Long-term investor
Jessup Wealth Management, Inc. @jessupwealthmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963536).
Record
- Tracked since 2025-06-30 (448 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +19.9% · all +19.9%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 10.1% · long · since 2025-06-30
- NVDA · 7.8% · long · since 2025-06-30
- AAPL · 7.7% · long · since 2025-06-30
- AMD · 6.1% · long · since 2025-06-30
- GOOGL · 4.8% · long · since 2025-06-30
- UNH · 4.2% · long · since 2025-06-30
- MU · 4.0% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- 78468R622 · 4.0% · long · since 2025-06-30
- 464287440 · 3.3% · long · since 2025-06-30
- 922908652 · 3.2% · long · since 2025-06-30
- TSLA · 3.2% · long · since 2025-06-30