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Livermore
Livermore
ZHEN

Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 7, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
86
0 vs. Q3 2023
Portfolio value
$170.0M
+$15.8M (+10.2%) vs. Q3 2023
Filed
Feb 7, 2024
SEC
Holdings of Jupiter Wealth Management LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock100,141$14.0M8.2%+1,548+1.6%AddedHistory
MSFTMicrosoft CorpStock35,910$13.5M7.9%+887+2.5%AddedHistory
AAPLApple Inc.Stock64,714$12.5M7.3%+1,053+1.7%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF71,596$6.00M3.5%00.0%Unchanged–
Berkshire Hat A 100th084990175COM1,100$5.97M3.5%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM106,377$5.85M3.4%+1,945+1.9%Added–
HDHome Depot, Inc.Stock16,265$5.64M3.3%+290+1.8%AddedHistory
AMTAmerican Tower CorpREIT25,823$5.57M3.3%+830+3.3%AddedHistory
NKENIKE, Inc.Stock50,534$5.49M3.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF10,556$5.02M3.0%+396+3.9%AddedHistory
MAMastercard IncStock11,718$5.00M2.9%00.0%UnchangedHistory
MSMorgan StanleyStock46,408$4.33M2.5%+5,331+13.0%AddedHistory
CCKCrown Holdings, Inc.COM44,182$4.07M2.4%+2,400+5.7%AddedHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL80,000$4.06M2.4%00.0%Unchanged–
AMZNAmazon Com IncStock26,540$4.03M2.4%00.0%UnchangedHistory
JNJJohnson & JohnsonStock22,427$3.52M2.1%00.0%UnchangedHistory
PEPPepsiCo IncStock19,770$3.36M2.0%+633+3.3%AddedHistory
AVGOBroadcom Inc.Stock2,626$2.93M1.7%+100+4.0%AddedHistory
FCXFreeport-McMoran IncStock61,881$2.63M1.5%+2,500+4.2%AddedHistory
CVSCVS Health CorpStock31,748$2.51M1.5%+4,347+15.9%AddedHistory
MPCMarathon Petroleum CorpStock16,000$2.37M1.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock6,244$2.23M1.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock17,500$1.91M1.1%00.0%UnchangedHistory
ProShares Tr74348A467S&P 500 DV ARIST19,475$1.85M1.1%00.0%Unchanged–
CCICrown Castle Inc.REIT16,000$1.84M1.1%00.0%UnchangedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM157,787$1.74M1.0%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,438$1.70M1.0%00.0%UnchangedHistory
PFEPfizer IncStock57,600$1.66M1.0%+9,000+18.5%AddedHistory
METAMeta Platforms, Inc.Stock4,280$1.51M0.9%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF10,700$1.35M0.8%00.0%Unchanged–
LLYEli Lilly & CoStock2,269$1.32M0.8%−171−7.0%ReducedHistory
BACBank of America CorpStock39,000$1.31M0.8%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM16,000$1.30M0.8%00.0%UnchangedHistory
JPCNuveen Preferred & Income Opportunities FundCOM182,794$1.24M0.7%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock7,187$1.22M0.7%00.0%UnchangedHistory
BGBunge Global SACOM SHS12,058$1.22M0.7%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock3,000$1.16M0.7%00.0%UnchangedHistory
PHMPultegroup IncCOM11,200$1.16M0.7%00.0%UnchangedHistory
PSXPhillips 66Stock8,650$1.15M0.7%00.0%UnchangedHistory
LMTLockheed Martin CorpStock2,500$1.13M0.7%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF3,735$1.13M0.7%00.0%Unchanged–
Global X FDS37954Y483NASDAQ 100 COVER62,034$1.08M0.6%00.0%Unchanged–
TSMTaiwan Semiconductor Manufacturing Co LtdADR10,200$1.06M0.6%00.0%UnchangedHistory
KBHKB HomeCOM16,000$999.4K0.6%+1,900+13.5%AddedHistory
CROXCrocs, Inc.COM10,100$943.4K0.6%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM412$942.2K0.6%00.0%UnchangedHistory
MDTMedtronic plcStock11,000$906.2K0.5%00.0%UnchangedHistory
CCitigroup IncStock17,000$874.5K0.5%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,654$870.8K0.5%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF11,000$855.0K0.5%00.0%Unchanged–
DISWalt Disney CoStock9,195$830.2K0.5%+1,125+13.9%AddedHistory
LENLennar CorpCL A5,500$819.7K0.5%+3,100+129.2%AddedHistory
iShares Select Dividend ETF464287168ETF6,548$767.6K0.5%00.0%Unchanged–
WFCWells Fargo & CompanyStock15,000$738.3K0.4%00.0%UnchangedHistory
ASMLASML Holding NVADR925$700.2K0.4%+450+94.7%AddedHistory
SCHWSchwab Charles CorpStock10,000$688.0K0.4%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,000$593.0K0.3%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F9,865$571.8K0.3%00.0%Unchanged–
BIIBBiogen Inc.COM2,050$530.5K0.3%−400−16.3%ReducedHistory
INTCIntel CorpStock10,000$502.5K0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM5,000$499.9K0.3%00.0%UnchangedHistory
ZTSZoetis Inc.Stock2,475$488.5K0.3%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,920$477.1K0.3%+1,320+220.0%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT7,500$469.5K0.3%00.0%UnchangedHistory
WMWaste Management IncStock2,500$447.8K0.3%00.0%UnchangedHistory
CATCaterpillar IncStock1,500$443.5K0.3%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF1,683$424.5K0.2%00.0%Unchanged–
GOOGAlphabet Inc.Stock2,800$394.6K0.2%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF4,215$372.4K0.2%00.0%Unchanged–
LNGCheniere Energy, Inc.COM NEW2,000$341.4K0.2%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,821$310.3K0.2%00.0%Unchanged–
DEDeere & CoStock700$279.9K0.2%00.0%UnchangedHistory
NFJVirtus Dividend, Interest & Premium Strategy FundCOM21,421$269.9K0.2%+412+2.0%AddedHistory
AFBAlliancebernstein National Municipal Income FundCOM23,675$256.6K0.2%00.0%UnchangedHistory
NLYAnnaly Capital Management IncREIT13,176$255.2K0.2%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,000$249.7K0.1%00.0%Unchanged–
DDDuPont de Nemours, Inc.COM3,000$230.8K0.1%00.0%UnchangedHistory
MOSMosaic CoCOM5,000$178.7K0.1%00.0%UnchangedHistory
DBX ETF Tr233051143XTRACKRS S&P 5002,987$130.1K0.1%00.0%Unchanged–
PMMFranklin Managed Municipal Income TrustCOM20,000$121.6K0.1%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM137$120.3K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock479$117.7K0.1%00.0%UnchangedHistory
LRCXLam Research CorpCOM150$117.5K0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM700$115.4K0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A6,597$106.8K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock675$106.4K0.1%00.0%UnchangedHistory