Jupiter Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 89 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $19M | 100k | 189.30 | |
| Apple (AAPL) | 7.6 | $15M | 60k | 250.42 | |
| Microsoft Corporation (MSFT) | 7.5 | $15M | 36k | 421.50 | |
| NVIDIA Corporation (NVDA) | 4.6 | $9.1M | 68k | 134.29 | |
| Spdr S&p500 Etf - (SPY) | 4.4 | $8.9M | 15k | 586.09 | |
| Berkshire Hathaway 1/100 CL/A Cl A | 3.8 | $7.5M | 1.1k | 6809.20 | |
| Amazon (AMZN) | 3.4 | $6.7M | 31k | 219.39 | |
| Broadcom (AVGO) | 3.1 | $6.1M | 26k | 231.84 | |
| Morgan Stanley (MS) | 3.0 | $6.1M | 48k | 125.72 | |
| Mastercard Inc CL A Cl A (MA) | 2.9 | $5.7M | 11k | 526.57 | |
| Home Depot (HD) | 2.9 | $5.7M | 15k | 388.99 | |
| Energy Select Sector SPDR ETF IV - (XLE) | 2.6 | $5.1M | 60k | 85.66 | |
| Facebook Inc-Class A Cl A (META) | 2.1 | $4.2M | 7.3k | 585.51 | |
| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.0 | $4.1M | 80k | 50.71 | |
| American Tower Reit (AMT) | 2.0 | $4.0M | 22k | 183.41 | |
| Berkshire Hathaway Cl B New (BRK.B) | 1.9 | $3.9M | 8.6k | 453.28 | |
| Crown Holdings (CCK) | 1.6 | $3.3M | 39k | 82.69 | |
| Citigroup (C) | 1.5 | $3.0M | 43k | 70.39 | |
| iShares Bitcoin ETF - (IBIT) | 1.5 | $3.0M | 57k | 53.05 | |
| Nike Inc Class B CL B (NKE) | 1.5 | $3.0M | 40k | 75.67 | |
| Taiwan Semiconductor Mfg (TSM) | 1.5 | $3.0M | 15k | 197.49 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.8M | 19k | 144.62 | |
| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.2 | $2.3M | 19k | 123.53 | |
| Marathon Petroleum Corp (MPC) | 1.1 | $2.2M | 16k | 139.50 | |
| Bank of America Corporation (BAC) | 1.0 | $2.0M | 46k | 43.95 | |
| ProShares Trust S&P - (NOBL) | 1.0 | $1.9M | 20k | 99.55 | |
| Pfizer (PFE) | 1.0 | $1.9M | 72k | 26.53 | |
| Pepsi (PEP) | 1.0 | $1.9M | 13k | 152.06 | |
| iShares US Aerospace Defense ETF - (ITA) | 0.9 | $1.9M | 13k | 145.35 | |
| Merck & Co (MRK) | 0.9 | $1.7M | 17k | 99.48 | |
| Goldman Sachs (GS) | 0.9 | $1.7M | 3.0k | 572.62 | |
| iShares Russell 1000 Growth ETF - (IWF) | 0.8 | $1.5M | 3.7k | 401.58 | |
| Crown Castle Intl (CCI) | 0.7 | $1.5M | 16k | 90.76 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $1.4M | 24k | 60.30 | |
| Pulte (PHM) | 0.7 | $1.4M | 13k | 108.90 | |
| Vanguard S&P 500 ETF - (VOO) | 0.6 | $1.2M | 2.3k | 538.81 | |
| KB Home (KBH) | 0.6 | $1.2M | 19k | 65.72 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $1.2M | 2.5k | 485.94 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.5k | 772.00 | |
| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.6 | $1.1M | 62k | 18.22 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.1M | 13k | 90.35 | |
| Walt Disney Company (DIS) | 0.5 | $1.1M | 9.6k | 111.35 | |
| Wells Fargo & Company (WFC) | 0.5 | $1.1M | 15k | 70.24 | |
| Netflix (NFLX) | 0.5 | $981k | 1.1k | 891.32 | |
| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $972k | 11k | 88.40 | |
