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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 Q2 2025 · Filed August 5, 2025 · Accession 0001085146-25-004502

Total Value
$249.2M
Positions
76
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (76)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INCAMZN155,132$34.0M13.66%
2NVIDIA CORPORATIONNVDA131,038$20.7M8.31%
3APPLE INCAAPL92,542$19.0M7.62%
4ALPHABET INCGOOG64,455$11.4M4.56%
5SPDR SERIES TRUST78468R622110,980$10.8M4.33%
6ADVANCED MICRO DEVICES INCAMD75,210$10.7M4.28%
7KKR & CO INCKKRT77,668$10.3M4.15%
8ISHARES TR46428744095,184$9.1M3.66%
9ALIBABA GROUP HLDG LTDBBAAY71,754$8.1M3.27%
10TESLA INCTSLA24,944$7.9M3.18%
11VANGUARD INDEX FDS92290865239,345$7.6M3.04%
12SHOPIFY INCSHOP63,031$7.3M2.92%
13EQUITABLE HLDGS INCEQH-PC128,044$7.2M2.88%
14PROCTER AND GAMBLE CO74271810931,538$5.0M2.02%
15AMERICAN AIRLS GROUP INC02376R102447,504$5.0M2.02%
16LINCOLN NATL CORP IND534187109137,036$4.7M1.90%
17SELECT SECTOR SPDR TR81369Y80318,587$4.7M1.89%
18JPMORGAN CHASE & CO.VYLD15,871$4.6M1.85%
19SELECT SECTOR SPDR TR81369Y860108,226$4.5M1.80%
20ATLASSIAN CORPORATIONTEAM20,748$4.2M1.69%
21MICROSOFT CORPMSFT8,306$4.1M1.66%
22COSTCO WHSL CORP NEW22160K1053,868$3.8M1.54%
23T-MOBILE US INCTMUSZ15,794$3.8M1.51%
24ISHARES TR46428765510,922$2.4M0.95%
25MICRON TECHNOLOGY INCMU18,677$2.3M0.92%
26CROWDSTRIKE HLDGS INCCRWD4,346$2.2M0.89%
27CME GROUP INCCME7,969$2.2M0.88%
28UNITEDHEALTH GROUP INCUNH6,449$2.0M0.81%
29CINCINNATI FINL CORP17206210111,507$1.7M0.69%
30INNOVATOR ETFS TRUSTINHD38,202$1.7M0.68%
31VISA INCV4,602$1.6M0.66%
32GOLDMAN SACHS GROUP INCGSCE2,077$1.5M0.59%
33NUCOR CORPNUE10,878$1.4M0.57%
34BERKSHIRE HATHAWAY INC DELBRK-A2,474$1.2M0.48%
35JOHNSON & JOHNSONJNJ7,528$1.1M0.46%
36PAYPAL HLDGS INCPYPL14,088$1.0M0.42%
37SPDR S&P 500 ETF TRSPY1,649$1.0M0.41%
38VANGUARD INDEX FDS9229083631,787$1.0M0.41%
39ELI LILLY & COLLY1,174$915,1120.37%
40EA SERIES TRUST02072L5657,675$864,8190.35%
41ADVANCED DRAIN SYS INC DEL00790R1047,081$813,2830.33%
42SHERWIN WILLIAMS COSHW2,341$803,6590.32%
43INNOVATOR ETFS TRUSTINHD18,515$781,8880.31%
44ARHAUS INCARHS82,038$711,2690.29%
45BOEING COBA-PA3,237$678,2490.27%
46COUPANG INCCPNG19,929$597,0730.24%
47MARRIOTT INTL INC NEW5719032022,100$573,7410.23%
48INVESCO EXCHANGE TRADED FD TIVZ3,014$547,7640.22%
49APPLIED MATLS INC0382221052,852$522,1500.21%
50SPDR SERIES TRUST78464A4095,348$509,7710.20%
51INNOVATOR ETFS TRUSTINHD12,448$491,9450.20%
52PALO ALTO NETWORKS INCPANW2,392$489,4990.20%
53ISHARES TR4642881584,132$439,3970.18%
54ISHARES TR4642886793,924$433,2760.17%
55ISHARES TR46436E7183,994$402,1090.16%
56SPDR GOLD TRGLD1,226$373,7220.15%
57DIMENSIONAL ETF TRUST25434V88012,324$361,9560.15%
58PALANTIR TECHNOLOGIES INCPLTR2,534$345,4350.14%
59DIMENSIONAL ETF TRUST25434V7089,243$331,2690.13%
60MCDONALDS CORPMCD1,066$311,3210.12%
61SNAP ON INCSNA973$302,7780.12%
62THERMO FISHER SCIENTIFIC INCTMO682$276,3490.11%
63INNOVATOR ETFS TRUSTINHD6,302$276,3430.11%
64EXXON MOBIL CORPXOM2,528$272,5350.11%
65CATERPILLAR INCCAT694$269,4190.11%
66ISHARES TR46429B5984,624$257,4640.10%
67INNOVATOR ETFS TRUSTINHD6,189$247,6220.10%
68WELLS FARGO CO NEW9497461013,072$246,1460.10%
69BROADCOM INCAVGO881$242,9390.10%
70COCA COLA COKO3,347$236,8240.10%
71EA SERIES TRUST02072L5162,661$236,4030.09%
72ULTA BEAUTY INCULTA480$224,3660.09%
73DISNEY WALT CO2546871061,777$220,4090.09%
74DUKE ENERGY CORP NEWDUKB1,795$211,7560.08%
75ISHARES SILVER TRSLV6,418$210,5750.08%
76FORD MTR CO34537086010,340$112,1900.05%