JW

Jupiter Wealth Management LLC

13F
Jupiter Wealth Management LLC
Last update 2024-11-05 92 Stocks (9 new)
Value $188.00 Mil Turnover 6 %
Countries:
Top Holdings: GOOGL(8.70%)MSFT(8.07%)AAPL(7.34%)NVDA(4.14%)SPY(3.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
Jupiter Wealth Management LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL 		Alphabet Inc
98,487
16334.070
-0.13%
8.700
-0.01%
0.000
+10.22%
+27.99%
2191538.690
Interactive Media
MSFT 		Microsoft Corp
35,218
15154.310
+1.78%
8.070
+0.14%
0.000
+5.12%
+12.98%
3141534.523
Software
AAPL 		Apple Inc
59,192
13791.740
+0.69%
7.340
+0.05%
0.000
+6.64%
+18.46%
3430687.188
Hardware
NVDA 		NVIDIA Corp
63,987
7770.580
+5.54%
4.140
+0.22%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
12,623
7242.570
+31.96%
3.860
+0.93%
0.000
+12.73%
+25.85%
618697.219
 
HD 		The Home Depot Inc
14,623
5925.240
0%
3.150
0%
0.000
+17.23%
+19.37%
403177.782
Retail - Cyclical
AMZN 		Amazon.com Inc
29,666
5527.670
+3.91%
2.940
+0.11%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
XLE 		The Energy Select Sector SPDR Fund
61,224
5375.470
-2.11%
2.860
-0.07%
0.020
+5.09%
+11.82%
37100.234
 
MA 		Mastercard Inc
10,462
5166.140
0%
2.750
0%
0.000
+15.34%
+23.75%
481641.010
Credit Services
AMT 		American Tower Corp
22,078
5134.460
0%
2.730
0%
0.000
-9.10%
-4.21%
94299.001
REITs

Jupiter Wealth Management LLC's Historical Top Holdings Breakdowns

Jupiter Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-09-30Reduce
-1.97%
●
136.27 ($160.32) 178.09
$183.64
14.55%
Reduce -90.53%
23,311
-222,899
NEA 		Nuveen AMT-Free Municipal Income Fund2024-09-30Sold Out
-1.31%
●
11.31 ($11.62) 11.97
$11.54
-0.69%
Sold Out
0
-205,787
IWM 		iShares Russell 2000 ETF2024-09-30Reduce
-1.14%
●
200.87 ($213.99) 224.6
$238.11
11.27%
Reduce -67.27%
4,500
-9,250
VOO 		Vanguard S&P 500 ETF2024-09-30New Buy
+1.00%
●
475.2 ($508.3) 527.7
$549.95
8.19%
New holding
3,559
3,559
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.93%
●
517.38 ($552.93) 573.76
$598.19
8.19%
Add 31.96%
12,623
3,057
JPC 		Nuveen Preferred & Income Opportunities Fund2024-09-30Sold Out
-0.77%
●
7.45 ($7.76) 8.23
$8.15
5.03%
Sold Out
0
-182,794
BAC 		Bank of America Corp2024-09-30Reduce
-0.44%
●
36.65 ($40.08) 44.13
$45.13
12.60%
Reduce -31.27%
43,747
-19,900
VXF 		Vanguard Extended Market Index ETF2024-09-30New Buy
+0.40%
●
163.98 ($174.83) 182.92
$198.20
13.37%
New holding
4,167
4,167
IBIT 		iShares Bitcoin Trust ETF2024-09-30New Buy
+0.33%
●
30.41 ($34.72) 38.93
$43.69
25.84%
New holding
17,000
17,000
JEPI 		JPMorgan Equity Premium Income ETF2024-09-30Add
+0.24%
●
54.98 ($57.52) 59.51
$60.03
4.36%
Add 17.12%
52,682
7,700

Jupiter Wealth Management LLC Total Holding History ($B)

To

Jupiter Wealth Management LLC's Asset Allocation

To

Jupiter Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Jupiter Wealth Management LLC's Hypothetical Growth since 2024-09-30

Jupiter Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Jupiter Wealth Management LLC's Holdings Heat Map

Size field:

Jupiter Wealth Management LLC's Holdings Bubble Chart

Jupiter Wealth Management LLC News

  • 1

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