Jupiter Wealth Management
Latest statistics and disclosures from Jupiter Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, AAPL, 1/100 Berkshire Htwy Cla 100, XLE, and represent 30.17% of Jupiter Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA, GOOGL, C, BRK.B, BAC, META, SPYI, AMZN, STZ, CVX.
- Started 12 new stock positions in PH, CSCO, MRNA, EL, SPYI, CVX, COST, STZ, UBER, CRM. PANW, CRWD.
- Reduced shares in these 10 stocks: CVS, JPM, PEP, , , AAPL, AMT, XLE, HD, .
- Sold out of its positions in LNG, DE, TSLA, UNH.
- Jupiter Wealth Management was a net buyer of stock by $7.1M.
- Jupiter Wealth Management has $189M in assets under management (AUM), dropping by 11.12%.
- Central Index Key (CIK): 0001774207
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Portfolio Holdings for Jupiter Wealth Management
Jupiter Wealth Management holds 94 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.6 | $18M | +6% | 107k | 169.38 |
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| Microsoft Corporation (MSFT) | 7.7 | $15M | 35k | 410.54 |
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| Apple (AAPL) | 6.0 | $11M | -3% | 62k | 182.74 |
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| Berkshire Hathaway Cl A | 3.6 | $6.7M | 1.1k | 6121.00 |
|
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| Energy Select Sector SPDR ETF IV - (XLE) | 3.3 | $6.3M | -6% | 67k | 93.10 |
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| JPMorgan Equity Premium Income ETF - (JEPI) | 3.1 | $5.9M | 105k | 56.76 |
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| Spdr S&p500 Etf - (SPY) | 3.0 | $5.7M | +4% | 11k | 517.19 |
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| Amazon (AMZN) | 3.0 | $5.6M | +13% | 30k | 188.00 |
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| Mastercard Inc CL A Cl A (MA) | 2.8 | $5.3M | 12k | 454.77 |
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| Home Depot (HD) | 2.7 | $5.1M | -6% | 15k | 338.83 |
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| NVIDIA Corporation (NVDA) | 2.7 | $5.1M | +63% | 5.6k | 904.12 |
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| Nike Inc Class B CL B (NKE) | 2.5 | $4.7M | 50k | 93.59 |
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| Morgan Stanley (MS) | 2.4 | $4.6M | +2% | 48k | 95.64 |
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| American Tower Reit (AMT) | 2.2 | $4.2M | -9% | 23k | 181.33 |
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| JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST) | 2.1 | $4.1M | 80k | 50.63 |
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| Crown Holdings (CCK) | 1.9 | $3.6M | -2% | 43k | 84.03 |
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| Berkshire Hathaway Cl B New (BRK.B) | 1.9 | $3.6M | +42% | 8.9k | 406.37 |
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| Broadcom (AVGO) | 1.9 | $3.5M | 2.7k | 1325.37 |
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| Freeport-Mcmoran - (FCX) | 1.8 | $3.4M | +9% | 68k | 49.96 |
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| Johnson & Johnson (JNJ) | 1.7 | $3.2M | -3% | 22k | 148.95 |
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| Marathon Petroleum Corp (MPC) | 1.5 | $2.9M | 16k | 180.93 |
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| Facebook Inc-Class A Cl A (META) | 1.5 | $2.9M | +41% | 6.1k | 472.60 |
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| Pepsi (PEP) | 1.3 | $2.5M | -29% | 14k | 177.41 |
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| Bank of America Corporation (BAC) | 1.2 | $2.3M | +58% | 62k | 37.71 |
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| Merck & Co (MRK) | 1.2 | $2.3M | 18k | 129.55 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.2 | $2.3M | +31% | 208k | 10.90 |
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| Citigroup (C) | 1.2 | $2.2M | +105% | 35k | 62.75 |
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| Taiwan Semiconductor Mfg (TSM) | 1.0 | $2.0M | +35% | 14k | 143.60 |
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| ProShares Trust S&P - (NOBL) | 1.0 | $1.9M | 20k | 98.57 |
