Jupiter Wealth Management as of June 30, 2025
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.1 | $20M | 99k | 201.96 | |
| Microsoft Corporation (MSFT) | 8.6 | $17M | 33k | 520.58 | |
| NVIDIA Corporation (NVDA) | 6.2 | $12M | 68k | 181.59 | |
| Apple (AAPL) | 5.5 | $11M | 47k | 233.33 | |
| Spdr S&p500 Etf - (SPY) | 4.4 | $8.7M | 14k | 644.91 | |
| Berkshire Hathaway Cl A (BRK.A) | 4.0 | $7.9M | 11.00 | 715490.45 | |
| Morgan Stanley (MS) | 3.9 | $7.8M | 53k | 147.76 | |
| Broadcom (AVGO) | 3.6 | $7.1M | 23k | 309.09 | |
| Mastercard Inc CL A Cl A (MA) | 3.0 | $5.9M | 10k | 577.90 | |
| Facebook Inc-Class A Cl A (META) | 2.9 | $5.7M | 7.3k | 780.08 | |
| Amazon (AMZN) | 2.7 | $5.3M | 24k | 224.56 | |
| Home Depot (HD) | 2.6 | $5.1M | 13k | 407.18 | |
| Energy Select Sector SPDR ETF IV - (XLE) | 2.1 | $4.2M | 49k | 85.64 | |
| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.1 | $4.1M | 80k | 50.98 | |
| American Tower Reit (AMT) | 2.0 | $4.0M | 20k | 204.15 | |
| Crown Holdings (CCK) | 2.0 | $4.0M | 39k | 102.83 | |
| Berkshire Hathaway Cl B New (BRK.B) | 1.8 | $3.6M | 7.5k | 477.31 | |
| Johnson & Johnson (JNJ) | 1.7 | $3.3M | 19k | 174.42 | |
| Taiwan Semiconductor Mfg (TSM) | 1.5 | $3.0M | 12k | 241.44 | |
| Nike Inc Class B CL B (NKE) | 1.4 | $2.8M | 36k | 77.20 | |
| iShares US Aerospace Defense ETF - (ITA) | 1.2 | $2.3M | 12k | 196.81 | |
| Goldman Sachs (GS) | 1.1 | $2.2M | 3.0k | 744.69 | |
| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.1 | $2.1M | 16k | 132.06 | |
| ProShares Trust S&P - (NOBL) | 1.0 | $2.1M | 20k | 105.34 | |
| Citigroup (C) | 1.0 | $1.9M | 20k | 94.65 | |
| Pepsi (PEP) | 0.9 | $1.9M | 13k | 149.35 | |
| iShares Russell 1000 Growth ETF - (IWF) | 0.8 | $1.7M | 3.7k | 449.89 | |
| Bank of America Corporation (BAC) | 0.8 | $1.6M | 35k | 47.24 | |
| Crown Castle Intl (CCI) | 0.8 | $1.6M | 16k | 101.82 | |
| Marathon Petroleum Corp (MPC) | 0.8 | $1.6M | 10k | 161.73 | |
| Netflix (NFLX) | 0.7 | $1.4M | 1.2k | 1204.44 | |
| Vanguard S&P 500 ETF - (VOO) | 0.7 | $1.4M | 2.3k | 592.84 | |
| Pulte (PHM) | 0.6 | $1.3M | 9.9k | 129.96 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 12k | 100.99 | |
| KB Home (KBH) | 0.6 | $1.2M | 19k | 63.71 | |
| Wells Fargo & Company (WFC) | 0.6 | $1.2M | 15k | 77.89 | |
| Merck & Co (MRK) | 0.6 | $1.1M | 14k | 82.71 | |
| iShares TR US Home - (ITB) | 0.6 | $1.1M | 10k | 111.20 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | 2.5k | 442.57 | |
| Walt Disney Company (DIS) | 0.6 | $1.1M | 9.4k | 116.64 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | 1.6k | 660.49 | |
| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.5 | $1.1M | 62k | 16.93 | |
| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.0M | 11k | 95.26 | |
| Bunge Global SA F - (BG) | 0.5 | $1.0M | 12k | 83.24 | |
| Lennar Corp Class A - (LEN) | 0.5 | $969k | 7.4k | 130.89 | |
| Asml Holding NV - (ASML) | 0.5 | $945k | 1.3k | 755.57 | |
