Jupiter Wealth Management

Jupiter Wealth Management as of March 31, 2023

Portfolio Holdings for Jupiter Wealth Management

Jupiter Wealth Management holds 66 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 9.1 $9.9M 95k 103.73
Apple (AAPL) 8.6 $9.3M 56k 164.90
Microsoft Corporation (MSFT) 8.3 $9.0M 31k 288.30
Nike Inc Class B CL B (NKE) 5.2 $5.6M 46k 122.64
Home Depot (HD) 3.9 $4.3M 15k 295.12
American Tower Reit (AMT) 3.9 $4.2M 21k 204.34
Mastercard Inc CL A Cl A (MA) 3.7 $4.0M 11k 363.41
Morgan Stanley (MS) 3.5 $3.8M 44k 87.80
Crown Holdings (CCK) 3.2 $3.5M 42k 82.71
CVS Caremark Corporation (CVS) 2.7 $2.9M 39k 74.31
Johnson & Johnson (JNJ) 2.7 $2.9M 19k 155.00
Freeport-Mcmoran - (FCX) 2.6 $2.9M 70k 40.91
Pepsi (PEP) 2.6 $2.8M 15k 182.30
Marathon Petroleum - (MPC) 2.5 $2.7M 20k 134.83
Crocs (CROX) 2.2 $2.4M 19k 126.44
Amazon (AMZN) 2.2 $2.3M 23k 103.29
Nuveen Insured Tax-Free Adv Munici (NEA) 2.1 $2.3M 209k 11.12
Crown Castle Intl (CCI) 2.0 $2.1M 16k 133.84
Pfizer (PFE) 1.9 $2.1M 51k 40.80
Merck & Co (MRK) 1.7 $1.9M 18k 106.39
Mosaic (MOS) 1.6 $1.8M 38k 45.88
ExxonMobil - (XOM) 1.4 $1.5M 14k 109.66
Activision Blizzard 1.3 $1.5M 17k 85.59
Nuveen Quality Pref. Inc. Fund II 1.3 $1.4M 220k 6.46
Berkshire Hathaway Cl B New (BRK.B) 1.2 $1.3M 4.3k 308.77
Lockheed Martin Corporation (LMT) 1.1 $1.2M 2.5k 472.73
Tyson Foods Inc CL A Cl A (TSN) 1.1 $1.2M 20k 59.32
Broadcom (AVGO) 1.1 $1.2M 1.8k 641.54
Bunge 1.1 $1.2M 12k 95.52
Walt Disney Company (DIS) 1.0 $1.1M 11k 100.13
Bank of America Corporation (BAC) 1.0 $1.0M 37k 28.60
Goldman Sachs (GS) 0.9 $981k 3.0k 327.11
Taiwan Semiconductor Mfg (TSM) 0.9 $949k 10k 93.02
Phillips 66 - (PSX) 0.8 $877k 8.7k 101.38
Blackstone Group Inc Com Cl A (BX) 0.8 $841k 9.6k 87.84
Deere & Company - (DE) 0.7 $785k 1.9k 412.88
Wells Fargo & Company (WFC) 0.5 $561k 15k 37.38
McDonald's Corporation (MCD) 0.5 $559k 2.0k 279.61
Charles Schwab Corp - (SCHW) 0.5 $524k 10k 52.38
Eli Lilly And - (LLY) 0.5 $511k 1.5k 343.42
Easterly Govt PPTYS REIT - (DEA) 0.4 $481k 35k 13.74
Intl Flavors& Fragra - (IFF) 0.4 $460k 5.0k 91.96
Asml Holding NV - (ASML) 0.4 $425k 625.00 680.71
Waste Management (WM) 0.4 $408k 2.5k 163.17
Medtronic (MDT) 0.4 $403k 5.0k 80.62
Caterpillar - (CAT) 0.3 $343k 1.5k 228.84
Crispr Therapeutics (CRSP) 0.3 $339k 7.5k 45.23
Pultegroup - (PHM) 0.3 $332k 5.7k 58.28
Unitedhealth GRP - (UNH) 0.3 $331k 700.00 472.59
Intel Corporation (INTC) 0.3 $327k 10k 32.67
Moderna (MRNA) 0.3 $307k 2.0k 153.58
Consol Energy - (CEIX) 0.3 $291k 5.0k 58.27
Cleveland-Cliffs - (CLF) 0.3 $275k 15k 18.33
Virtus Divid Int & P - (NFJ) 0.2 $242k 21k 11.76
DuPont De Nemours - (DD) 0.2 $215k 3.0k 71.77
KB Home - (KBH) 0.2 $209k 5.2k 40.18
Alphabet Cap Stk Cl C (GOOG) 0.2 $208k 2.0k 104.00
Annaly Capital MGMT REIT - (NLY) 0.2 $192k 10k 19.11
Globant SA F - (GLOB) 0.2 $180k 1.1k 164.01
Alliancebernstein NTNL M - (AFB) 0.2 $180k 17k 10.95
Cheniere Energy - (LNG) 0.1 $126k 800.00 157.60
Putnam Managed Municipal Income Trust (PMM) 0.1 $123k 20k 6.13
Regeneron - (REGN) 0.1 $113k 137.00 821.67
Coupang Inc Class A - (CPNG) 0.1 $106k 6.6k 16.00
Lennar Corp Class A Shs -A- (LEN) 0.1 $105k 1.0k 105.11
Chipotle Mexican Grill (CMG) 0.1 $103k 60.00 1708.28