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Livermore
Livermore
ZHEN

Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
95
+1 vs. Q1 2024
Portfolio value
$188.7M
−$269.4K (−0.1%) vs. Q1 2024
Filed
Aug 12, 2024
SEC
Holdings of Jupiter Wealth Management LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock98,617$16.9M9.0%−8,251−7.7%ReducedHistory
MSFTMicrosoft CorpStock34,603$14.5M7.7%−798−2.3%ReducedHistory
AAPLApple Inc.Stock58,788$13.1M6.9%−3,436−5.5%ReducedHistory
Berkshire Hat A 100th084990175COM1,100$7.25M3.8%00.0%Unchanged–
NVDANVIDIA CorpStock60,627$7.09M3.8%+4,467+8.0%AddedConverted for a 10-for-1 splitHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF62,541$5.83M3.1%−4,702−7.0%Reduced–
HDHome Depot, Inc.Stock14,623$5.38M2.9%−562−3.7%ReducedHistory
AMZNAmazon Com IncStock28,549$5.34M2.8%−1,471−4.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF9,566$5.27M2.8%−1,491−13.5%ReducedHistory
AMTAmerican Tower CorpREIT22,078$4.87M2.6%−1,272−5.4%ReducedHistory
MAMastercard IncStock10,462$4.85M2.6%−1,106−9.6%ReducedHistory
MSMorgan StanleyStock45,928$4.74M2.5%−1,680−3.5%ReducedHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL80,000$4.07M2.2%00.0%Unchanged–
AVGOBroadcom Inc.Stock24,621$3.96M2.1%+21,956+823.9%AddedHistory
BRK.BBerkshire Hathaway IncStock8,332$3.65M1.9%−562−6.3%ReducedHistory
CCKCrown Holdings, Inc.COM40,432$3.59M1.9%−2,650−6.2%ReducedHistory
JNJJohnson & JohnsonStock22,596$3.57M1.9%+915+4.2%AddedHistory
NKENIKE, Inc.Stock41,305$3.09M1.6%−8,529−17.1%ReducedHistory
iShares Russell 2000 ETF464287655ETF13,750$3.08M1.6%+13,750New–
METAMeta Platforms, Inc.Stock6,126$2.91M1.5%+61+1.0%AddedHistory
MPCMarathon Petroleum CorpStock16,000$2.83M1.5%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM44,982$2.59M1.4%−59,531−57.0%Reduced–
BACBank of America CorpStock63,647$2.57M1.4%+1,701+2.7%AddedHistory
FCXFreeport-McMoran IncStock55,081$2.50M1.3%−12,893−19.0%ReducedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM205,787$2.37M1.3%−2,000−1.0%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR13,735$2.28M1.2%−65−0.5%ReducedHistory
CCitigroup IncStock34,588$2.24M1.2%−334−1.0%ReducedHistory
PFEPfizer IncStock71,140$2.17M1.2%+3,390+5.0%AddedHistory
PEPPepsiCo IncStock12,500$2.16M1.1%−1,500−10.7%ReducedHistory
MRKMerck & Co., Inc.Stock17,500$1.98M1.0%00.0%UnchangedHistory
ProShares Tr74348A467S&P 500 DV ARIST19,475$1.97M1.0%00.0%Unchanged–
CCICrown Castle Inc.REIT16,000$1.76M0.9%00.0%UnchangedHistory
PHMPultegroup IncCOM12,822$1.69M0.9%+622+5.1%AddedHistory
iShares Tr464288760US AER DEF ETF11,640$1.67M0.9%+140+1.2%Added–
KBHKB HomeCOM18,666$1.61M0.9%+866+4.9%AddedHistory
GSGoldman Sachs Group IncStock3,000$1.53M0.8%00.0%UnchangedHistory
JPCNuveen Preferred & Income Opportunities FundCOM182,794$1.40M0.7%00.0%UnchangedHistory
LMTLockheed Martin CorpStock2,500$1.35M0.7%00.0%UnchangedHistory
LENLennar CorpCL A7,592$1.34M0.7%+1,692+28.7%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF3,735$1.34M0.7%00.0%Unchanged–
IFFInternational Flavors & Fragrances IncCOM13,000$1.29M0.7%00.0%UnchangedHistory
BGBunge Global SACOM SHS12,058$1.27M0.7%00.0%UnchangedHistory
LLYEli Lilly & CoStock1,500$1.21M0.6%−539−26.4%ReducedHistory
Global X FDS37954Y483NASDAQ 100 COVER62,034$1.09M0.6%00.0%Unchanged–
PSXPhillips 66Stock7,459$1.09M0.6%−1,191−13.8%ReducedHistory
MDTMedtronic plcStock12,000$963.8K0.5%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM17,600$956.0K0.5%−2,500−12.4%ReducedConverted for a 50-for-1 splitHistory
iShares Russell Midcap ETF464287499ETF11,000$934.3K0.5%00.0%Unchanged–
