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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 Q4 2024 · Filed February 3, 2025 · Accession 0001085146-25-000673

Total Value
$234.5M
Positions
70
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (70)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INCAMZN150,492$33.0M14.08%
2APPLE INCAAPL94,408$23.6M10.08%
3NVIDIA CORPORATIONNVDA139,979$18.8M8.01%
4ALPHABET INCGOOG63,527$12.0M5.13%
5SPDR SER TR78468R622112,854$10.8M4.59%
6ULTA BEAUTY INCULTA20,046$8.7M3.72%
7T-MOBILE US INCTMUSZ38,641$8.5M3.64%
8ADVANCED MICRO DEVICES INCAMD66,340$8.0M3.42%
9EBAY INC.EBAY126,598$7.8M3.34%
10VANGUARD INDEX FDS92290865238,669$7.3M3.13%
11VULCAN MATLS CO92916010927,994$7.2M3.07%
12ALIBABA GROUP HLDG LTDBBAAY83,962$7.1M3.04%
13ELDORADO GOLD CORP NEW284902509456,996$6.8M2.90%
14PROCTER AND GAMBLE CO74271810939,560$6.6M2.83%
15KKR & CO INCKKRT44,613$6.6M2.81%
16EQUITABLE HLDGS INCEQH-PC123,389$5.8M2.48%
17ISHARES TR46428744055,635$5.1M2.19%
18SELECT SECTOR SPDR TR81369Y860119,977$4.9M2.08%
19BLOCK INCBSQKZ56,436$4.8M2.05%
20COSTCO WHSL CORP NEW22160K1054,107$3.8M1.60%
21MICROSOFT CORPMSFT6,961$2.9M1.25%
22ISHARES TR46428765511,950$2.6M1.13%
23CHIPOTLE MEXICAN GRILL INCCMG37,500$2.3M0.96%
24JOHNSON & JOHNSONJNJ14,098$2.0M0.87%
25CINCINNATI FINL CORP17206210111,910$1.7M0.73%
26MICRON TECHNOLOGY INCMU19,950$1.7M0.72%
27CROWDSTRIKE HLDGS INCCRWD4,488$1.5M0.65%
28INNOVATOR ETFS TRUSTINHD35,510$1.5M0.64%
29VISA INCV4,645$1.5M0.63%
30BERKSHIRE HATHAWAY INC DELBRK-A2,761$1.3M0.53%
31NUCOR CORPNUE10,528$1.2M0.52%
32ARHAUS INCARHS115,006$1.1M0.46%
33TYSON FOODS INCTSN18,186$1.0M0.45%
34SPDR S&P 500 ETF TRSPY1,686$988,0900.42%
35SHERWIN WILLIAMS COSHW2,347$797,7110.34%
36VANGUARD INDEX FDS9229083631,471$792,6790.34%
37QUALCOMM INCQCOM4,969$763,2640.33%
38PAYPAL HLDGS INCPYPL8,156$696,1150.30%
39MARRIOTT INTL INC NEW5719032022,241$625,1050.27%
40UNITEDHEALTH GROUP INCUNH1,180$597,0330.25%
41UNITY SOFTWARE INCU22,682$509,6650.22%
42APPLIED MATLS INC0382221053,067$498,7200.21%
43INNOVATOR ETFS TRUSTINHD12,889$488,1680.21%
44COUPANG INCCPNG22,126$486,3290.21%
45AIR TRANSPORT SERVICES GRP IAIIR20,022$440,0840.19%
46PALO ALTO NETWORKS INCPANW2,392$435,2480.19%
47EXXON MOBIL CORPXOM3,972$427,3130.18%
48ADVANCED DRAIN SYS INC DEL00790R1043,659$422,9940.18%
49ISHARES TR46436E7184,215$422,8400.18%
50THERMO FISHER SCIENTIFIC INCTMO777$404,1900.17%
51ISHARES TR4642886793,308$364,2180.16%
52MCDONALDS CORPMCD1,206$349,5830.15%
53SNAP ON INCSNA973$330,3140.14%
54DISNEY WALT CO2546871062,840$316,2030.13%
55BOEING COBA-PA1,747$309,2190.13%
56SPDR GOLD TRGLD1,273$308,2310.13%
57ELI LILLY & COLLY392$302,9040.13%
58LAM RESEARCH CORPLRCX3,698$267,1110.11%
59BLACKSTONE INCBX1,439$248,1390.11%
60INNOVATOR ETFS TRUSTINHD6,327$243,0830.10%
61WESTERN DIGITAL CORPWDC3,969$236,6710.10%
62JPMORGAN CHASE & CO.VYLD956$229,1800.10%
63INNOVATOR ETFS TRUSTINHD5,533$227,7940.10%
64WELLS FARGO CO NEW9497461013,194$224,3470.10%
65PALANTIR TECHNOLOGIES INCPLTR2,884$218,1170.09%
66MASTERCARD INCORPORATEDMA400$210,8400.09%
67ALPHABET INCGOOG1,052$200,3860.09%
68FS CREDIT OPPORTUNITIES CORPFSCO18,844$128,5160.05%
69NU HLDGS LTDNU10,289$106,5940.05%
70FORD MTR CO34537086010,031$99,3110.04%