Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, AAPL, NVDA, 1/100 Berkshire Htwy Cla 100, and represent 31.03% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOO, SPY, VXF, IBIT, JEPI, NVDA, RSG, CMG, META, C.
- Started 9 new stock positions in VXF, VOO, VEU, VTI, CRBG, NFLX, IBIT, VGK, ITB.
- Reduced shares in these 10 stocks: NEA, IWM, , BAC, EWJ, , INTC, NFJ, , MRNA.
- Sold out of its positions in AFB, CSCO, INTC, EWJ, EL, MRNA, NEA, JPC, ORCL, PMM. NFJ.
- Jupiter Wealth Management was a net buyer of stock by $1.5M.
- Jupiter Wealth Management has $195M in assets under management (AUM), dropping by 3.60%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 93 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $16M | 99k | 165.85 |
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| Microsoft Corporation (MSFT) | 7.8 | $15M | 35k | 430.30 |
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| Apple (AAPL) | 7.1 | $14M | 59k | 233.00 |
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| NVIDIA Corporation (NVDA) | 4.0 | $7.8M | +5% | 64k | 121.44 |
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| Berkshire Hathaway 1/100 CL/A Cl A | 3.9 | $7.6M | 1.1k | 6911.80 |
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| Spdr S&p500 Etf - (SPY) | 3.7 | $7.2M | +31% | 13k | 573.76 |
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| Home Depot (HD) | 3.0 | $5.9M | 15k | 405.20 |
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| Amazon (AMZN) | 2.8 | $5.5M | +3% | 30k | 186.33 |
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| Energy Select Sector SPDR ETF IV - (XLE) | 2.8 | $5.4M | -2% | 61k | 87.80 |
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| Mastercard Inc CL A Cl A (MA) | 2.6 | $5.2M | 11k | 493.80 |
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| American Tower Reit (AMT) | 2.6 | $5.1M | 22k | 232.56 |
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| Morgan Stanley (MS) | 2.4 | $4.8M | 46k | 104.24 |
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| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.1 | $4.1M | 80k | 50.94 |
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| Broadcom (AVGO) | 2.1 | $4.0M | -5% | 23k | 172.50 |
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| Berkshire Hathaway Cl B New (BRK.B) | 2.0 | $3.9M | +2% | 8.6k | 460.26 |
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| Facebook Inc-Class A Cl A (META) | 2.0 | $3.9M | +9% | 6.7k | 572.44 |
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| Johnson & Johnson (JNJ) | 2.0 | $3.8M | +4% | 24k | 162.06 |
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| Crown Holdings (CCK) | 1.9 | $3.8M | -2% | 39k | 95.88 |
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| Nike Inc Class B CL B (NKE) | 1.9 | $3.6M | 41k | 88.40 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 1.6 | $3.1M | +17% | 53k | 59.51 |
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| Freeport-Mcmoran - (FCX) | 1.5 | $3.0M | +7% | 59k | 49.92 |
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| Taiwan Semiconductor Mfg (TSM) | 1.3 | $2.6M | +9% | 15k | 173.67 |
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| Marathon Petroleum Corp (MPC) | 1.3 | $2.6M | 16k | 162.91 |
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| Citigroup (C) | 1.3 | $2.5M | +15% | 40k | 62.60 |
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| Pepsi (PEP) | 1.1 | $2.1M | 13k | 170.05 |
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| ProShares Trust S&P - (NOBL) | 1.1 | $2.1M | 20k | 106.76 |
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| Merck & Co (MRK) | 1.0 | $2.0M | 17k | 113.56 |
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| Pfizer (PFE) | 1.0 | $2.0M | -4% | 68k | 28.94 |
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| Pulte (PHM) | 1.0 | $2.0M | +6% | 14k | 143.53 |
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| iShares US Aerospace Defense ETF - (ITA) | 1.0 | $1.9M | +10% | 13k | 149.64 |
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| Crown Castle Intl (CCI) | 1.0 | $1.9M | 16k | 118.63 |
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| Vanguard S&P 500 ETF - (VOO) | 1.0 | $1.9M | NEW | 3.6k | 527.67 |
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| Bank of America Corporation (BAC) | 0.9 | $1.7M | -31% | 44k | 39.68 |
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| KB Home (KBH) | 0.8 | $1.6M | 19k | 85.69 |
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| Goldman Sachs (GS) | 0.8 | $1.5M | 3.0k | 495.11 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.5M | 2.5k | 584.56 |
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| Lennar Corp Class A - (LEN) | 0.7 | $1.4M | 7.7k | 187.48 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.4M | 3.7k | 375.38 |
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| International Flavors & Fragrances (IFF) | 0.7 | $1.4M | 13k | 104.93 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $1.4M | +33% | 24k | 57.62 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.3M | 1.5k | 885.94 |
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| Bunge Global SA F - (BG) | 0.6 | $1.2M | 12k | 96.64 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.6 | $1.1M | 62k | 18.04 |
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| Medtronic (MDT) | 0.6 | $1.1M | 12k | 90.03 |
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| Phillips 66 (PSX) | 0.5 | $1.1M | +9% | 8.2k | 131.45 |
