Jupiter Wealth Management LLC Top Holdings and 13F Report (2025) About Jupiter Wealth Management LLCInvestment ActivityJupiter Wealth Management LLC has $199.55 million in total holdings as of December 31, 2024.Jupiter Wealth Management LLC owns shares of 89 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 7.28% of the portfolio was purchased this quarter.About 6.14% of the portfolio was sold this quarter.This quarter, Jupiter Wealth Management LLC has purchased 93 new stocks and bought additional shares in 22 stocks.Jupiter Wealth Management LLC sold shares of 14 stocks and completely divested from 13 stocks this quarter.Largest Holdings Alphabet $18,849,358Apple $15,132,630Microsoft $15,012,987NVIDIA $9,099,088SPDR S&P 500 ETF Trust $8,855,261 Largest New Holdings this Quarter Invesco S&P MidCap Momentum ETF $2,344,599 HoldingSPDR S&P Regional Banking ETF $603,500 HoldingCameco $513,900 HoldingFinancial Select Sector SPDR Fund $483,300 HoldingGoldman Sachs S P 500 Cre PRM ETF IV $394,314 Holding Largest Purchases this Quarter Invesco S&P MidCap Momentum ETF 18,980 shares (about $2.34M)iShares Bitcoin ETF 39,750 shares (about $2.11M)SPDR S&P 500 ETF Trust 2,486 shares (about $1.46M)Netflix 950 shares (about $846.75K)Broadcom 2,970 shares (about $688.56K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 36,432 shares (about $2.10M)Vanguard S&P 500 ETF 1,247 shares (about $671.90K)Johnson & Johnson 4,251 shares (about $614.78K)International Flavors & Fragrances 7,000 shares (about $591.85K)Vanguard Extended Market ETF 1,260 shares (about $239.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJupiter Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$18,849,358$205,769 ▲1.1%99,5749.4%Computer and TechnologyAAPLApple$15,132,630$309,770 ▲2.1%60,4297.6%Computer and TechnologyMSFTMicrosoft$15,012,987$168,600 ▲1.1%35,6187.5%Computer and TechnologyNVDANVIDIA$9,099,088$506,273 ▲5.9%67,7574.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,855,261$1,457,024 ▲19.7%15,1094.4%FinanceBerkshire Hathaway 1/100 CL/A$7,490,1200.0%1,1003.8%CL AAMZNAmazon.com$6,724,742$216,319 ▲3.3%30,6523.4%Retail/WholesaleAVGOBroadcom$6,092,987$688,565 ▲12.7%26,2813.1%Computer and TechnologyMSMorgan Stanley$6,062,973$288,905 ▲5.0%48,2263.0%FinanceMAMastercard$5,719,077$210,101 ▲3.8%10,8612.9%Business ServicesHDHome Depot$5,688,2010.0%14,6232.9%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$5,144,654$99,794 ▼-1.9%60,0592.6%ETFMETAMeta Platforms$4,245,533$307,393 ▲7.8%7,2512.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$4,056,8000.0%80,0002.0%ETFAMTAmerican Tower$3,962,573$86,753 ▼-2.1%21,6052.0%FinanceBRK.BBerkshire Hathaway$3,879,1700.0%8,5581.9%FinanceCCKCrown$3,258,399$2,233 ▼-0.1%39,4051.6%Industrial ProductsCCitigroup$3,032,964$228,767 ▲8.2%43,0881.5%FinanceiShares Bitcoin ETF$3,010,588$2,108,738 ▲233.8%56,7501.5%-NKENIKE$2,991,235$113,505 ▼-3.7%39,5301.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,979,1370.0%15,0851.5%Computer and TechnologyJNJJohnson & Johnson$2,797,819$614,780 ▼-18.0%19,3461.4%MedicalXMMOInvesco S&P MidCap Momentum ETF$2,344,599$2,344,599 ▲New Holding18,9801.2%ETFMPCMarathon Petroleum$2,232,0000.0%16,0001.1%Oils/EnergyBACBank of America$2,032,556$109,875 ▲5.7%46,2471.0%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,938,7360.0%19,4751.0%ETFPFEPfizer$1,903,528$106,120 ▲5.9%71,7501.0%MedicalPEPPepsiCo$1,900,7500.0%12,5001.0%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$1,866,2940.0%12,8400.9%ETFMRKMerck & Co., Inc.