Investments: Jessup Wealth Management, Inc

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
288.446.948 $+31.588.402 $256.547.461 $+17.680.983 $238.866.478 $+10.799.213 $228.378.350 $+228.378.350 $
BANK OF AMERICA CORP /DE/BAC122.162.567 $+11.609.906 $110.552.661 $+4.790.626 $105.762.035 $-2.642.558 $108.404.593 $+108.404.593 $
AMAZON COM INCAMZN34.961.867 $+3.460.412 $31.501.455 $-2.532.921 $34.034.376 $+4.305.519 $29.728.857 $+29.728.857 $
APPFOLIO INCAPPF25.847.420 $+2.271.633 $23.575.787 $+4.588.895 $18.986.892 $-2.276.996 $21.263.888 $+21.263.888 $
NVIDIA CORPNVDA23.447.680 $-120.496 $23.568.176 $+2.865.483 $20.702.693 $+6.021.230 $14.681.463 $+14.681.463 $
ALPHA PRO TECH LTDAPT17.006.631 $+2.385.348 $14.621.283 $+3.262.316 $11.358.967 $+1.266.174 $10.092.793 $+10.092.793 $
ADVANCED MICRO DEVICES INCAMD9.292.231 $-3.983.480 $13.275.711 $+2.603.384 $10.672.327 $+2.887.286 $7.785.041 $+7.785.041 $
UNITEDHEALTH GROUP INCUNH8.846.920 $+8.372.174 $474.746 $-1.537.059 $2.011.805 $-1.313.755 $3.325.560 $+3.325.560 $
LINCOLN NATIONAL CORPLNC5.878.933 $+508.354 $5.370.579 $+629.120 $4.741.459 $-789.327 $5.530.786 $+5.530.786 $
JPMORGAN CHASE & COJPM5.644.485 $+619.243 $5.025.242 $+424.115 $4.601.127 $+719.904 $3.881.223 $+3.881.223 $
PROCTER & GAMBLE CoPG4.400.361 $-350.061 $4.750.422 $-274.284 $5.024.706 $-515.861 $5.540.567 $+5.540.567 $
MICRON TECHNOLOGY INCMU5.005.062 $+1.487.267 $3.517.795 $+1.215.863 $2.301.932 $+646.025 $1.655.907 $+1.655.907 $
MORGAN STANLEYMS4.747.895 $+983.257 $3.764.638 $+571.604 $3.193.034 $+45.631 $3.147.403 $+3.147.403 $
MICROSOFT CORPMSFT4.011.343 $-209.743 $4.221.086 $+89.582 $4.131.504 $+999.045 $3.132.459 $+3.132.459 $
GOLDMAN SACHS GROUP INCGS1.880.216 $+159.477 $1.720.739 $+250.674 $1.470.065 $+350.821 $1.119.244 $+1.119.244 $
NUCOR CORPNUE1.806.004 $+306.511 $1.499.493 $+90.374 $1.409.119 $+165.213 $1.243.906 $+1.243.906 $
JOHNSON & JOHNSONJNJ1.567.411 $+171.171 $1.396.240 $+246.401 $1.149.839 $-129.813 $1.279.652 $+1.279.652 $
BERKSHIRE HATHAWAY INCBRK-B1.495.886 $+737 $1.495.149 $+293.354 $1.201.795 $-274.852 $1.476.647 $+1.476.647 $
ELI LILLY & CoLLY1.347.783 $+473.689 $874.094 $-41.018 $915.112 $+649.456 $265.656 $+265.656 $
BlackRock, Inc.BLK896.344 $+15.841 $880.503 $+7.830 $872.673 $-65.790 $938.463 $+938.463 $
