Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 20, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 89
- −4 vs. Q3 2024
- Portfolio value
- $199.6M
- +$4.11M (+2.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 99,574 | $18.8M | 9.4% | +1,087+1.1% | Added | History |
| AAPLApple Inc. | Stock | 60,429 | $15.1M | 7.6% | +1,237+2.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 35,618 | $15.0M | 7.5% | +400+1.1% | Added | History |
| NVDANVIDIA Corp | Stock | 67,757 | $9.10M | 4.6% | +3,770+5.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,109 | $8.86M | 4.4% | +2,486+19.7% | Added | History |
| Berkshire Hat A 100th084990175 | COM | 1,100 | $7.49M | 3.8% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 30,652 | $6.72M | 3.4% | +986+3.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 26,281 | $6.09M | 3.1% | +2,970+12.7% | Added | History |
| MSMorgan Stanley | Stock | 48,226 | $6.06M | 3.0% | +2,298+5.0% | Added | History |
| MAMastercard Inc | Stock | 10,861 | $5.72M | 2.9% | +399+3.8% | Added | History |
| HDHome Depot, Inc. | Stock | 14,623 | $5.69M | 2.9% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 60,059 | $5.14M | 2.6% | −1,165−1.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 7,251 | $4.25M | 2.1% | +525+7.8% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $4.06M | 2.0% | 00.0% | Unchanged | – |
| AMTAmerican Tower Corp | REIT | 21,605 | $3.96M | 2.0% | −473−2.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,558 | $3.88M | 1.9% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 39,405 | $3.26M | 1.6% | −27−0.1% | Reduced | History |
| CCitigroup Inc | Stock | 43,088 | $3.03M | 1.5% | +3,250+8.2% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 56,750 | $3.01M | 1.5% | +39,750+233.8% | Added | History |
| NKENIKE, Inc. | Stock | 39,530 | $2.99M | 1.5% | −1,500−3.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,085 | $2.98M | 1.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 19,346 | $2.80M | 1.4% | −4,251−18.0% | Reduced | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 18,980 | $2.34M | 1.2% | +18,980 | New | – |
| MPCMarathon Petroleum Corp | Stock | 16,000 | $2.23M | 1.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 46,247 | $2.03M | 1.0% | +2,500+5.7% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $1.94M | 1.0% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 71,750 | $1.90M | 1.0% | +4,000+5.9% | Added | History |
| PEPPepsiCo Inc | Stock | 12,500 | $1.90M | 1.0% | 00.0% | Unchanged | History |
| iShares Tr464288760 | US AER DEF ETF | 12,840 | $1.87M | 0.9% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 17,300 | $1.72M | 0.9% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $1.72M | 0.9% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $1.50M | 0.8% | 00.0% | Unchanged | – |
| CCICrown Castle Inc. | REIT | 16,000 | $1.45M | 0.7% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 23,579 | $1.42M | 0.7% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 12,902 | $1.41M | 0.7% | −700−5.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,312 | $1.25M | 0.6% | −1,247−35.0% | Reduced | – |
| KBHKB Home | COM | 18,891 | $1.24M | 0.6% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 2,500 | $1.21M | 0.6% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 1,500 | $1.16M | 0.6% | 00.0% | Unchanged | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $1.13M | 0.6% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 12,482 | $1.13M | 0.6% | +2,400+23.8% | Added | History |
| DISWalt Disney Co | Stock | 9,623 | $1.07M | 0.5% | +2,975+44.8% | Added | History |
| WFCWells Fargo & Company | Stock | 15,000 | $1.05M | 0.5% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 1,100 | $980.5K | 0.5% | +950+633.3% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $972.4K | 0.5% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 12,000 | $958.6K | 0.5% | 00.0% | Unchanged | History |
| BGBunge Global SA | COM SHS | 12,058 | $937.6K | 0.5% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $934.9K | 0.5% | −36,432−69.2% | Reduced | – |
| CROXCrocs, Inc. | COM | 8,100 | $887.2K | 0.4% | +1,800+28.6% | Added | History |
