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The Analysis of Jupiter Wealth Management LLC's Holdings & P&L

Currently, Jupiter Wealth Management LLC holds 90 types of securities in its portfolio with a total value $253.0M. In the most recent quarter, they have increased their positions in NEA (+240.2K shares, valued at $2.8M), IWF (+11.2K shares, valued at $1.4M), JPC (+168.7K shares, valued at $1.3M); decreased their positions in N/A (-1.3K shares, valued at $853.0K), MSFT (-2.0K shares, valued at $793.4K), N/A (-6.0K shares, valued at $537.7K); initiated new positions in NEA (+240.2K shares, valued at $2.8M), JPC (+168.7K shares, valued at $1.3M), MU (+1.0K shares, valued at $803.6K).

1M P&L

-16.9M-8.23%

3M P&L

-12.7M-6.30%

HY P&L

-9.6M-4.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.9M

30.6%

2Semiconductors22.5M

12.1%

3Consumer Electronics15.7M

8.4%

Top Industries by Stock Count

1N/A32 stocks

41.6%

2Drug Manufacturers - General4 stocks

5.2%

3Banks - Diversified3 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Alphabet Inc Alphabet Inc95.2K shares1.84%2026-03-312026-05-14

NVDA Nvidia Corporation70.3K shares3.40%2026-03-312026-05-14

AAPL Apple Inc Com52.6K shares5.70%2026-03-312026-05-14

MSFT Microsoft35.3K shares-5.26%2026-03-312026-05-14

Broadcom Inc Com Broadcom Inc Com30.2K shares9.00%2026-03-312026-05-14

MS Morgan Stanley Com57.3K shares2.82%2026-03-312026-05-14

SPY SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)14.7K shares2.87%2026-03-312026-05-14

AMZN Amazon.Com Inc36.3K shares13.09%2026-03-312026-05-14

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BRK.A Berkshire Hathaway11 shares0.00%2026-03-312026-05-14

XLE Energy Select Sector SPDR ETF IV103.8K shares7.06%2026-03-312026-05-14

TSM Taiwan Semiconductor14.5K shares0.00%2026-03-312026-05-14

MA Mastercard Inc CL A10.0K shares-9.09%2026-03-312026-05-14

JNJ Johnson & Johnson20.7K shares0.00%2026-03-312026-05-14

META Facebook Inc-Class A7.5K shares-2.61%2026-03-312026-05-14

JMST JPMorgan Ultra SHRT Muncipl Incm ETF90.0K shares0.00%2026-03-312026-05-14

Berkshire Hathaway Berkshire Hathaway8.5K shares1.21%2026-03-312026-05-14

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CCK Crown HLDGS Inc Com39.0K shares0.00%2026-03-312026-05-14

HD Home Depot12.9K shares-0.60%2026-03-312026-05-14

AMT American Tower Corp19.8K shares0.00%2026-03-312026-05-14

XMMO Invesco S & P Midcap Momentum ETF17.3K shares2.98%2026-03-312026-05-14

GS Goldman Sachs Group3.0K shares0.00%2026-03-312026-05-14

NEA Nuveen Amt Free QLTY240.2K sharesnew addition2026-03-312026-05-14

ITA iShares US Aerospace Defense ETF12.2K shares0.00%2026-03-312026-05-14

Citigroup Inc Citigroup Inc22.0K shares0.00%2026-03-312026-05-14

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MPC Marathon Petroleum10.0K shares0.00%2026-03-312026-05-14

ASML Asml Holding NV1.4K shares19.42%2026-03-312026-05-14

NOBL ProShares Trust S&P (500 Divid Aristocrats Etf)19.4K shares-0.15%2026-03-312026-05-14

PEP Pepsico Inc12.5K shares0.00%2026-03-312026-05-14

IWF iShares Russell 1000 Growth ETF14.9K shares300.00%2026-03-312026-05-14

GLD SPDR Gold Trust4.1K shares-19.44%2026-03-312026-05-14

LLY Eli Lilly And Co1.7K shares-5.34%2026-03-312026-05-14

BAC BK Of America Corp34.6K shares-5.46%2026-03-312026-05-14

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Merck & Co Inc New Merck & Co Inc New13.8K shares0.00%2026-03-312026-05-14

Vanguard S&P 500 ETF Vanguard S&P 500 ETF2.2K shares-35.81%2026-03-312026-05-14

WMT Wal-Mart11.6K shares0.00%2026-03-312026-05-14

Bunge Global SA F Bunge Global SA F12.1K shares0.00%2026-03-312026-05-14

SCHD Schwab US Dividend Equity ETF45.0K shares0.00%2026-03-312026-05-14

Alphabet Inc Alphabet Inc3.5K shares0.00%2026-03-312026-05-14

JPC Nuveen Preferred Income168.7K sharesnew addition2026-03-312026-05-14

LMT Lockheed Martin Corp2.5K shares0.00%2026-03-312026-05-14

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PFE Pfizer50.0K shares0.00%2026-03-312026-05-14

SPYI Neos S And P 500 High Income ETF22.7K shares0.00%2026-03-312026-05-14

IWR iShares Russell Mid Cap ETF11.0K shares0.00%2026-03-312026-05-14

QYLD Global X Nasdaq 100 Covered Call ETF62.0K shares0.00%2026-03-312026-05-14

WFC Wells Fargo Co New15.0K shares0.00%2026-03-312026-05-14

CVX Chevron Corp.5.8K shares231.43%2026-03-312026-05-14

NKE Nike Inc Class B Com25.0K shares-23.41%2026-03-312026-05-14

COST Costco Wholesale984 shares0.00%2026-03-312026-05-14

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DVY iShares Select Dividend ETF6.5K shares0.00%2026-03-312026-05-14

