Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, NVDA, AAPL, SPY, and represent 35.26% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN, VOO, XLE, ASML, ETH, SCHD, BILL, AVGO, INSM, XLF.
- Started 6 new stock positions in PSX, EEM, DHI, SCHD, BILL, INSM.
- Reduced shares in these 9 stocks: IBIT, , , CMG, MSFT, GOOGL, , COST, HOOD.
- Sold out of its positions in CCJ, ORCL, NOW.
- Jupiter Wealth Management was a net buyer of stock by $4.8M.
- Jupiter Wealth Management has $212M in assets under management (AUM), dropping by 6.88%.
- Central Index Key (CIK): 0001774207
Tip: Access up to 7 years of quarterly data
Positions held by Jupiter Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 11.3 | $24M | 98k | 243.10 |
|
|
| Microsoft Corporation (MSFT) | 7.9 | $17M | 32k | 517.95 |
|
|
| NVIDIA Corporation (NVDA) | 6.1 | $13M | 69k | 186.58 |
|
|
| Apple (AAPL) | 5.7 | $12M | 48k | 254.63 |
|
|
| Spdr S&p500 Etf - (SPY) | 4.3 | $9.1M | 14k | 666.20 |
|
|
| Morgan Stanley (MS) | 4.0 | $8.4M | 53k | 158.96 |
|
|
| Berkshire Hathaway Cl A (BRK.A) | 3.9 | $8.3M | 11.00 | 754200.00 |
|
|
| Broadcom (AVGO) | 3.7 | $7.9M | +3% | 24k | 329.91 |
|
| Amazon (AMZN) | 2.8 | $5.9M | +13% | 27k | 219.57 |
|
| Mastercard Inc CL A Cl A (MA) | 2.7 | $5.8M | 10k | 568.81 |
|
|
| Facebook Inc-Class A Cl A (META) | 2.5 | $5.4M | 7.3k | 734.38 |
|
|
| Home Depot (HD) | 2.4 | $5.1M | 13k | 405.19 |
|
|
| Energy Select Sector SPDR ETF IV - (XLE) | 2.3 | $4.8M | +10% | 54k | 89.34 |
|
| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 1.9 | $4.1M | 80k | 51.04 |
|
|
| Berkshire Hathaway Cl B New (BRK.B) | 1.8 | $3.9M | +2% | 7.7k | 502.74 |
|
| American Tower Reit (AMT) | 1.8 | $3.8M | 20k | 192.32 |
|
|
| Crown Holdings (CCK) | 1.8 | $3.8M | 39k | 96.59 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 1.7 | $3.7M | +6% | 13k | 279.29 |
|
| Johnson & Johnson (JNJ) | 1.7 | $3.7M | +2% | 20k | 185.42 |
|
| iShares US Aerospace Defense ETF - (ITA) | 1.2 | $2.6M | +4% | 12k | 209.26 |
|
| Nike Inc Class B CL B (NKE) | 1.2 | $2.5M | 36k | 69.73 |
|
|
| Goldman Sachs (GS) | 1.1 | $2.4M | 3.0k | 796.35 |
|
|
| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.1 | $2.3M | +4% | 17k | 135.23 |
|
| Citigroup (C) | 1.1 | $2.2M | +9% | 22k | 101.50 |
|
| ProShares Trust S&P - (NOBL) | 0.9 | $2.0M | 20k | 103.07 |
|
|
| Marathon Petroleum Corp (MPC) | 0.9 | $1.9M | 10k | 192.74 |
|
|
| Bank of America Corporation (BAC) | 0.9 | $1.9M | +5% | 37k | 51.59 |
|
| Vanguard S&P 500 ETF - (VOO) | 0.9 | $1.9M | +32% | 3.1k | 612.38 |
|
| Pepsi (PEP) | 0.8 | $1.8M | 13k | 140.44 |
|
|
| iShares Russell 1000 Growth ETF - (IWF) | 0.8 | $1.7M | 3.7k | 468.41 |
|
|
| Asml Holding NV - (ASML) | 0.8 | $1.7M | +36% | 1.7k | 968.09 |
|
| Crown Castle Intl (CCI) | 0.7 | $1.5M | 16k | 96.49 |
|
|
| Pulte (PHM) | 0.7 | $1.4M | +10% | 11k | 132.13 |
|
| Netflix (NFLX) | 0.7 | $1.4M | 1.2k | 1198.92 |
|
|
| iShares TR US Home - (ITB) | 0.6 | $1.3M | +25% | 13k | 107.25 |
|
| Wells Fargo & Company (WFC) | 0.6 | $1.3M | 15k | 83.82 |
|
|
| Lockheed Martin Corporation (LMT) | 0.6 | $1.2M | 2.5k | 499.21 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.6k | 763.00 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 12k | 103.06 |
|
|
| KB Home (KBH) | 0.6 | $1.2M | 19k | 63.64 |
|
|
| Merck & Co (MRK) | 0.5 | $1.2M | 14k | 83.93 |
|
|
| Walt Disney Company (DIS) | 0.5 | $1.1M | 9.4k | 114.50 |
|
|
| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.1M | 11k | 96.55 |
|
|
| Lennar Corp Class A - (LEN) | 0.5 | $1.1M | +13% | 8.4k | 126.04 |
|
| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.5 | $1.1M | 62k | 17.01 |
|
|
| Bunge Global SA F - (BG) | 0.5 | $980k | 12k | 81.25 |
