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Jessup Wealth Management, Inc

CIK
1963536
City
DAYTON
State / Country
OH

Top Portfolio Positions

49 positions · $213,376,771 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in ARHS

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Shares Held

Position Value (USD)

12 quarters on record
Report Date Value (USD) Shares
2026-03-31 $375,361 55,363
2025-12-31 $692,733 61,796
2025-09-30 $859,201 80,828
2025-06-30 $711,269 82,038
2025-03-31 $748,530 86,038
2024-12-31 $1,081,056 115,006
2024-09-30 $1,426,802 115,906
2024-06-30 $2,435,226 143,756
2024-03-31 $2,234,397 145,185
2023-12-31 $2,149,981 181,433
2023-09-30 $1,687,326 181,433
2023-06-30 $2,081,713 199,589