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Home > Institutional Investor > Jessup Wealth Management, Inc > Profile

Instuitional Investor - Jessup Wealth Management, Inc

Fund Profile
Filing Period:
Fund Name: Jessup Wealth Management, Inc
Portfolio Value $237,898,535
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 156,254 $29,728,857 12.5%
2.
Apple Inc.
 AAPL 95,727 $21,263,888 8.94%
3.
Nvidia Corp
 NVDA 135,463 $14,681,463 6.17%
4.
Spdr Ser Tr
 115,053 $10,964,569 4.61%
5.
Alphabet Inc.
 GOOGL 65,266 $10,092,793 4.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)