Jupiter Wealth Management as of March 31, 2022
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 80 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $12M | 4.1k | 2781.26 | |
| Apple (AAPL) | 7.0 | $11M | 64k | 174.61 | |
| Microsoft Corporation (MSFT) | 6.9 | $11M | 36k | 308.29 | |
| Nike Inc Class B CL B (NKE) | 4.4 | $7.0M | 52k | 134.55 | |
| American Tower Reit (AMT) | 3.9 | $6.2M | 25k | 251.20 | |
| Home Depot (HD) | 3.6 | $5.8M | 19k | 299.30 | |
| Amazon (AMZN) | 3.3 | $5.2M | 1.6k | 3259.70 | |
| Freeport-Mcmoran - (FCX) | 3.1 | $4.9M | 99k | 49.74 | |
| Crown Holdings (CCK) | 3.1 | $4.9M | 40k | 125.07 | |
| Pfizer (PFE) | 2.9 | $4.7M | 90k | 51.77 | |
| Mastercard Inc CL A Cl A (MA) | 2.8 | $4.4M | 12k | 357.34 | |
| Walt Disney Company (DIS) | 2.7 | $4.4M | 32k | 137.15 | |
| Morgan Stanley (MS) | 2.7 | $4.3M | 49k | 87.39 | |
| Wells Fargo & Company (WFC) | 2.7 | $4.3M | 89k | 48.46 | |
| CVS Caremark Corporation (CVS) | 2.7 | $4.3M | 42k | 101.19 | |
| Johnson & Johnson (JNJ) | 2.3 | $3.6M | 21k | 177.19 | |
| Bank of America Corporation (BAC) | 2.2 | $3.5M | 85k | 41.22 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 2.0 | $3.3M | 249k | 13.14 | |
| Crown Castle Intl (CCI) | 1.8 | $3.0M | 16k | 184.56 | |
| DuPont De Nemours - (DD) | 1.8 | $2.8M | 38k | 73.57 | |
| Caterpillar - (CAT) | 1.6 | $2.5M | 11k | 222.79 | |
| Pepsi (PEP) | 1.5 | $2.3M | 14k | 167.36 | |
| Paramount Global Cl B - (PARA) | 1.4 | $2.2M | 58k | 37.80 | |
| Crocs (CROX) | 1.4 | $2.2M | 29k | 76.40 | |
| Berkshire Hathaway Cl B New (BRK.B) | 1.3 | $2.1M | 6.0k | 352.83 | |
| Nuveen Quality Pref. Inc. Fund II | 1.1 | $1.8M | 215k | 8.40 | |
| Marathon Petroleum - (MPC) | 1.1 | $1.7M | 20k | 85.50 | |
| Broadcom (AVGO) | 1.0 | $1.7M | 2.6k | 629.55 | |
| Zimmer Biomet HLDGS - (ZBH) | 0.9 | $1.5M | 12k | 127.83 | |
| Merck & Co (MRK) | 0.9 | $1.4M | 18k | 82.00 | |
| Bunge | 0.8 | $1.3M | 12k | 110.80 | |
| Nvidia Corporation - (NVDA) | 0.8 | $1.3M | 4.9k | 272.82 | |
| Cisco Systems (CSCO) | 0.8 | $1.2M | 22k | 55.72 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $1.2M | 7.8k | 153.69 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $1.1M | 2.5k | 441.20 | |
| ExxonMobil - (XOM) | 0.7 | $1.1M | 13k | 82.54 | |
| Tyson Foods Inc CL A Cl A (TSN) | 0.7 | $1.1M | 12k | 89.56 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $1.0M | 9.6k | 104.26 | |
| Goldman Sachs (GS) | 0.6 | $990k | 3.0k | 330.00 | |
| salesforce (CRM) | 0.5 | $875k | 4.1k | 212.12 | |
| Commercial Metals - (CMC) | 0.5 | $832k | 20k | 41.60 | |
| Enjoy Technology - | 0.5 | $816k | 215k | 3.80 | |
| Regeneron - (REGN) | 0.5 | $801k | 1.1k | 697.74 | |
| Eli Lilly And - (LLY) | 0.5 | $782k | 2.7k | 286.03 | |
| Paypal Holdings (PYPL) | 0.5 | $751k | 6.5k | 115.54 | |
| Mosaic (MOS) | 0.5 | $731k | 11k | 66.45 | |
| Activision Blizzard | 0.5 | $720k | 9.0k | 80.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $669k | 5.3k | 126.82 | |
| Citigroup (C) | 0.4 | $667k | 13k | 53.36 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $647k | 409.00 | 1581.91 | |
| Dow (DOW) | 0.4 | $637k | 10k | 63.70 | |
| Air Products & Chemicals (APD) | 0.4 | $624k | 2.5k | 249.60 | |
| Verizon Communications (VZ) | 0.4 | $601k | 12k | 50.91 | |
| 3M Company (MMM) | 0.4 | $592k | 4.0k | 148.78 | |
| Netflix (NFLX) | 0.4 | $561k | 1.5k | 374.00 | |
| Medtronic (MDT) | 0.3 | $554k | 5.0k | 110.80 | |
| PNC Financial Services (PNC) | 0.3 | $553k | 3.0k | 184.33 | |
| Volta Inc Class A - | 0.3 | $507k | 167k | 3.05 | |
| Intel Corporation (INTC) | 0.3 | $495k | 10k | 49.50 | |
| McDonald's Corporation (MCD) | 0.3 | $494k | 2.0k | 247.00 | |
| Crispr Therapeutics (CRSP) | 0.3 | $470k | 7.5k | 62.67 | |
| FedEx Corporation (FDX) | 0.3 | $462k | 2.0k | 231.00 | |
| Servicenow (NOW) | 0.3 | $417k | 750.00 | 556.00 | |
| Occidental Pete Corp - (OXY) | 0.2 | $397k | 7.0k | 56.71 | |
| Incyte Corp - (INCY) | 0.2 | $397k | 5.0k | 79.40 | |
| Waste Management (WM) | 0.2 | $396k | 2.5k | 158.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $391k | 140.00 | 2792.86 | |
| Micron Technology - (MU) | 0.2 | $385k | 5.0k | 77.78 | |
| MR Cooper Group - (COOP) | 0.2 | $365k | 8.0k | 45.62 | |
| Berkeley Lights - | 0.2 | $355k | 50k | 7.10 | |
| Virtus Divid Int & P - (NFJ) | 0.2 | $296k | 21k | 14.39 | |
| Moderna (MRNA) | 0.2 | $275k | 1.6k | 171.88 | |
| Zimvie - (ZIMV) | 0.1 | $228k | 10k | 22.80 | |
| Alliancebernstein NTNL M - (AFB) | 0.1 | $207k | 17k | 12.58 | |
| Avnet - (AVT) | 0.1 | $202k | 5.0k | 40.40 | |
| Rayonier (RYN) | 0.1 | $185k | 4.5k | 41.11 | |
| Robinhood MKTS Inc Class A - (HOOD) | 0.1 | $144k | 11k | 13.42 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $141k | 20k | 7.05 | |
| Annaly Capital MGMT REIT - | 0.1 | $139k | 20k | 6.99 | |
| Wal-Mart Stores (WMT) | 0.1 | $100k | 675.00 | 148.15 |
