All Stocks Held By Jessup Wealth Management Inc

As of 03/31/2024, we find all stocks held by Jessup Wealth Management Inc to be as follows, presented in the table below with each row detailing each Jessup Wealth Management Inc position, ordered by largest to smallest position size. The all-stocks-held-by-Jessup Wealth Management Inc table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Jessup Wealth Management Inc as of the latest filing.

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
WESTERN DIGITAL CORP.	3,994	+123	$273
WDC	3,994	+123	$273
ISHARES TR (SHV)	2,345	+2,345	$259
SHV	2,345	+2,345	$259
ISHARES TR (AGG)	2,499	+8	$245
AGG	2,499	+8	$245
ISHARES TR (LQD)	2,197	-31	$239
LQD	2,197	-31	$239
NU HLDGS LTD	18,620	+18,620	$222
NU	18,620	+18,620	$222
DISNEY WALT CO	1,809	+1,809	$221
DIS	1,809	+1,809	$221
ULTA BEAUTY INC	407	+407	$213
ULTA	407	+407	$213
MASTERCARD INCORPORATED	433	+433	$209
MA	433	+433	$209
FS CREDIT OPPORTUNITIES CORP	18,844	+0	$112
FSCO	18,844	UNCH	$112
CENCORA INC			$0 (exited)
ABC	0	-1,503	$0
ARCHER DANIELS MIDLAND CO			$0 (exited)
ADM	0	-80,419	$0
CISCO SYS INC			$0 (exited)
CSCO	0	-13,800	$0
ALPHABET INC			$0 (exited)
GOOG	0	-1,425	$0
KEYCORP			$0 (exited)
KEY	0	-14,954	$0
NIKE INC			$0 (exited)
NKE	0	-5,963	$0
ISHARES TR			$0 (exited)
SHY	0	-3,061	$0
TARGA RES CORP			$0 (exited)
TRGP	0	-68,374	$0
TESLA INC			$0 (exited)
TSLA	0	-20,116	$0
UPWORK INC	0	-44,055	$0 (exited)
UPWK	0	-44,055	$0

See Summary: Jessup Wealth Management Inc Top Holdings
See Details: Top 10 Stocks Held By Jessup Wealth Management Inc

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CG	+162,670	+$7,631
BALL	+111,036	+$7,479
MAC	+419,166	+$7,222
XRT	+74,810	+$5,909
DBC	+204,092	+$4,688
VLO	+26,389	+$4,504
PJAN	+38,218	+$1,495
EWG	+26,469	+$840
ACN	+1,104	+$383
WMS	+2,152	+$371

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TRGP	-68,374	-$5,940
ADM	-80,419	-$5,808
TSLA	-20,116	-$4,998
CSCO	-13,800	-$697
UPWK	-44,055	-$655
NKE	-5,963	-$647
ABC	-1,503	-$271
SHY	-3,061	-$251
KEY	-14,954	-$215
GOOG	-1,425	-$201

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
AAL	+337,924	+$5,207
QCOM	+46,534	+$7,920
AMZN	+13,464	+$6,147
JNK	+12,361	+$1,222
XLY	+2,344	+$614
IWM	+2,247	+$861
ATSG	+1,254	-$62
NUE	+758	+$536
NVDA	+636	+$4,910
VOO	+360	+$302

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
GOOGL	-45,140	-$5,970
ARHS	-36,248	+$84
JPM	-32,204	-$5,017
MU	-27,684	+$193
CME	-22,936	-$4,793
AMD	-19,834	-$1,014
CRWD	-7,626	-$580
AAPL	-6,926	-$3,543
SBLK	-4,745	+$505

Jessup Wealth Management Inc Info

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

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