Jupiter Wealth Management LLC Top Holdings and 13F Report (2025) About Jupiter Wealth Management LLCInvestment ActivityJupiter Wealth Management LLC has $198.02 million in total holdings as of June 30, 2025.Jupiter Wealth Management LLC owns shares of 90 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.72% of the portfolio was purchased this quarter.About 1.40% of the portfolio was sold this quarter.This quarter, Jupiter Wealth Management LLC has purchased 69 new stocks and bought additional shares in 19 stocks.Jupiter Wealth Management LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $19,968,593Microsoft $17,046,392NVIDIA $12,357,381Apple $10,962,543SPDR S&P 500 ETF Trust $8,730,736 Largest New Holdings this Quarter 46137V464 - Invesco S&P MidCap Momentum ETF $2,119,563 Holding745867101 - PulteGroup $1,286,604 Holding48666K109 - KB Home $1,178,635 Holding464288752 - iShares U.S. Home Construction ETF $1,112,000 Holding526057104 - Lennar $968,586 Holding Largest Purchases this Quarter Invesco S&P MidCap Momentum ETF 16,050 shares (about $2.12M)NVIDIA 10,530 shares (about $1.91M)PulteGroup 9,900 shares (about $1.29M)KB Home 18,500 shares (about $1.18M)Alphabet 5,787 shares (about $1.17M) Largest Sales this Quarter Citigroup 7,500 shares (about $709.88K)Crocs 4,850 shares (about $404.49K)Apple 1,307 shares (about $304.96K)Chipotle Mexican Grill 4,750 shares (about $206.53K)American Tower 673 shares (about $137.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJupiter Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$19,968,593$1,168,743 ▲6.2%98,87410.1%Computer and TechnologyMSFTMicrosoft$17,046,392$345,145 ▲2.1%32,7458.6%Computer and TechnologyNVDANVIDIA$12,357,381$1,912,143 ▲18.3%68,0516.2%Computer and TechnologyAAPLApple$10,962,543$304,962 ▼-2.7%46,9835.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,730,736$80,613 ▼-0.9%13,5384.4%FinanceBRK.ABerkshire Hathaway$7,870,3950.0%114.0%FinanceMSMorgan Stanley$7,805,422$562,522 ▲7.8%52,8253.9%FinanceAVGOBroadcom$7,141,524$936,543 ▲15.1%23,1053.6%Computer and TechnologyMAMastercard$5,860,484$98,821 ▼-1.7%10,1413.0%Business ServicesMETAMeta Platforms$5,725,787$425,144 ▲8.0%7,3402.9%Computer and TechnologyAMZNAmazon.com$5,289,735$2,919 ▲0.1%23,5562.7%Retail/WholesaleHDHome Depot$5,119,067$96,909 ▼-1.9%12,5722.6%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$4,169,041$138,908 ▲3.4%48,6812.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$4,078,8000.0%80,0002.1%ETFAMTAmerican Tower$4,049,928$137,393 ▼-3.3%19,8382.0%FinanceCCKCrown$4,021,167$30,849 ▼-0.8%39,1052.0%IndustrialsBRK.BBerkshire Hathaway$3,589,371$3,818 ▼-0.1%7,5201.8%FinanceJNJJohnson & Johnson$3,342,759$31,570 ▼-0.9%19,1651.7%MedicalTSMTaiwan Semiconductor Manufacturing$2,990,717$229,368 ▲8.3%12,3871.5%Computer and TechnologyNKENIKE$2,764,146$243,875 ▲9.7%35,8051.4%Consumer DiscretionaryITAiShares U.S. Aerospace & Defense ETF$2,312,321$39,362 ▲1.7%11,7491.2%ETFGSThe Goldman Sachs Group$2,234,0700.0%3,0001.1%FinanceXMMOInvesco S&P MidCap Momentum ETF$2,119,563$2,119,563 ▲New Holding16,0501.1%ETFNOBLProShares S&P 500 Aristocrats ETF$2,051,4970.0%19,4751.0%ETFCCitigroup$1,893,000$709,875 ▼-27.3%20,0001.0%Financial ServicesPEPPepsiCo$1,866,8750.0%12,5000.9%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,680,3390.0%3,7350.8%ETFBACBank of America$1,634,504$500,744 ▲44.2%34,6000.8%FinanceCCICrown Castle$1,629,1200.0%16,0000.8%FinanceMPCMarathon Petroleum$1,617,3000.0%10,0000.8%EnergyNFLXNetflix$1,385,1060.0%1,1500.7%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,370,6460.0%2,3120.7%ETFPHMPulteGroup$1,286,604$1,286,604 ▲New Holding9,9000.6%ConstructionWMTWalmart$1,194,914$191,881 ▲19.1%11,8320.6%Retail/WholesaleKBHKB Home$1,178,635$1,178,635 ▲New Holding18,5000.6%ConstructionWFCWells Fargo & Company$1,168,3500.0%15,0000.6%FinanceMRKMerck & Co., Inc.