WFCWells Fargo & CompanyStock15,000$890.1K0.5%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF6,548$851.9K0.5%00.0%Unchanged–
CROXCrocs, Inc.COM6,300$846.5K0.4%−3,800−37.6%ReducedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI16,299$818.5K0.4%00.0%Unchanged–
ASMLASML Holding NVADR845$791.5K0.4%−175−17.2%ReducedHistory
DISWalt Disney CoStock6,648$622.9K0.3%−4,267−39.1%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F9,865$610.4K0.3%00.0%Unchanged–
GOOGAlphabet Inc.Stock3,500$606.0K0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM5,000$593.0K0.3%−2,000−28.6%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM533$575.2K0.3%−38−6.7%ReducedHistory
STZConstellation Brands, Inc.Stock2,250$551.6K0.3%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,000$530.8K0.3%00.0%UnchangedHistory
CATCaterpillar IncStock1,500$519.3K0.3%00.0%UnchangedHistory
WMWaste Management IncStock2,500$506.6K0.3%00.0%UnchangedHistory
WMTWalmart Inc.Stock7,340$503.8K0.3%+2,765+60.4%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF1,683$477.9K0.3%00.0%Unchanged–
COSTCostco Wholesale CorpStock578$475.1K0.3%+103+21.7%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT7,500$429.7K0.2%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF6,000$425.8K0.2%+6,000New–
CSCOCisco Systems, Inc.Stock7,500$363.4K0.2%+2,500+50.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,821$345.6K0.2%00.0%Unchanged–
RSGRepublic Services, Inc.COM1,775$344.9K0.2%−75−4.1%ReducedHistory
AMGNAmgen IncStock1,000$332.5K0.2%+1,000NewHistory
INTCIntel CorpStock10,000$307.4K0.2%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,705$307.0K0.2%00.0%UnchangedHistory
NLYAnnaly Capital Management IncREIT14,543$289.6K0.2%+456+3.2%AddedHistory
NFJVirtus Dividend, Interest & Premium Strategy FundCOM21,421$272.3K0.1%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,000$268.6K0.1%00.0%Unchanged–
AFBAlliancebernstein National Municipal Income FundCOM23,675$266.6K0.1%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF2,874$259.8K0.1%−1,281−30.8%Reduced–
DDDuPont de Nemours, Inc.COM3,000$251.1K0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock2,000$238.4K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock400$220.7K0.1%+400NewHistory
Schwab US Dividend Equity ETF808524797ETF2,000$165.2K0.1%+2,000New–
DBX ETF Tr233051143XTRACKRS S&P 5002,987$151.1K0.1%00.0%Unchanged–
ELEstee Lauder Companies IncCL A1,500$149.4K0.1%−1,000−40.0%ReducedHistory
ORCLOracle CorpStock1,000$139.4K0.1%+1,000NewHistory
LRCXLam Research CorpCOM150$138.2K0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A6,597$136.9K0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock2,000$128.9K0.1%00.0%UnchangedHistory
PMMFranklin Managed Municipal Income TrustCOM20,000$126.0K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock574$122.1K0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock2,000$120.7K0.1%−500−20.0%ReducedHistory
UNPUnion Pacific CorpStock479$118.2K0.1%00.0%UnchangedHistory
CVXChevron CorpStock700$112.3K0.1%−2,700−79.4%ReducedHistory
LNGCheniere Energy, Inc.COM NEW600$109.6K0.1%+600NewHistory
PHParker-Hannifin CorpStock190$106.6K0.1%−200−51.3%ReducedHistory

Sold out since Q1 2024 (6)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Jupiter Wealth Management LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SCHWSchwab Charles CorpStock10,000$764.0K0.4%History
CRMSalesforce, Inc.Stock1,795$500.8K0.3%History
CRWDCrowdStrike Holdings, Inc.Stock900$282.4K0.1%History
BIIBBiogen Inc.COM1,000$219.7K0.1%History
PANWPalo Alto Networks IncStock500$151.5K0.1%History
MOSMosaic CoCOM5,000$147.8K0.1%History