The Analysis of Jupiter Wealth Management LLC's Holdings


Currently, Jupiter Wealth Management LLC holds 93 types of securities in its portfolio with a total value $211.6M. In the most recent quarter, they have increased their positions in AMZN (+3.2K shares, valued at $708.6K), VOO (+750 shares, valued at $459.3K), XLE (+5.0K shares, valued at $446.7K); decreased their positions in IBIT (-7.0K shares, valued at $455.0K), CMG (-8.8K shares, valued at $346.8K), MSFT (-518 shares, valued at $268.3K); initiated new positions in SCHD (+15.0K shares, valued at $409.5K), BILL (+7.0K shares, valued at $370.8K), INSM (+2.0K shares, valued at $288.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOGL Alphabet Inc98.3K shares-0.54%2025-09-302025-11-14history
MSFT Microsoft32.2K shares-1.58%2025-09-302025-11-14history
NVDA Nvidia Corporation68.6K shares0.85%2025-09-302025-11-14history
AAPL Apple Inc Com47.5K shares1.18%2025-09-302025-11-14history
SPY SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)13.7K shares1.12%2025-09-302025-11-14history
MS Morgan Stanley Com53.1K shares0.47%2025-09-302025-11-14history
BRK.A Berkshire Hathaway11 shares0.00%2025-09-302025-11-14history
AVGO Broadcom Inc Com24.0K shares3.98%2025-09-302025-11-14history
Sponsored
AMZN Amazon.Com Inc26.8K shares13.70%2025-09-302025-11-14history
MA Mastercard Inc CL A10.1K shares0.00%2025-09-302025-11-14history
META Facebook Inc-Class A7.3K shares0.00%2025-09-302025-11-14history
HD Home Depot12.6K shares0.00%2025-09-302025-11-14history
XLE Energy Select Sector SPDR ETF IV53.7K shares10.27%2025-09-302025-11-14history
JMST JPMorgan Ultra SHRT Muncipl Incm ETF80.0K shares0.00%2025-09-302025-11-14history
BRK.B Berkshire Hathaway7.7K shares2.66%2025-09-302025-11-14history
AMT American Tower Corp19.8K shares0.00%2025-09-302025-11-14history
Sponsored
CCK Crown HLDGS Inc Com39.1K shares0.00%2025-09-302025-11-14history
TSM Taiwan Semiconductor13.2K shares6.62%2025-09-302025-11-14history
JNJ Johnson & Johnson19.7K shares2.87%2025-09-302025-11-14history
ITA iShares US Aerospace Defense ETF12.2K shares4.26%2025-09-302025-11-14history
NKE Nike Inc Class B Com35.8K shares0.00%2025-09-302025-11-14history
GS Goldman Sachs Group3.0K shares0.00%2025-09-302025-11-14history
XMMO Invesco S & P Midcap Momentum ETF16.8K shares4.67%2025-09-302025-11-14history
C Citigroup Inc22.0K shares9.88%2025-09-302025-11-14history
Sponsored
NOBL ProShares Trust S&P (500 Divid Aristocrats Etf)19.5K shares0.00%2025-09-302025-11-14history
MPC Marathon Petroleum10.0K shares0.00%2025-09-302025-11-14history
BAC BK Of America Corp36.6K shares5.78%2025-09-302025-11-14history
VOO Vanguard S&P 500 ETF3.1K shares32.44%2025-09-302025-11-14history
PEP Pepsico Inc12.5K shares0.00%2025-09-302025-11-14history
IWF iShares Russell 1000 Growth ETF3.7K shares0.00%2025-09-302025-11-14history
ASML Asml Holding NV1.7K shares36.80%2025-09-302025-11-14history
CCI Crown Castle Intl16.0K shares0.00%2025-09-302025-11-14history
Sponsored
PHM Pultegroup Inc10.9K shares10.10%2025-09-302025-11-14history
NFLX Netflix Com Inc Com1.1K shares0.00%2025-09-302025-11-14history
ITB iShares TR US Home (cons Etf)12.5K shares25.00%2025-09-302025-11-14history
WFC Wells Fargo Co New15.0K shares0.00%2025-09-302025-11-14history
LMT Lockheed Martin Corp2.5K shares0.00%2025-09-302025-11-14history
LLY Eli Lilly And Co1.6K shares0.00%2025-09-302025-11-14history
WMT Wal-Mart11.8K shares0.00%2025-09-302025-11-14history
KBH KB Home18.5K shares0.00%2025-09-302025-11-14history
Sponsored
MRK Merck & Co Inc New13.8K shares0.00%2025-09-302025-11-14history
DIS Walt Disney9.4K shares0.00%2025-09-302025-11-14history
IWR iShares Russell Mid Cap ETF11.0K shares0.00%2025-09-302025-11-14history
