$158 Million is the total value of Jessup Wealth Management, Inc's 59 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.