Jupiter Wealth Management as of June 30, 2026
Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 13.5 | $34M | 94k | 357.37 | |
| Apple (AAPL) | 6.1 | $15M | 53k | 289.36 | |
| NVIDIA Corporation (NVDA) | 5.7 | $14M | 71k | 200.09 | |
| Microsoft Corporation (MSFT) | 5.3 | $13M | 35k | 373.02 | |
| Morgan Stanley (MS) | 4.9 | $12M | 59k | 209.04 | |
| Broadcom (AVGO) | 4.5 | $11M | 30k | 377.75 | |
| Spdr S&p500 Etf - (SPY) | 4.4 | $11M | 15k | 746.75 | |
| Amazon (AMZN) | 3.4 | $8.4M | 35k | 238.34 | |
| Berkshire Hathaway Cl A (BRK.A) | 3.3 | $8.2M | 11.00 | 748850.00 | |
| Taiwan Semiconductor Mfg (TSM) | 2.9 | $7.4M | 15k | 477.57 | |
| Mastercard Inc CL A Cl A (MA) | 2.1 | $5.3M | 10k | 513.60 | |
| Johnson & Johnson (JNJ) | 2.1 | $5.3M | 21k | 253.97 | |
| Energy Select Sector SPDR ETF IV - (XLE) | 2.1 | $5.1M | 97k | 53.11 | |
| Home Depot (HD) | 1.9 | $4.7M | 13k | 352.68 | |
| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 1.8 | $4.6M | 90k | 51.00 | |
| Crown Holdings (CCK) | 1.7 | $4.4M | 39k | 111.82 | |
| Berkshire Hathaway Cl B New (BRK.B) | 1.7 | $4.3M | 8.5k | 500.39 | |
| Facebook Inc-Class A Cl A (META) | 1.6 | $4.1M | 7.3k | 563.29 | |
| Citigroup (C) | 1.4 | $3.4M | 24k | 139.96 | |
| Asml Holding NV - (ASML) | 1.3 | $3.2M | 1.6k | 1989.44 | |
| American Tower Reit (AMT) | 1.3 | $3.1M | 19k | 163.57 | |
| Goldman Sachs (GS) | 1.2 | $3.0M | 3.0k | 1011.37 | |
| iShares US Aerospace Defense ETF - (ITA) | 1.2 | $3.0M | 12k | 242.42 | |
| Invesco S & P Midcap Momentum ETF - (XMMO) | 1.2 | $2.9M | 17k | 170.14 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.1 | $2.8M | 240k | 11.74 | |
| Marathon Petroleum Corp (MPC) | 1.0 | $2.6M | 10k | 255.67 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.5M | 2.1k | 1199.43 | |
| ProShares Trust S&P - (NOBL) | 0.9 | $2.2M | 39k | 56.16 | |
| Bank of America Corporation (BAC) | 0.8 | $2.1M | 37k | 56.98 | |
| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.9M | 15k | 124.17 | |
| Merck & Co (MRK) | 0.7 | $1.8M | 14k | 128.50 | |
| Pepsi (PEP) | 0.7 | $1.7M | 13k | 135.40 | |
| Vanguard S&P 500 ETF - (VOO) | 0.6 | $1.5M | 2.2k | 686.81 | |
| Schwab US Dividend Equity ETF - (SCHD) | 0.6 | $1.4M | 45k | 31.71 | |
| Nuveen Preferred Income - (JPC) | 0.5 | $1.3M | 169k | 7.88 | |
| Micron Technology - (MU) | 0.5 | $1.3M | 1.2k | 1154.29 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.3M | 12k | 113.26 | |
| Bunge Global SA F - (BG) | 0.5 | $1.3M | 12k | 106.73 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 2.5k | 509.46 | |
| Wells Fargo & Company (WFC) | 0.5 | $1.2M | 15k | 82.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.2M | 3.5k | 353.33 | |
| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $1.2M | 11k | 110.32 | |
| Neos S And P 500 High Income ETF - (SPYI) | 0.5 | $1.2M | 22k | 53.09 | |
| Roundhill Memory ETF - | 0.5 | $1.1M | 16k | 73.85 | |
| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.5 | $1.1M | 62k | 18.43 | |
| Invsc QQQ Trust SRS 1 ETF IV - (QQQ) | 0.4 | $1.1M | 1.5k | 736.40 | |
