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JESSUP WEALTH MANAGEMENT, INC
JESSUP WEALTH MANAGEMENT, INC
Latest filing: 2026-06-30
JESSUP WEALTH MANAGEMENT, INC runs JESSUP WEALTH MANAGEMENT, INC and currently holds 81 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $335.25M. Their top holdings are AMZN, NVDA, AAPL, AMD, GOOGL. The top five represent 36.6% of reported portfolio weight. JESSUP WEALTH MANAGEMENT, INC ranks #234 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JESSUP WEALTH MANAGEMENT, INC initiated 2 new positions. They added to 28 existing positions. They trimmed 34 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 10.12% | $122.83 | $258.63 | +110.56% | Trimmed -7.01% |
 NVDA NVIDIA CORPORATION | 7.85% | $55.56 | $214.76 | +286.54% | Trimmed -3.33% |
 AAPL APPLE INC | 7.67% | $139.42 | $309.35 | +121.88% | Added +0.14% |
 AMD ADVANCED MICRO DEVICES INC | 6.11% | $125.81 | $473.25 | +276.16% | Trimmed -25.36% |
 GOOGL ALPHABET INC | 4.82% | $140.50 | $344.82 | +145.42% | Trimmed -14.82% |
 UNH UNITEDHEALTH GROUP INC | 4.15% | $350.93 | $389.96 | +11.12% | Added +20.49% |
 MU MICRON TECHNOLOGY INC | 4.02% | $77.48 | $966.78 | +1,147.78% | Trimmed -28.47% |
 MSFT MICROSOFT CORP | 4.01% | $349.89 | $483.24 | +38.11% | Added +20.09% |
 JNK SPDR SERIES TRUST | 3.96% | $93.31 | $95.87 | +2.74% | Added +2.26% |
 IEF ISHARES TR | 3.35% | $94.21 | $92.82 | -1.48% | Added +1.24% |
Showing 1-10 of 81