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| Pfizer (PFE) | 1.0 | $1.9M | +17% | 68k | 28.27 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.6M | -10% | 2.0k | 775.00 |
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| Crown Castle Intl (CCI) | 0.8 | $1.6M | 16k | 97.31 |
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| iShares US Aerospace Defense ETF - (ITA) | 0.8 | $1.5M | +7% | 12k | 134.09 |
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| Pulte (PHM) | 0.7 | $1.4M | +8% | 12k | 115.79 |
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| Crocs (CROX) | 0.7 | $1.4M | 10k | 135.42 |
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| Goldman Sachs (GS) | 0.7 | $1.3M | 3.0k | 446.95 |
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| Nuveen Preferred Income - (JPC) | 0.7 | $1.3M | 183k | 7.22 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $1.3M | -2% | 402.00 | 3183.25 |
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| Phillips 66 (PSX) | 0.7 | $1.3M | 8.7k | 146.94 |
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| Bunge Global SA F - (BG) | 0.7 | $1.3M | 12k | 105.36 |
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| International Flavors & Fragrances (IFF) | 0.7 | $1.3M | -18% | 13k | 97.23 |
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| iShares Russell 1000 Growth ETF - (IWF) | 0.7 | $1.3M | 3.7k | 335.19 |
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| KB Home (KBH) | 0.7 | $1.2M | +11% | 18k | 69.37 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.2M | 2.5k | 466.16 |
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| Walt Disney Company (DIS) | 0.6 | $1.2M | +18% | 11k | 105.44 |
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| Global X Nasdaq 100 Covered Call ETF - (QYLD) | 0.6 | $1.1M | 62k | 17.62 |
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| Medtronic (MDT) | 0.5 | $979k | +9% | 12k | 81.55 |
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| Lennar Corp Class A - (LEN) | 0.5 | $935k | +7% | 5.9k | 158.47 |
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| Asml Holding NV - (ASML) | 0.5 | $930k | +10% | 1.0k | 911.47 |
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| Wells Fargo & Company (WFC) | 0.5 | $919k | 15k | 61.23 |
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| iShares Russell Mid Cap ETF - (IWR) | 0.5 | $897k | 11k | 81.56 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $813k | +40% | 7.0k | 116.15 |
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| iShares Select Dividend ETF - (DVY) | 0.4 | $805k | 6.5k | 122.90 |
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| Neos S And P 500 High Income ETF - (SPYI) | 0.4 | $804k | NEW | 16k | 49.32 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $764k | 10k | 76.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $599k | +25% | 3.5k | 171.16 |
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| Vanguard Total Interntl Stock ETF IV - (VXUS) | 0.3 | $598k | 9.9k | 60.60 |
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| Constellation Brand Class A - (STZ) | 0.3 | $581k | NEW | 2.3k | 258.36 |
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| Chevron Corporation (CVX) | 0.3 | $553k | NEW | 3.4k | 162.54 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $546k | +316% | 571.00 | 955.76 |
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| McDonald's Corporation (MCD) | 0.3 | $537k | 2.0k | 268.49 |
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| Waste Management (WM) | 0.3 | $525k | 2.5k | 210.00 |
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| Caterpillar (CAT) | 0.3 | $517k | 1.5k | 344.50 |
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| salesforce (CRM) | 0.3 | $501k | NEW | 1.8k | 278.97 |
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| iShares Russell - (IWO) | 0.2 | $438k | 1.7k | 260.10 |
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| Crispr Therapeutics (CRSP) | 0.2 | $400k | 7.5k | 53.29 |
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| Costco Wholesale - (COST) | 0.2 | $363k | NEW | 475.00 | 763.41 |
