Jupiter Wealth Management LLC Top Holdings and 13F Report (2024) About Jupiter Wealth Management LLCInvestment ActivityJupiter Wealth Management LLC has $195.44 million in total holdings as of September 30, 2024.Jupiter Wealth Management LLC owns shares of 93 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.About 4.99% of the portfolio was sold this quarter.This quarter, Jupiter Wealth Management LLC has purchased 95 new stocks and bought additional shares in 26 stocks.Jupiter Wealth Management LLC sold shares of 13 stocks and completely divested from 11 stocks this quarter.Largest Holdings Alphabet $16,334,069Microsoft $15,154,305Apple $13,791,736NVIDIA $7,770,581Berkshire Hathaway 1/100 CL/A $7,602,980 Largest New Holdings this Quarter Vanguard S&P 500 ETF $1,877,978 HoldingVanguard Extended Market ETF $758,352 HoldingiShares Bitcoin ETF $614,210 HoldingiShares U.S. Home Construction ETF $254,200 HoldingVanguard FTSE All-World ex-US ETF $216,279 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,559 shares (about $1.88M)SPDR S&P 500 ETF Trust 3,057 shares (about $1.75M)Vanguard Extended Market ETF 4,167 shares (about $758.35K)iShares Bitcoin ETF 17,000 shares (about $614.21K)JPMorgan Equity Premium Income ETF 7,700 shares (about $458.23K) Largest Sales this Quarter iShares Russell 2000 ETF 9,250 shares (about $2.04M)Bank of America 19,900 shares (about $789.63K)Broadcom 1,310 shares (about $225.98K)Energy Select Sector SPDR Fund 1,317 shares (about $115.63K)ASML 120 shares (about $99.99K) 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$16,334,069$21,561 ▼-0.1%98,4878.4%Computer and TechnologyMSFTMicrosoft$15,154,305$264,634 ▲1.8%35,2187.8%Computer and TechnologyAAPLApple$13,791,736$94,132 ▲0.7%59,1927.1%Computer and TechnologyNVDANVIDIA$7,770,581$408,038 ▲5.5%63,9874.0%Computer and TechnologyBerkshire Hathaway 1/100 CL/A$7,602,9800.0%1,1003.9%CL ASPYSPDR S&P 500 ETF Trust$7,242,572$1,753,984 ▲32.0%12,6233.7%FinanceHDHome Depot$5,925,2400.0%14,6233.0%Retail/WholesaleAMZNAmazon.com$5,527,666$208,131 ▲3.9%29,6662.8%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$5,375,467$115,633 ▼-2.1%61,2242.8%ETFMAMastercard$5,166,1360.0%10,4622.6%Business ServicesAMTAmerican Tower$5,134,4600.0%22,0782.6%FinanceMSMorgan Stanley$4,787,5350.0%45,9282.4%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$4,075,2000.0%80,0002.1%ETFAVGOBroadcom$4,021,148$225,975 ▼-5.3%23,3112.1%Computer and TechnologyBRK.BBerkshire Hathaway$3,938,905$104,019 ▲2.7%8,5582.0%FinanceMETAMeta Platforms$3,850,231$343,464 ▲9.8%6,7262.0%Computer and TechnologyJNJJohnson & Johnson$3,824,130$162,222 ▲4.4%23,5972.0%MedicalCCKCrown$3,780,740$95,880 ▼-2.5%39,4321.9%Industrial ProductsNKENIKE$3,627,052$24,310 ▼-0.7%41,0301.9%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$3,135,106$458,227 ▲17.1%52,6821.6%ETFFCXFreeport-McMoRan$2,958,958$209,315 ▲7.6%59,2741.5%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$2,619,812$234,455 ▲9.8%15,0851.3%Computer and TechnologyMPCMarathon Petroleum$2,606,5600.0%16,0001.3%Oils/EnergyCCitigroup$2,493,859$328,650 ▲15.2%39,8381.3%FinancePEPPepsiCo$2,125,6250.0%12,5001.1%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$2,079,1510.0%19,4751.1%ETFMRKMerck & Co., Inc.$1,964,588$22,712 ▼-1.1%17,3001.0%MedicalPFEPfizer$1,960,685$98,107 ▼-4.8%67,7501.0%MedicalPHMPulteGroup$1,952,295$111,953 ▲6.1%13,6021.0%ConstructionITAiShares U.S. Aerospace & Defense ETF$1,921,378$179,568 ▲10.3%12,8401.0%ETFCCICrown Castle$1,898,0800.0%16,0001.0%FinanceVOOVanguard S&P 500 ETF$1,877,978$1,877,978 ▲New Holding3,5591.0%ETFBACBank of America$1,735,881$789,632 ▼-31.3%43,7470.9%FinanceKBHKB Home$1,618,770$19,280 ▲1.2%18,8910.8%ConstructionGSThe Goldman Sachs Group$1,485,3300.0%3,0000.8%FinanceLMTLockheed Martin$1,461,4000.0%2,5000.7%AerospaceLENLennar$1,437,409$14,061 ▲1.0%7,6670.7%ConstructionIWFiShares Russell 1000 Growth ETF$1,402,0440.0%3,7350.7%ETFIFFInternational