Jupiter Wealth Management LLC Top Holdings and 13F Report (2025)

About Jupiter Wealth Management LLC

Investment Activity

Jupiter Wealth Management LLC has $165.08 million in total holdings as of March 31, 2025.
Jupiter Wealth Management LLC owns shares of 69 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 5.78% of the portfolio was purchased this quarter.
About 26.60% of the portfolio was sold this quarter.
This quarter, Jupiter Wealth Management LLC has purchased 89 new stocks and bought additional shares in 8 stocks.
Jupiter Wealth Management LLC sold shares of 29 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Alphabet: $15,502,709
Microsoft: $14,721,467
Apple: $10,081,986
Berkshire Hathaway: $8,439,200
SPDR S&P 500 ETF Trust: $8,127,267

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $8,439,200 Holding
98980G102 - Zscaler: $378,855 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 11 shares (about $8.44M)
Zscaler: 1,500 shares (about $378.86K)
NEOS S&P 500 High Income ETF: 2,700 shares (about $134.03K)
Crocs: 1,125 shares (about $129.07K)
Morgan Stanley: 792 shares (about $103.63K)

Largest Sales this Quarter

Apple: 12,139 shares (about $2.53M)
Microsoft: 3,536 shares (about $1.62M)
Amazon.com: 7,109 shares (about $1.47M)
Broadcom: 6,206 shares (about $1.43M)
NVIDIA: 10,236 shares (about $1.39M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$15,502,709	$1,080,345 ▼	-6.5%	93,087	9.4%	Computer and Technology
MSFT Microsoft	$14,721,467	$1,622,564 ▼	-9.9%	32,082	8.9%	Computer and Technology
AAPL Apple	$10,081,986	$2,534,380 ▼	-20.1%	48,290	6.1%	Computer and Technology
BRK.A Berkshire Hathaway	$8,439,200	$8,439,200 ▲	New Holding	11	5.1%	Finance
SPY SPDR S&P 500 ETF Trust	$8,127,267	$860,135 ▼	-9.6%	13,663	4.9%	Finance
NVDA NVIDIA	$7,798,122	$1,387,695 ▼	-15.1%	57,521	4.7%	Computer and Technology
MS Morgan Stanley	$6,413,515	$103,625 ▲	1.6%	49,018	3.9%	Finance
MA Mastercard	$6,047,060	$321,939 ▼	-5.1%	10,312	3.7%	Business Services
HD Home Depot	$4,859,858	$687,816 ▼	-12.4%	12,810	2.9%	Retail/Wholesale
AMZN Amazon.com	$4,853,625	$1,465,591 ▼	-23.2%	23,543	2.9%	Retail/Wholesale
AVGO Broadcom	$4,629,897	$1,431,290 ▼	-23.6%	20,075	2.8%	Computer and Technology
AMT American Tower	$4,412,531	$235,352 ▼	-5.1%	20,511	2.7%	Finance
META Meta Platforms	$4,351,722	$292,036 ▼	-6.3%	6,795	2.6%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$4,061,600		0.0%	80,000	2.5%	ETF
XLE Energy Select Sector SPDR Fund	$3,970,368	$1,096,810 ▼	-21.6%	47,059	2.4%	ETF
CCK Crown	$3,946,411		0.0%	39,405	2.4%	Industrials
BRK.B Berkshire Hathaway	$3,857,272	$527,762 ▼	-12.0%	7,528	2.3%	Finance
JNJ Johnson & Johnson	$2,950,072		0.0%	19,346	1.8%	Medical
TSM Taiwan Semiconductor Manufacturing	$2,213,060	$705,888 ▼	-24.2%	11,437	1.3%	Computer and Technology
C Citigroup	$2,093,575	$1,186,714 ▼	-36.2%	27,500	1.3%	Finance
NKE NIKE	$2,026,664	$427,359 ▼	-17.4%	32,646	1.2%	Consumer Discretionary
ITA iShares U.S. Aerospace & Defense ETF	$2,001,442	$223,730 ▼	-10.1%	11,549	1.2%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,984,892		0.0%	19,475	1.2%	ETF
GS The Goldman Sachs Group	$1,836,900		0.0%	3,000	1.1%	Finance
CCI Crown Castle	$1,647,680		0.0%	16,000	1.0%	Finance
PEP PepsiCo	$1,647,375		0.0%	12,500	1.0%	Consumer Staples
MPC Marathon Petroleum	$1,622,700	$973,620 ▼	-37.5%	10,000	1.0%	Energy
IWF iShares Russell 1000 Growth ETF	$1,500,275		0.0%	3,735	0.9%	ETF
NFLX Netflix	$1,370,386	$59,582 ▲	4.5%	1,150	0.8%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$1,264,248		0.0%	2,312	0.8%	ETF
LMT Lockheed Martin	$1,182,650		0.0%	2,500	0.7%	Aerospace
WFC Wells Fargo & Company	$1,140,900		0.0%	15,000	0.7%	Finance
LLY Eli Lilly and Company	$1,132,665		0.0%	1,500	0.7%	Medical
CMG Chipotle Mexican Grill	$1,129,032	$103,442 ▼	-8.4%	21,600	0.7%	Retail/Wholesale
BAC Bank of America	$1,074,480	$995,998 ▼	-48.1%	24,000	0.7%	Finance
