Jupiter Wealth Management

Jupiter Wealth Management as of March 31, 2026

Portfolio Holdings for Jupiter Wealth Management

Jupiter Wealth Management holds 90 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 15.1 $38M 95k 402.62
NVIDIA Corporation (NVDA) 6.3 $16M 70k 225.83
Apple (AAPL) 6.2 $16M 53k 298.87
Microsoft Corporation (MSFT) 5.7 $14M 35k 405.21
Broadcom (AVGO) 5.0 $13M 30k 416.79
Morgan Stanley (MS) 4.4 $11M 57k 193.83
Spdr S&p500 Etf - (SPY) 4.3 $11M 15k 742.29
Amazon (AMZN) 3.9 $9.8M 36k 270.13
Berkshire Hathaway Cl A (BRK.A) 3.2 $8.0M 11.00 727500.09
Energy Select Sector SPDR ETF IV - (XLE) 2.4 $6.0M 104k 57.63
Taiwan Semiconductor Mfg (TSM) 2.3 $5.8M 15k 399.80
Mastercard Inc CL A Cl A (MA) 1.9 $4.9M 10k 490.64
Johnson & Johnson (JNJ) 1.9 $4.8M 21k 230.42
Facebook Inc-Class A Cl A (META) 1.8 $4.6M 7.5k 616.63
JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) 1.8 $4.6M 90k 50.88
Berkshire Hathaway Cl B New (BRK.B) 1.6 $4.1M 8.5k 485.52
Crown Holdings (CCK) 1.5 $3.9M 39k 100.21
Home Depot (HD) 1.5 $3.9M 13k 302.55
American Tower Reit (AMT) 1.4 $3.4M 20k 173.87
Invesco S & P Midcap Momentum ETF - (XMMO) 1.1 $2.9M 17k 168.01
Goldman Sachs (GS) 1.1 $2.9M 3.0k 955.42
Nuveen Insured Tax-Free Adv Munici (NEA) 1.1 $2.8M 240k 11.56
iShares US Aerospace Defense ETF - (ITA) 1.1 $2.8M 12k 225.71
Citigroup (C) 1.1 $2.7M 22k 124.10
Marathon Petroleum Corp (MPC) 1.0 $2.5M 10k 249.09
Asml Holding NV - (ASML) 0.9 $2.3M 1.4k 1581.58
ProShares Trust S&P - (NOBL) 0.8 $2.1M 19k 106.07
Pepsi (PEP) 0.7 $1.9M 13k 149.27
iShares Russell 1000 Growth ETF - (IWF) 0.7 $1.9M 15k 124.31
SPDR Gold Trust - (GLD) 0.7 $1.8M 4.1k 430.50
Eli Lilly & Co. (LLY) 0.7 $1.8M 1.7k 1015.75
Bank of America Corporation (BAC) 0.7 $1.7M 35k 49.84
Merck & Co (MRK) 0.6 $1.6M 14k 113.45
Vanguard S&P 500 ETF - (VOO) 0.6 $1.5M 2.2k 682.41
Wal-Mart Stores (WMT) 0.6 $1.5M 12k 131.47
Bunge Global SA F - (BG) 0.6 $1.5M 12k 126.02
Schwab US Dividend Equity ETF - (SCHD) 0.6 $1.4M 45k 31.75
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M 3.5k 399.04
Nuveen Preferred Income - (JPC) 0.5 $1.3M 169k 7.98
Lockheed Martin Corporation (LMT) 0.5 $1.3M 2.5k 519.94
Pfizer (PFE) 0.5 $1.3M 50k 25.96
Neos S And P 500 High Income ETF - (SPYI) 0.5 $1.2M 23k 53.65
iShares Russell Mid Cap ETF - (IWR) 0.5 $1.2M 11k 104.74
Global X Nasdaq 100 Covered Call ETF - (QYLD) 0.4 $1.1M 62k 18.13
