Fund HoldingsJessup Wealth Management, Inc

Total Portfolio Value
$273.91M
Total Bought
$273.99M
Total Sold
$302.46M
Net Transaction
-$28.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMAZON COM INC(AMZN)0153,074+153,074031,88111.64%+31,881
NVIDIA CORPORATION(NVDA)0135,969+135,969023,7138.66%+23,713
APPLE INC(AAPL)088,705+88,705022,5138.22%+22,513
ALPHABET INC(GOOG)053,042+53,042015,2535.57%+15,253
SPDR SERIES TRUST
ST BLOO HIGH ETF
0134,783+134,783012,9014.71%+12,901
ISHARES TR0117,202+117,202011,1864.08%+11,186
MICROSOFT CORP(MSFT)030,046+30,046011,1224.06%+11,122
COSTCO WHOLESALE CORPORATION(COST)010,974+10,974010,9353.99%+10,935
T-MOBILE US INC(TMUS)051,181+51,181010,7493.92%+10,749
TESLA INC(TSLA)026,182+26,18209,7333.55%+9,733
ADVANCED MICRO DEVICES INC(AMD)047,236+47,23609,6093.51%+9,609
VANGUARD INDEX FDS042,005+42,00508,6453.16%+8,645
ALIBABA GROUP HLDG LTD(BABA)063,067+63,06707,9122.89%+7,912
MERCK & CO INC(MRK)062,944+62,94407,5722.76%+7,572
UNITEDHEALTH GROUP INC(UNH)027,794+27,79407,5212.75%+7,521
INVESCO EXCH TRADED FD TR II0134,934+134,93406,2102.27%+6,210
CSX CORP(CSX)0138,742+138,74205,6952.08%+5,695
MICRON TECHNOLOGY INC(MU)016,339+16,33905,5202.02%+5,520
SELECT SECTOR SPDR TR
ST STR TECHN ETF
040,525+40,52505,3861.97%+5,386
JPMORGAN CHASE & CO(JPM)017,470+17,47005,1391.88%+5,139
PROCTER & GAMBLE CO(PG)030,395+30,39504,3901.60%+4,390
ISHARES TR09,928+9,92802,4620.90%+2,462
NUCOR CORP(NUE)011,072+11,07201,8720.68%+1,872
JOHNSON & JOHNSON(JNJ)07,589+7,58901,8550.68%+1,855
CINCINNATI FINL CORP(CINF)011,507+11,50701,8110.66%+1,811
CROWDSTRIKE HLDGS INC(CRWD)04,466+4,46601,7440.64%+1,744
INNOVATOR ETFS TRUST
US EQTY PWR BUF
036,238+36,23801,6720.61%+1,672
GOLDMAN SACHS GROUP INC(GS)01,927+1,92701,6300.60%+1,630
BERKSHIRE HATHAWAY INC DEL02,980+2,98001,4280.52%+1,428
STATE STR SPDR S&P 500 ETF T(SPY)02,123+2,12301,3800.50%+1,380
VANGUARD INDEX FDS02,099+2,09901,2540.46%+1,254
VISA INC(V)04,026+4,02601,2170.44%+1,217
SPDR SERIES TRUST
ST STR SP BIOT
08,617+8,61701,1010.40%+1,101
INNOVATOR ETFS TRUST
US EQTY PWR BUF
022,248+22,24809930.36%+993
EA SERIES TRUST
ALPHA ARCH 1-3
07,675+7,67508930.33%+893
APPLIED MATLS INC02,487+2,48708500.31%+850
INVESCO EXCH TRD SLF IDX FD
BULL 2031 HI ETF
031,926+31,92608300.30%+830
ELI LILLY & CO(LLY)0890+89008190.30%+819
INNOVATOR ETFS TRUST
US EQTY PWR BUF
019,693+19,69308050.29%+805
KKR & CO INC(KKR)08,507+8,50707870.29%+787
PIMCO ETF TR
MULTISECTOR BD
028,067+28,06707350.27%+735
SHERWIN WILLIAMS CO(SHW)02,275+2,27507290.27%+729
MARRIOTT INTL INC NEW(MAR)01,972+1,97206450.24%+645
UNITED PARCEL SVCS INC(UPS)06,479+6,47906370.23%+637
INNOVATOR ETFS TRUST
US EQTY PWR BUF
013,821+13,82106350.23%+635
BOEING CO(BA)03,140+3,14006250.23%+625
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,068+3,06805890.21%+589
SANDISK CORP(SNDK)0917+91705830.21%+583
ISHARES TR05,223+5,22305770.21%+577
ARK ETF TR
BLOC FIN INN ETF
013,276+13,27605050.18%+505
GENERAC HLDGS INC(GNRC)02,502+2,50204890.18%+489
CATERPILLAR INC(CAT)0686+68604860.18%+486
INNOVATOR ETFS TRUST
US EQTY PWR BF
010,761+10,76104600.17%+460
INNOVATOR ETFS TRUST
US EQTY PWR BUF
010,131+10,13104360.16%+436
EXXON MOBIL CORP02,556+2,55604340.16%+434
DIMENSIONAL ETF TRUST
WORLD EX US CORE
012,324+12,32404190.15%+419
PALO ALTO NETWORKS INC(PANW)02,392+2,39203830.14%+383
PALANTIR TECHNOLOGIES INC(PLTR)02,621+2,62103830.14%+383
ISHARES TR04,786+4,78603830.14%+383
ARHAUS INC(ARHS)055,363+55,36303750.14%+375
SNAP ON INC(SNA)0973+97303530.13%+353
THERMO FISHER SCIENTIFIC INC(TMO)0714+71403510.13%+351
ISHARES TR03,440+3,44003460.13%+346
MCDONALDS CORP(MCD)01,048+1,04803260.12%+326
SPDR GOLD TR(GLD)0681+68102930.11%+293
ALPHABET INC(GOOG)0979+97902810.10%+281
DUKE ENERGY CORP NEW(DUK)02,033+2,03302660.10%+266
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,801+5,80102500.09%+250
COCA COLA CO(KO)03,246+3,24602470.09%+247
EA SERIES TRUST
ALPHA ARCHITECT
02,661+2,66102420.09%+242
WALMART INC(WMT)01,895+1,89502350.09%+235
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0681+68102300.08%+230
ULTA BEAUTY INC(ULTA)0434+43402270.08%+227
VANGUARD INTL EQUITY INDEX F02,970+2,97002230.08%+223
GE AEROSPACE(GE)0749+74902120.08%+212
ISHARES TR01,884+1,88402010.07%+201
FORD MTR CO(F)011,678+11,67801350.05%+135
UNITEDHEALTH GROUP INC(UNH)(Call)0300+300081+81
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