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| Republic Services - (RSG) | 0.2 | $347k | +164% | 1.9k | 187.33 |
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| Vanguard Real Estate ETF - (VNQ) | 0.2 | $338k | 4.2k | 81.45 |
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| Vanguard Dividend Appreciation ETF - (VIG) | 0.2 | $326k | 1.8k | 179.14 |
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| Estee Lauder - (EL) | 0.2 | $324k | NEW | 2.5k | 129.53 |
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| Intel Corporation (INTC) | 0.2 | $300k | 10k | 30.00 |
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| Crowdstrike HLDGS - (CRWD) | 0.1 | $282k | NEW | 900.00 | 313.76 |
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| Zoetis Inc Class A - (ZTS) | 0.1 | $281k | -31% | 1.7k | 164.92 |
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| Annaly Capital MGMT REIT - (NLY) | 0.1 | $277k | +6% | 14k | 19.68 |
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| Wal-Mart Stores (WMT) | 0.1 | $276k | +577% | 4.6k | 60.30 |
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| J P Morgan Nasdaq EQT PRM Inc ETF IV - (JEPQ) | 0.1 | $267k | 5.0k | 53.29 |
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| Virtus Divid Int & P - (NFJ) | 0.1 | $261k | 21k | 12.20 |
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| Alliancebernstein NTNL M - (AFB) | 0.1 | $257k | 24k | 10.84 |
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| Moderna (MRNA) | 0.1 | $244k | NEW | 2.0k | 121.89 |
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| Cisco Systems (CSCO) | 0.1 | $240k | NEW | 5.0k | 48.00 |
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| DuPont De Nemours - (DD) | 0.1 | $235k | 3.0k | 78.20 |
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| Biogen Idec (BIIB) | 0.1 | $220k | -51% | 1.0k | 219.72 |
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| Parker-Hannifin Corp - (PH) | 0.1 | $216k | NEW | 390.00 | 554.91 |
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| Palo Alto Networks - (PANW) | 0.1 | $152k | NEW | 500.00 | 303.01 |
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| Mosaic (MOS) | 0.1 | $148k | 5.0k | 29.57 |
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| Coupang Inc Class A - (CPNG) | 0.1 | $142k | 6.6k | 21.46 |
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| DBX ETF TR Xtrackers - (SNPE) | 0.1 | $141k | 3.0k | 47.28 |
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| CVS Caremark Corporation (CVS) | 0.1 | $137k | -92% | 2.5k | 54.91 |
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| Lam Research Corp - (LRCX) | 0.1 | $137k | 150.00 | 913.28 |
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| Uber Technologies - (UBER) | 0.1 | $133k | NEW | 2.0k | 66.40 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $120k | 20k | 6.01 |
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| Union Pacific Corporation (UNP) | 0.1 | $118k | 479.00 | 245.90 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $112k | -92% | 574.00 | 195.65 |
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Past Filings by Jupiter Wealth Management
SEC 13F filings are viewable for Jupiter Wealth Management going back to 2019
- Jupiter Wealth Management 2024 Q1 filed May 9, 2024
- Jupiter Wealth Management 2023 Q4 filed Feb. 7, 2024
- Jupiter Wealth Management 2023 Q3 filed Nov. 13, 2023
- Jupiter Wealth Management 2023 Q2 filed Aug. 15, 2023
- Jupiter Wealth Management 2023 Q1 filed April 13, 2023
- Jupiter Wealth Management 2022 Q4 filed Feb. 14, 2023
- Jupiter Wealth Management 2022 Q3 filed Nov. 14, 2022
- Jupiter Wealth Management 2022 Q2 filed Aug. 15, 2022
- Jupiter Wealth Management 2022 Q1 filed May 10, 2022
- Jupiter Wealth Management 2021 Q4 filed Feb. 9, 2022
- Jupiter Wealth Management 2021 Q3 filed Nov. 17, 2021
- Jupiter Wealth Management 2021 Q2 filed Aug. 9, 2021
- Jupiter Wealth Management 2021 Q1 filed April 30, 2021
- Jupiter Wealth Management 2020 Q4 filed Feb. 12, 2021
- Jupiter Wealth Management 2020 Q3 filed Nov. 19, 2020
- Jupiter Wealth Management 2020 Q2 filed Aug. 17, 2020