Jupiter Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 57 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.7 | $6.9M | 53k | 129.92 | |
| Microsoft Corporation (MSFT) | 6.6 | $6.9M | 29k | 239.80 | |
| Nike Inc Class B CL B (NKE) | 5.9 | $6.1M | 52k | 117.00 | |
| Home Depot (HD) | 5.9 | $6.1M | 19k | 315.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $6.1M | 69k | 88.22 | |
| American Tower Reit (AMT) | 4.9 | $5.1M | 24k | 211.86 | |
| Mastercard Inc CL A Cl A (MA) | 4.2 | $4.3M | 12k | 347.70 | |
| Morgan Stanley (MS) | 4.0 | $4.2M | 49k | 85.01 | |
| CVS Caremark Corporation (CVS) | 3.8 | $3.9M | 42k | 93.18 | |
| Johnson & Johnson (JNJ) | 3.5 | $3.6M | 21k | 176.60 | |
| Crown Holdings (CCK) | 3.4 | $3.5M | 43k | 82.20 | |
| Freeport-Mcmoran - (FCX) | 2.7 | $2.8M | 75k | 37.99 | |
| Crocs (CROX) | 2.7 | $2.8M | 26k | 108.42 | |
| Pepsi (PEP) | 2.4 | $2.5M | 14k | 180.64 | |
| Pfizer (PFE) | 2.4 | $2.5M | 49k | 51.23 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 2.3 | $2.4M | 209k | 11.37 | |
| Marathon Petroleum - (MPC) | 2.3 | $2.3M | 20k | 116.35 | |
| Crown Castle Intl (CCI) | 2.1 | $2.2M | 16k | 135.62 | |
| Merck & Co (MRK) | 1.9 | $1.9M | 18k | 110.91 | |
| Mosaic (MOS) | 1.7 | $1.8M | 40k | 43.87 | |
| Wells Fargo & Company (WFC) | 1.7 | $1.8M | 43k | 41.28 | |
| Amazon (AMZN) | 1.5 | $1.6M | 19k | 83.97 | |
| ExxonMobil - (XOM) | 1.5 | $1.5M | 14k | 110.29 | |
| Nuveen Quality Pref. Inc. Fund II | 1.4 | $1.5M | 220k | 6.80 | |
| Walt Disney Company (DIS) | 1.4 | $1.5M | 17k | 86.87 | |
| Broadcom (AVGO) | 1.3 | $1.4M | 2.5k | 558.97 | |
| Activision Blizzard | 1.3 | $1.3M | 17k | 76.53 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $1.2M | 2.5k | 486.40 | |
| Bunge | 1.2 | $1.2M | 12k | 99.77 | |
| Phillips 66 - (PSX) | 1.1 | $1.1M | 11k | 104.08 | |
| Goldman Sachs (GS) | 1.0 | $1.0M | 3.0k | 343.33 | |
| Eli Lilly And - (LLY) | 1.0 | $1000k | 2.7k | 365.76 | |
| Tyson Foods Inc CL A Cl A (TSN) | 0.8 | $861k | 14k | 62.18 | |
| Regeneron - (REGN) | 0.8 | $828k | 1.1k | 721.25 | |
| Berkshire Hathaway Cl B New (BRK.B) | 0.7 | $772k | 2.5k | 308.80 | |
| Bank of America Corporation (BAC) | 0.6 | $662k | 20k | 33.10 | |
| Coupang Inc Class A - (CPNG) | 0.5 | $543k | 37k | 14.70 | |
| McDonald's Corporation (MCD) | 0.5 | $527k | 2.0k | 263.50 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $523k | 7.1k | 74.18 | |
| PNC Financial Services (PNC) | 0.5 | $473k | 3.0k | 157.67 | |
| Caterpillar - (CAT) | 0.5 | $467k | 2.0k | 239.24 | |
| Easterly Govt PPTYS REIT - (DEA) | 0.4 | $456k | 32k | 14.25 | |
| Waste Management (WM) | 0.4 | $392k | 2.5k | 156.80 | |
| Moderna (MRNA) | 0.3 | $359k | 2.0k | 179.50 | |
| Crispr Therapeutics (CRSP) | 0.3 | $304k | 7.5k | 40.53 | |
| Intel Corporation (INTC) | 0.3 | $264k | 10k | 26.40 | |
| Virtus Divid Int & P - (NFJ) | 0.2 | $232k | 21k | 11.28 | |
| Avnet - (AVT) | 0.2 | $207k | 5.0k | 41.40 | |
| DuPont De Nemours - (DD) | 0.2 | $205k | 3.0k | 68.33 | |
| Annaly Capital MGMT REIT - (NLY) | 0.2 | $204k | 9.7k | 21.02 | |
| Servicenow (NOW) | 0.2 | $194k | 500.00 | 388.00 | |
| Globant SA F - (GLOB) | 0.2 | $184k | 1.1k | 167.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $177k | 2.0k | 88.50 | |
| Alliancebernstein NTNL M - (AFB) | 0.2 | $172k | 17k | 10.46 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $125k | 20k | 6.25 | |
| Micron Technology - (MU) | 0.1 | $122k | 2.5k | 49.80 | |
| Cheniere Energy - (LNG) | 0.1 | $119k | 800.00 | 148.75 |