$1,721,0040.0%17,3000.9%MedicalGSThe Goldman Sachs Group$1,717,8600.0%3,0000.9%FinanceIWFiShares Russell 1000 Growth ETF$1,499,9010.0%3,7350.8%ETFCCICrown Castle$1,452,1600.0%16,0000.7%FinanceCMGChipotle Mexican Grill$1,421,8140.0%23,5790.7%Retail/WholesalePHMPulteGroup$1,405,028$76,230 ▼-5.1%12,9020.7%ConstructionVOOVanguard S&P 500 ETF$1,245,729$671,896 ▼-35.0%2,3120.6%ETFKBHKB Home$1,241,5170.0%18,8910.6%ConstructionLMTLockheed Martin$1,214,8500.0%2,5000.6%AerospaceLLYEli Lilly and Company$1,158,0000.0%1,5000.6%MedicalQYLDGlobal X Nasdaq 100 Covered Call ETF$1,130,2590.0%62,0340.6%ManufacturingWMTWalmart$1,127,749$216,840 ▲23.8%12,4820.6%Retail/WholesaleDISWalt Disney$1,071,521$331,266 ▲44.8%9,6230.5%Consumer DiscretionaryWFCWells Fargo & Company$1,053,6000.0%15,0000.5%FinanceNFLXNetflix$980,452$846,754 ▲633.3%1,1000.5%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$972,4000.0%11,0000.5%ETFMDTMedtronic$958,5600.0%12,0000.5%MedicalBunge Global SA F$937,6300.0%12,0580.5%-JEPIJPMorgan Equity Premium Income ETF$934,863$2,095,934 ▼-69.2%16,2500.5%ETFCROXCrocs$887,193$197,154 ▲28.6%8,1000.4%Consumer DiscretionaryLENLennar$868,268$177,281 ▼-17.0%6,3670.4%ConstructionDVYiShares Select Dividend ETF$852,8600.0%6,4960.4%ETFPSXPhillips 66$838,411$90,574 ▼-9.7%7,3590.4%Oils/EnergySPYINEOS S&P 500 High Income ETF$828,3150.0%16,2990.4%ETFRSGRepublic Services$759,4550.0%3,7750.4%Business ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$676,560$394,660 ▲140.0%12,0000.3%ETFGOOGAlphabet$666,5400.0%3,5000.3%Computer and TechnologyKRESPDR S&P Regional Banking ETF$603,500$603,500 ▲New Holding10,0000.3%ETFVXUSVanguard Total International Stock ETF$581,3440.0%9,8650.3%ETFMCDMcDonald's$579,7800.0%2,0000.3%Retail/WholesaleVXFVanguard Extended Market ETF$552,272$239,375 ▼-30.2%2,9070.3%ETFXOMExxon Mobil$537,8500.0%5,0000.3%Oils/EnergyCOSTCostco Wholesale$529,6040.0%5780.3%Retail/WholesaleCCJCameco$513,900$513,900 ▲New Holding10,0000.3%Basic MaterialsIFFInternational Flavors & Fragrances$507,300$591,850 ▼-53.8%6,0000.3%Basic MaterialsIWOiShares Russell 2000 Growth ETF$484,4010.0%1,6830.2%ETFXLFFinancial Select Sector SPDR Fund$483,300$483,300 ▲New Holding10,0000.2%ETFCATCaterpillar$456,3520.0%1,2580.2%Industrial ProductsWMWaste Management$454,0280.0%2,2500.2%Business ServicesADBEAdobe$444,680$222,340 ▲100.0%1,0000.2%Computer and TechnologyASMLASML$415,848$86,635 ▼-17.2%6000.2%Computer and TechnologyGoldman Sachs S P 500 Cre PRM ETF IV$394,314$394,314 ▲New Holding7,9740.2%-AIC3.ai$387,338$387,338 ▲New Holding11,2500.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$356,6060.0%1,8210.2%ETFGE Vernova Inc$328,930$328,930 ▲New Holding1,0000.2%-ZTSZoetis$310,382$91,730 ▼-22.8%1,9050.2%MedicalCRSPCRISPR Therapeutics$295,2000.0%7,5000.1%MedicalNLYAnnaly Capital Management$275,143$9,004 ▲3.4%15,0350.1%FinanceAMGNAmgen$260,6400.0%1,0000.1%MedicalVNQVanguard Real Estate ETF$256,0160.0%2,8740.1%ETFJPMJPMorgan Chase & Co.$249,778$112,184 ▲81.5%1,0420.1%FinanceCVXChevron$246,2280.0%1,7000.1%Oils/EnergyDDDuPont de Nemours$228,7500.0%3,0000.1%Basic MaterialsSNPEXtrackers S&P 500 ESG ETF$159,1170.0%2,9870.1%ETFCPNGCoupang$145,0020.0%6,5970.1%Retail/WholesaleCheniere Energy Inc$128,9220.0%6000.1%-PHParker-Hannifin$120,8460.0%1900.1%Industrial ProductsCRWDCrowdStrike$119,756$119,756 ▲New Holding3500.1%Computer and TechnologyUNPUnion Pacific$109,2310.0%4790.1%TransportationLam Research Corp$108,345$108,345 ▲New Holding1,5000.1%-FCXFreeport-McMoRan$0$2,958,958 ▼-100.0%00.0%Basic MaterialsIWMiShares Russell 2000 ETF$0$994,005 ▼-100.0%00.0%FinanceSTZConstellation Brands$0$878,208 ▼-100.0%00.0%Consumer StaplesREGNRegeneron Pharmaceuticals$0$560,311 ▼-100.0%00.0%MedicalSCHDSchwab US Dividend Equity ETF$0$422,650 ▼-100.0%00.0%ETFUBERUber Technologies$0$263,060 ▼-100.0%00.0%Computer and TechnologyITBiShares U.S. Home Construction ETF$0$254,200 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$216,279 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$161,968 ▼-100.0%00.0%ETFVGKVanguard FTSE Europe ETF$0$144,689 ▼-100.0%00.0%ETFCVSCVS Health$0$125,760 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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