|
|
| Neos S And P 500 High Income ETF - (SPYI) | 0.4 | $941k | 18k | 52.30 |
|
|
| JPMorgan Equity Premium Income ETF - (JEPI) | 0.4 | $928k | 16k | 57.10 |
|
|
| iShares Select Dividend ETF - (DVY) | 0.4 | $923k | 6.5k | 142.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $852k | 3.5k | 243.55 |
|
|
| Republic Services - (RSG) | 0.4 | $843k | 3.7k | 229.48 |
|
|
| Pfizer (PFE) | 0.4 | $831k | 33k | 25.48 |
|
|
| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $725k | 9.9k | 73.46 |
|
|
| Costco Wholesale - (COST) | 0.3 | $679k | -12% | 734.00 | 925.63 |
|
| McDonald's Corporation (MCD) | 0.3 | $608k | 2.0k | 303.89 |
|
|
| Grayscale Ethereum Mini - (ETH) | 0.3 | $588k | +275% | 15k | 39.18 |
|
| Medtronic (MDT) | 0.3 | $571k | 6.0k | 95.24 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $569k | 1.8k | 315.43 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $564k | 5.0k | 112.75 |
|
|
| Crispr Therapeutics (CRSP) | 0.3 | $551k | +13% | 8.5k | 64.81 |
|
| Select STR Financial Select SPDR ETF - (XLF) | 0.3 | $539k | +100% | 10k | 53.87 |
|
| iShares Russell - (IWO) | 0.3 | $539k | 1.7k | 320.04 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $528k | +40% | 7.0k | 75.39 |
|
| Zscaler - (ZS) | 0.2 | $524k | +16% | 1.8k | 299.66 |
|
| SPDR Gold Trust - (GLD) | 0.2 | $448k | +93% | 1.3k | 355.47 |
|
| Schwab US Dividend Equity ETF - (SCHD) | 0.2 | $410k | NEW | 15k | 27.30 |
|
| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $393k | 1.8k | 215.79 |
|
|
| Caterpillar (CAT) | 0.2 | $386k | 808.00 | 477.15 |
|
|
| Bill Holdings - (BILL) | 0.2 | $371k | NEW | 7.0k | 52.97 |
|
| Crocs (CROX) | 0.2 | $366k | 4.4k | 83.55 |
|
|
| Annaly Capital MGMT REIT - (NLY) | 0.2 | $336k | 17k | 20.21 |
|
|
| iShares iBonds Term Treasury ETF - (IBTF) | 0.2 | $334k | 14k | 23.36 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $314k | -52% | 8.0k | 39.19 |
|
| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.1 | $308k | 5.9k | 52.23 |
|
|
| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.1 | $300k | 500.00 | 600.37 |
|
|
| Insmed - (INSM) | 0.1 | $288k | NEW | 2.0k | 144.01 |
|
| Vanguard Real Estate ETF - (VNQ) | 0.1 | $263k | 2.9k | 91.42 |
|
|
| Palo Alto Networks - (PANW) | 0.1 | $255k | +66% | 1.3k | 203.62 |
|
| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $218k | 3.6k | 60.03 |
|
|
| Capital One FC - (COF) | 0.1 | $213k | 1.0k | 212.58 |
|
|
| Phillips 66 (PSX) | 0.1 | $211k | NEW | 1.6k | 136.02 |
|
| iShares MSCI Emerging Markets ETF - (EEM) | 0.1 | $202k | NEW | 3.8k | 53.40 |
|
| Lam Research Corp - (LRCX) | 0.1 | $201k | 1.5k | 133.90 |
|
|
| Global X Cybersecurity ETF - (BUG) | 0.1 | $176k | 5.0k | 35.19 |
|
|
| Robinhood MKTS Inc Class A - (HOOD) | 0.1 | $166k | -3% | 1.2k | 143.18 |
|
| Parker-Hannifin Corp - (PH) | 0.1 | $152k | 200.00 | 758.15 |
|
|
| Cheniere Energy - (LNG) | 0.1 | $141k | 600.00 | 234.98 |
|
|
| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $131k | 5.1k | 25.62 |
|
|
| D R Horton - (DHI) | 0.1 | $127k | NEW | 750.00 | 169.47 |
|
| Crowdstrike HLDGS - (CRWD) | 0.1 | $123k | 250.00 | 490.38 |
|
|
| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.1 | $121k | 4.6k | 26.23 |
|
|
| iShares Bitcoin ETF - (IBIT) | 0.1 | $114k | -79% | 1.8k | 65.00 |
|
| Union Pacific Corporation (UNP) | 0.1 | $113k | 479.00 | 236.37 |
|
Past Filings by Jupiter Wealth Management
SEC 13F filings are viewable for Jupiter Wealth Management going back to 2019
- Jupiter Wealth Management 2025 Q3 filed Nov. 14, 2025
- Jupiter Wealth Management 2025 Q2 filed Aug. 14, 2025
- Jupiter Wealth Management 2025 Q1 filed May 20, 2025
- 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