926 | $17,999 |
| ADVANCED MICRO DEVICES INC |
57,719 | -19,834 | $10,418 |
| AMD | 57,719 | -19,834 | $10,418 |
| SPDR SER TR (JNK) |
108,895 | +12,361 | $10,367 |
| JNK | 108,895 | +12,361 | $10,367 |
| NVIDIA CORPORATION |
11,253 | +636 | $10,168 |
| NVDA | 11,253 | +636 | $10,168 |
| MICRON TECHNOLOGY INC |
78,523 | -27,684 | $9,257 |
| MU | 78,523 | -27,684 | $9,257 |
| ISHARES TR (IWM) |
42,772 | +2,247 | $8,995 |
| IWM | 42,772 | +2,247 | $8,995 |
| QUALCOMM INC |
48,216 | +46,534 | $8,163 |
| QCOM | 48,216 | +46,534 | $8,163 |
| SHERWIN WILLIAMS CO |
23,428 | -195 | $8,137 |
| SHW | 23,428 | -195 | $8,137 |
| CARLYLE GROUP INC |
162,670 | +162,670 | $7,631 |
| CG | 162,670 | +162,670 | $7,631 |
| BALL CORP |
111,036 | +111,036 | $7,479 |
| BALL | 111,036 | +111,036 | $7,479 |
| INTUIT |
11,291 | -228 | $7,339 |
| INTU | 11,291 | -228 | $7,339 |
| MACERICH CO |
419,166 | +419,166 | $7,222 |
| MAC | 419,166 | +419,166 | $7,222 |
| SELECT SECTOR SPDR TR (XLY) |
38,322 | +2,344 | $7,047 |
| XLY | 38,322 | +2,344 | $7,047 |
| CROWDSTRIKE HLDGS INC |
20,940 | -7,626 | $6,713 |
| CRWD | 20,940 | -7,626 | $6,713 |
| SPDR SER TR (XRT) |
74,810 | +74,810 | $5,909 |
| XRT | 74,810 | +74,810 | $5,909 |
| STAR BULK CARRIERS CORP. |
232,402 | -4,745 | $5,547 |
| SBLK | 232,402 | -4,745 | $5,547 |
| AMERICAN AIRLS GROUP INC |
350,775 | +337,924 | $5,384 |
| AAL | 350,775 | +337,924 | $5,384 |
| PROCTER AND GAMBLE CO |
31,668 | +10 | $5,138 |
| PG | 31,668 | +10 | $5,138 |
| INVESCO DB COMMDY INDX TRCK |
204,092 | +204,092 | $4,688 |
| DBC | 204,092 | +204,092 | $4,688 |
| KKR & CO INC |
45,863 | -3,892 | $4,613 |
| KKR | 45,863 | -3,892 | $4,613 |
| ALPHABET INC |
29,861 | -45,140 | $4,507 |
| GOOGL | 29,861 | -45,140 | $4,507 |
| VALERO ENERGY CORP |
26,389 | +26,389 | $4,504 |
| VLO | 26,389 | +26,389 | $4,504 |
| COSTCO WHSL CORP NEW |
5,368 | -43 | $3,933 |
| COST | 5,368 | -43 | $3,933 |
| NUCOR CORP |
16,928 | +758 | $3,350 |
| NUE | 16,928 | +758 | $3,350 |
| UNITEDHEALTH GROUP INC |
6,396 | -223 | $3,164 |
| UNH | 6,396 | -223 | $3,164 |
| JPMORGAN CHASE & CO |
15,256 | -32,204 | $3,056 |
| JPM | 15,256 | -32,204 | $3,056 |
| MICROSOFT CORP |
7,203 | +268 | $3,030 |
| MSFT | 7,203 | +268 | $3,030 |
| T MOBILE US INC |
14,578 | -313 | $2,379 |
| TMUS | 14,578 | -313 | $2,379 |
| ARHAUS INC |
145,185 | -36,248 | $2,234 |
| ARHS | 145,185 | -36,248 | $2,234 |
| CME GROUP INC |
7,947 | -22,936 | $1,711 |
| CME | 7,947 | -22,936 | $1,711 |
| JOHNSON & JOHNSON |
10,731 | -45 | $1,698 |
| JNJ | 10,731 | -45 | $1,698 |
| VANGUARD INDEX FDS (VOO) |
3,282 | +360 | $1,578 |
| VOO | 3,282 | +360 | $1,578 |
| INNOVATOR ETFS TRUST (PJAN) |
38,218 | +38,218 | $1,495 |
| PJAN | 38,218 | +38,218 | $1,495 |
| CINCINNATI FINL CORP |
11,910 | UNCH | $1,479 |
| CINF | 11,910 | UNCH | $1,479 |
| VISA INC |
5,051 | +37 | $1,410 |
| V | 5,051 | +37 | $1,410 |
 BERKSHIRE HATHAWAY INC DEL |
$1,042 | ||
| BRK.B | 2,479 | +103 | $1,042 |
| SPDR S&P 500 ETF TR (SPY) |
1,717 | -6 | $898 |
| SPY | 1,717 | -6 | $898 |
| ISHARES INC (EWG) |
26,469 | +26,469 | $840 |
| EWG | 26,469 | +26,469 | $840 |
| TREX CO INC |
7,040 | -70 | $702 |
| TREX | 7,040 | -70 | $702 |
| APPLIED MATLS INC |
3,194 | -156 | $659 |
| AMAT | 3,194 | -156 | $659 |
| THERMO FISHER SCIENTIFIC INC |
1,064 | -60 | $619 |
| TMO | 1,064 | -60 | $619 |
| MARRIOTT INTL INC NEW |
2,387 | -545 | $602 |
| MAR | 2,387 | -545 | $602 |
| ACCENTURE PLC IRELAND |
1,104 | +1,104 | $383 |
| ACN | 1,104 | +1,104 | $383 |
| MCDONALDS CORP |
1,315 | +5 | $371 |
| MCD | 1,315 | +5 | $371 |
| ADVANCED DRAIN SYS INC DEL |
2,152 | +2,152 | $371 |
| WMS | 2,152 | +2,152 | $371 |
| PALO ALTO NETWORKS INC |
1,196 | +196 | $340 |
| PANW | 1,196 | +196 | $340 |
| CENCORA INC |
1,375 | +1,375 | $334 |
| COR | 1,375 | +1,375 | $334 |
| ELI LILLY & CO |
390 | +390 | $303 |
| LLY | 390 | +390 | $303 |
| AIR TRANSPORT SERVICES GRP I |
21,791 | +1,254 | $300 |
| ATSG | 21,791 | +1,254 | $300 |
See Full List: All Stocks Held By Jessup Wealth Management Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jessup Wealth Management Inc
|
Size ($ in 1000's)
At 03/31/2024: $233,513 At 12/31/2023: $200,120 Jessup Wealth Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jessup Wealth Management Inc 13F filings. Link to 13F filings: SEC filings |
