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JESSUP WEALTH MANAGEMENT, INC 13F portfolio summary

JESSUP WEALTH MANAGEMENT, INC of JESSUP WEALTH MANAGEMENT, INC has 77 current stock holdings with a reported portfolio value of $274.0M. The portfolio 1 year return is +19.11%. Top holdings include UPS (0.00%), SPY (0.00%), AMZN (11.73%), NVDA (8.72%), AAPL (8.28%).

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JESSUP WEALTH MANAGEMENT, INC

JESSUP WEALTH MANAGEMENT, INC
Latest filing: 2026-03-31

JESSUP WEALTH MANAGEMENT, INC runs JESSUP WEALTH MANAGEMENT, INC and currently holds 77 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $273.99M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JESSUP WEALTH MANAGEMENT, INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JESSUP WEALTH MANAGEMENT, INC's portfolio at JESSUP WEALTH MANAGEMENT, INC has delivered returns of +19.11%. Their 3-year annualized return is +62.84%. Looking at the 5-year horizon, JESSUP WEALTH MANAGEMENT, INC has achieved +78.25% annualized returns at JESSUP WEALTH MANAGEMENT, INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.11%
#0/1000
3 Year
+62.84%
#0/1000
5 Year
+78.25%
#0/1000

Portfolio Value

$273.99M

Alpha Score

53.4

#0 of 1000

Holdings

77

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change