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| Jessup Wealth Management Inc
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| |
|---|---|
| CRD # | 323035 |
| SEC # | 801-127039 |
| CIK # | 0001963536 |
| AUM | $260.6 MM (2024-02-20) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 937-938-9105 |
| Address | 35 Park Avenue Dayton, OH 45419 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001963536 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Amazon Com Inc | 1,092,997.8 | 28.0 | |
| Apple Inc | 2,382,844.0 | 21.4 | |
| Nvidia Corp | 399,550.0 | 13.0 | |
| Advanced Micro Devices Inc | 131,458.5 | 10.7 | |
| Alcoa Corp | 9,084.1 | 9.0 | |
| Valero Energy Corp/Tx | 47,441.2 | 8.8 | |
| Metropcs Communications Inc | 166,764.4 | 8.6 | |
| Elastic NV | 6,789.0 | 7.7 | |
| Micron Technology Inc | 64,610.3 | 7.4 | |
| Qualcomm Inc/DE | 147,392.0 | 7.2 | |
| Eldorado Gold Corp /FI | 1,268.8 | 6.9 | |
| CrowdStrike Holdings Inc | 40,424.6 | 6.7 | |
| Star Bulk Carriers Corp | 2,574.4 | 5.9 | |
| Zscaler Inc | 21,977.4 | 5.9 | |
| Alphabet Inc | 1,475,138.5 | 5.4 | |
| Powershares DB Commodity Index Tracking Fund | 5.3 | ||
| AXA Equitable Holdings Inc | 10,291.0 | 5.2 | |
| Toast Inc | 7,135.6 | 5.2 | |
| Procter & Gamble Co | 338,108.9 | 4.9 | |
| KKR & Co LP | 28,777.0 | 4.7 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 4.5 | |
| UnitedHealth Group Inc | 477,004.0 | 3.4 | |
| Microsoft Corp | 1,918,222.4 | 3.2 | |
| J P Morgan Chase & Co | 340,169.2 | 3.1 | |
| Arhaus Inc | 707.3 | 2.4 | |
| Johnson & Johnson | 465,600.2 | 2.1 | |
| Nucor Corp | 28,726.7 | 1.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 325 | 106.6 |
| (b) Individuals (high net worth individuals) | 60 | 150.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 387 | 260.6 |
| By Discretionary | ||
| Discretionary | 387 | 260.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 387 | 260.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.6 | |
| Total | 387 | 260.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963536] |
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|---|---|---|
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NY | 0.3 |
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Calder Investment Advisors
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Elyxium Wealth LLC
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Carswell Investments LLC
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NY | 0.3 |
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United Advisors America Corporation
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TX | 0.3 |