Wells Fargo & Company (WFC) 0.4 $1.1M 15k 73.53
Chevron Corporation (CVX) 0.4 $1.1M 5.8k 186.00
Nike Inc Class B CL B (NKE) 0.4 $1.1M 25k 42.34
Costco Wholesale - (COST) 0.4 $1.0M 984.00 1033.08
iShares Select Dividend ETF - (DVY) 0.4 $988k 6.5k 152.04
Exxon Mobil Corporation (XOM) 0.4 $985k 6.5k 151.57
Netflix (NFLX) 0.4 $911k 10k 87.56
JPMorgan Equity Premium Income ETF - (JEPI) 0.4 $909k 16k 55.93
Republic Services - (RSG) 0.4 $901k 4.4k 203.67
Crown Castle Intl (CCI) 0.4 $896k 10k 89.62
Invsc QQQ Trust SRS 1 ETF IV - (QQQ) 0.4 $893k 1.3k 714.71
Vanguard Total Interntl Stock ETF IV - (VXUS) 0.3 $839k 9.9k 85.08
McDonald's Corporation (MCD) 0.3 $827k 3.0k 275.70
Micron Technology - (MU) 0.3 $804k 1.0k 803.63
Caterpillar (CAT) 0.3 $729k 808.00 902.30
Phillips 66 (PSX) 0.3 $722k 4.2k 171.82
Walt Disney Company (DIS) 0.3 $673k 6.4k 104.90
iShares TR US Home - (ITB) 0.3 $667k 7.5k 88.97
iShares Russell - (IWO) 0.2 $622k 1.7k 369.28
JPMorgan Chase & Co. (JPM) 0.2 $542k 1.8k 300.25
Amgen - (AMGN) 0.2 $505k 1.5k 336.45
Parker-Hannifin Corp - (PH) 0.2 $499k 565.00 882.37
Medtronic (MDT) 0.2 $457k 6.0k 76.21
Schwab 5-10 Year Corporate Bond ETF - (SCHI) 0.2 $452k 20k 22.62
Crispr Therapeutics (CRSP) 0.2 $448k 8.5k 52.75
Lam Research Corp - (LRCX) 0.2 $443k 1.5k 295.44
Vanguard Dividend Appreciation ETF - (VIG) 0.2 $416k 1.8k 228.68
Annaly Capital MGMT REIT - (NLY) 0.2 $404k 18k 22.16
Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) 0.1 $325k 5.9k 55.19
Virtus Divid Int & P - (NFJ) 0.1 $312k 21k 14.56
Alliancebernstein NTNL M - (AFB) 0.1 $303k 27k 11.13
Rocket Companies Cla A Class A - (RKT) 0.1 $277k 20k 13.84
Cheniere Energy - (LNG) 0.1 $251k 1.1k 239.38
iShares MSCI Emerging Markets ETF - (EEM) 0.1 $249k 3.7k 67.21
DBX ETF TR Xtrackers - (SNPE) 0.1 $226k 3.3k 67.99
Global X Cybersecurity ETF - (BUG) 0.1 $153k 5.0k 30.50
Vanguard Real Estate ETF - (VNQ) 0.1 $132k 1.4k 95.89
iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) 0.1 $128k 5.1k 25.18
Union Pacific Corporation (UNP) 0.1 $127k 479.00 264.65
Putnam Managed Municipal Income Trust (PMM) 0.0 $126k 20k 6.28
Halliburton - (HAL) 0.0 $123k 3.0k 41.02
iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) 0.0 $119k 4.6k 25.75
Cameco Corp F - (CCJ) 0.0 $115k 1.0k 115.39
Toast Inc Class Class A - (TOST) 0.0 $112k 5.0k 22.33
ConocoPhillips (COP) 0.0 $106k 900.00 117.40
Palantir Technologies In Class A - (PLTR) 0.0 $104k 800.00 130.05