Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- Latest filing
- Aug 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 93
- +3 vs. Q2 2025
- Portfolio value
- $211.6M
- +$13.6M (+6.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,339 | $23.9M | 11.3% | −535−0.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 32,227 | $16.7M | 7.9% | −518−1.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 68,631 | $12.8M | 6.1% | +580+0.9% | Added | History |
| AAPLApple Inc. | Stock | 47,538 | $12.1M | 5.7% | +555+1.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,689 | $9.12M | 4.3% | +151+1.1% | Added | History |
| MSMorgan Stanley | Stock | 53,075 | $8.44M | 4.0% | +250+0.5% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.30M | 3.9% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 24,025 | $7.93M | 3.7% | +920+4.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 26,783 | $5.88M | 2.8% | +3,227+13.7% | Added | History |
| MAMastercard Inc | Stock | 10,141 | $5.77M | 2.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 7,340 | $5.39M | 2.5% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 12,572 | $5.09M | 2.4% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 53,681 | $4.80M | 2.3% | +5,000+10.3% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $4.08M | 1.9% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,720 | $3.88M | 1.8% | +200+2.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 19,838 | $3.82M | 1.8% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 39,105 | $3.78M | 1.8% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,207 | $3.69M | 1.7% | +820+6.6% | Added | History |
| JNJJohnson & Johnson | Stock | 19,715 | $3.66M | 1.7% | +550+2.9% | Added | History |
| iShares Tr464288760 | US AER DEF ETF | 12,249 | $2.56M | 1.2% | +500+4.3% | Added | – |
| NKENIKE, Inc. | Stock | 35,805 | $2.50M | 1.2% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $2.39M | 1.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,800 | $2.27M | 1.1% | +750+4.7% | Added | – |
| CCitigroup Inc | Stock | 21,975 | $2.23M | 1.1% | +1,975+9.9% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $2.01M | 0.9% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $1.93M | 0.9% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 36,600 | $1.89M | 0.9% | +2,000+5.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,062 | $1.88M | 0.9% | +750+32.4% | Added | – |
| PEPPepsiCo Inc | Stock | 12,500 | $1.76M | 0.8% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $1.75M | 0.8% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 1,710 | $1.66M | 0.8% | +460+36.8% | Added | History |
| CCICrown Castle Inc. | REIT | 16,000 | $1.54M | 0.7% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 10,900 | $1.44M | 0.7% | +1,000+10.1% | Added | History |
| NFLXNetflix Inc | Stock | 1,150 | $1.38M | 0.7% | 00.0% | Unchanged | History |
| iShares Tr464288752 | US HOME CONS ETF | 12,500 | $1.34M | 0.6% | +2,500+25.0% | Added | – |
| WFCWells Fargo & Company | Stock | 15,000 | $1.26M | 0.6% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 2,500 | $1.25M | 0.6% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 1,625 | $1.24M | 0.6% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 11,832 | $1.22M | 0.6% | 00.0% | Unchanged | History |
| KBHKB Home | COM | 18,500 | $1.18M | 0.6% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 13,800 | $1.16M | 0.5% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 9,403 | $1.08M | 0.5% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $1.06M | 0.5% | 00.0% | Unchanged | – |
| LENLennar Corp | CL A | 8,400 | $1.06M | 0.5% | +1,000+13.5% | Added | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $1.06M | 0.5% | 00.0% | Unchanged | – |
| BGBunge Global SA | COM SHS | 12,058 | $979.7K | 0.5% | 00.0% | Unchanged | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 17,999 | $941.3K | 0.4% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $927.9K | 0.4% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $923.1K | 0.4% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $852.4K | 0.4% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 3,675 | $843.3K | 0.4% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 32,600 | $830.6K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $724.7K | 0.3% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 734 | $679.4K | 0.3% | −105−12.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,000 | $607.8K | 0.3% | 00.0% | Unchanged | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 15,000 | $587.7K | 0.3% | +11,000+275.0% | Added | History |
| MDTMedtronic plc | Stock | 6,000 | $571.4K | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $569.0K | 0.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $563.8K | 0.3% | 00.0% | Unchanged | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,500 | $550.9K | 0.3% | +1,000+13.3% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $538.7K | 0.3% | +5,000+100.0% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $538.6K | 0.3% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 7,000 | $527.7K | 0.2% | +2,000+40.0% | Added | History |
| ZSZscaler, Inc. | Stock | 1,750 | $524.4K | 0.2% | +250+16.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,260 | $447.9K | 0.2% | +610+93.8% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,000 | $409.5K | 0.2% | +15,000 | New | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $393.0K | 0.2% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 808 | $385.5K | 0.2% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 7,000 | $370.8K | 0.2% | +7,000 | New | History |
| CROXCrocs, Inc. | COM | 4,375 | $365.5K | 0.2% | 00.0% | Unchanged | History |
| NLYAnnaly Capital Management Inc | REIT | 16,621 | $335.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 14,300 | $334.1K | 0.2% | 00.0% | Unchanged | – |
| CMGChipotle Mexican Grill Inc | COM | 8,000 | $313.5K | 0.1% | −8,850−52.5% | Reduced | History |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $307.6K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 500 | $300.2K | 0.1% | 00.0% | Unchanged | – |
| INSMINSMED Inc | COM PAR $.01 | 2,000 | $288.0K | 0.1% | +2,000 | New | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $262.7K | 0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 1,250 | $254.5K | 0.1% | +500+66.7% | Added | History |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 3,624 | $217.5K | 0.1% | 00.0% | Unchanged | – |
| COFCapital One Financial Corp | Stock | 1,000 | $212.6K | 0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 1,550 | $210.8K | 0.1% | +1,550 | New | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,775 | $201.6K | 0.1% | +3,775 | New | – |
| LRCXLam Research Corp | Stock | 1,500 | $200.8K | 0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $175.9K | 0.1% | 00.0% | Unchanged | – |
| HOODRobinhood Markets, Inc. | Stock | 1,160 | $166.1K | 0.1% | −40−3.3% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 200 | $151.6K | 0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $141.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $130.7K | 0.1% | 00.0% | Unchanged | – |
| DHIHorton D R Inc | COM | 750 | $127.1K | 0.1% | +750 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $122.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $120.7K | 0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 1,760 | $114.4K | 0.1% | −7,000−79.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 479 | $113.2K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.