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| iShares Russell - (IWM) | 0.5 | $994k | -67% | 4.5k | 220.89 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $970k | 11k | 88.14 |
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| Crocs (CROX) | 0.5 | $912k | 6.3k | 144.81 |
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| Constellation Brand Class A - (STZ) | 0.4 | $878k | +51% | 3.4k | 257.69 |
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| iShares Select Dividend ETF - (DVY) | 0.4 | $877k | 6.5k | 135.07 |
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| Wells Fargo & Company (WFC) | 0.4 | $847k | 15k | 56.49 |
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| Neos S And P 500 High Income ETF - (SPYI) | 0.4 | $835k | 16k | 51.23 |
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| Wal-Mart Stores (WMT) | 0.4 | $814k | +37% | 10k | 80.75 |
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| Vanguard Extended Market ETF - (VXF) | 0.4 | $758k | NEW | 4.2k | 181.99 |
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| Republic Services - (RSG) | 0.4 | $758k | +112% | 3.8k | 200.84 |
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| Walt Disney Company (DIS) | 0.3 | $640k | 6.6k | 96.19 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $639k | 9.9k | 64.74 |
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| iShares Bitcoin ETF - (IBIT) | 0.3 | $614k | NEW | 17k | 36.13 |
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| McDonald's Corporation (MCD) | 0.3 | $609k | 2.0k | 304.51 |
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| Asml Holding NV - (ASML) | 0.3 | $604k | -14% | 725.00 | 833.25 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $586k | 5.0k | 117.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $585k | 3.5k | 167.19 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $560k | 533.00 | 1051.24 |
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| Costco Wholesale - (COST) | 0.3 | $512k | 578.00 | 886.52 |
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| Caterpillar (CAT) | 0.3 | $492k | -16% | 1.3k | 391.12 |
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| Zoetis Inc Class A - (ZTS) | 0.2 | $482k | +44% | 2.5k | 195.38 |
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| iShares Russell - (IWO) | 0.2 | $478k | 1.7k | 284.00 |
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| Waste Management (WM) | 0.2 | $467k | -10% | 2.3k | 207.60 |
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| Schwab US Dividend Equity ETF - (SCHD) | 0.2 | $423k | +150% | 5.0k | 84.53 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $361k | 1.8k | 198.06 |
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| Crispr Therapeutics (CRSP) | 0.2 | $352k | 7.5k | 46.98 |
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| Amgen - (AMGN) | 0.2 | $322k | 1.0k | 322.21 |
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| Annaly Capital MGMT REIT - (NLY) | 0.1 | $292k | 15k | 20.07 |
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| Vanguard Real Estate ETF - (VNQ) | 0.1 | $280k | 2.9k | 97.42 |
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| J P Morgan Nasdaq EQT PRM Inc ETF IV - (JEPQ) | 0.1 | $275k | 5.0k | 54.93 |
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| DuPont De Nemours - (DD) | 0.1 | $267k | 3.0k | 89.11 |
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| Uber Technologies - (UBER) | 0.1 | $263k | +75% | 3.5k | 75.16 |
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| Adobe - (ADBE) | 0.1 | $259k | +25% | 500.00 | 517.78 |
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| iShares TR US Home - (ITB) | 0.1 | $254k | NEW | 2.0k | 127.10 |
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| Chevron Corporation (CVX) | 0.1 | $250k | +142% | 1.7k | 147.27 |
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| Vanguard FTSE All World Ex US ETF - (VEU) | 0.1 | $216k | NEW | 3.4k | 63.00 |
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| Vanguard Total Stock Market ETF - (VTI) | 0.1 | $162k | NEW | 572.00 | 283.16 |
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| Coupang Inc Class A - (CPNG) | 0.1 | $162k | 6.6k | 24.55 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $157k | 3.0k | 52.58 |
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| Vanguard FTSE Europe ETF - (VGK) | 0.1 | $145k | NEW | 2.0k | 71.10 |
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| CVS Caremark Corporation (CVS) | 0.1 | $126k | 2.0k | 62.88 |
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| Lam Research Corp - (LRCX) | 0.1 | $122k | 150.00 | 816.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $121k | 574.00 | 210.86 |
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| Parker-Hannifin Corp - (PH) | 0.1 | $120k | 190.00 | 631.82 |
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| Union Pacific Corporation (UNP) | 0.1 | $118k | 479.00 | 246.48 |
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| Corebridge Finl - (CRBG) | 0.1 | $117k | NEW | 4.0k | 29.16 |
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| Cheniere Energy - (LNG) | 0.1 | $108k | 600.00 | 179.84 |
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| Netflix (NFLX) | 0.1 | $106k | NEW | 150.00 | 709.27 |
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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 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
- Jupiter Wealth Management 2020 Q4 filed Feb. 12, 2021