| Nike Inc Class B CL B (NKE) | 0.4 | $1.0M | 25k | 41.05 | |
| SPDR Gold Trust - (GLD) | 0.4 | $974k | 2.6k | 368.38 | |
| McDonald's Corporation (MCD) | 0.4 | $946k | 3.5k | 270.31 | |
| Republic Services - (RSG) | 0.4 | $943k | 4.4k | 213.08 | |
| Pfizer (PFE) | 0.4 | $936k | 39k | 24.08 | |
| iShares Select Dividend ETF - (DVY) | 0.4 | $922k | 5.9k | 156.30 | |
| JPMorgan Equity Premium Income ETF - (JEPI) | 0.4 | $918k | 16k | 56.48 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $889k | 6.5k | 136.72 | |
| Caterpillar (CAT) | 0.3 | $860k | 808.00 | 1064.90 | |
| Costco Wholesale - (COST) | 0.3 | $822k | 879.00 | 935.47 | |
| iShares TR US Home - (ITB) | 0.3 | $784k | 7.5k | 104.48 | |
| Crown Castle Intl (CCI) | 0.3 | $757k | 10k | 75.73 | |
| Phillips 66 (PSX) | 0.3 | $710k | 4.2k | 169.05 | |
| iShares Russell - (IWO) | 0.3 | $663k | 1.7k | 393.96 | |
| Netflix (NFLX) | 0.3 | $657k | 9.2k | 71.40 | |
| Lam Research Corp - (LRCX) | 0.3 | $650k | 1.5k | 433.33 | |
| Amphenol Corp New Class A - (APH) | 0.2 | $617k | 3.5k | 176.32 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $591k | 1.8k | 327.33 | |
| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.2 | $587k | 6.9k | 85.49 | |
| Parker-Hannifin Corp - (PH) | 0.2 | $553k | 565.00 | 978.12 | |
| Amgen - (AMGN) | 0.2 | $543k | 1.5k | 362.12 | |
| Medtronic (MDT) | 0.2 | $469k | 6.0k | 78.23 | |
| Crispr Therapeutics (CRSP) | 0.2 | $464k | 8.5k | 54.54 | |
| Schwab 5-10 Year Corporate Bond ETF - (SCHI) | 0.2 | $453k | 20k | 22.64 | |
| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $431k | 1.8k | 236.62 | |
| Walt Disney Company (DIS) | 0.2 | $421k | 4.4k | 96.25 | |
| GE Vernova - (GEV) | 0.2 | $411k | 350.00 | 1174.86 | |
| Annaly Capital MGMT REIT - (NLY) | 0.2 | $408k | 18k | 22.36 | |
| iShares Core S&P - (IVV) | 0.1 | $374k | 500.00 | 748.89 | |
| Goldman Sachs S P 500 Cre PRM ETF IV - (GPIX) | 0.1 | $327k | 5.9k | 55.57 | |
| Virtus Divid Int & P - (NFJ) | 0.1 | $325k | 21k | 15.19 | |
| Alliancebernstein NTNL M - (AFB) | 0.1 | $310k | 27k | 11.41 | |
| IBM Corp - (IBM) | 0.1 | $281k | 1.0k | 281.21 | |
| iShares MSCI Emerging Markets ETF - (EEM) | 0.1 | $253k | 3.7k | 68.41 | |
| Chevron Corporation (CVX) | 0.1 | $249k | 1.5k | 165.76 | |
| Halliburton - (HAL) | 0.1 | $238k | 7.0k | 33.95 | |
| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $229k | 3.3k | 68.86 | |
| Capital One FC - (COF) | 0.1 | $201k | 1.0k | 200.62 | |
| Toast Inc Class Class A - (TOST) | 0.1 | $195k | 7.0k | 27.82 | |
| Global X Cybersecurity ETF - (BUG) | 0.1 | $191k | 5.0k | 38.19 | |
| Cheniere Energy - (LNG) | 0.1 | $143k | 600.00 | 239.01 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $131k | 20k | 6.54 | |
| Union Pacific Corporation (UNP) | 0.1 | $130k | 479.00 | 272.00 | |
| iShares iBonds Dec 2032 Term Corporate ETF - (IBDX) | 0.1 | $129k | 5.1k | 25.19 | |
| iShares iBonds Dec 2033 Term Corporate ETF - (IBDY) | 0.0 | $118k | 4.6k | 25.75 | |
| Cass Information SYS - (CASS) | 0.0 | $103k | 2.0k | 51.32 | |
| Cameco Corp F - (CCJ) | 0.0 | $102k | 1.0k | 101.86 |
