Jupiter Wealth Management

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Jupiter Wealth Management

Companies in the Jupiter Wealth Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 6.1 $13M +3% 4.5k 2917.79
Microsoft Corporation (MSFT) 5.8 $12M 37k 330.79
Nike Inc Class B CL B (NKE) 5.7 $12M 72k 168.25
Home Depot (HD) 4.5 $9.5M 26k 368.57
Apple (AAPL) 4.4 $9.4M +3% 63k 147.93
Amazon (AMZN) 4.0 $8.5M +11% 2.4k 3482.11
Morgan Stanley (MS) 3.9 $8.2M -7% 84k 97.77
American Tower Reit (AMT) 3.7 $7.9M 29k 275.87
Mastercard Inc CL A Cl A (MA) 3.0 $6.3M 18k 357.94
Walt Disney Company (DIS) 2.8 $5.9M -11% 34k 174.44
Johnson & Johnson (JNJ) 2.6 $5.4M 33k 164.26
Wells Fargo & Company (WFC) 2.6 $5.4M +8% 108k 50.36
Paypal Holdings (PYPL) 2.4 $5.0M -9% 25k 204.63
Crown Holdings (CCK) 2.2 $4.8M +2% 45k 106.84

Setup an alert

Jupiter Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Bank of America Corporation (BAC) 2.1 $4.5M +7% 95k 47.23
CVS Caremark Corporation (CVS) 2.1 $4.5M 48k 92.95
salesforce (CRM) 2.0 $4.3M +205% 14k 299.68
Pfizer (PFE) 1.9 $4.0M +32% 82k 49.03
Servicenow (NOW) 1.7 $3.5M +50% 5.3k 670.97
Nuveen Insured Tax-Free Adv Munici (NEA) 1.6 $3.5M +11% 227k 15.35
Crown Castle Intl (CCI) 1.6 $3.4M 19k 180.32
FedEx Corporation (FDX) 1.5 $3.1M 13k 248.55
Pepsi (PEP) 1.4 $3.0M 18k 164.06
McDonald's Corporation (MCD) 1.3 $2.8M 11k 253.09
Freeport-Mcmoran - (FCX) 1.3 $2.8M 74k 37.52
Nuveen Quality Pref. Inc. Fund II (JPS) 1.2 $2.6M 268k 9.80
Facebook Inc-Class A Cl A (FB) 1.2 $2.6M -29% 7.9k 327.59
Goldman Sachs (GS) 1.0 $2.0M 5.1k 399.22
Bunge (BG) 1.0 $2.0M -49% 22k 92.30
Take-Two Interactive Software (TTWO) 0.9 $2.0M 11k 182.76
Broadcom (AVGO) 0.9 $1.9M +19% 3.5k 548.75
Merck & Co (MRK) 0.8 $1.8M -31% 21k 84.00
PNC Financial Services (PNC) 0.8 $1.7M 8.5k 205.41
Berkshire Hathaway Cl B New (BRK.B) 0.8 $1.7M 5.9k 285.35
Verizon Communications (VZ) 0.8 $1.7M 32k 52.61
Chipotle Mexican Grill (CMG) 0.8 $1.7M 922.00 1812.36
Caterpillar - (CAT) 0.8 $1.6M NEW 8.0k 206.65
DuPont De Nemours - (DD) 0.7 $1.5M NEW 19k 79.95
Activision Blizzard (ATVI) 0.7 $1.5M +36% 22k 66.64
Cisco Systems (CSCO) 0.7 $1.5M +24% 25k 57.78
Taiwan Semiconductor Mfg (TSM) 0.7 $1.4M 12k 118.18
Citigroup (C) 0.6 $1.4M +166% 20k 68.20
Lockheed Martin Corporation (LMT) 0.6 $1.3M 3.8k 337.68
Marathon Petroleum - (MPC) 0.5 $1.1M +133% 18k 65.54
3M Company (MMM) 0.5 $1.1M 6.0k 182.50
