Titelia

Holdings of Jessup Wealth Management, Inc

73 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58.8 % of the equity sleeve

Sector breakdown

  • Technology 28.0 %
  • Consumer discretionary 18.7 %
  • Communication 9.7 %
  • Health care 6.7 %
  • Consumer staples 5.9 %
  • Financials 4.4 %
  • Industrials 2.8 %
  • Funds 1.5 %
  • Materials 1.0 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 21.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72271.7M $99.92 %
2TW1230.1K $0.08 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 153,07431.9M $
2NVIDIA Corp 135,96923.7M $
3Apple Inc 88,70522.5M $
4Alphabet Inc 53,04215.3M $
5State Street SPDR Bloomberg High Yield Bond ETF 134,78312.9M $
6iShares Trust 117,20211.2M $
7Microsoft Corp 30,04611.1M $
8Costco Wholesale Corp 10,97410.9M $
9T-Mobile US Inc 51,18110.7M $
10Tesla Inc 26,1829.7M $
11Advanced Micro Devices Inc 47,2369.6M $
12Vanguard Extended Market ETF 42,0058.6M $
13Alibaba Group Holding Ltd 63,0677.9M $
14Merck & Co Inc 62,9447.6M $
15UnitedHealth Group Inc 27,7947.5M $
16Invesco China Technology ETF 134,9346.2M $
17CSX Corp 138,7425.7M $
18Micron Technology Inc 16,3395.5M $
19SELECT SECTOR SPDR TRUST (THE) 40,5255.4M $
20JPMorgan Chase & Co 17,4705.1M $
21Procter & Gamble Co/The 30,3954.4M $
22iShares Russell 2000 ETF 9,9282.5M $
23Nucor Corp 11,0721.9M $
24Johnson & Johnson 7,5891.9M $
25Cincinnati Financial Corp 11,5071.8M $
26Crowdstrike Holdings Inc 4,4661.7M $
27Innovator U.S. Equity Power Bu 36,2381.7M $
28Goldman Sachs Group Inc/The 1,9271.6M $
29Berkshire Hathaway Inc 2,9801.4M $
30State Street SPDR S&P 500 ETF Trust 2,1231.4M $
31Vanguard S&P 500 ETF 2,0991.3M $
32Visa Inc 4,0261.2M $
33SPDR Series Trust 8,6171.1M $
34Innovator U.S. Equity Power Bu 22,248992.7K $
35Alpha Architect 1-3 Month Box 7,675892.5K $
36Applied Materials Inc 2,487850.2K $
37Eli Lilly & Co 890818.5K $
38Innovator U.S. Equit 19,693804.7K $
39KKR & Co Inc 8,507786.9K $
40PIMCO Multisector Bond Active 28,067735.4K $
41Sherwin-Williams Co/The 2,275729.2K $
42Marriott International Inc/MD 1,972645K $
43United Parcel Service Inc 6,479637.4K $
44Innovator U.S. Equity Power Bu 13,821635.3K $
45Boeing Co/The 3,140625K $
46Invesco S&P 500 Equal Weight ETF 3,068588.8K $
47Sandisk Corp/DE 917582.6K $
48iShares 0-1 Year Treasury Bond ETF 5,223576.6K $
49Generac Holdings Inc 2,502488.7K $
50Caterpillar Inc 686485.8K $
51Innovator U.S. Equity Power Bu 10,761459.7K $
52Innovator U.S. Equity Power Bu 10,131436.2K $
53Exxon Mobil Corp 2,556433.7K $
54Palo Alto Networks Inc 2,392383.5K $
55Palantir Technologies Inc 2,621383.4K $
56ISHARES TRUST 4,786383.1K $
57Arhaus Inc 55,363375.4K $
58Snap-on Inc 973353.4K $
59Thermo Fisher Scientific Inc 714351.2K $
60iShares Trust 3,440346.3K $
61McDonald's Corp. 1,048325.8K $
62SPDR Gold Shares 681293K $
63Alphabet Inc 979280.9K $
64Duke Energy Corp 2,033266.2K $
65Innovator U.S. Equity Power Bu 5,801250.1K $
66Coca-Cola Co/The 3,246246.8K $
67Walmart Inc 1,895235.5K $
68Taiwan Semiconductor Manufacturing Co Ltd 681230.1K $
69Ulta Beauty Inc 434226.9K $
70Vanguard FTSE All-World ex-US ETF 2,970223.1K $
71General Electric Co 749212.5K $
72iShares Short-Term National Muni Bond ETF 1,884200.6K $
73Ford Motor Co 11,678134.8K $