Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 14.2% |
AMAZON COM INC | 4 | Q3 2023 | 12.6% |
T-MOBILE US INC | 4 | Q3 2023 | 8.3% |
NVIDIA CORPORATION | 4 | Q3 2023 | 5.1% |
ALPHABET INC | 4 | Q3 2023 | 5.5% |
SPDR SER TR | 4 | Q3 2023 | 3.2% |
PROCTER AND GAMBLE CO | 4 | Q3 2023 | 3.2% |
UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 5.7% |
JPMORGAN CHASE & CO | 4 | Q3 2023 | 4.0% |
ISHARES TR | 4 | Q3 2023 | 2.7% |
View Jessup Wealth Management, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-31 |
View Jessup Wealth Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.