Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, MSFT, NVDA, SPY, and represent 33.55% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XMMO, IBIT, SPY, NFLX, AVGO, KRE, CCJ, NVDA, XLF, JEPQ.
- Started 9 new stock positions in XMMO, CCJ, KRE, AI, XLF, CRWD, GPIX, LRCX, GEV.
- Reduced shares in these 10 stocks: , JEPI, IWM, STZ, VOO, JNJ, IFF, , SCHD, UBER.
- Sold out of its positions in CVS, STZ, CRBG, FCX, IWM, ITB, Lam Research Corporation, REGN, SCHD, UBER. VEU, VGK, VTI.
- Jupiter Wealth Management was a net buyer of stock by $2.3M.
- Jupiter Wealth Management has $200M in assets under management (AUM), dropping by 2.10%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 89 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $19M | 100k | 189.30 |
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| Apple (AAPL) | 7.6 | $15M | +2% | 60k | 250.42 |
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| Microsoft Corporation (MSFT) | 7.5 | $15M | 36k | 421.50 |
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| NVIDIA Corporation (NVDA) | 4.6 | $9.1M | +5% | 68k | 134.29 |
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| Spdr S&p500 Etf - (SPY) | 4.4 | $8.9M | +19% | 15k | 586.09 |
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| Berkshire Hathaway 1/100 CL/A Cl A | 3.8 | $7.5M | 1.1k | 6809.20 |
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| Amazon (AMZN) | 3.4 | $6.7M | +3% | 31k | 219.39 |
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| Broadcom (AVGO) | 3.1 | $6.1M | +12% | 26k | 231.84 |
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| Morgan Stanley (MS) | 3.0 | $6.1M | +5% | 48k | 125.72 |
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| Mastercard Inc CL A Cl A (MA) | 2.9 | $5.7M | +3% | 11k | 526.57 |
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| Home Depot (HD) | 2.9 | $5.7M | 15k | 388.99 |
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| Energy Select Sector SPDR ETF IV - (XLE) | 2.6 | $5.1M | 60k | 85.66 |
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| Facebook Inc-Class A Cl A (META) | 2.1 | $4.2M | +7% | 7.3k | 585.51 |
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| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.0 | $4.1M | 80k | 50.71 |
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| American Tower Reit (AMT) | 2.0 | $4.0M | -2% | 22k | 183.41 |
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| Berkshire Hathaway Cl B New (BRK.B) | 1.9 | $3.9M | 8.6k | 453.28 |
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| Crown Holdings (CCK) | 1.6 | $3.3M | 39k | 82.69 |
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| Citigroup (C) | 1.5 | $3.0M | +8% | 43k | 70.39 |
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| iShares Bitcoin ETF - (IBIT) | 1.5 | $3.0M | +233% | 57k | 53.05 |
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| Nike Inc Class B CL B (NKE) | 1.5 | $3.0M | -3% | 40k | 75.67 |
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| Taiwan Semiconductor Mfg (TSM) | 1.5 | $3.0M | 15k | 197.49 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.8M | -18% | 19k | 144.62 |
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| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.2 | $2.3M | NEW | 19k | 123.53 |
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| Marathon Petroleum Corp (MPC) | 1.1 | $2.2M | 16k | 139.50 |
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| Bank of America Corporation (BAC) | 1.0 | $2.0M | +5% | 46k | 43.95 |
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| ProShares Trust S&P - (NOBL) | 1.0 | $1.9M | 20k | 99.55 |
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| Pfizer (PFE) | 1.0 | $1.9M | +5% | 72k | 26.53 |
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| Pepsi (PEP) | 1.0 | $1.9M | 13k | 152.06 |
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| iShares US Aerospace Defense ETF - (ITA) | 0.9 | $1.9M | 13k | 145.35 |
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| Merck & Co (MRK) | 0.9 | $1.7M | 17k | 99.48 |
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| Goldman Sachs (GS) | 0.9 | $1.7M | 3.0k | 572.62 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.8 | $1.5M | 3.7k | 401.58 |
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| Crown Castle Intl (CCI) | 0.7 | $1.5M | 16k | 90.76 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $1.4M | 24k | 60.30 |
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| Pulte (PHM) | 0.7 | $1.4M | -5% | 13k | 108.90 |
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| Vanguard S&P 500 ETF - (VOO) | 0.6 | $1.2M | -35% | 2.3k | 538.81 |
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| KB Home (KBH) | 0.6 | $1.2M | 19k | 65.72 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.2M | 2.5k | 485.94 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.5k | 772.00 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.6 | $1.1M | 62k | 18.22 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.1M | +23% | 13k | 90.35 |
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| Walt Disney Company (DIS) | 0.5 | $1.1M | +44% | 9.6k | 111.35 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.1M | 15k | 70.24 |
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| Netflix (NFLX) | 0.5 | $981k | +633% | 1.1k | 891.32 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $972k | 11k | 88.40 |
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| Medtronic (MDT) | 0.5 | $959k | 12k | 79.88 |
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| Bunge Global SA F - (BG) | 0.5 | $938k | 12k | 77.76 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 0.5 | $935k | -69% | 16k | 57.53 |