Crowdstrike HLDGS - (CRWD) 0.5 $1.1M NEW 3.8k 281.48
Zscaler - (ZS) 0.5 $1.0M NEW 3.1k 337.04
Snowflake Inc Cl A (SNOW) 0.5 $1.0M +48% 2.9k 361.05
Crispr Therapeutics (CRSP) 0.5 $1.0M -8% 12k 87.57
Tyson Foods Inc CL A Cl A (TSN) 0.5 $978k 12k 82.55
Netflix (NFLX) 0.5 $970k 1.5k 646.67
Blackstone Group Inc Com Cl A (BX) 0.4 $941k -59% 6.8k 139.41
Zoetis Inc Class A Shs -A- (ZTS) 0.4 $904k +12% 4.2k 216.63
Dow (DOW) 0.4 $881k 15k 58.73
ConocoPhillips (COP) 0.4 $876k 12k 73.00
Commercial Metals - (CMC) 0.4 $838k +25% 25k 33.52
Martin Marietta Material - (MLM) 0.4 $826k +33% 2.0k 413.00
Air Products & Chemicals (APD) 0.4 $786k 2.5k 314.40
Crocs (CROX) 0.4 $766k -37% 4.4k 174.09
Intel Corporation (INTC) 0.3 $719k -6% 14k 50.78
Eaton (ETN) 0.3 $687k 4.0k 171.75
Docusign (DOCU) 0.3 $639k +400% 2.5k 255.60
Moderna (MRNA) 0.3 $623k -83% 2.7k 228.96
Medtronic (MDT) 0.3 $612k 5.0k 122.40
BP - (BP) 0.3 $548k -50% 20k 27.40
Veeva Systems Inc Class A Cl A (VEEV) 0.2 $486k 1.6k 313.55
Rockwell Automation (ROK) 0.2 $467k 1.4k 333.57
Softbank Group Corp - (SFTBY) 0.2 $415k -45% 14k 28.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $411k 140.00 2935.71
Waste Management (WM) 0.2 $405k 2.5k 162.00
Mosaic (MOS) 0.2 $397k -73% 11k 36.09
Nvidia Corporation - (NVDA) 0.2 $383k 1.3k 294.39
Dominion Energy - (D) 0.2 $378k 5.0k 75.60
Pegasystems - (PEGA) 0.2 $351k 3.0k 117.00
Virtus Divid Int & P - (NFJ) 0.2 $325k 21k 15.80
Commscope HLDG - (COMM) 0.1 $315k NEW 33k 9.43
Regeneron - (REGN) 0.1 $294k 472.00 622.88
Eli Lilly And - (LLY) 0.1 $292k 1.1k 264.97
Abbvie - (ABBV) 0.1 $292k 2.5k 116.80
Asml Holding NV - (ASML) 0.1 $276k 337.00 818.99
Micron Technology - (MU) 0.1 $275k 3.8k 73.33
Marvell Technology - (MRVL) 0.1 $272k NEW 3.8k 70.89
Incyte Corp - (INCY) 0.1 $262k NEW 4.0k 65.50
Alliancebernstein NTNL M - (AFB) 0.1 $247k 17k 15.02
General Electric - (GE) 0.1 $245k -40% 2.3k 108.89
IBM Corp - (IBM) 0.1 $240k -71% 2.0k 120.00
Avnet - (AVT) 0.1 $197k 5.0k 39.40
Cemex Sab De C V F - (CX) 0.1 $195k NEW 30k 6.50
Rayonier (RYN) 0.1 $173k 4.5k 38.44
Putnam Managed Municipal Income Trust (PMM) 0.1 $172k 20k 8.60
Quantumscape Corp Class A - (QS) 0.1 $137k NEW 4.0k 34.25
Electronic Arts - (EA) 0.1 $124k -46% 888.00 139.64
Wal-Mart Stores (WMT) 0.0 $100k NEW 675.00 148.15

Past Filings by Jupiter Wealth Management

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