Jupiter Wealth Management

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

Portfolio Holdings for Jupiter Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Tower Reit (AMT) 5.54 $11.06M 42.46k 260.54
Alphabet Cap Stk Cl A (GOOGL) 5.43 $10.86M 6.94k 1563.88
Home Depot (HD) 4.69 $9.38M 36.04k 260.16
Nike CL B (NKE) 4.63 $9.24M -8% 96.64k 95.66
Paypal Holdings (PYPL) 4.42 $8.84M 49.41k 178.82
Microsoft Corporation (MSFT) 4.35 $8.70M -9% 41.12k 211.60
Amazon (AMZN) 4.28 $8.55M -9% 2.67k 3196.71
Mastercard Incorporated Cl A (MA) 4.09 $8.17M 26.18k 311.95
Johnson & Johnson (JNJ) 4.06 $8.11M 54.22k 149.60
Proshares Tr S&p 500 Dv Arist (NOBL) 3.29 $6.57M +26% 94.08k 69.83
Morgan Stanley Com New (MS) 3.24 $6.47M -4% 124.80k 51.86
Disney Walt Com Disney (DIS) 3.06 $6.12M 51.95k 117.79
Intel Corporation (INTC) 2.86 $5.72M 93.47k 61.15
Verizon Communications (VZ) 2.80 $5.59M +10% 100.08k 55.87
Ishares Tr Us Home Cons Etf (ITB) 2.79 $5.58M 116.25k 48.03
Pfizer (PFE) 2.61 $5.22M +992% 143.13k 36.50
Crown Holdings (CCK) 2.48 $4.95M 71.09k 69.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.42 $4.84M 25.40k 190.49
CVS Caremark Corporation (CVS) 2.27 $4.53M +5% 70.94k 63.91
Lockheed Martin Corporation (LMT) 2.24 $4.48M +5% 12.26k 365.56
Bunge (BG) 2.07 $4.13M +2% 98.59k 41.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.97 $3.95M 45.59k 86.56
Crown Castle Intl (CCI) 1.92 $3.83M +11% 22.52k 170.16
Tyson Foods Cl A (TSN) 1.86 $3.71M -13% 61.67k 60.16
Apple (AAPL) 1.70 $3.39M 8.62k 393.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.57 $3.14M 11 285545.45
Take-Two Interactive Software (TTWO) 1.18 $2.37M -16% 15.29k 154.73
Pepsi (PEP) 1.13 $2.26M +161% 17.00k 133.12
Moderna (MRNA) 1.10 $2.20M +67% 26.66k 82.68
Activision Blizzard (ATVI) 1.04 $2.08M -19% 25.68k 81.16
Spdr Gold Tr Gold Shs (GLD) 0.94 $1.88M 11.00k 170.91
Crispr Therapeutics Namen Akt (CRSP) 0.84 $1.67M 17.55k 95.32
Nuveen Insured Tax-Free Adv Munici (NEA) 0.76 $1.51M +2% 105.61k 14.29
Docusign (DOCU) 0.60 $1.19M 5.90k 202.03
Ishares Tr Barclays 7 10 Yr (IEF) 0.59 $1.18M 9.64k 122.10
Netflix (NFLX) 0.59 $1.17M 2.33k 502.36
PNC Financial Services (PNC) 0.51 $1.01M NEW 9.85k 102.97
Blackstone Group Com Cl A (BX) 0.47 $946.00k -9% 16.85k 56.14
Cadence Design Systems (CDNS) 0.47 $933.00k -19% 9.00k 103.67
Nuveen Quality Pref. Inc. Fund II (JPS) 0.44 $881.00k +46% 103.32k 8.53
Slack Technologies Com Cl A (WORK) 0.41 $811.00k +58% 24.35k 33.31
Chevron Corporation (CVX) 0.38 $769.00k -83% 9.02k 85.22
PG&E Corporation (PCG) 0.33 $653.00k NEW 70.00k 9.33
Entegris (ENTG) 0.31 $612.00k 10.00k 61.20
Cisco Systems (CSCO) 0.30 $597.00k 12.70k 47.01
Sanderson Farms (SAFM) 0.30 $590.00k 5.00k 118.00
Merck & Co (MRK) 0.26 $524.00k 6.60k 79.39
Eli Lilly & Co. (LLY) 0.25 $501.00k 3.00k 167.00
ConocoPhillips (COP) 0.25 $496.00k NEW 12.60k 39.37
Bristol Myers Squibb (BMY) 0.24 $486.00k 8.18k 59.41
3M Company (MMM) 0.24 $477.00k NEW 3.05k 156.39
Vertex Pharmaceuticals Incorporated (VRTX) 0.23 $455.00k 1.50k 303.33
Eaton Corp SHS (ETN) 0.21 $415.00k NEW 4.47k 92.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.21 $412.00k 1.27k 324.41
Dbx Etf Tr Xtrackers S&p (SNPE) 0.20 $397.00k 13.86k 28.65
Sealed Air (SEE) 0.18 $367.00k 10.00k 36.70
Alibaba Group Hldg Sponsored Ads (BABA) 0.18 $358.00k 1.40k 254.99
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.18 $351.00k +2% 3.82k 91.96
Invesco Exchange-traded Fd T Treas Colaterl (CLTL) 0.17 $344.00k 3.25k 105.88
Church & Dwight (CHD) 0.17 $337.00k 4.00k 84.25
Rockwell Automation (ROK) 0.16 $311.00k 1.40k 222.14
Colfax Corporation (CFX) 0.16 $310.00k 10.00k 31.00
Allianzgi Nfj Divid Int Prem S cefs (NFJ) 0.15 $309.00k 26.09k 11.84
Alphabet Cap Stk Cl C (GOOG) 0.15 $305.00k +5% 195 1564.10
Wells Fargo & Company (WFC) 0.14 $283.00k NEW 11.53k 24.54
Exxon Mobil Corporation (XOM) 0.14 $279.00k 6.57k 42.49
Waste Management (WM) 0.13 $266.00k 2.50k 106.40
Ferro Corporation (FOE) 0.12 $241.00k 20.12k 11.98
Ss&c Technologies Holding (SSNC) 0.11 $229.00k 4.00k 57.25
Putnam Managed Municipal Income Trust (PMM) 0.11 $219.00k 28.12k 7.79
Stoneco Com Cl A (STNE) 0.11 $210.00k NEW 5.00k 42.00
General Electric Company (GE) 0.10 $206.00k 30.00k 6.87
Micron Technology (MU) 0.10 $206.00k NEW 4.02k 51.24
Pimco Income Strategy Fund II (PFN) 0.05 $104.00k 11.68k 8.90

Past Filings by Jupiter Wealth Management

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