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, XLE, 1/100 Berkshire Htwy Cla 100, and represent 30.54% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MS, LEN, CVS, ASML, MSFT, TSLA, PFE, CCK, GOOGL, AAPL.
- Reduced shares in these 2 stocks: BIIB, LLY.
- Jupiter Wealth Management was a net buyer of stock by $4.1M.
- Jupiter Wealth Management has $170M in assets under management (AUM), dropping by 10.21%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 86 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $14M | 100k | 139.69 |
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| Microsoft Corporation (MSFT) | 7.9 | $14M | +2% | 36k | 376.04 |
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| Apple (AAPL) | 7.3 | $13M | 65k | 192.53 |
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| Energy Select Sector SPDR ETF IV - (XLE) | 3.5 | $6.0M | 72k | 83.84 |
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| 1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A Cl A | 3.5 | $6.0M | 1.1k | 5426.25 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 3.4 | $5.8M | 106k | 54.98 |
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| Home Depot (HD) | 3.3 | $5.6M | 16k | 346.55 |
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| American Tower Reit (AMT) | 3.3 | $5.6M | +3% | 26k | 215.88 |
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| Nike Inc Class B CL B (NKE) | 3.2 | $5.5M | 51k | 108.57 |
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| Spdr S&p500 Etf - (SPY) | 3.0 | $5.0M | +3% | 11k | 475.31 |
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| Mastercard Inc CL A Cl A (MA) | 2.9 | $5.0M | 12k | 426.51 |
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| Morgan Stanley (MS) | 2.5 | $4.3M | +12% | 46k | 93.25 |
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| Crown Holdings (CCK) | 2.4 | $4.1M | +5% | 44k | 92.09 |
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| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.4 | $4.1M | 80k | 50.74 |
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| Amazon (AMZN) | 2.4 | $4.0M | 27k | 151.94 |
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| Johnson & Johnson (JNJ) | 2.1 | $3.5M | 22k | 156.74 |
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| Pepsi (PEP) | 2.0 | $3.4M | +3% | 20k | 169.84 |
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| Broadcom (AVGO) | 1.7 | $2.9M | +3% | 2.6k | 1116.25 |
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| Freeport-Mcmoran - (FCX) | 1.5 | $2.6M | +4% | 62k | 42.57 |
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| CVS Caremark Corporation (CVS) | 1.5 | $2.5M | +15% | 32k | 78.96 |
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| Marathon Petroleum Corp (MPC) | 1.4 | $2.4M | 16k | 148.36 |
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| Berkshire Hathaway Cl B New (BRK.B) | 1.3 | $2.2M | 6.2k | 356.66 |
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| Merck & Co (MRK) | 1.1 | $1.9M | 18k | 109.02 |
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| ProShares Trust S&P - (NOBL) | 1.1 | $1.9M | 20k | 95.20 |
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| Crown Castle Intl (CCI) | 1.1 | $1.8M | 16k | 115.19 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.0 | $1.7M | 158k | 11.00 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.7M | 3.4k | 495.22 |
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| Pfizer (PFE) | 1.0 | $1.7M | +18% | 58k | 28.79 |
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| Facebook Inc-Class A Cl A (META) | 0.9 | $1.5M | 4.3k | 353.96 |
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| iShares US Aerospace Defense ETF - (ITA) | 0.8 | $1.4M | 11k | 126.60 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.3M | -7% | 2.3k | 582.92 |
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| Bank of America Corporation (BAC) | 0.8 | $1.3M | 39k | 33.67 |
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| International Flavors & Fragrances (IFF) | 0.8 | $1.3M | 16k | 80.97 |
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| Nuveen Preferred Income - (JPC) | 0.7 | $1.2M | 183k | 6.76 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | 7.2k | 170.10 |
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| Bunge Global SA F - (BG) | 0.7 | $1.2M | 12k | 100.95 |
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| Goldman Sachs (GS) | 0.7 | $1.2M | 3.0k | 385.77 |
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| Pulte (PHM) | 0.7 | $1.2M | 11k | 103.22 |
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| Phillips 66 (PSX) | 0.7 | $1.2M | 8.7k | 133.14 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.1M | 2.5k | 453.24 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.1M | 3.7k | 303.17 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.6 | $1.1M | 62k | 17.34 |
