Jessup Wealth Management, Inc - Portfolio overview
Jessup Wealth Management, Inc has 94 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- AMZN - AMAZON COM INC, 10.42%
- NVDA - NVIDIA CORPORATION, 7.75%
- AAPL - APPLE INC, 7.36%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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