Jupiter Wealth Management as of Dec. 31, 2025
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 12.9 | $29M | 94k | 309.00 | |
| Microsoft Corporation (MSFT) | 6.7 | $15M | 37k | 401.84 | |
| Apple (AAPL) | 5.8 | $13M | 50k | 261.73 | |
| NVIDIA Corporation (NVDA) | 5.7 | $13M | 68k | 186.94 | |
| Spdr S&p500 Etf - (SPY) | 4.3 | $9.7M | 14k | 681.28 | |
| Morgan Stanley (MS) | 4.2 | $9.4M | 56k | 168.06 | |
| Broadcom (AVGO) | 4.1 | $9.2M | 28k | 331.17 | |
| Berkshire Hathaway Cl A (BRK.A) | 3.7 | $8.2M | 11.00 | 749540.00 | |
| Amazon (AMZN) | 2.9 | $6.4M | 32k | 199.60 | |
| Mastercard Inc CL A Cl A (MA) | 2.6 | $5.8M | 11k | 527.46 | |
| Taiwan Semiconductor Mfg (TSM) | 2.4 | $5.3M | 15k | 368.10 | |
| Energy Select Sector SPDR ETF IV - (XLE) | 2.3 | $5.2M | 97k | 53.98 | |
| Johnson & Johnson (JNJ) | 2.3 | $5.1M | 21k | 244.55 | |
| Home Depot (HD) | 2.3 | $5.1M | 13k | 390.22 | |
| Facebook Inc-Class A Cl A (META) | 2.2 | $5.0M | 7.7k | 649.81 | |
| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.0 | $4.6M | 90k | 51.09 | |
| Crown Holdings (CCK) | 1.9 | $4.3M | 39k | 110.39 | |
| Berkshire Hathaway Cl B New (BRK.B) | 1.9 | $4.2M | 8.4k | 500.01 | |
| American Tower Reit (AMT) | 1.7 | $3.7M | 20k | 188.19 | |
| iShares US Aerospace Defense ETF - (ITA) | 1.3 | $2.8M | 12k | 232.53 | |
| Goldman Sachs (GS) | 1.2 | $2.7M | 3.0k | 904.55 | |
| Citigroup (C) | 1.1 | $2.4M | 22k | 111.15 | |
| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.1 | $2.4M | 17k | 144.96 | |
| SPDR Gold Trust - (GLD) | 1.0 | $2.3M | 5.1k | 451.39 | |
| ProShares Trust S&P - (NOBL) | 1.0 | $2.2M | 20k | 113.28 | |
| Vanguard S&P 500 ETF - (VOO) | 1.0 | $2.2M | 3.5k | 626.49 | |
| Pepsi (PEP) | 0.9 | $2.1M | 13k | 167.20 | |
| Nike Inc Class B CL B (NKE) | 0.9 | $2.0M | 33k | 61.10 | |
| Marathon Petroleum Corp (MPC) | 0.9 | $2.0M | 10k | 198.02 | |
| Bank of America Corporation (BAC) | 0.9 | $1.9M | 37k | 52.52 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.9M | 1.8k | 1038.27 | |
| Asml Holding NV - (ASML) | 0.8 | $1.7M | 1.2k | 1406.87 | |
| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.7M | 3.7k | 448.96 | |
| Merck & Co (MRK) | 0.7 | $1.6M | 14k | 119.24 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $1.6M | 2.5k | 637.43 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.6M | 12k | 133.64 | |
| Bunge Global SA F - (BG) | 0.7 | $1.5M | 12k | 121.74 | |
| Schwab US Dividend Equity ETF - (SCHD) | 0.6 | $1.4M | 45k | 31.34 | |
| Crown Castle Intl (CCI) | 0.6 | $1.4M | 16k | 87.81 | |
| Pfizer (PFE) | 0.6 | $1.4M | 50k | 27.47 | |
| Wells Fargo & Company (WFC) | 0.6 | $1.3M | 15k | 86.29 | |
| Neos S And P 500 High Income ETF - (SPYI) | 0.5 | $1.2M | 23k | 52.16 | |
| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.1M | 11k | 100.56 | |
| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.5 | $1.1M | 62k | 17.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.1M | 3.5k | 309.37 | |
| iShares Select Dividend ETF - (DVY) | 0.5 | $1.0M | 6.5k | 156.34 | |
| Costco Wholesale - (COST) | 0.4 | $983k | 984.00 | 998.86 | |
| Republic Services - (RSG) | 0.4 | $977k | 4.4k | 220.87 | |
| JPMorgan Equity Premium Income ETF - (JEPI) | 0.4 | $959k | 16k | 59.01 | |
| iShares TR US Home - (ITB) | 0.4 | $843k | 7.5k | 112.40 | |
| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.4 | $810k | 9.9k | 82.13 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $750k | 5.0k | 149.93 | |
| Netflix (NFLX) | 0.3 | $698k | 9.2k | 75.86 | |
| McDonald's Corporation (MCD) | 0.3 | $664k | 2.0k | 332.08 | |
| Walt Disney Company (DIS) | 0.3 | $657k | 6.4k | 102.38 | |
| Caterpillar (CAT) | 0.3 | $613k | 808.00 | 758.29 | |
| Medtronic (MDT) | 0.3 | $605k | 6.0k | 100.88 | |
| iShares Russell - (IWO) | 0.2 | $557k | 1.7k | 331.12 | |
| Parker-Hannifin Corp - (PH) | 0.2 | $555k | 565.00 | 982.21 | |
| Amgen - (AMGN) | 0.2 | $549k | 1.5k | 366.20 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $546k | 1.8k | 302.64 | |
| Crispr Therapeutics (CRSP) | 0.2 | $416k | 8.5k | 48.93 | |
| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $413k | 1.8k | 226.52 | |
| Annaly Capital MGMT REIT - (NLY) | 0.2 | $406k | 18k | 22.93 | |
| Phillips 66 (PSX) | 0.2 | $352k | 2.3k | 156.26 | |
| Lam Research Corp - (LRCX) | 0.2 | $347k | 1.5k | 231.29 | |
| Chevron Corporation (CVX) | 0.1 | $319k | 1.8k | 182.40 | |
| Capital One FC - (COF) | 0.1 | $310k | 1.5k | 206.89 | |
| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.1 | $308k | 5.9k | 52.23 | |
| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.1 | $300k | 500.00 | 600.64 | |
| Zscaler - (ZS) | 0.1 | $299k | 1.8k | 170.90 | |
| Palo Alto Networks - (PANW) | 0.1 | $244k | 1.5k | 162.81 | |
| iShares MSCI Emerging Markets ETF - (EEM) | 0.1 | $230k | 3.8k | 60.86 | |
| Visa Inc Com CL A - (V) | 0.1 | $162k | 500.00 | 324.18 | |
| Global X Cybersecurity ETF - (BUG) | 0.1 | $136k | 5.0k | 27.13 | |
| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $131k | 5.1k | 25.66 | |
| Toast Inc Class Class A - (TOST) | 0.1 | $131k | 5.0k | 26.14 | |
| Cheniere Energy - (LNG) | 0.1 | $131k | 600.00 | 217.69 | |
| Palantir Technologies In Class A - (PLTR) | 0.1 | $129k | 1.0k | 129.13 | |
| Vanguard Real Estate ETF - (VNQ) | 0.1 | $128k | 1.4k | 93.25 | |
| Union Pacific Corporation (UNP) | 0.1 | $125k | 479.00 | 261.77 | |
| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.1 | $121k | 4.6k | 26.28 | |
| DBX ETF TR Xtrackers - (SNPE) | 0.0 | $109k | 1.7k | 62.76 | |
| Crowdstrike HLDGS - (CRWD) | 0.0 | $103k | 250.00 | 411.54 |
