Jupiter Wealth Management as of Dec. 31, 2020
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 72 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nike Inc Class B CL B (NKE) | 6.2 | $10M | 72k | 141.47 | |
Apple (AAPL) | 5.1 | $8.4M | 63k | 132.70 | |
Microsoft Corporation (MSFT) | 4.9 | $8.0M | 36k | 222.41 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $7.7M | 4.4k | 1752.55 | |
Paypal Holdings (PYPL) | 4.7 | $7.6M | 33k | 234.21 | |
Amazon (AMZN) | 4.5 | $7.4M | 2.3k | 3257.08 | |
Walt Disney Company (DIS) | 4.2 | $6.8M | 38k | 181.17 | |
Home Depot (HD) | 4.1 | $6.7M | 25k | 265.63 | |
Mastercard Inc CL A Cl A (MA) | 4.0 | $6.6M | 19k | 356.96 | |
American Tower Reit (AMT) | 4.0 | $6.5M | 29k | 224.46 | |
Morgan Stanley (MS) | 4.0 | $6.5M | 94k | 68.53 | |
Johnson & Johnson (JNJ) | 3.7 | $6.1M | 39k | 157.38 | |
Crown Holdings (CCK) | 3.2 | $5.2M | 52k | 100.19 | |
Bunge | 2.7 | $4.5M | 68k | 65.59 | |
Verizon Communications (VZ) | 2.7 | $4.4M | 76k | 58.76 | |
Pepsi (PEP) | 2.1 | $3.4M | 23k | 148.30 | |
United Parcel SVC CL B (UPS) | 2.1 | $3.4M | 20k | 168.40 | |
Crown Castle Intl (CCI) | 2.1 | $3.4M | 21k | 159.19 | |
FedEx Corporation (FDX) | 2.0 | $3.3M | 13k | 259.60 | |
Lockheed Martin Corporation (LMT) | 1.7 | $2.8M | 8.0k | 355.04 | |
Pfizer (PFE) | 1.5 | $2.4M | 66k | 36.81 | |
PNC Financial Services (PNC) | 1.4 | $2.2M | 15k | 148.99 | |
Broadcom (AVGO) | 1.3 | $2.2M | 4.9k | 437.89 | |
CVS Caremark Corporation (CVS) | 1.3 | $2.1M | 31k | 68.29 | |
Take-Two Interactive Software (TTWO) | 1.2 | $2.0M | 9.7k | 207.82 | |
Crispr Therapeutics (CRSP) | 1.2 | $2.0M | 13k | 153.08 | |
Goldman Sachs (GS) | 1.1 | $1.9M | 7.1k | 263.66 | |
Activision Blizzard | 1.1 | $1.8M | 20k | 92.83 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 1.1 | $1.8M | 122k | 15.10 | |
Nuveen Quality Pref. Inc. Fund II | 1.1 | $1.8M | 184k | 9.73 | |
McDonald's Corporation (MCD) | 1.1 | $1.7M | 8.0k | 214.62 | |
Tyson Foods Inc CL A Cl A (TSN) | 0.9 | $1.5M | 23k | 64.46 | |
Moderna (MRNA) | 0.8 | $1.3M | 13k | 104.47 | |
Chipotle Mexican Grill (CMG) | 0.8 | $1.2M | 890.00 | 1386.52 | |
Netflix (NFLX) | 0.7 | $1.1M | 2.0k | 540.89 | |
Coca-Cola Company (KO) | 0.7 | $1.1M | 20k | 54.85 | |
Facebook Inc-Class A Cl A (META) | 0.6 | $1.1M | 3.9k | 273.22 | |
Berkshire Hathaway Cl B New (BRK.B) | 0.6 | $905k | 3.9k | 231.75 | |
Taiwan Semiconductor Mfg (TSM) | 0.5 | $897k | 8.2k | 108.99 | |
General Motors Company (GM) | 0.5 | $833k | 20k | 41.65 | |
Mosaic (MOS) | 0.4 | $690k | 30k | 23.00 | |
Danaher Corporation (DHR) | 0.4 | $666k | 3.0k | 222.00 | |
Bank of America Corporation (BAC) | 0.4 | $606k | 20k | 30.30 | |
Snowflake Inc Cl A (SNOW) | 0.4 | $605k | 2.2k | 281.40 | |
Medtronic (MDT) | 0.4 | $586k | 5.0k | 117.20 | |
Dow (DOW) | 0.3 | $555k | 10k | 55.50 | |
Air Products & Chemicals (APD) | 0.3 | $546k | 2.0k | 273.00 | |
3M Company (MMM) | 0.3 | $524k | 3.0k | 174.67 | |
Intel Corporation (INTC) | 0.3 | $498k | 10k | 49.80 | |
Eaton (ETN) | 0.3 | $481k | 4.0k | 120.25 | |
ConocoPhillips (COP) | 0.3 | $480k | 12k | 40.00 | |
Cisco Systems (CSCO) | 0.3 | $456k | 10k | 44.71 | |
Penn National Gaming (PENN) | 0.3 | $432k | 5.0k | 86.40 | |
Chevron Corporation (CVX) | 0.3 | $422k | 5.0k | 84.40 | |
Servicenow (NOW) | 0.3 | $413k | 750.00 | 550.67 | |
Docusign (DOCU) | 0.2 | $376k | 1.7k | 222.49 | |
Rockwell Automation (ROK) | 0.2 | $351k | 1.4k | 250.71 | |
EOG Resources (EOG) | 0.2 | $349k | 7.0k | 49.86 | |
Veeva Systems Inc Class A Cl A (VEEV) | 0.2 | $340k | 1.3k | 272.00 | |
Total (TTE) | 0.2 | $335k | 8.0k | 41.88 | |
salesforce (CRM) | 0.2 | $334k | 1.5k | 222.67 | |
Citigroup (C) | 0.2 | $308k | 5.0k | 61.60 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $308k | 4.8k | 64.84 | |
Wells Fargo & Company (WFC) | 0.2 | $302k | 10k | 30.20 | |
Waste Management (WM) | 0.2 | $295k | 2.5k | 118.00 | |
Wal-Mart Stores (WMT) | 0.2 | $288k | 2.0k | 144.00 | |
Allianzgi Nfj Divid Int Prem S cefs | 0.2 | $277k | 21k | 13.46 | |
Crocs (CROX) | 0.1 | $188k | 3.0k | 62.67 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $175k | 100.00 | 1750.00 | |
Rayonier (RYN) | 0.1 | $132k | 4.5k | 29.33 | |
Merck & Co (MRK) | 0.1 | $131k | 1.6k | 81.88 | |
Putnam Managed Municipal Income Trust (PMM) | 0.1 | $121k | 15k | 8.07 |