Skip to main content
Livermore
Livermore
ZHEN

Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 9, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
94
+8 vs. Q4 2023
Portfolio value
$188.9M
+$18.9M (+11.1%) vs. Q4 2023
Filed
May 9, 2024
SEC
Holdings of Jupiter Wealth Management LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock106,868$18.1M9.6%+6,727+6.7%AddedHistory
MSFTMicrosoft CorpStock35,401$14.5M7.7%−509−1.4%ReducedHistory
AAPLApple Inc.Stock62,224$11.4M6.0%−2,490−3.8%ReducedHistory
Berkshire Hat A 100th084990175COM1,100$6.73M3.6%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF67,243$6.26M3.3%−4,353−6.1%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM104,513$5.93M3.1%−1,864−1.8%Reduced–
SPYSPDR S&P 500 ETF TrustETF11,057$5.72M3.0%+501+4.7%AddedHistory
AMZNAmazon Com IncStock30,020$5.64M3.0%+3,480+13.1%AddedHistory
MAMastercard IncStock11,568$5.26M2.8%−150−1.3%ReducedHistory
HDHome Depot, Inc.Stock15,185$5.15M2.7%−1,080−6.6%ReducedHistory
NVDANVIDIA CorpStock5,616$5.08M2.7%+2,178+63.4%AddedHistory
NKENIKE, Inc.Stock49,834$4.66M2.5%−700−1.4%ReducedHistory
MSMorgan StanleyStock47,608$4.55M2.4%+1,200+2.6%AddedHistory
AMTAmerican Tower CorpREIT23,350$4.23M2.2%−2,473−9.6%ReducedHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL80,000$4.05M2.1%00.0%Unchanged–
CCKCrown Holdings, Inc.COM43,082$3.62M1.9%−1,100−2.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock8,894$3.61M1.9%+2,650+42.4%AddedHistory
AVGOBroadcom Inc.Stock2,665$3.53M1.9%+39+1.5%AddedHistory
FCXFreeport-McMoran IncStock67,974$3.40M1.8%+6,093+9.8%AddedHistory
JNJJohnson & JohnsonStock21,681$3.23M1.7%−746−3.3%ReducedHistory
MPCMarathon Petroleum CorpStock16,000$2.89M1.5%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock6,065$2.87M1.5%+1,785+41.7%AddedHistory
PEPPepsiCo IncStock14,000$2.48M1.3%−5,770−29.2%ReducedHistory
BACBank of America CorpStock61,946$2.34M1.2%+22,946+58.8%AddedHistory
MRKMerck & Co., Inc.Stock17,500$2.27M1.2%00.0%UnchangedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM207,787$2.26M1.2%+50,000+31.7%AddedHistory
CCitigroup IncStock34,922$2.19M1.2%+17,922+105.4%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR13,800$1.98M1.0%+3,600+35.3%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST19,475$1.92M1.0%00.0%Unchanged–
PFEPfizer IncStock67,750$1.92M1.0%+10,150+17.6%AddedHistory
LLYEli Lilly & CoStock2,039$1.58M0.8%−230−10.1%ReducedHistory
CCICrown Castle Inc.REIT16,000$1.56M0.8%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF11,500$1.54M0.8%+800+7.5%Added–
PHMPultegroup IncCOM12,200$1.41M0.7%+1,000+8.9%AddedHistory
CROXCrocs, Inc.COM10,100$1.37M0.7%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock3,000$1.34M0.7%00.0%UnchangedHistory
JPCNuveen Preferred & Income Opportunities FundCOM182,794$1.32M0.7%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM402$1.28M0.7%−10−2.4%ReducedHistory
PSXPhillips 66Stock8,650$1.27M0.7%00.0%UnchangedHistory
BGBunge Global SACOM SHS12,058$1.27M0.7%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM13,000$1.26M0.7%−3,000−18.8%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF3,735$1.25M0.7%00.0%Unchanged–
KBHKB HomeCOM17,800$1.23M0.7%+1,800+11.3%AddedHistory
LMTLockheed Martin CorpStock2,500$1.17M0.6%00.0%UnchangedHistory
DISWalt Disney CoStock10,915$1.15M0.6%+1,720+18.7%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER62,034$1.09M0.6%00.0%Unchanged–
MDTMedtronic plcStock12,000$978.6K0.5%+1,000+9.1%AddedHistory
LENLennar CorpCL A5,900$935.0K0.5%+400+7.3%AddedHistory
