Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 84
- −9 vs. Q3 2025
- Portfolio value
- $224.6M
- +$12.9M (+6.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 93,474 | $28.9M | 12.9% | −4,865−4.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 37,241 | $15.0M | 6.7% | +5,014+15.6% | Added | History |
| AAPLApple Inc. | Stock | 49,730 | $13.0M | 5.8% | +2,192+4.6% | Added | History |
| NVDANVIDIA Corp | Stock | 67,996 | $12.7M | 5.7% | −635−0.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,292 | $9.74M | 4.3% | +603+4.4% | Added | History |
| MSMorgan Stanley | Stock | 55,688 | $9.36M | 4.2% | +2,613+4.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 27,728 | $9.18M | 4.1% | +3,703+15.4% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.24M | 3.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 32,078 | $6.40M | 2.9% | +5,295+19.8% | Added | History |
| MAMastercard Inc | Stock | 10,991 | $5.80M | 2.6% | +850+8.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,517 | $5.34M | 2.4% | +1,310+9.9% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 96,962 | $5.23M | 2.3% | −10,400−9.7% | ReducedConverted for a 2-for-1 split | – |
| JNJJohnson & Johnson | Stock | 20,696 | $5.06M | 2.3% | +981+5.0% | Added | History |
| HDHome Depot, Inc. | Stock | 12,960 | $5.06M | 2.3% | +388+3.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 7,670 | $4.98M | 2.2% | +330+4.5% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 90,000 | $4.60M | 2.0% | +10,000+12.5% | Added | – |
| CCKCrown Holdings, Inc. | COM | 39,005 | $4.31M | 1.9% | −100−0.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,403 | $4.20M | 1.9% | +683+8.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 19,838 | $3.73M | 1.7% | 00.0% | Unchanged | History |
| iShares Tr464288760 | US AER DEF ETF | 12,249 | $2.85M | 1.3% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $2.71M | 1.2% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 22,000 | $2.45M | 1.1% | +25+0.1% | Added | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,800 | $2.44M | 1.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 5,145 | $2.32M | 1.0% | +3,885+308.3% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $2.21M | 1.0% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,491 | $2.19M | 1.0% | +429+14.0% | Added | – |
| PEPPepsiCo Inc | Stock | 12,500 | $2.09M | 0.9% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 32,646 | $1.99M | 0.9% | −3,159−8.8% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $1.98M | 0.9% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 36,600 | $1.92M | 0.9% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 1,834 | $1.90M | 0.8% | +209+12.9% | Added | History |
| ASMLASML Holding NV | ADR | 1,210 | $1.70M | 0.8% | −500−29.2% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $1.68M | 0.7% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 13,800 | $1.65M | 0.7% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 2,500 | $1.59M | 0.7% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 11,632 | $1.55M | 0.7% | −200−1.7% | Reduced | History |
| BGBunge Global SA | COM SHS | 12,058 | $1.47M | 0.7% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,000 | $1.41M | 0.6% | +30,000+200.0% | Added | – |
| CCICrown Castle Inc. | REIT | 16,000 | $1.40M | 0.6% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 50,050 | $1.37M | 0.6% | +17,450+53.5% | Added | History |
| WFCWells Fargo & Company | Stock | 15,000 | $1.29M | 0.6% | 00.0% | Unchanged | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 22,679 | $1.18M | 0.5% | +4,680+26.0% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $1.11M | 0.5% | 00.0% | Unchanged | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $1.09M | 0.5% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 3,500 | $1.08M | 0.5% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $1.02M | 0.5% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 984 | $982.9K | 0.4% | +250+34.1% | Added | History |
| RSGRepublic Services, Inc. | COM | 4,425 | $977.4K | 0.4% | +750+20.4% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $958.9K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,500 | $843.0K | 0.4% | −5,000−40.0% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $810.2K | 0.4% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $749.6K | 0.3% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 9,200 | $697.9K | 0.3% | −2,300−20.0% | ReducedConverted for a 10-for-1 split | History |
| MCDMcDonalds Corp | Stock | 2,000 | $664.2K | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 6,418 | $657.1K | 0.3% | −2,985−31.7% | Reduced | History |
| CATCaterpillar Inc | Stock | 808 | $612.7K | 0.3% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 6,000 | $605.3K | 0.3% | 00.0% | Unchanged | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $557.3K | 0.2% | 00.0% | Unchanged | – |
| PHParker-Hannifin Corp | Stock | 565 | $554.9K | 0.2% | +365+182.5% | Added | History |
| AMGNAmgen Inc | Stock | 1,500 | $549.3K | 0.2% | +1,500 | New | History |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $546.0K | 0.2% | 00.0% | Unchanged | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,500 | $415.9K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $412.5K | 0.2% | 00.0% | Unchanged | – |
| NLYAnnaly Capital Management Inc | REIT | 17,696 | $405.8K | 0.2% | +1,075+6.5% | Added | History |
| PSXPhillips 66 | Stock | 2,250 | $351.6K | 0.2% | +700+45.2% | Added | History |
| LRCXLam Research Corp | Stock | 1,500 | $346.9K | 0.2% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,750 | $319.2K | 0.1% | +1,750 | New | History |
| COFCapital One Financial Corp | Stock | 1,500 | $310.3K | 0.1% | +500+50.0% | Added | 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 | $300.3K | 0.1% | 00.0% | Unchanged | – |
| ZSZscaler, Inc. | Stock | 1,750 | $299.1K | 0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $244.2K | 0.1% | +250+20.0% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,775 | $229.7K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 500 | $162.1K | 0.1% | +500 | New | History |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $135.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $130.9K | 0.1% | 00.0% | Unchanged | – |
| TOSTToast, Inc. | Stock | 5,000 | $130.7K | 0.1% | +5,000 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $130.6K | 0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,000 | $129.1K | 0.1% | +1,000 | New | History |
| Vanguard Real Estate ETF922908553 | ETF | 1,374 | $128.1K | 0.1% | −1,500−52.2% | Reduced | – |
| UNPUnion Pacific Corp | Stock | 479 | $125.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $120.9K | 0.1% | 00.0% | Unchanged | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 1,737 | $109.0K | <0.1% | −1,887−52.1% | Reduced | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $102.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| PHMPultegroup Inc | COM | 10,900 | $1.44M | 0.7% | History |
| KBHKB Home | COM | 18,500 | $1.18M | 0.6% | History |
| LENLennar Corp | CL A | 8,400 | $1.06M | 0.5% | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 15,000 | $587.7K | 0.3% | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,000 | $538.7K | 0.3% | – |
| CVSCVS Health Corp | Stock | 7,000 | $527.7K | 0.2% | History |
| BILLBILL Holdings, Inc. | Stock | 7,000 | $370.8K | 0.2% | History |
| CROXCrocs, Inc. | COM | 4,375 | $365.5K | 0.2% | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 14,300 | $334.1K | 0.2% | – |
| CMGChipotle Mexican Grill Inc | COM | 8,000 | $313.5K | 0.1% | History |
| INSMINSMED Inc | COM PAR $.01 | 2,000 | $288.0K | 0.1% | History |
| HOODRobinhood Markets, Inc. | Stock | 1,160 | $166.1K | 0.1% | History |
| DHIHorton D R Inc | COM | 750 | $127.1K | 0.1% | History |
| IBITiShares Bitcoin Trust ETF | ETF | 1,760 | $114.4K | 0.1% | History |