$1,141,3980.0%13,8000.6%MedicalITBiShares U.S. Home Construction ETF$1,112,000$1,112,000 ▲New Holding10,0000.6%ETFLMTLockheed Martin$1,106,4250.0%2,5000.6%AerospaceDISWalt Disney$1,096,766$90,979 ▲9.0%9,4030.6%Consumer DiscretionaryLLYEli Lilly and Company$1,073,296$82,561 ▲8.3%1,6250.5%MedicalQYLDGlobal X Nasdaq 100 Covered Call ETF$1,050,2360.0%62,0340.5%ManufacturingIWRiShares Russell Mid-Cap ETF$1,047,8600.0%11,0000.5%ETFBunge Global SA F$1,003,7080.0%12,0580.5%-LENLennar$968,586$968,586 ▲New Holding7,4000.5%ConstructionASMLASML$944,463$944,463 ▲New Holding1,2500.5%Computer and TechnologySPYINEOS S&P 500 High Income ETF$932,168$51,790 ▼-5.3%17,9990.5%ETFJEPIJPMorgan Equity Premium Income ETF$921,0500.0%16,2500.5%ETFDVYiShares Select Dividend ETF$905,0230.0%6,4960.5%ETFRSGRepublic Services$855,320$116,370 ▼-12.0%3,6750.4%Business ServicesCOSTCostco Wholesale$821,255$185,981 ▲29.3%8390.4%Retail/WholesalePFEPfizer$820,2160.0%32,6000.4%MedicalCMGChipotle Mexican Grill$732,638$206,530 ▼-22.0%16,8500.4%Retail/WholesaleGOOGAlphabet$710,6050.0%3,5000.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$704,9530.0%9,8650.4%ETFiShares Bitcoin ETF$611,798$611,798 ▲New Holding8,7600.3%-MCDMcDonald's$610,1400.0%2,0000.3%Retail/WholesaleMDTMedtronic$557,4600.0%6,0000.3%MedicalXOMExxon Mobil$538,0000.0%5,0000.3%EnergyJPMJPMorgan Chase & Co.$524,116$108,949 ▲26.2%1,8040.3%FinanceIWOiShares Russell 2000 Growth ETF$512,9950.0%1,6830.3%ETFCCJCameco$453,600$453,600 ▲New Holding6,0000.2%Basic MaterialsCRSPCRISPR Therapeutics$429,9750.0%7,5000.2%MedicalORCLOracle$427,315$427,315 ▲New Holding1,7500.2%Computer and TechnologyZSZscaler$416,6550.0%1,5000.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$382,3370.0%1,8210.2%ETFCROXCrocs$364,875$404,490 ▼-52.6%4,3750.2%Consumer DiscretionaryNLYAnnaly Capital Management$346,710$11,494 ▲3.4%16,6210.2%FinanceCATCaterpillar$334,2700.0%8080.2%IndustrialsIBTFiShares iBonds Dec 2025 Term Treasury ETF$333,548$333,548 ▲New Holding14,3000.2%ManufacturingCVSCVS Health$329,500$329,500 ▲New Holding5,0000.2%MedicalGoldman Sachs S P 500 Cre PRM ETF IV$300,2210.0%5,8890.2%-QQQInvesco QQQ$290,170$290,170 ▲New Holding5000.1%FinanceXLFFinancial Select Sector SPDR Fund$263,800$263,800 ▲New Holding5,0000.1%ETFVNQVanguard Real Estate ETF$258,0850.0%2,8740.1%ETFCOFCapital One Financial$216,970$216,970 ▲New Holding1,0000.1%FinanceSNPEXtrackers S&P 500 Scored & Screened ETF$210,554$89,300 ▲73.6%3,6240.1%ETFGLDSPDR Gold Shares$200,987$200,987 ▲New Holding6500.1%FinanceGrayscale Ethereum Mini$178,720$178,720 ▲New Holding4,0000.1%-BUGGlobal X Cybersecurity ETF$168,900$168,900 ▲New Holding5,0000.1%ManufacturingLam Research Corp$160,1100.0%1,5000.1%-PHParker-Hannifin$152,410$152,410 ▲New Holding2000.1%IndustrialsCheniere Energy Inc$138,7740.0%6000.1%-PANWPalo Alto Networks$132,645$132,645 ▲New Holding7500.1%Computer and TechnologyHOODRobinhood Markets$130,344$130,344 ▲New Holding1,2000.1%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$129,668$129,668 ▲New Holding5,1000.1%ETFNOWServiceNow$129,495$129,495 ▲New Holding1500.1%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$119,600$119,600 ▲New Holding4,6000.1%ETFCRWDCrowdStrike$108,030$108,030 ▲New Holding2500.1%Computer and TechnologyUNPUnion Pacific$106,9030.0%4790.1%TransportationDDDuPont de Nemours$0$206,760 ▼-100.0%00.0%Basic MaterialsCPNGCoupang$0$179,175 ▼-100.0%00.0%Retail/WholesaleAIC3.ai$0$115,900 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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