SHERWIN WILLIAMS COSHW752.783 $-50.723 $803.506 $-153 $803.659 $-2.647 $806.306 $+806.306 $
BOEING COBA609.239 $-21.416 $630.655 $-47.594 $678.249 $+93.092 $585.157 $+585.157 $
UNITED PARCEL SERVICE INCUPS535.670 $+535.670 $
Palo Alto Networks IncPANW440.606 $-46.453 $487.059 $-2.440 $489.499 $+81.328 $408.171 $+408.171 $
PALATIN TECHNOLOGIES INCPTNT450.419 $-11.833 $462.252 $+116.817 $345.435 $+130.299 $215.136 $+215.136 $
SPS COMMERCE INCSPSC410.973 $+39.151 $371.822 $-1.900 $373.722 $+8.649 $365.073 $+365.073 $
CATERPILLAR INCCAT397.469 $+66.513 $330.956 $+61.537 $269.419 $+269.419 $
MCDONALDS CORPMCD328.211 $+3.145 $325.066 $+13.745 $311.321 $-20.242 $331.563 $+331.563 $
EXXON MOBIL CORPXOM307.572 $+22.819 $284.753 $+12.218 $272.535 $-29.044 $301.579 $+301.579 $
COCA COLA COKO238.104 $+15.239 $222.865 $-13.959 $236.824 $-1.996 $238.820 $+238.820 $
Walt Disney CoDIS203.566 $-161 $203.727 $-16.682 $220.409 $+220.409 $
Duke Energy CORPDUK203.127 $-11.148 $214.275 $+2.519 $211.756 $-6.881 $218.637 $+218.637 $
Sandisk CorpSNDK217.677 $+217.677 $
Mastercard IncMA193.311 $-12.415 $205.726 $+205.726 $
FORD MOTOR COF165.589 $+40.863 $124.726 $+12.536 $112.190 $+9.475 $102.715 $+102.715 $
AMERICAN EXPRESS COAXP163.713 $+163.713 $
SMITHFIELD FOODS INCSFD157.427 $+157.427 $
HERSHEY COHSY149.224 $+149.224 $
RTX CorpRTX138.375 $+138.375 $
ORACLE CORPORCL137.831 $+137.831 $
Walmart Inc.WMT110.707 $+110.707 $
Nu Holdings Ltd.NU74.041 $-31.318 $105.359 $+105.359 $
CSX CORPCSX87.073 $+87.073 $
CELESTICA INCCLS84.249 $+84.249 $
PFIZER INCPFE83.428 $+83.428 $
FIFTH THIRD BANCORPFITB78.781 $+78.781 $
3M COMMM74.670 $+74.670 $
GENERAL ELECTRIC COGE68.572 $+68.572 $
Booking Holdings Inc.BKNG65.281 $+65.281 $
Shell plcSHEL58.784 $+58.784 $
CHEVRON CORPCVX53.344 $+53.344 $
FS Credit Opportunities Corp.FSCO50.185 $+50.185 $
CARDINAL HEALTH INCCAH50.142 $+50.142 $
AUTOZONE INCAZO44.090 $+44.090 $
UNILEVER PLCUL43.753 $+43.753 $
AbbVie Inc.ABBV41.501 $+41.501 $
Roblox CorpRBLX40.029 $+40.029 $
MERCADOLIBRE INCMELI38.271 $+38.271 $
NICOLET BANKSHARES INCNIC38.226 $+38.226 $
NATIONAL BEVERAGE CORPFIZZ37.949 $+37.949 $
EQT CorpEQT37.671 $+37.671 $
LAM RESEARCH CORPLRCX37.520 $+37.520 $
CINTAS CORPCTAS36.109 $+36.109 $
AGNICO EAGLE MINES LTDAEM35.139 $+35.139 $
YUM BRANDS INCYUM30.256 $+30.256 $
ASML HOLDING NVASML30.069 $+30.069 $
NETFLIX INCNFLX27.472 $+27.472 $