| Medtronic (MDT) | 0.5 | $959k | 12k | 79.88 | |
| Bunge Global SA F - (BG) | 0.5 | $938k | 12k | 77.76 | |
| JPMorgan Equity Premium Income ETF - (JEPI) | 0.5 | $935k | 16k | 57.53 | |
| Crocs (CROX) | 0.4 | $887k | 8.1k | 109.53 | |
| Lennar Corp Class A - (LEN) | 0.4 | $868k | 6.4k | 136.37 | |
| iShares Select Dividend ETF - (DVY) | 0.4 | $853k | 6.5k | 131.29 | |
| Phillips 66 (PSX) | 0.4 | $838k | 7.4k | 113.93 | |
| Neos S And P 500 High Income ETF - (SPYI) | 0.4 | $828k | 16k | 50.82 | |
| Republic Services - (RSG) | 0.4 | $760k | 3.8k | 201.18 | |
| J P Morgan Nasdaq EQT PRM Inc ETF IV - (JEPQ) | 0.3 | $677k | 12k | 56.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $667k | 3.5k | 190.44 | |
| SPDR S&P Regional Banking ETF - (KRE) | 0.3 | $604k | 10k | 60.35 | |
| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $581k | 9.9k | 58.93 | |
| McDonald's Corporation (MCD) | 0.3 | $580k | 2.0k | 289.89 | |
| Vanguard Extended Market ETF - (VXF) | 0.3 | $552k | 2.9k | 189.98 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $538k | 5.0k | 107.57 | |
| Costco Wholesale - (COST) | 0.3 | $530k | 578.00 | 916.27 | |
| Cameco Corp F - (CCJ) | 0.3 | $514k | 10k | 51.39 | |
| International Flavors & Fragrances (IFF) | 0.3 | $507k | 6.0k | 84.55 | |
| iShares Russell - (IWO) | 0.2 | $484k | 1.7k | 287.82 | |
| Select STR Financial Select SPDR ETF - (XLF) | 0.2 | $483k | 10k | 48.33 | |
| Caterpillar (CAT) | 0.2 | $456k | 1.3k | 362.76 | |
| Waste Management (WM) | 0.2 | $454k | 2.3k | 201.79 | |
| Adobe - (ADBE) | 0.2 | $445k | 1.0k | 444.68 | |
| Asml Holding NV - (ASML) | 0.2 | $416k | 600.00 | 693.08 | |
| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.2 | $394k | 8.0k | 49.45 | |
| C3 Ai Inc Class A - (AI) | 0.2 | $387k | 11k | 34.43 | |
| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $357k | 1.8k | 195.83 | |
| GE Vernova - (GEV) | 0.2 | $329k | 1.0k | 328.93 | |
| Zoetis Inc Class A - (ZTS) | 0.2 | $310k | 1.9k | 162.93 | |
| Crispr Therapeutics (CRSP) | 0.1 | $295k | 7.5k | 39.36 | |
| Annaly Capital MGMT REIT - (NLY) | 0.1 | $275k | 15k | 18.30 | |
| Amgen - (AMGN) | 0.1 | $261k | 1.0k | 260.64 | |
| Vanguard Real Estate ETF - (VNQ) | 0.1 | $256k | 2.9k | 89.08 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $250k | 1.0k | 239.71 | |
| Chevron Corporation (CVX) | 0.1 | $246k | 1.7k | 144.84 | |
| DuPont De Nemours - (DD) | 0.1 | $229k | 3.0k | 76.25 | |
| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $159k | 3.0k | 53.27 | |
| Coupang Inc Class A - (CPNG) | 0.1 | $145k | 6.6k | 21.98 | |
| Cheniere Energy - (LNG) | 0.1 | $129k | 600.00 | 214.87 | |
| Parker-Hannifin Corp - (PH) | 0.1 | $121k | 190.00 | 636.03 | |
| Crowdstrike HLDGS - (CRWD) | 0.1 | $120k | 350.00 | 342.16 | |
| Union Pacific Corporation (UNP) | 0.1 | $109k | 479.00 | 228.04 | |
| Lam Research Corp - (LRCX) | 0.1 | $108k | 1.5k | 72.23 |
