Jupiter Wealth Management LLC Top Holdings and 13F Report (2026) About Jupiter Wealth Management LLCInvestment ActivityJupiter Wealth Management LLC has $253.01 million in total holdings as of March 31, 2026.Jupiter Wealth Management LLC owns shares of 90 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Jupiter Wealth Management LLC has purchased 84 new stocks and bought additional shares in 21 stocks.Jupiter Wealth Management LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $38,328,619NVIDIA $15,876,978Apple $15,709,803Microsoft $14,297,024Broadcom $12,597,061 Largest New Holdings this Quarter 670657105 - Nuveen AMT-Free Quality Municipal Income Fund $2,777,142 Holding67073B106 - Nuveen Preferred & Income Opportunities Fund $1,346,489 Holding595112103 - Micron Technology $803,630 Holding808524698 - Schwab 5-10 Year Corporate Bond ETF $452,400 Holding92840R101 - Virtus Dividend, Interest & Premium Strategy Fund $311,897 Holding Largest Purchases this Quarter Nuveen AMT-Free Quality Municipal Income Fund 240,237 shares (about $2.78M)iShares Russell 1000 Growth ETF 11,205 shares (about $1.39M)Nuveen Preferred & Income Opportunities Fund 168,733 shares (about $1.35M)Amazon.com 4,200 shares (about $1.13M)Broadcom 2,496 shares (about $1.04M) Largest Sales this Quarter Vanguard S&P 500 ETF 1,250 shares (about $853.01K)Microsoft 1,958 shares (about $793.40K)Crown Castle 6,000 shares (about $537.72K)Mastercard 999 shares (about $490.15K)SPDR Gold Shares 1,000 shares (about $430.50K) 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$38,328,619$694,117 â–²1.8%95,19815.1%Computer and TechnologyNVDANVIDIA$15,876,978$521,441 â–²3.4%70,3056.3%Computer and TechnologyAAPLApple$15,709,803$846,998 â–²5.7%52,5646.2%Computer and TechnologyMSFTMicrosoft$14,297,024$793,401 â–¼-5.3%35,2835.7%Computer and TechnologyAVGOBroadcom$12,597,061$1,040,308 â–²9.0%30,2245.0%Computer and TechnologyMSMorgan Stanley$11,098,124$304,119 â–²2.8%57,2574.4%FinanceSPYSPDR S&P 500 ETF Trust$10,913,140$304,339 â–²2.9%14,7024.3%FinanceAMZNAmazon.com$9,799,776$1,134,546 â–²13.1%36,2783.9%Retail/WholesaleBRK.ABerkshire Hathaway$8,002,5010.0%113.2%FinanceXLEEnergy Select Sector SPDR Fund$5,982,455$394,535 â–²7.1%103,8082.4%ETFTSMTaiwan Semiconductor Manufacturing$5,803,8970.0%14,5172.3%Computer and TechnologyMAMastercard$4,902,475$490,149 â–¼-9.1%9,9921.9%Business ServicesJNJJohnson & Johnson$4,768,7720.0%20,6961.9%MedicalMETAMeta Platforms$4,606,226$123,326 â–¼-2.6%7,4701.8%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$4,579,2000.0%90,0001.8%ETFBRK.BBerkshire Hathaway$4,129,348$49,523 â–²1.2%8,5051.6%FinanceCCKCrown$3,908,6910.0%39,0051.5%IndustrialsHDHome Depot$3,897,449$23,599 â–¼-0.6%12,8821.5%Retail/WholesaleAMTAmerican Tower$3,449,2330.0%19,8381.4%FinanceXMMOInvesco S&P MidCap Momentum ETF$2,906,573$84,005 â–²3.0%17,3001.1%ETFGSThe Goldman Sachs Group$2,866,2600.0%3,0001.1%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$2,777,142$2,777,142 â–²New Holding240,2371.1%Financial ServicesITAiShares U.S. Aerospace & Defense ETF$2,764,7220.0%12,2491.1%ETFCCitigroup$2,730,2000.0%22,0001.1%Financial ServicesMPCMarathon Petroleum$2,490,9000.0%10,0001.0%EnergyASMLASML$2,285,383$371,671 â–²19.4%1,4450.9%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$2,062,531$3,182 â–¼-0.2%19,4450.8%ETFPEPPepsiCo$1,865,8750.0%12,5000.7%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,857,191$1,392,893 â–²300.0%14,9400.7%ETFGLDSPDR Gold Shares$1,784,423$430,500 â–¼-19.4%4,1450.7%FinanceLLYEli Lilly and Company$1,763,342$99,544 â–¼-5.3%1,7360.7%MedicalBACBank of America$1,724,464$99,680 â–¼-5.5%34,6000.7%FinanceMRKMerck & Co., Inc.