ASMLASML Holding NVADR1,020$929.7K0.5%+95+10.3%AddedHistory
WFCWells Fargo & CompanyStock15,000$918.5K0.5%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF11,000$897.2K0.5%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM7,000$813.0K0.4%+2,000+40.0%AddedHistory
iShares Select Dividend ETF464287168ETF6,548$804.7K0.4%00.0%Unchanged–
Neos ETF Trust78433H303NEOS S&P 500 HI16,299$803.9K0.4%+16,299New–
SCHWSchwab Charles CorpStock10,000$764.0K0.4%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,500$599.1K0.3%+700+25.0%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F9,865$597.8K0.3%00.0%Unchanged–
STZConstellation Brands, Inc.Stock2,250$581.3K0.3%+2,250NewHistory
CVXChevron CorpStock3,400$552.6K0.3%+3,400NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM571$545.7K0.3%+434+316.8%AddedHistory
MCDMcDonalds CorpStock2,000$537.0K0.3%00.0%UnchangedHistory
WMWaste Management IncStock2,500$525.0K0.3%00.0%UnchangedHistory
CATCaterpillar IncStock1,500$516.8K0.3%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,795$500.8K0.3%+1,795NewHistory
iShares Russell 2000 Growth ETF464287648ETF1,683$437.7K0.2%00.0%Unchanged–
CRSPCRISPR Therapeutics AGNAMEN AKT7,500$399.7K0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock475$362.6K0.2%+475NewHistory
RSGRepublic Services, Inc.COM1,850$346.6K0.2%+1,150+164.3%AddedHistory
Vanguard Real Estate ETF922908553ETF4,155$338.4K0.2%−60−1.4%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF1,821$326.2K0.2%00.0%Unchanged–
ELEstee Lauder Companies IncCL A2,500$323.8K0.2%+2,500NewHistory
INTCIntel CorpStock10,000$300.0K0.2%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock900$282.4K0.1%+900NewHistory
ZTSZoetis Inc.Stock1,705$281.2K0.1%−770−31.1%ReducedHistory
NLYAnnaly Capital Management IncREIT14,087$277.2K0.1%+911+6.9%AddedHistory
WMTWalmart Inc.Stock4,575$275.9K0.1%+2,550+125.9%AddedConverted for a 3-for-1 splitHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,000$266.4K0.1%00.0%Unchanged–
NFJVirtus Dividend, Interest & Premium Strategy FundCOM21,421$261.3K0.1%00.0%UnchangedHistory
AFBAlliancebernstein National Municipal Income FundCOM23,675$256.6K0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock2,000$243.8K0.1%+2,000NewHistory
CSCOCisco Systems, Inc.Stock5,000$240.0K0.1%+5,000NewHistory
DDDuPont de Nemours, Inc.COM3,000$234.6K0.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM1,000$219.7K0.1%−1,050−51.2%ReducedHistory
PHParker-Hannifin CorpStock390$216.4K0.1%+390NewHistory
PANWPalo Alto Networks IncStock500$151.5K0.1%+500NewHistory
MOSMosaic CoCOM5,000$147.8K0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A6,597$141.6K0.1%00.0%UnchangedHistory
DBX ETF Tr233051143XTRACKRS S&P 5002,987$141.2K0.1%00.0%Unchanged–
CVSCVS Health CorpStock2,500$137.3K0.1%−29,248−92.1%ReducedHistory
LRCXLam Research CorpCOM150$137.0K0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock2,000$132.8K0.1%+2,000NewHistory
PMMFranklin Managed Municipal Income TrustCOM20,000$120.2K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock479$117.8K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock574$112.3K0.1%−6,613−92.0%ReducedHistory

Sold out since Q4 2023 (4)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Jupiter Wealth Management LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
UNHUnitedHealth Group IncStock1,654$870.8K0.5%History
TSLATesla, Inc.Stock1,920$477.1K0.3%History
LNGCheniere Energy, Inc.COM NEW2,000$341.4K0.2%History
DEDeere & CoStock700$279.9K0.2%History