Kraft Heinz CoKHC26.874 $+26.874 $
COLGATE PALMOLIVE COCL26.447 $+26.447 $
TARGET CORPTGT24.926 $+24.926 $
NEXTERA ENERGY INCNEE24.450 $+24.450 $
CITIGROUP INCC24.219 $+24.219 $
Jessup Wealth Management, Inc23.712 $+23.712 $
STRYKER CORPSYK23.312 $+23.312 $
AIR LEASE CORPAL20.606 $+20.606 $
RALPH LAUREN CORPRL20.156 $+20.156 $
CONOCOPHILLIPSCOP19.454 $+19.454 $
FRANCO NEVADA CorpFNV19.363 $+19.363 $
DIAGEO PLCDEO18.979 $+18.979 $
ROYAL GOLD INCRGLD16.348 $+16.348 $
RELX PLCRELX16.128 $+16.128 $
CVS HEALTH CorpCVS15.872 $+15.872 $
WELLTOWER INC.WELL13.751 $+13.751 $
LOCKHEED MARTIN CORPLMT13.388 $+13.388 $
FEDEX CORPFDX11.554 $+11.554 $
PEPSICO INCPEP10.561 $+10.561 $
Viatris IncVTRS10.542 $+10.542 $
Star Bulk Carriers Corp.SBLK10.502 $+10.502 $
Edwards Lifesciences CorpEW10.486 $+10.486 $
SYSCO CORPSYY8.670 $+8.670 $
EQUINIX INCEQIX8.445 $+8.445 $
KROGER COKR8.133 $+8.133 $
Strategy IncMSTR7.598 $+7.598 $
Solventum CorpSOLV7.528 $+7.528 $
NOVARTIS AGNVS7.052 $+7.052 $
REALTY INCOME CORPO7.046 $+7.046 $
TYLER TECHNOLOGIES INCTYL6.809 $+6.809 $
LINDE PLCLIN6.609 $+6.609 $
COMCAST CORPCMCSA6.477 $+6.477 $
Phillips 66PSX6.452 $+6.452 $
BOSTON SCIENTIFIC CORPBSX6.055 $+6.055 $
Medtronic plcMDT5.764 $+5.764 $
JETBLUE AIRWAYS CORPJBLU4.550 $+4.550 $
ETSY INCETSY4.546 $+4.546 $
RESMED INCRMD3.740 $+3.740 $
CHIPOTLE MEXICAN GRILL INCCMG3.700 $+3.700 $
INTEL CORPINTC3.690 $+3.690 $
Constellation Energy CorpCEG3.545 $+3.545 $
Vipshop Holdings LtdVIPS2.919 $+2.919 $
Galaxy Digital Inc.GLXY2.415 $+2.415 $
INTUITIVE SURGICAL INCISRG2.265 $+2.265 $
AMGEN INCAMGN2.076 $+2.076 $
BARCLAYS PLCBCS1.534 $+1.534 $
TransDigm Group INCTDG1.423 $+1.423 $
Accenture plcACN1.366 $+1.366 $
VERIZON COMMUNICATIONS INCVZ1.303 $+1.303 $
FISERV INCFISV1.276 $+1.276 $
Snap IncSNAP1.211 $+1.211 $
Trane Technologies plcTT1.169 $+1.169 $
FMC CORPFMC1.107 $+1.107 $
Parker-Hannifin CorpPH894 $+894 $
ALCON INCALC790 $+790 $
Fox CorpFOXA664 $+664 $
STARBUCKS CORPSBUX337 $+337 $
PPL CorpPPL322 $+322 $
ALBEMARLE CORPALB284 $+284 $
CENTERPOINT ENERGY INCCNP200 $+200 $
Otis Worldwide CorpOTIS87 $+87 $
Canopy Growth CorpCGC17 $+17 $
AURORA CANNABIS INCACB13 $+13 $
288.446.948 $+31.588.402 $256.547.461 $+17.680.983 $238.866.478 $+10.799.213 $228.378.350 $+228.378.350 $
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