LEN Lennar Corp Class A8.4K shares13.51%2025-09-302025-11-14history
QYLD Global X Nasdaq 100 Covered Call ETF62.0K shares0.00%2025-09-302025-11-14history
BG Bunge Global SA F12.1K shares0.00%2025-09-302025-11-14history
SPYI Neos S And P 500 High Income ETF18.0K shares0.00%2025-09-302025-11-14history
JEPI JPMorgan Equity Premium Income ETF16.3K shares0.00%2025-09-302025-11-14history
Sponsored
DVY iShares Select Dividend ETF6.5K shares0.00%2025-09-302025-11-14history
GOOG Alphabet Inc3.5K shares0.00%2025-09-302025-11-14history
RSG Republic Services3.7K shares0.00%2025-09-302025-11-14history
PFE Pfizer32.6K shares0.00%2025-09-302025-11-14history
VXUS Vanguard Total Interntl Stock ETF IV9.9K shares0.00%2025-09-302025-11-14history
COST Costco Wholesale734 shares-12.51%2025-09-302025-11-14history
MCD Mcdonald S Corp2.0K shares0.00%2025-09-302025-11-14history
ETH Grayscale Ethereum Mini15.0K shares275.00%2025-09-302025-11-14history
Sponsored
MDT Medtronic PLC6.0K shares0.00%2025-09-302025-11-14history
JPM JPMorgan Chase1.8K shares0.00%2025-09-302025-11-14history
XOM ExxonMobil5.0K shares0.00%2025-09-302025-11-14history
CRSP Crispr Therapeutics8.5K shares13.33%2025-09-302025-11-14history
XLF Select STR Financial Select SPDR ETF10.0K shares100.00%2025-09-302025-11-14history
IWO iShares Russell (2000 Growth Etf)1.7K shares0.00%2025-09-302025-11-14history
CVS CVS Health7.0K shares40.00%2025-09-302025-11-14history
ZS Zscaler Inc1.8K shares16.67%2025-09-302025-11-14history
Sponsored
GLD SPDR Gold Trust1.3K shares93.85%2025-09-302025-11-14history
SCHD Schwab US Dividend Equity ETF15.0K sharesnew addition2025-09-302025-11-14history
VIG Vanguard Dividend Appreciation ETF1.8K shares0.00%2025-09-302025-11-14history
CAT Caterpillar808 shares0.00%2025-09-302025-11-14history
BILL Bill Holdings Inc7.0K sharesnew addition2025-09-302025-11-14history
CROX Crocs Inc Com4.4K shares0.00%2025-09-302025-11-14history
NLY Annaly Capital MGMT REIT16.6K shares0.00%2025-09-302025-11-14history
IBTF iShares iBonds Term Treasury ETF14.3K shares0.00%2025-09-302025-11-14history
Sponsored
CMG Chipotle Mexican8.0K shares-52.52%2025-09-302025-11-14history
GPIX Goldman Sachs S P 500 Cre PRM ETF IV5.9K shares0.00%2025-09-302025-11-14history
QQQ Invsc QQQ Trust SRS 1 ETF IV500 shares0.00%2025-09-302025-11-14history
INSM Insmed Inc2.0K sharesnew addition2025-09-302025-11-14history
VNQ Vanguard Real Estate ETF2.9K shares0.00%2025-09-302025-11-14history
PANW Palo Alto Networks1.3K shares66.67%2025-09-302025-11-14history
SNPE DBX ETF TR Xtrackers (S&P)3.6K shares0.00%2025-09-302025-11-14history
COF Capital One FC1.0K shares0.00%2025-09-302025-11-14history
Sponsored
PSX Phillips 66 Com1.6K sharesnew addition2025-09-302025-11-14history
EEM iShares MSCI Emerging Markets ETF3.8K sharesnew addition2025-09-302025-11-14history
LRCX Lam Research Corp1.5K shares0.00%2025-09-302025-11-14history
BUG Global X Cybersecurity ETF5.0K shares0.00%2025-09-302025-11-14history
HOOD Robinhood MKTS Inc Class A1.2K shares-3.33%2025-09-302025-11-14history
PH Parker-Hannifin Corp200 shares0.00%2025-09-302025-11-14history
LNG Cheniere Energy Inc600 shares0.00%2025-09-302025-11-14history
IBDX iShares iBonds Dec 2032 Term Corporate ETF5.1K shares0.00%2025-09-302025-11-14history
Sponsored
DHI D R Horton Inc750 sharesnew addition2025-09-302025-11-14history
CRWD Crowdstrike HLDGS250 shares0.00%2025-09-302025-11-14history
IBDY iShares iBonds Dec 2033 Term Corporate ETF4.6K shares0.00%2025-09-302025-11-14history
IBIT iShares Bitcoin ETF1.8K shares-79.91%2025-09-302025-11-14history
UNP Union Pacific Corp479 shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available