$1,565,6100.0%13,8000.6%MedicalVOOVanguard S&P 500 ETF$1,529,281$853,013 â–¼-35.8%2,2410.6%ETFWal-Mart$1,529,2590.0%11,6320.6%COMBunge Global SA F$1,519,5490.0%12,0580.6%-SCHDSchwab US Dividend Equity ETF$1,428,7500.0%45,0000.6%ETFGOOGAlphabet$1,396,6400.0%3,5000.6%Computer and TechnologyJPCNuveen Preferred & Income Opportunities Fund$1,346,489$1,346,489 â–²New Holding168,7330.5%Financial ServicesLMTLockheed Martin$1,299,8500.0%2,5000.5%AerospacePFEPfizer$1,299,2980.0%50,0500.5%MedicalSPYINEOS S&P 500 High Income ETF$1,216,6150.0%22,6790.5%ETFIWRiShares Russell Mid-Cap ETF$1,152,1400.0%11,0000.5%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,124,6760.0%62,0340.4%ManufacturingWFCWells Fargo & Company$1,102,9500.0%15,0000.4%FinanceCVXChevron$1,078,800$753,300 â–²231.4%5,8000.4%EnergyNKENIKE$1,058,627$323,605 â–¼-23.4%25,0030.4%Consumer DiscretionaryCOSTCostco Wholesale$1,016,5510.0%9840.4%Retail/WholesaleDVYiShares Select Dividend ETF$987,6520.0%6,4960.4%ETFXOMExxonMobil$985,205$227,355 â–²30.0%6,5000.4%EnergyNFLXNetflix$910,624$105,072 â–²13.0%10,4000.4%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$908,8630.0%16,2500.4%ETFRSGRepublic Services$901,2400.0%4,4250.4%Business ServicesCCICrown Castle$896,200$537,720 â–¼-37.5%10,0000.4%FinanceQQQInvesco QQQ$893,388$536,033 â–²150.0%1,2500.4%FinanceVXUSVanguard Total International Stock ETF$839,3140.0%9,8650.3%ETFMCDMcDonald's$827,100$275,700 â–²50.0%3,0000.3%Retail/WholesaleMUMicron Technology$803,630$803,630 â–²New Holding1,0000.3%Computer and TechnologyCATCaterpillar$729,0580.0%8080.3%IndustrialsPSXPhillips 66$721,644$335,049 â–²86.7%4,2000.3%EnergyDISWalt Disney$673,2480.0%6,4180.3%Consumer DiscretionaryITBiShares U.S. Home Construction ETF$667,2750.0%7,5000.3%ETFIWOiShares Russell 2000 Growth ETF$621,4980.0%1,6830.2%ETFJPMJPMorgan Chase & Co.$541,6510.0%1,8040.2%FinanceAMGNAmgen$504,6750.0%1,5000.2%MedicalPHParker-Hannifin$498,5390.0%5650.2%IndustrialsMDTMedtronic$457,2600.0%6,0000.2%MedicalSCHISchwab 5-10 Year Corporate Bond ETF$452,400$452,400 â–²New Holding20,0000.2%ETFCRSPCRISPR Therapeutics$448,3750.0%8,5000.2%MedicalLam Research Corp$443,1600.0%1,5000.2%-VIGVanguard Dividend Appreciation ETF$416,4260.0%1,8210.2%ETFNLYAnnaly Capital Management$404,142$11,989 â–²3.1%18,2370.2%FinanceGoldman Sachs S P 500 Cre PRM ETF IV$325,0140.0%5,8890.1%-NFJVirtus Dividend, Interest & Premium Strategy Fund$311,897$311,897 â–²New Holding21,4210.1%Financial ServicesAFBAllianceBernstein National Municipal Income Fund$302,459$302,459 â–²New Holding27,1750.1%Financial ServicesRKTRocket Companies$276,800$276,800 â–²New Holding20,0000.1%FinanceCheniere Energy Inc$251,349$107,721 â–²75.0%1,0500.1%-EEMiShares MSCI Emerging Markets ETF$248,677$5,041 â–¼-2.0%3,7000.1%FinanceSNPEXtrackers S&P 500 Scored & Screened ETF$225,999$107,900 â–²91.4%3,3240.1%ETFBUGGlobal X Cybersecurity ETF$152,5000.0%5,0000.1%ManufacturingVNQVanguard Real Estate ETF$131,7530.0%1,3740.1%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$128,4180.0%5,1000.1%ETFUNPUnion Pacific$126,7670.0%4790.1%TransportationPMMPutnam Managed$125,600$125,600 â–²New Holding20,0000.0%FinanceHALHalliburton$123,060$123,060 â–²New Holding3,0000.0%EnergyIBDYiShares iBonds Dec 2033 Term Corporate ETF$118,4500.0%4,6000.0%ETFCCJCameco$115,390$115,390 â–²New Holding1,0000.0%Basic MaterialsTOSTToast$111,6500.0%5,0000.0%Computer and TechnologyCOPConocoPhillips$105,660$105,660 â–²New Holding9000.0%EnergyPalantir Technologies In Class A$104,040$26,010 â–¼-20.0%8000.0%-COFCapital One Financial$0$310,335 â–¼-100.0%00.0%FinanceZSZscaler$0$299,075 â–¼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$244,215 â–¼-100.0%00.0%Computer and TechnologyVVisa$0$162,090 â–¼-100.0%00.0%Business ServicesCRWDCrowdStrike$0$102,885 â–¼-100.0%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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