Jupiter Wealth Management

Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Jupiter Wealth Management LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jupiter Wealth Management

Companies in the Jupiter Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike CL B (NKE) 6.3 $9.0M -25% 72k 125.54
Microsoft Corporation (MSFT) 5.1 $7.2M -16% 34k 210.33
American Tower Reit (AMT) 5.0 $7.1M -30% 30k 241.75
Home Depot (HD) 4.9 $7.0M -30% 25k 277.70
Amazon (AMZN) 4.8 $6.9M -18% 2.2k 3148.88
Alphabet Cap Stk Cl A (GOOGL) 4.8 $6.8M -33% 4.6k 1465.70
Paypal Holdings (PYPL) 4.7 $6.7M -31% 34k 197.04
Apple (AAPL) 4.6 $6.5M +553% 56k 115.81
Mastercard Cl A (MA) 4.4 $6.3M -29% 19k 338.16
Johnson & Johnson (JNJ) 4.1 $5.8M -28% 39k 148.87
Verizon Communications (VZ) 3.6 $5.0M -15% 85k 59.49
Morgan Stanley (MS) 3.1 $4.4M -27% 91k 48.35
Walt Disney Company (DIS) 3.1 $4.3M -32% 35k 124.07
Crown Holdings (CCK) 2.6 $3.7M -31% 49k 76.85

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Pfizer (PFE) 2.6 $3.7M -30% 100k 36.70
Berkshire Hathaway Cl A (BRK.A) 2.5 $3.5M 11.00 320000.00
Crown Castle Intl (CCI) 2.5 $3.5M -6% 21k 166.49
Berkshire Hathaway Cl B New (BRK.B) 2.3 $3.2M -40% 15k 212.93
Lockheed Martin Corporation (LMT) 2.2 $3.1M -34% 8.0k 383.22
Pepsi (PEP) 2.1 $3.0M +27% 22k 138.58
Bunge (BG) 2.0 $2.9M -36% 63k 45.70
Tyson Foods Cl A (TSN) 1.7 $2.3M -36% 39k 59.48
Goldman Sachs (GS) 1.4 $2.0M NEW 10k 200.99
McDonald's Corporation (MCD) 1.2 $1.8M NEW 8.0k 219.50
Nuveen Insured Tax-Free Adv Munici (NEA) 1.2 $1.6M +8% 114k 14.34
Take-Two Interactive Software (TTWO) 1.1 $1.6M -36% 9.7k 165.21
FedEx Corporation (FDX) 1.1 $1.6M NEW 6.2k 251.49
CVS Caremark Corporation (CVS) 0.9 $1.3M -67% 23k 58.41
Broadcom (AVGO) 0.9 $1.3M NEW 3.5k 364.37
Nuveen Quality Pref. Inc. Fund II (JPS) 0.9 $1.3M +37% 143k 8.81
Activision Blizzard (ATVI) 0.8 $1.1M -45% 14k 80.98
Chipotle Mexican Grill (CMG) 0.8 $1.1M NEW 890.00 1243.82
Crispr Therapeutics (CRSP) 0.8 $1.1M -25% 13k 83.62
PNC Financial Services (PNC) 0.8 $1.1M 9.9k 109.95
Netflix (NFLX) 0.7 $1.0M -12% 2.0k 500.00
Blackstone Group Inc Com Cl A (BX) 0.6 $880k 17k 52.23
Intel Corporation (INTC) 0.6 $782k -83% 15k 51.79
United Parcel SVC CL B (UPS) 0.5 $750k NEW 4.5k 166.67
Cadence Design Systems (CDNS) 0.5 $640k -33% 6.0k 106.67
Mosaic (MOS) 0.4 $548k NEW 30k 18.27
Chevron Corporation (CVX) 0.4 $540k -16% 7.5k 72.00
Medtronic (MDT) 0.4 $520k NEW 5.0k 104.00
3M Company (MMM) 0.3 $481k 3.0k 160.33
Moderna (MRNA) 0.3 $460k -75% 6.5k 70.77
Eaton (ETN) 0.3 $408k -10% 4.0k 102.00
Alibaba Group Holding (BABA) 0.3 $407k 1.4k 294.29
Softbank Corp-un (SFTBY) 0.3 $405k NEW 13k 30.68
Cisco Systems (CSCO) 0.3 $402k -19% 10k 39.41
ConocoPhillips (COP) 0.3 $394k -4% 12k 32.83
salesforce (CRM) 0.3 $377k NEW 1.5k 251.33
Servicenow (NOW) 0.3 $364k NEW 750.00 485.33
Docusign (DOCU) 0.3 $364k -71% 1.7k 215.38
Rockwell Automation (ROK) 0.2 $309k 1.4k 220.71
Waste Management (WM) 0.2 $283k 2.5k 113.20
Ferro Corporation (FOE) 0.2 $249k 20k 12.38
Coca-Cola Company (KO) 0.2 $247k NEW 5.0k 49.40
Wells Fargo & Company (WFC) 0.2 $235k -13% 10k 23.50
Comcast Corp Cl A (CMCSA) 0.2 $231k NEW 5.0k 46.20
Flextronics International Ltd Com Stk (FLEX) 0.1 $206k NEW 19k 11.14
General Electric Company (GE) 0.1 $187k 30k 6.23
Penn National Gaming (PENN) 0.1 $182k NEW 2.5k 72.80
Draftkings Inc Com Cl A (DKNG) 0.1 $177k NEW 3.0k 59.00
Micron Technology (MU) 0.1 $176k -6% 3.8k 46.93
Alphabet Cap Stk Cl C (GOOG) 0.1 $147k -48% 100.00 1470.00
Allianzgi Nfj Divid Int Prem S cefs (NFJ) 0.1 $144k -53% 12k 11.80
Merck & Co (MRK) 0.1 $133k -75% 1.6k 83.12
Crocs (CROX) 0.1 $128k NEW 3.0k 42.67
Facebook Cl A (FB) 0.1 $127k NEW 485.00 261.86
Rayonier (RYN) 0.1 $119k NEW 4.5k 26.44
Putnam Managed Municipal Income Trust (PMM) 0.1 $115k -46% 15k 7.67

Past Filings by Jupiter Wealth Management

SEC 13F filings are viewable for Jupiter Wealth Management going back to 2019