XOM ExxonMobil6.5K shares30.00%2026-03-312026-05-14

NFLX Netflix Com Inc Com10.4K shares13.04%2026-03-312026-05-14

JEPI JPMorgan Equity Premium Income ETF16.3K shares0.00%2026-03-312026-05-14

RSG Republic Services4.4K shares0.00%2026-03-312026-05-14

Crown Castle Intl Crown Castle Intl10.0K shares-37.50%2026-03-312026-05-14

Invsc QQQ Trust SRS 1 ETF IV Invsc QQQ Trust SRS 1 ETF IV1.3K shares150.00%2026-03-312026-05-14

VXUS Vanguard Total Interntl Stock ETF IV9.9K shares0.00%2026-03-312026-05-14

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MCD Mcdonald S Corp3.0K shares50.00%2026-03-312026-05-14

MU Micron Technology1.0K sharesnew addition2026-03-312026-05-14

CAT Caterpillar808 shares0.00%2026-03-312026-05-14

PSX Phillips 66 Com4.2K shares86.67%2026-03-312026-05-14

DIS Walt Disney6.4K shares0.00%2026-03-312026-05-14

ITB iShares TR US Home (cons Etf)7.5K shares0.00%2026-03-312026-05-14

IWO iShares Russell (2000 Growth Etf)1.7K shares0.00%2026-03-312026-05-14

JPM JPMorgan Chase1.8K shares0.00%2026-03-312026-05-14

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AMGN Amgen Inc1.5K shares0.00%2026-03-312026-05-14

PH Parker-Hannifin Corp565 shares0.00%2026-03-312026-05-14

Medtronic PLC Medtronic PLC6.0K shares0.00%2026-03-312026-05-14

SCHI Schwab 5-10 Year Corporate Bond ETF20.0K sharesnew addition2026-03-312026-05-14

CRSP Crispr Therapeutics8.5K shares0.00%2026-03-312026-05-14

Lam Research Corp Lam Research Corp1.5K shares0.00%2026-03-312026-05-14

VIG Vanguard Dividend Appreciation ETF1.8K shares0.00%2026-03-312026-05-14

Annaly Capital MGMT REIT Annaly Capital MGMT REIT18.2K shares3.06%2026-03-312026-05-14

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GPIX Goldman Sachs S P 500 Cre PRM ETF IV5.9K shares0.00%2026-03-312026-05-14

NFJ Virtus Divid Int & P21.4K sharesnew addition2026-03-312026-05-14

AFB Alliancebernstein NTNL M27.2K sharesnew addition2026-03-312026-05-14

RKT Rocket Companies Cla A Class A20.0K sharesnew addition2026-03-312026-05-14

LNG Cheniere Energy Inc1.1K shares75.00%2026-03-312026-05-14

EEM iShares MSCI Emerging Markets ETF3.7K shares-1.99%2026-03-312026-05-14

SNPE DBX ETF TR Xtrackers (S&P)3.3K shares91.36%2026-03-312026-05-14

BUG Global X Cybersecurity ETF5.0K shares0.00%2026-03-312026-05-14

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VNQ Vanguard Real Estate ETF1.4K shares0.00%2026-03-312026-05-14

IBDX iShares iBonds Dec 2032 Term Corporate ETF5.1K shares0.00%2026-03-312026-05-14

UNP Union Pacific Corp479 shares0.00%2026-03-312026-05-14

PMM Putnam Managed Mun20.0K sharesnew addition2026-03-312026-05-14

HAL Halliburton Co3.0K sharesnew addition2026-03-312026-05-14

IBDY iShares iBonds Dec 2033 Term Corporate ETF4.6K shares0.00%2026-03-312026-05-14

CCJ Cameco Corp F1.0K sharesnew addition2026-03-312026-05-14

TOST Toast Inc Class Class A5.0K shares0.00%2026-03-312026-05-14

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COP Conocophillips Com900 sharesnew addition2026-03-312026-05-14

PLTR Palantir Technologies In Class A800 shares-20.00%2026-03-312026-05-14

Alphabet Inc

1.84%

Shares95.2K

Event2026-03-31

Filed2026-05-14

NVDA

Nvidia Corporation

3.40%

Shares70.3K

Event2026-03-31

Filed2026-05-14

AAPL

Apple Inc Com

5.70%

Shares52.6K

Event2026-03-31

Filed2026-05-14

MSFT

Microsoft

-5.26%

Shares35.3K

Event2026-03-31

Filed2026-05-14

Broadcom Inc Com

9.00%

Shares30.2K

Event2026-03-31

Filed2026-05-14

Morgan Stanley Com

2.82%

Shares57.3K

Event2026-03-31

Filed2026-05-14

SPY

SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)

2.87%

Shares14.7K

Event2026-03-31

Filed2026-05-14

AMZN

Amazon.Com Inc

13.09%

Shares36.3K

Event2026-03-31

Filed2026-05-14

BRK.A

Berkshire Hathaway

0.00%

Shares11

Event2026-03-31

Filed2026-05-14

XLE

Energy Select Sector SPDR ETF IV

7.06%

Shares103.8K

Event2026-03-31

Filed2026-05-14

TSM

Taiwan Semiconductor

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-14

Mastercard Inc CL A

-9.09%

Shares10.0K

Event2026-03-31

Filed2026-05-14

JNJ

Johnson & Johnson

0.00%

Shares20.7K

Event2026-03-31

Filed2026-05-14