Jupiter Wealth Management

Jupiter Wealth Management as of June 30, 2023

Portfolio Holdings for Jupiter Wealth Management

Jupiter Wealth Management holds 68 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.2 $12M 61k 193.97
Alphabet Cap Stk Cl A (GOOGL) 10.2 $12M 99k 119.70
Microsoft Corporation (MSFT) 9.7 $11M 33k 340.54
Nike Inc Class B CL B (NKE) 4.2 $4.9M 45k 110.37
Home Depot (HD) 4.0 $4.6M 15k 310.64
Mastercard Inc CL A Cl A (MA) 3.7 $4.3M 11k 393.30
American Tower Reit (AMT) 3.5 $4.0M 21k 193.94
Morgan Stanley (MS) 3.2 $3.7M 44k 85.40
Crown Holdings (CCK) 3.1 $3.6M 42k 86.87
Amazon (AMZN) 2.9 $3.4M 26k 130.36
Johnson & Johnson (JNJ) 2.8 $3.2M 20k 165.52
Pepsi (PEP) 2.6 $3.0M 16k 185.22
CVS Caremark Corporation (CVS) 2.2 $2.5M 37k 69.13
Marathon Petroleum - (MPC) 2.0 $2.3M 20k 116.60
Merck & Co (MRK) 1.7 $2.0M 18k 115.39
Freeport-Mcmoran - (FCX) 1.7 $2.0M 50k 40.00
Crown Castle Intl (CCI) 1.6 $1.8M 16k 113.94
Pfizer (PFE) 1.5 $1.8M 49k 36.68
Broadcom (AVGO) 1.5 $1.7M 2.0k 867.43
Nuveen Insured Tax-Free Adv Munici (NEA) 1.5 $1.7M 158k 10.93
Berkshire Hathaway Cl B New (BRK.B) 1.4 $1.7M 4.9k 341.00
ExxonMobil - (XOM) 1.3 $1.5M 14k 107.25
Activision Blizzard 1.2 $1.4M 17k 84.30
Nuveen Quality Pref. Inc. Fund II 1.0 $1.2M 185k 6.38
Lockheed Martin Corporation (LMT) 1.0 $1.2M 2.5k 460.38
Bunge 1.0 $1.1M 12k 94.35
Crocs (CROX) 1.0 $1.1M 10k 112.44
Eli Lilly And - (LLY) 0.9 $1.1M 2.3k 468.98
JPMorgan Chase - (JPM) 0.9 $1.0M 7.2k 145.44
Intl Flavors& Fragra - (IFF) 0.9 $1.0M 13k 79.59
Taiwan Semiconductor Mfg (TSM) 0.9 $1.0M 10k 100.92
Pultegroup - (PHM) 0.9 $1.0M 13k 77.68
Medtronic (MDT) 0.8 $969k 11k 88.10
Goldman Sachs (GS) 0.8 $968k 3.0k 322.54
KB Home - (KBH) 0.8 $962k 19k 51.71
Biogen - (BIIB) 0.7 $826k 2.9k 284.85
Walt Disney Company (DIS) 0.7 $821k 9.2k 89.28
Deere & Company - (DE) 0.7 $770k 1.9k 405.19
Phillips 66 - (PSX) 0.6 $730k 7.7k 95.38
Bank of America Corporation (BAC) 0.6 $689k 24k 28.69
Chipotle Mexican Grill (CMG) 0.6 $667k 312.00 2139.00
Lennar Corp Class A Shs -A- (LEN) 0.6 $652k 5.2k 125.31
Wells Fargo & Company (WFC) 0.5 $640k 15k 42.68
McDonald's Corporation (MCD) 0.5 $597k 2.0k 298.41
Charles Schwab Corp - (SCHW) 0.5 $567k 10k 56.68
Easterly Govt PPTYS REIT - (DEA) 0.4 $508k 35k 14.50
Unitedhealth GRP - (UNH) 0.4 $507k 1.1k 480.64
Asml Holding NV - (ASML) 0.4 $453k 625.00 724.75
Waste Management (WM) 0.4 $434k 2.5k 173.42
Crispr Therapeutics (CRSP) 0.4 $421k 7.5k 56.14
Mosaic (MOS) 0.3 $385k 11k 35.00
Caterpillar - (CAT) 0.3 $369k 1.5k 246.05
Nvidia Corporation - (NVDA) 0.3 $338k 800.00 423.02
Intel Corporation (INTC) 0.3 $334k 10k 33.44
Zoetis Inc Class A Shs -A- (ZTS) 0.2 $254k 1.5k 172.21
Alliancebernstein NTNL M - (AFB) 0.2 $253k 24k 10.73
Cleveland-Cliffs - (CLF) 0.2 $251k 15k 16.76
Virtus Divid Int & P - (NFJ) 0.2 $251k 21k 12.21
Annaly Capital MGMT REIT - (NLY) 0.2 $245k 12k 20.01
Moderna (MRNA) 0.2 $243k 2.0k 121.50
Alphabet Cap Stk Cl C (GOOG) 0.2 $242k 2.0k 120.97
DuPont De Nemours - (DD) 0.2 $214k 3.0k 71.44
Cheniere Energy - (LNG) 0.1 $122k 800.00 152.36
Putnam Managed Municipal Income Trust (PMM) 0.1 $122k 20k 6.09
Blackstone Group Inc Com Cl A (BX) 0.1 $116k 1.3k 92.97
Coupang Inc Class A - (CPNG) 0.1 $115k 6.6k 17.40
Republic Services - (RSG) 0.1 $107k 700.00 153.17
Wal-Mart Stores (WMT) 0.1 $106k 675.00 157.18