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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Jessup Wealth Management, Inc

Quarter ended Q1 2024 · Filed April 16, 2024 · Accession 0001085146-24-001840

Total Value
$233.5M
Positions
59
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (59)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INCAMZN144,217$26.0M11.14%
2APPLE INCAAPL104,964$18.0M7.71%
3ADVANCED MICRO DEVICES INCAMD57,719$10.4M4.46%
4SPDR SER TR78468R622108,895$10.4M4.44%
5NVIDIA CORPORATIONNVDA11,253$10.2M4.35%
6MICRON TECHNOLOGY INCMU78,523$9.3M3.96%
7ISHARES TR46428765542,772$9.0M3.85%
8QUALCOMM INCQCOM48,216$8.2M3.50%
9SHERWIN WILLIAMS COSHW23,428$8.1M3.48%
10CARLYLE GROUP INCCGABL162,670$7.6M3.27%
11BALL CORPBALL111,036$7.5M3.20%
12INTUITINTU11,291$7.3M3.14%
13MACERICH COMAC419,166$7.2M3.09%
14SELECT SECTOR SPDR TR81369Y40738,322$7.0M3.02%
15CROWDSTRIKE HLDGS INCCRWD20,940$6.7M2.87%
16SPDR SER TR78464A71474,810$5.9M2.53%
17STAR BULK CARRIERS CORP.SBLK232,402$5.5M2.38%
18AMERICAN AIRLS GROUP INC02376R102350,775$5.4M2.31%
19PROCTER AND GAMBLE CO74271810931,668$5.1M2.20%
20INVESCO DB COMMDY INDX TRCKIVZ204,092$4.7M2.01%
21KKR & CO INCKKRT45,863$4.6M1.98%
22ALPHABET INCGOOG29,861$4.5M1.93%
23VALERO ENERGY CORPVLO26,389$4.5M1.93%
24COSTCO WHSL CORP NEW22160K1055,368$3.9M1.68%
25NUCOR CORPNUE16,928$3.4M1.43%
26UNITEDHEALTH GROUP INCUNH6,396$3.2M1.35%
27JPMORGAN CHASE & COVYLD15,256$3.1M1.31%
28MICROSOFT CORPMSFT7,203$3.0M1.30%
29T-MOBILE US INCTMUSZ14,578$2.4M1.02%
30ARHAUS INCARHS145,185$2.2M0.96%
31CME GROUP INCCME7,947$1.7M0.73%
32JOHNSON & JOHNSONJNJ10,731$1.7M0.73%
33VANGUARD INDEX FDS9229083633,282$1.6M0.68%
34INNOVATOR ETFS TRUSTINHD38,218$1.5M0.64%
35CINCINNATI FINL CORP17206210111,910$1.5M0.63%
36VISA INCV5,051$1.4M0.60%
37BERKSHIRE HATHAWAY INC DELBRK-A2,479$1.0M0.45%
38SPDR S&P 500 ETF TRSPY1,717$898,0920.38%
39ISHARES INC46428680626,469$840,3910.36%
40TREX CO INCTREX7,040$702,2400.30%
41APPLIED MATLS INC0382221053,194$658,6360.28%
42THERMO FISHER SCIENTIFIC INCTMO1,064$618,5300.26%
43MARRIOTT INTL INC NEW5719032022,387$602,2640.26%
44ACCENTURE PLC IRELANDACN1,104$382,6020.16%
45ADVANCED DRAIN SYS INC DEL00790R1042,152$370,6550.16%
46MCDONALDS CORPMCD1,315$370,6320.16%
47PALO ALTO NETWORKS INCPANW1,196$339,8190.15%
48CENCORA INCCOR1,375$334,1670.14%
49ELI LILLY & COLLY390$303,0720.13%
50AIR TRANSPORT SERVICES GRP IAIIR21,791$299,8440.13%
51WESTERN DIGITAL CORP.WDC3,994$272,5510.12%
52ISHARES TR4642886792,345$259,2400.11%
53ISHARES TR4642872262,499$244,7720.10%
54ISHARES TR4642872422,197$239,2980.10%
55NU HLDGS LTDNU18,620$222,1370.10%
56DISNEY WALT CO2546871061,809$221,3170.09%
57ULTA BEAUTY INCULTA407$212,8120.09%
58MASTERCARD INCORPORATEDMA433$208,7430.09%
59FS CREDIT OPPORTUNITIES CORPFSCO18,844$111,7450.05%