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CIK: 0001774207
Total reported value
$250.0M
$250.0M
94 檔
22.8%
In Q1 2024, Jupiter Wealth Management LLC's U.S. equity holdings reached a combined market value of $250.0M, distributed across 94 disclosed stock positions.
During Q1 2024, Jupiter Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.58% | -1.67% | +6.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.69% | -0.39% | -1.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.02% | -0.09% | -3.85% | |
| 4 | BTU | Peabody Energy Corporation | Stock-Energy | 3.56% | — | — | |
| 5 | XLE | Ss Energy Select Sector | ETF-Other | 3.31% | -0.30% | -6.08% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.14% | +0.01% | -1.75% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.03% | +0.13% | +4.75% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.51% | +13.11% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.78% | +0.19% | -1.28% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.72% | +0.32% | -6.64% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | -0.61% | +63.35% | |
| 12 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.47% | -0.01% | -1.39% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 2.41% | +0.53% | +2.59% | |
| 14 | AMT | American Tower CORP | Stock-Real Estate | 2.24% | -0.10% | -9.58% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.14% | +0.03% | — | |
| 16 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.92% | +0.20% | -2.49% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | +0.07% | +42.44% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | -0.47% | +1.49% | |
| 19 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.80% | — | +9.85% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | +0.22% | -3.33% | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.53% | +0.04% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -0.18% | +41.71% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.06% | -29.19% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.24% | +0.15% | +58.84% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | +0.09% | — | |
| 26 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.20% | +0.03% | +31.69% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.16% | +0.28% | +105.42% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.66% | +35.29% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.02% | +0.05% | — | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.01% | -0.14% | +17.62% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.30% | -10.14% | |
| 32 | CCI | Crown Castle Inc | Stock-Real Estate | 0.82% | -0.05% | — | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.82% | +0.10% | +7.48% | |
| 34 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.75% | — | +8.93% | |
| 35 | CROX | Crocs Inc | Stock-Consumer Disc | 0.72% | — | — | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.08% | — | |
| 37 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.70% | — | — | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.68% | — | -2.43% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.67% | -0.01% | — | |
| 40 | BG | Bunge Global SA | Stock-Consumer Staples | 0.67% | -0.09% | — | |
| 41 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.67% | — | -18.75% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.01% | — | |
| 43 | KBH | Kb Home | Stock-Consumer Disc | 0.65% | — | +11.25% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | — | — | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.10% | +18.71% | |
| 46 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.58% | +0.02% | — | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | +0.01% | +9.09% | |
| 48 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.49% | — | +7.27% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.49% | +0.37% | +10.27% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | +0.06% | — |
According to official SEC Form 13F filings, Jupiter Wealth Management LLC reported a total U.S. public equity portfolio value of $250.0M across 94 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, MSFT, AAPL) accounted for 22.8% of total reported equity market value during Q1 2024.
During Q1 2024, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (9.6%)、MSFT (7.7%)、AAPL (6.0%). The largest single position, GOOGL, represented 9.6% of total portfolio value.
In Q1 2024, Jupiter Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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