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| Crocs (CROX) | 0.4 | $887k | +28% | 8.1k | 109.53 |
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| Lennar Corp Class A - (LEN) | 0.4 | $868k | -16% | 6.4k | 136.37 |
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| iShares Select Dividend ETF - (DVY) | 0.4 | $853k | 6.5k | 131.29 |
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| Phillips 66 (PSX) | 0.4 | $838k | -9% | 7.4k | 113.93 |
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| Neos S And P 500 High Income ETF - (SPYI) | 0.4 | $828k | 16k | 50.82 |
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| Republic Services - (RSG) | 0.4 | $760k | 3.8k | 201.18 |
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| J P Morgan Nasdaq EQT PRM Inc ETF IV - (JEPQ) | 0.3 | $677k | +140% | 12k | 56.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $667k | 3.5k | 190.44 |
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| SPDR S&P Regional Banking ETF - (KRE) | 0.3 | $604k | NEW | 10k | 60.35 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $581k | 9.9k | 58.93 |
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| McDonald's Corporation (MCD) | 0.3 | $580k | 2.0k | 289.89 |
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| Vanguard Extended Market ETF - (VXF) | 0.3 | $552k | -30% | 2.9k | 189.98 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $538k | 5.0k | 107.57 |
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| Costco Wholesale - (COST) | 0.3 | $530k | 578.00 | 916.27 |
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| Cameco Corp F - (CCJ) | 0.3 | $514k | NEW | 10k | 51.39 |
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| International Flavors & Fragrances (IFF) | 0.3 | $507k | -53% | 6.0k | 84.55 |
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| iShares Russell - (IWO) | 0.2 | $484k | 1.7k | 287.82 |
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| Select STR Financial Select SPDR ETF - (XLF) | 0.2 | $483k | NEW | 10k | 48.33 |
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| Caterpillar (CAT) | 0.2 | $456k | 1.3k | 362.76 |
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| Waste Management (WM) | 0.2 | $454k | 2.3k | 201.79 |
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| Adobe - (ADBE) | 0.2 | $445k | +100% | 1.0k | 444.68 |
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| Asml Holding NV - (ASML) | 0.2 | $416k | -17% | 600.00 | 693.08 |
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| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.2 | $394k | NEW | 8.0k | 49.45 |
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| C3 Ai Inc Class A - (AI) | 0.2 | $387k | NEW | 11k | 34.43 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $357k | 1.8k | 195.83 |
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| GE Vernova - (GEV) | 0.2 | $329k | NEW | 1.0k | 328.93 |
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| Zoetis Inc Class A - (ZTS) | 0.2 | $310k | -22% | 1.9k | 162.93 |
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| Crispr Therapeutics (CRSP) | 0.1 | $295k | 7.5k | 39.36 |
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| Annaly Capital MGMT REIT - (NLY) | 0.1 | $275k | +3% | 15k | 18.30 |
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| Amgen - (AMGN) | 0.1 | $261k | 1.0k | 260.64 |
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| Vanguard Real Estate ETF - (VNQ) | 0.1 | $256k | 2.9k | 89.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $250k | +81% | 1.0k | 239.71 |
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| Chevron Corporation (CVX) | 0.1 | $246k | 1.7k | 144.84 |
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| DuPont De Nemours - (DD) | 0.1 | $229k | 3.0k | 76.25 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $159k | 3.0k | 53.27 |
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| Coupang Inc Class A - (CPNG) | 0.1 | $145k | 6.6k | 21.98 |
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| Cheniere Energy - (LNG) | 0.1 | $129k | 600.00 | 214.87 |
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| Parker-Hannifin Corp - (PH) | 0.1 | $121k | 190.00 | 636.03 |
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| Crowdstrike HLDGS - (CRWD) | 0.1 | $120k | NEW | 350.00 | 342.16 |
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| Union Pacific Corporation (UNP) | 0.1 | $109k | 479.00 | 228.04 |
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| Lam Research Corp - (LRCX) | 0.1 | $108k | NEW | 1.5k | 72.23 |
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Past Filings by Jupiter Wealth Management
SEC 13F filings are viewable for Jupiter Wealth Management going back to 2019
- Jupiter Wealth Management 2024 Q4 filed Feb. 20, 2025
- Jupiter Wealth Management 2024 Q3 filed Nov. 4, 2024
- Jupiter Wealth Management 2024 Q2 filed Aug. 12, 2024
- Jupiter Wealth Management 2024 Q1 filed May 9, 2024
- Jupiter Wealth Management 2023 Q4 filed Feb. 7, 2024
- Jupiter Wealth Management 2023 Q3 filed Nov. 13, 2023
- Jupiter Wealth Management 2023 Q2 filed Aug. 15, 2023
- Jupiter Wealth Management 2023 Q1 filed April 13, 2023
- Jupiter Wealth Management 2022 Q4 filed Feb. 14, 2023
- Jupiter Wealth Management 2022 Q3 filed Nov. 14, 2022
- Jupiter Wealth Management 2022 Q2 filed Aug. 15, 2022
- Jupiter Wealth Management 2022 Q1 filed May 10, 2022
- Jupiter Wealth Management 2021 Q4 filed Feb. 9, 2022
- Jupiter Wealth Management 2021 Q3 filed Nov. 17, 2021
- Jupiter Wealth Management 2021 Q2 filed Aug. 9, 2021
- Jupiter Wealth Management 2021 Q1 filed April 30, 2021