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Livermore
Livermore
ZHEN

Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 20, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
69
−20 vs. Q4 2024
Portfolio value
$165.1M
−$34.5M (−17.3%) vs. Q4 2024
Filed
May 20, 2025
SEC
Holdings of Jupiter Wealth Management LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock93,087$15.5M9.4%−6,487−6.5%ReducedHistory
MSFTMicrosoft CorpStock32,082$14.7M8.9%−3,536−9.9%ReducedHistory
AAPLApple Inc.Stock48,290$10.1M6.1%−12,139−20.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A11$8.44M5.1%+11NewHistory
SPYSPDR S&P 500 ETF TrustETF13,663$8.13M4.9%−1,446−9.6%ReducedHistory
NVDANVIDIA CorpStock57,521$7.80M4.7%−10,236−15.1%ReducedHistory
MSMorgan StanleyStock49,018$6.41M3.9%+792+1.6%AddedHistory
MAMastercard IncStock10,312$6.05M3.7%−549−5.1%ReducedHistory
HDHome Depot, Inc.Stock12,810$4.86M2.9%−1,813−12.4%ReducedHistory
AMZNAmazon Com IncStock23,543$4.85M2.9%−7,109−23.2%ReducedHistory
AVGOBroadcom Inc.Stock20,075$4.63M2.8%−6,206−23.6%ReducedHistory
AMTAmerican Tower CorpREIT20,511$4.41M2.7%−1,094−5.1%ReducedHistory
METAMeta Platforms, Inc.Stock6,795$4.35M2.6%−456−6.3%ReducedHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL80,000$4.06M2.5%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF47,059$3.97M2.4%−13,000−21.6%Reduced–
CCKCrown Holdings, Inc.COM39,405$3.95M2.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock7,528$3.86M2.3%−1,030−12.0%ReducedHistory
JNJJohnson & JohnsonStock19,346$2.95M1.8%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,437$2.21M1.3%−3,648−24.2%ReducedHistory
CCitigroup IncStock27,500$2.09M1.3%−15,588−36.2%ReducedHistory
NKENIKE, Inc.Stock32,646$2.03M1.2%−6,884−17.4%ReducedHistory
iShares Tr464288760US AER DEF ETF11,549$2.00M1.2%−1,291−10.1%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST19,475$1.98M1.2%00.0%Unchanged–
GSGoldman Sachs Group IncStock3,000$1.84M1.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT16,000$1.65M1.0%00.0%UnchangedHistory
PEPPepsiCo IncStock12,500$1.65M1.0%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock10,000$1.62M1.0%−6,000−37.5%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF3,735$1.50M0.9%00.0%Unchanged–
NFLXNetflix IncStock1,150$1.37M0.8%+50+4.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF2,312$1.26M0.8%00.0%Unchanged–
LMTLockheed Martin CorpStock2,500$1.18M0.7%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock15,000$1.14M0.7%00.0%UnchangedHistory
LLYEli Lilly & CoStock1,500$1.13M0.7%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM21,600$1.13M0.7%−1,979−8.4%ReducedHistory
BACBank of America CorpStock24,000$1.07M0.7%−22,247−48.1%ReducedHistory
MRKMerck & Co., Inc.Stock13,800$1.07M0.6%−3,500−20.2%ReducedHistory
CROXCrocs, Inc.COM9,225$1.06M0.6%+1,125+13.9%AddedHistory
RSGRepublic Services, Inc.COM4,175$1.05M0.6%+400+10.6%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER62,034$1.01M0.6%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF11,000$996.5K0.6%00.0%Unchanged–
WMTWalmart Inc.Stock9,932$974.5K0.6%−2,550−20.4%ReducedHistory
DISWalt Disney CoStock8,623$971.5K0.6%−1,000−10.4%ReducedHistory
BGBunge Global SACOM SHS12,058$968.3K0.6%00.0%UnchangedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI18,999$943.1K0.6%+2,700+16.6%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM16,250$914.7K0.6%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF6,496$870.1K0.5%00.0%Unchanged–
PFEPfizer IncStock32,600$749.8K0.5%−39,150−54.6%ReducedHistory
COSTCostco Wholesale CorpStock649$671.3K0.4%+71+12.3%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F9,865$658.4K0.4%00.0%Unchanged–
MCDMcDonalds CorpStock2,000$642.5K0.4%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,500$587.5K0.4%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM5,000$532.4K0.3%00.0%UnchangedHistory
MDTMedtronic plcStock6,000$521.8K0.3%−6,000−50.0%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF1,683$461.1K0.3%00.0%Unchanged–
ZSZscaler, Inc.Stock1,500$378.9K0.2%+1,500NewHistory
JPMJPMorgan Chase & CoStock1,429$378.5K0.2%+387+37.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,821$363.3K0.2%00.0%Unchanged–
NLYAnnaly Capital Management IncREIT16,070$317.7K0.2%+1,035+6.9%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT7,500$290.1K0.2%00.0%UnchangedHistory
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM5,889$285.1K0.2%−2,085−26.1%Reduced–
CATCaterpillar IncStock808$284.9K0.2%−450−35.8%ReducedHistory
Vanguard Real Estate ETF922908553ETF2,874$259.6K0.2%00.0%Unchanged–
DDDuPont de Nemours, Inc.COM3,000$206.8K0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A6,597$179.2K0.1%00.0%UnchangedHistory
LNGCheniere Energy, Inc.COM NEW600$139.9K0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock1,500$125.7K0.1%00.0%UnchangedHistory
AIC3.ai, Inc.Stock5,000$115.9K0.1%−6,250−55.6%ReducedHistory
DBX ETF Tr233051143XTRACKRS S&P 5002,087$110.8K0.1%−900−30.1%Reduced–
UNPUnion Pacific CorpStock479$109.9K0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (22)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Jupiter Wealth Management LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Berkshire Hat A 100th084990175COM1,100$7.49M3.8%–
IBITiShares Bitcoin Trust ETFETF56,750$3.01M1.5%History
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM18,980$2.34M1.2%–
PHMPultegroup IncCOM12,902$1.41M0.7%History
KBHKB HomeCOM18,891$1.24M0.6%History
LENLennar CorpCL A6,367$868.3K0.4%History
PSXPhillips 66Stock7,359$838.4K0.4%History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF12,000$676.6K0.3%–
State Street SPDR S&P Regional Banking ETF78464A698ETF10,000$603.5K0.3%–
Vanguard Index FDS922908652EXTEND MKT ETF2,907$552.3K0.3%–
CCJCameco CorpStock10,000$513.9K0.3%History
IFFInternational Flavors & Fragrances IncCOM6,000$507.3K0.3%History
State Street Financial Select Sector SPDR ETF81369Y605ETF10,000$483.3K0.2%–
WMWaste Management IncStock2,250$454.0K0.2%History
ADBEAdobe Inc.Stock1,000$444.7K0.2%History
ASMLASML Holding NVADR600$415.8K0.2%History
GEVGE Vernova Inc.Stock1,000$328.9K0.2%History
ZTSZoetis Inc.Stock1,905$310.4K0.2%History
AMGNAmgen IncStock1,000$260.6K0.1%History
CVXChevron CorpStock1,700$246.2K0.1%History
PHParker-Hannifin CorpStock190$120.8K0.1%History
CRWDCrowdStrike Holdings, Inc.Stock350$119.8K0.1%History