| Neos S And P 500 High Income ETF - (SPYI) | 0.5 | $932k | 18k | 51.79 | |
| JPMorgan Equity Premium Income ETF - (JEPI) | 0.5 | $921k | 16k | 56.68 | |
| iShares Select Dividend ETF - (DVY) | 0.5 | $905k | 6.5k | 139.32 | |
| Republic Services - (RSG) | 0.4 | $855k | 3.7k | 232.74 | |
| Costco Wholesale - (COST) | 0.4 | $821k | 839.00 | 978.85 | |
| Pfizer (PFE) | 0.4 | $820k | 33k | 25.16 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $733k | 17k | 43.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $711k | 3.5k | 203.03 | |
| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.4 | $705k | 9.9k | 71.46 | |
| iShares Bitcoin ETF - (IBIT) | 0.3 | $612k | 8.8k | 69.84 | |
| McDonald's Corporation (MCD) | 0.3 | $610k | 2.0k | 305.07 | |
| Medtronic (MDT) | 0.3 | $558k | 6.0k | 92.91 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $538k | 5.0k | 107.60 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $524k | 1.8k | 290.53 | |
| iShares Russell - (IWO) | 0.3 | $513k | 1.7k | 304.81 | |
| Cameco Corp F - (CCJ) | 0.2 | $454k | 6.0k | 75.60 | |
| Crispr Therapeutics (CRSP) | 0.2 | $430k | 7.5k | 57.33 | |
| Oracle Corp - (ORCL) | 0.2 | $427k | 1.8k | 244.18 | |
| Zscaler - (ZS) | 0.2 | $417k | 1.5k | 277.77 | |
| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $382k | 1.8k | 209.96 | |
| Crocs (CROX) | 0.2 | $365k | 4.4k | 83.40 | |
| Annaly Capital MGMT REIT - (NLY) | 0.2 | $347k | 17k | 20.86 | |
| Caterpillar (CAT) | 0.2 | $334k | 808.00 | 413.70 | |
| iShares iBonds Term Treasury ETF - (IBTF) | 0.2 | $334k | 14k | 23.32 | |
| CVS Caremark Corporation (CVS) | 0.2 | $330k | 5.0k | 65.90 | |
| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.2 | $300k | 5.9k | 50.98 | |
| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.1 | $290k | 500.00 | 580.34 | |
| Select STR Financial Select SPDR ETF - (XLF) | 0.1 | $264k | 5.0k | 52.76 | |
| Vanguard Real Estate ETF - (VNQ) | 0.1 | $258k | 2.9k | 89.80 | |
| Capital One FC - (COF) | 0.1 | $217k | 1.0k | 216.97 | |
| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $211k | 3.6k | 58.10 | |
| SPDR Gold Trust - (GLD) | 0.1 | $201k | 650.00 | 309.21 | |
| Grayscale Ethereum Mini - (ETH) | 0.1 | $179k | 4.0k | 44.68 | |
| Global X Cybersecurity ETF - (BUG) | 0.1 | $169k | 5.0k | 33.78 | |
| Lam Research Corp - (LRCX) | 0.1 | $160k | 1.5k | 106.74 | |
| Parker-Hannifin Corp - (PH) | 0.1 | $152k | 200.00 | 762.05 | |
| Cheniere Energy - (LNG) | 0.1 | $139k | 600.00 | 231.29 | |
| Palo Alto Networks - (PANW) | 0.1 | $133k | 750.00 | 176.86 | |
| Robinhood MKTS Inc Class A - (HOOD) | 0.1 | $130k | 1.2k | 108.62 | |
| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $130k | 5.1k | 25.43 | |
| Servicenow (NOW) | 0.1 | $130k | 150.00 | 863.30 | |
| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.1 | $120k | 4.6k | 26.00 | |
| Crowdstrike HLDGS - (CRWD) | 0.1 | $108k | 250.00 | 432.12 | |
| Union Pacific Corporation (UNP) | 0.1 | $107k | 479.00 | 223.18 |