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| Taiwan Semiconductor Mfg (TSM) | 0.6 | $1.1M | 10k | 104.00 |
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| KB Home (KBH) | 0.6 | $999k | +13% | 16k | 62.46 |
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| Crocs (CROX) | 0.6 | $943k | 10k | 93.41 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $942k | 412.00 | 2286.96 |
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| Medtronic (MDT) | 0.5 | $906k | 11k | 82.38 |
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| Citigroup (C) | 0.5 | $875k | 17k | 51.44 |
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| UnitedHealth (UNH) | 0.5 | $871k | 1.7k | 526.47 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $855k | 11k | 77.73 |
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| Walt Disney Company (DIS) | 0.5 | $830k | +13% | 9.2k | 90.29 |
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| Lennar Corp Class A Shs -A- (LEN) | 0.5 | $820k | +129% | 5.5k | 149.04 |
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| iShares Select Dividend ETF - (DVY) | 0.5 | $768k | 6.5k | 117.22 |
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| Wells Fargo & Company (WFC) | 0.4 | $738k | 15k | 49.22 |
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| Asml Holding NV - (ASML) | 0.4 | $700k | +94% | 925.00 | 756.92 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $688k | 10k | 68.80 |
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| McDonald's Corporation (MCD) | 0.3 | $593k | 2.0k | 296.51 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $572k | 9.9k | 57.96 |
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| Biogen Idec (BIIB) | 0.3 | $531k | -16% | 2.1k | 258.77 |
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| Intel Corporation (INTC) | 0.3 | $503k | 10k | 50.25 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $500k | 5.0k | 99.98 |
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| Zoetis Inc Class A Shs -A- (ZTS) | 0.3 | $489k | 2.5k | 197.37 |
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| Tesla - (TSLA) | 0.3 | $477k | +220% | 1.9k | 248.48 |
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| Crispr Therapeutics (CRSP) | 0.3 | $470k | 7.5k | 62.60 |
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| Waste Management (WM) | 0.3 | $448k | 2.5k | 179.10 |
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| Caterpillar (CAT) | 0.3 | $444k | 1.5k | 295.67 |
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| iShares Russell - (IWO) | 0.2 | $425k | 1.7k | 252.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $395k | 2.8k | 140.93 |
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| Vanguard Real Estate ETF - (VNQ) | 0.2 | $372k | 4.2k | 88.36 |
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| Cheniere Energy - (LNG) | 0.2 | $341k | 2.0k | 170.71 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $310k | 1.8k | 170.40 |
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| Deere & Company (DE) | 0.2 | $280k | 700.00 | 399.87 |
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| Virtus Divid Int & P - (NFJ) | 0.2 | $270k | 21k | 12.60 |
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| Alliancebernstein NTNL M - (AFB) | 0.2 | $257k | 24k | 10.84 |
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| Annaly Capital MGMT REIT - (NLY) | 0.2 | $255k | 13k | 19.37 |
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| J P Morgan Nasdaq EQT PRM Inc ETF IV - (JEPQ) | 0.1 | $250k | 5.0k | 49.93 |
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| DuPont De Nemours - (DD) | 0.1 | $231k | 3.0k | 76.93 |
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| Mosaic (MOS) | 0.1 | $179k | 5.0k | 35.73 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $130k | 3.0k | 43.54 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $122k | 20k | 6.08 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $120k | 137.00 | 878.29 |
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| Union Pacific Corporation (UNP) | 0.1 | $118k | 479.00 | 245.62 |
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| Lam Research Corp - (LRCX) | 0.1 | $118k | 150.00 | 783.26 |
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| Republic Services - (RSG) | 0.1 | $115k | 700.00 | 164.91 |
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| Coupang Inc Class A - (CPNG) | 0.1 | $107k | 6.6k | 16.19 |
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| Wal-Mart Stores (WMT) | 0.1 | $106k | 675.00 | 157.65 |
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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 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
- Jupiter Wealth Management 2020 Q3 filed Nov. 19, 2020
- Jupiter Wealth Management 2020 Q2 filed Aug. 17, 2020
- Jupiter Wealth Management 2020 Q1 filed May 4, 2020