Institutions / Jupiter Wealth Management LLC
Jupiter Wealth Management LLC
CIK 1774207 · Institution · as of Dec 31, 2025
Portfolio value
$224.58M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $28.88M | 12.9% |
| Microsoft Corp | $14.96M | 6.7% |
| Apple Inc. | $13.02M | 5.8% |
| NVIDIA Corp | $12.71M | 5.7% |
| SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $9.74M | 4.3% |
| Morgan Stanley | $9.36M | 4.2% |
| Broadcom Inc. | $9.18M | 4.1% |
| Berkshire Hathaway | $8.24M | 3.7% |
| Amazon.com Inc | $6.40M | 2.9% |
| Mastercard Inc | $5.80M | 2.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.34M | 2.4% |
| Energy Select Sector SPDR ETF IV | $5.23M | 2.3% |
| Johnson & Johnson | $5.06M | 2.3% |
| Home Depot, Inc. | $5.06M | 2.3% |
| Meta Platforms Inc | $4.98M | 2.2% |
| JPMorgan Ultra SHRT Muncipl Incm ETF | $4.60M | 2.0% |
| Crown Holdings, Inc. | $4.31M | 1.9% |
| Warren E. Buffett | $4.20M | 1.9% |
| American Tower Corp | $3.73M | 1.7% |
| iShares US Aerospace Defense ETF | $2.85M | 1.3% |
| The Goldman Sachs Group, Inc. | $2.71M | 1.2% |
| Citigroup Inc | $2.45M | 1.1% |
| Invesco S & P Midcap Momentum ETF | $2.44M | 1.1% |
| SPDR Gold Trust | $2.32M | 1.0% |
| ProShares Trust S&P (500 Divid Aristocrats Etf) | $2.21M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.