| LENLennar Corp | CL A | 6,367 | $868.3K | 0.4% | −1,300−17.0% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $852.9K | 0.4% | 00.0% | Unchanged | – |
| PSXPhillips 66 | Stock | 7,359 | $838.4K | 0.4% | −795−9.7% | Reduced | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 16,299 | $828.3K | 0.4% | 00.0% | Unchanged | – |
| RSGRepublic Services, Inc. | COM | 3,775 | $759.5K | 0.4% | 00.0% | Unchanged | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,000 | $676.6K | 0.3% | +7,000+140.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $666.5K | 0.3% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 10,000 | $603.5K | 0.3% | +10,000 | New | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $581.3K | 0.3% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 2,000 | $579.8K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,907 | $552.3K | 0.3% | −1,260−30.2% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $537.9K | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 578 | $529.6K | 0.3% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 10,000 | $513.9K | 0.3% | +10,000 | New | History |
| IFFInternational Flavors & Fragrances Inc | COM | 6,000 | $507.3K | 0.3% | −7,000−53.8% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $484.4K | 0.2% | 00.0% | Unchanged | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $483.3K | 0.2% | +10,000 | New | – |
| CATCaterpillar Inc | Stock | 1,258 | $456.4K | 0.2% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 2,250 | $454.0K | 0.2% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,000 | $444.7K | 0.2% | +500+100.0% | Added | History |
| ASMLASML Holding NV | ADR | 600 | $415.8K | 0.2% | −125−17.2% | Reduced | History |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 7,974 | $394.3K | 0.2% | +7,974 | New | – |
| AIC3.ai, Inc. | Stock | 11,250 | $387.3K | 0.2% | +11,250 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $356.6K | 0.2% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 1,000 | $328.9K | 0.2% | +1,000 | New | History |
| ZTSZoetis Inc. | Stock | 1,905 | $310.4K | 0.2% | −563−22.8% | Reduced | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $295.2K | 0.1% | 00.0% | Unchanged | History |
| NLYAnnaly Capital Management Inc | REIT | 15,035 | $275.1K | 0.1% | +492+3.4% | Added | History |
| AMGNAmgen Inc | Stock | 1,000 | $260.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $256.0K | 0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,042 | $249.8K | 0.1% | +468+81.5% | Added | History |
| CVXChevron Corp | Stock | 1,700 | $246.2K | 0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 3,000 | $228.8K | 0.1% | 00.0% | Unchanged | History |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 2,987 | $159.1K | 0.1% | 00.0% | Unchanged | – |
| CPNGCoupang, Inc. | CL A | 6,597 | $145.0K | 0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $128.9K | 0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 190 | $120.8K | 0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 350 | $119.8K | 0.1% | +350 | New | History |
| UNPUnion Pacific Corp | Stock | 479 | $109.2K | 0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 1,500 | $108.3K | 0.1% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
Sold out since Q3 2024 (12)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 59,274 | $2.96M | 1.5% | History |
| iShares Russell 2000 ETF464287655 | ETF | 4,500 | $994.0K | 0.5% | – |
| STZConstellation Brands, Inc. | Stock | 3,408 | $878.2K | 0.4% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 533 | $560.3K | 0.3% | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,000 | $422.6K | 0.2% | – |
| UBERUber Technologies, Inc | Stock | 3,500 | $263.1K | 0.1% | History |
| iShares Tr464288752 | US HOME CONS ETF | 2,000 | $254.2K | 0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,433 | $216.3K | 0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 572 | $162.0K | 0.1% | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,035 | $144.7K | 0.1% | – |
| CVSCVS Health Corp | Stock | 2,000 | $125.8K | 0.1% | History |
| CRBGCorebridge Financial, Inc. | COM | 4,000 | $116.6K | 0.1% | History |