Jupiter Wealth Management

Jupiter Wealth Management as of March 31, 2025

Portfolio Holdings for Jupiter Wealth Management

Jupiter Wealth Management holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 9.4 $16M 93k 166.54
Microsoft Corporation (MSFT) 8.9 $15M 32k 458.87
Apple (AAPL) 6.1 $10M 48k 208.78
Berkshire Hathaway Cl A (BRK.A) 5.1 $8.4M 11.00 767200.00
Spdr S&p500 Etf - (SPY) 4.9 $8.1M 14k 594.84
NVIDIA Corporation (NVDA) 4.7 $7.8M 58k 135.57
Morgan Stanley (MS) 3.9 $6.4M 49k 130.84
Mastercard Inc CL A Cl A (MA) 3.7 $6.0M 10k 586.41
Home Depot (HD) 2.9 $4.9M 13k 379.38
Amazon (AMZN) 2.9 $4.9M 24k 206.16
Broadcom (AVGO) 2.8 $4.6M 20k 230.63
American Tower Reit (AMT) 2.7 $4.4M 21k 215.13
Facebook Inc-Class A Cl A (META) 2.6 $4.4M 6.8k 640.43
JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) 2.5 $4.1M 80k 50.77
Energy Select Sector SPDR ETF IV - (XLE) 2.4 $4.0M 47k 84.37
Crown Holdings (CCK) 2.4 $3.9M 39k 100.15
Berkshire Hathaway Cl B New (BRK.B) 2.3 $3.9M 7.5k 512.39
Johnson & Johnson (JNJ) 1.8 $3.0M 19k 152.49
Taiwan Semiconductor Mfg (TSM) 1.3 $2.2M 11k 193.50
Citigroup (C) 1.3 $2.1M 28k 76.13
Nike Inc Class B CL B (NKE) 1.2 $2.0M 33k 62.08
iShares US Aerospace Defense ETF - (ITA) 1.2 $2.0M 12k 173.30
ProShares Trust S&P - (NOBL) 1.2 $2.0M 20k 101.92
Goldman Sachs (GS) 1.1 $1.8M 3.0k 612.30
Crown Castle Intl (CCI) 1.0 $1.6M 16k 102.98
Pepsi (PEP) 1.0 $1.6M 13k 131.79
Marathon Petroleum Corp (MPC) 1.0 $1.6M 10k 162.27
iShares Russell 1000 Growth ETF - (IWF) 0.9 $1.5M 3.7k 401.68
Netflix (NFLX) 0.8 $1.4M 1.2k 1191.64
Vanguard S&P 500 ETF - (VOO) 0.8 $1.3M 2.3k 546.82
Lockheed Martin Corporation (LMT) 0.7 $1.2M 2.5k 473.06
Wells Fargo & Company (WFC) 0.7 $1.1M 15k 76.06
Eli Lilly & Co. (LLY) 0.7 $1.1M 1.5k 755.11
Chipotle Mexican Grill (CMG) 0.7 $1.1M 22k 52.27
Bank of America Corporation (BAC) 0.7 $1.1M 24k 44.77
Merck & Co (MRK) 0.6 $1.1M 14k 77.23
Crocs (CROX) 0.6 $1.1M 9.2k 114.73
Republic Services - (RSG) 0.6 $1.0M 4.2k 250.37
Global X Nasdaq 100 Covered Call ETF - (QYLD) 0.6 $1.0M 62k 16.31
iShares Russell Mid Cap ETF - (IWR) 0.6 $997k 11k 90.59
Wal-Mart Stores (WMT) 0.6 $975k 9.9k 98.12
Walt Disney Company (DIS) 0.6 $972k 8.6k 112.66
Bunge Global SA F - (BG) 0.6 $968k 12k 80.30
Neos S And P 500 High Income ETF - (SPYI) 0.6 $943k 19k 49.64
JPMorgan Equity Premium Income ETF - (JEPI) 0.6 $915k 16k 56.29
iShares Select Dividend ETF - (DVY) 0.5 $870k 6.5k 133.94
Pfizer (PFE) 0.5 $750k 33k 23.00
Costco Wholesale - (COST) 0.4 $671k 649.00 1034.34
Vanguard Total Interntl Stock ETF IV - (VXUS) 0.4 $658k 9.9k 66.74
McDonald's Corporation (MCD) 0.4 $643k 2.0k 321.23
Alphabet Cap Stk Cl C (GOOG) 0.4 $588k 3.5k 167.87
Exxon Mobil Corporation (XOM) 0.3 $532k 5.0k 106.47
Medtronic (MDT) 0.3 $522k 6.0k 86.97
iShares Russell - (IWO) 0.3 $461k 1.7k 273.97
Zscaler - (ZS) 0.2 $379k 1.5k 252.57
JPMorgan Chase & Co. (JPM) 0.2 $379k 1.4k 264.88
Vanguard Dividend Appreciation ETF - (VIG) 0.2 $363k 1.8k 199.50
Annaly Capital MGMT REIT - (NLY) 0.2 $318k 16k 19.77
Crispr Therapeutics (CRSP) 0.2 $290k 7.5k 38.68
Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) 0.2 $285k 5.9k 48.42
Caterpillar (CAT) 0.2 $285k 808.00 352.57
Vanguard Real Estate ETF - (VNQ) 0.2 $260k 2.9k 90.32
DuPont De Nemours - (DD) 0.1 $207k 3.0k 68.92
Coupang Inc Class A - (CPNG) 0.1 $179k 6.6k 27.16
Cheniere Energy - (LNG) 0.1 $140k 600.00 233.21
Lam Research Corp - (LRCX) 0.1 $126k 1.5k 83.82
C3 Ai Inc Class A - (AI) 0.1 $116k 5.0k 23.18
DBX ETF TR Xtrackers - (SNPE) 0.1 $111k 2.1k 53.10
Union Pacific Corporation (UNP) 0.1 $110k 479.00 229.50