Flavors & Fragrances$1,364,0900.0%13,0000.7%Basic MaterialsCMGChipotle Mexican Grill$1,358,622$344,510 ▲34.0%23,5790.7%Retail/WholesaleLLYEli Lilly and Company$1,328,9100.0%1,5000.7%MedicalBunge Global SA F$1,165,2850.0%12,0580.6%-QYLDGlobal X Nasdaq 100 Covered Call ETF$1,119,0930.0%62,0340.6%ManufacturingMDTMedtronic$1,080,3600.0%12,0000.6%MedicalPSXPhillips 66$1,071,843$91,358 ▲9.3%8,1540.5%Oils/EnergyIWMiShares Russell 2000 ETF$994,005$2,043,233 ▼-67.3%4,5000.5%FinanceIWRiShares Russell Mid-Cap ETF$969,5400.0%11,0000.5%ETFCROXCrocs$912,3030.0%6,3000.5%Consumer DiscretionarySTZConstellation Brands$878,208$298,405 ▲51.5%3,4080.4%Consumer StaplesDVYiShares Select Dividend ETF$877,415$7,024 ▼-0.8%6,4960.4%ETFWFCWells Fargo & Company$847,3500.0%15,0000.4%FinanceSPYINEOS S&P 500 High Income ETF$834,9980.0%16,2990.4%ETFWMTWalmart$814,122$221,417 ▲37.4%10,0820.4%Retail/WholesaleVXFVanguard Extended Market ETF$758,352$758,352 ▲New Holding4,1670.4%ETFRSGRepublic Services$758,171$401,680 ▲112.7%3,7750.4%Business ServicesDISWalt Disney$639,4710.0%6,6480.3%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$638,6600.0%9,8650.3%ETFiShares Bitcoin ETF$614,210$614,210 ▲New Holding17,0000.3%-MCDMcDonald's$609,0200.0%2,0000.3%Retail/WholesaleASMLASML$604,106$99,990 ▼-14.2%7250.3%Computer and TechnologyXOMExxon Mobil$586,1000.0%5,0000.3%Oils/EnergyGOOGAlphabet$585,1650.0%3,5000.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$560,3110.0%5330.3%MedicalCOSTCostco Wholesale$512,4090.0%5780.3%Retail/WholesaleCATCaterpillar$492,029$94,651 ▼-16.1%1,2580.3%Industrial ProductsZTSZoetis$482,198$149,075 ▲44.8%2,4680.2%MedicalIWOiShares Russell 2000 Growth ETF$477,9720.0%1,6830.2%ETFWMWaste Management$467,100$51,900 ▼-10.0%2,2500.2%Business ServicesSCHDSchwab US Dividend Equity ETF$422,650$253,590 ▲150.0%5,0000.2%ETFVIGVanguard Dividend Appreciation ETF$360,6670.0%1,8210.2%ETFCRSPCRISPR Therapeutics$352,3500.0%7,5000.2%MedicalAMGNAmgen$322,2100.0%1,0000.2%MedicalNLYAnnaly Capital Management$291,8810.0%14,5430.1%FinanceVNQVanguard Real Estate ETF$279,9850.0%2,8740.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$274,6500.0%5,0000.1%ETFDDDuPont de Nemours$267,3300.0%3,0000.1%Basic MaterialsUBERUber Technologies$263,060$112,740 ▲75.0%3,5000.1%Computer and TechnologyADBEAdobe$258,890$51,778 ▲25.0%5000.1%Computer and TechnologyITBiShares U.S. Home Construction ETF$254,200$254,200 ▲New Holding2,0000.1%ETFCVXChevron$250,359$147,270 ▲142.9%1,7000.1%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$216,279$216,279 ▲New Holding3,4330.1%ETFVTIVanguard Total Stock Market ETF$161,968$161,968 ▲New Holding5720.1%ETFCPNGCoupang$161,9560.0%6,5970.1%Retail/WholesaleSNPEXtrackers S&P 500 ESG ETF$157,0560.0%2,9870.1%ETFVGKVanguard FTSE Europe ETF$144,689$144,689 ▲New Holding2,0350.1%ETFCVSCVS Health$125,7600.0%2,0000.1%Retail/WholesaleLRCXLam Research$122,4120.0%1500.1%Computer and TechnologyJPMJPMorgan Chase & Co.$121,0340.0%5740.1%FinancePHParker-Hannifin$120,0460.0%1900.1%Industrial ProductsUNPUnion Pacific$118,0640.0%4790.1%TransportationCRBGCorebridge Financial$116,640$116,640 ▲New Holding4,0000.1%FinanceCheniere Energy Inc$107,9040.0%6000.1%-NFLXNetflix$106,391$106,391 ▲New Holding1500.1%Consumer DiscretionaryNEANuveen AMT-Free Quality Municipal Income Fund$0$2,372,727 ▼-100.0%00.0%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$0$1,403,858 ▼-100.0%00.0%Financial ServicesEWJiShares MSCI Japan ETF$0$425,820 ▼-100.0%00.0%ETFCSCOCisco Systems$0$363,375 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$307,400 ▼-100.0%00.0%Computer and TechnologyNFJVirtus Dividend, Interest & Premium Strategy Fund$0$272,267 ▼-100.0%00.0%Financial ServicesAFBAllianceBernstein National Municipal Income Fund$0$266,582 ▼-100.0%00.0%Financial ServicesShowing 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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