MRK Merck & Co., Inc.	$1,065,774	$270,305 ▼	-20.2%	13,800	0.6%	Medical
CROX Crocs	$1,058,384	$129,071 ▲	13.9%	9,225	0.6%	Consumer Discretionary
RSG Republic Services	$1,045,295	$100,148 ▲	10.6%	4,175	0.6%	Business Services
QYLD Global X Nasdaq 100 Covered Call ETF	$1,011,775		0.0%	62,034	0.6%	Manufacturing
IWR iShares Russell Mid-Cap ETF	$996,490		0.0%	11,000	0.6%	ETF
WMT Walmart	$974,528	$250,206 ▼	-20.4%	9,932	0.6%	Retail/Wholesale
DIS Walt Disney	$971,467	$112,660 ▼	-10.4%	8,623	0.6%	Consumer Discretionary
Bunge Global SA F	$968,257		0.0%	12,058	0.6%	-
SPYI NEOS S&P 500 High Income ETF	$943,110	$134,028 ▲	16.6%	18,999	0.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$914,713		0.0%	16,250	0.6%	ETF
DVY iShares Select Dividend ETF	$870,074		0.0%	6,496	0.5%	ETF
PFE Pfizer	$749,800	$900,450 ▼	-54.6%	32,600	0.5%	Medical
COST Costco Wholesale	$671,287	$73,438 ▲	12.3%	649	0.4%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$658,390		0.0%	9,865	0.4%	ETF
MCD McDonald's	$642,460		0.0%	2,000	0.4%	Retail/Wholesale
GOOG Alphabet	$587,545		0.0%	3,500	0.4%	Computer and Technology
XOM Exxon Mobil	$532,350		0.0%	5,000	0.3%	Energy
MDT Medtronic	$521,820	$521,820 ▼	-50.0%	6,000	0.3%	Medical
IWO iShares Russell 2000 Growth ETF	$461,092		0.0%	1,683	0.3%	ETF
ZS Zscaler	$378,855	$378,855 ▲	New Holding	1,500	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$378,514	$102,509 ▲	37.1%	1,429	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$363,290		0.0%	1,821	0.2%	ETF
NLY Annaly Capital Management	$317,701	$20,462 ▲	6.9%	16,070	0.2%	Finance
CRSP CRISPR Therapeutics	$290,100		0.0%	7,500	0.2%	Medical
Goldman Sachs S P 500 Cre PRM ETF IV	$285,145	$100,956 ▼	-26.1%	5,889	0.2%	-
CAT Caterpillar	$284,877	$158,657 ▼	-35.8%	808	0.2%	Industrials
VNQ Vanguard Real Estate ETF	$259,580		0.0%	2,874	0.2%	ETF
DD DuPont de Nemours	$206,760		0.0%	3,000	0.1%	Basic Materials
CPNG Coupang	$179,175		0.0%	6,597	0.1%	Retail/Wholesale
Cheniere Energy Inc	$139,926		0.0%	600	0.1%	-
Lam Research Corp	$125,730		0.0%	1,500	0.1%	-
AI C3.ai	$115,900	$144,875 ▼	-55.6%	5,000	0.1%	Computer and Technology
SNPE Xtrackers S&P 500 Scored & Screened ETF	$110,820	$47,790 ▼	-30.1%	2,087	0.1%	ETF
UNP Union Pacific	$109,931		0.0%	479	0.1%	Transportation
Berkshire Hathaway 1/100 CL/A	$0	$7,490,120 ▼	-100.0%	0	0.0%	CL A
iShares Bitcoin ETF	$0	$3,010,588 ▼	-100.0%	0	0.0%	-
XMMO Invesco S&P MidCap Momentum ETF	$0	$2,344,599 ▼	-100.0%	0	0.0%	ETF
PHM PulteGroup	$0	$1,405,028 ▼	-100.0%	0	0.0%	Construction
KBH KB Home	$0	$1,241,517 ▼	-100.0%	0	0.0%	Construction
LEN Lennar	$0	$868,268 ▼	-100.0%	0	0.0%	Construction
PSX Phillips 66	$0	$838,411 ▼	-100.0%	0	0.0%	Energy
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$0	$676,560 ▼	-100.0%	0	0.0%	ETF
KRE SPDR S&P Regional Banking ETF	$0	$603,500 ▼	-100.0%	0	0.0%	ETF
VXF Vanguard Extended Market ETF	$0	$552,272 ▼	-100.0%	0	0.0%	ETF
CCJ Cameco	$0	$513,900 ▼	-100.0%	0	0.0%	Basic Materials
IFF International Flavors & Fragrances	$0	$507,300 ▼	-100.0%	0	0.0%	Basic Materials
XLF Financial Select Sector SPDR Fund	$0	$483,300 ▼	-100.0%	0	0.0%	ETF
WM Waste Management	$0	$454,028 ▼	-100.0%	0	0.0%	Business Services
ADBE Adobe	$0	$444,680 ▼	-100.0%	0	0.0%	Computer and Technology
ASML ASML	$0	$415,848 ▼	-100.0%	0	0.0%	Computer and Technology
GE Vernova Inc	$0	$328,930 ▼	-100.0%	0	0.0%	-
ZTS Zoetis	$0	$310,382 ▼	-100.0%	0	0.0%	Medical
AMGN Amgen	$0	$260,640 ▼	-100.0%	0	0.0%	Medical
CVX Chevron	$0	$246,228 ▼	-100.0%	0	0.0%	Energy
PH Parker-Hannifin	$0	$120,846 ▼	-100.0%	0	0.0%	Industrials
CRWD CrowdStrike	$0	$119,756 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Jupiter Wealth Management LLC Top Holdings and 13F Report (2025)

About Jupiter Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Jupiter Wealth Management LLC Top Holdings and 13F Report (2025)

About Jupiter Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJupiter Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools