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CIK: 0001774207
Total reported value
$250.0M
$250.0M
93 檔
24.3%
At the close of Q3 2024, Jupiter Wealth Management LLC disclosed equity holdings valued at approximately $250.0M, spread across 93 reported holdings.
In Q3 2024, Jupiter Wealth Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.36% | -1.67% | -0.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.75% | -0.39% | +1.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.06% | -0.09% | +0.69% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | -0.61% | +5.54% | |
| 5 | BTU | Peabody Energy Corporation | Stock-Energy | 3.89% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.71% | +0.13% | +31.96% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 3.03% | +0.32% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | -0.51% | +3.91% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 2.75% | -0.30% | -2.11% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.64% | +0.19% | — | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 2.63% | -0.10% | — | |
| 12 | MS | Morgan Stanley | Stock-Financials | 2.45% | +0.53% | — | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.09% | +0.03% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | -0.47% | -5.32% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | +0.07% | +2.71% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.97% | -0.18% | +9.79% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | +0.22% | +4.43% | |
| 18 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.93% | +0.20% | -2.47% | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.86% | -0.01% | -0.67% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.60% | +0.01% | +17.12% | |
| 21 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.51% | — | +7.61% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.34% | +0.66% | +9.83% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.33% | +0.04% | — | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.28% | +0.28% | +15.18% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.06% | — | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.06% | +0.05% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | +0.09% | -1.14% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.00% | -0.14% | -4.77% | |
| 29 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.00% | — | +6.08% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.98% | +0.10% | +10.31% | |
| 31 | CCI | Crown Castle Inc | Stock-Real Estate | 0.97% | -0.05% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.02% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.15% | -31.27% | |
| 34 | KBH | Kb Home | Stock-Consumer Disc | 0.83% | — | +1.21% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.76% | +0.08% | — | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | — | — | |
| 37 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.74% | — | +0.99% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | +0.01% | — | |
| 39 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.70% | — | — | |
| 40 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.70% | — | +33.97% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.30% | — | |
| 42 | BG | Bunge Global SA | Stock-Consumer Staples | 0.60% | -0.09% | — | |
| 43 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.57% | +0.02% | — | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.55% | +0.01% | — | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.55% | -0.01% | +9.32% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | — | -67.27% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | +0.03% | — | |
| 48 | CROX | Crocs Inc | Stock-Consumer Disc | 0.47% | — | — | |
| 49 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.45% | — | +51.47% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.02% | -0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +31.96% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +9.79% | Add |
| 4 | VXF | Vanguard Extended Market ETF | +0.4% | NEW | New buy |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 6 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +17.12% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +5.54% | Add |
| 8 | NKE | Nike Inc -cl B | +0.2% | -0.67% | Trim |
| 9 | RSG | Republic Services Inc | +0.2% | +112.68% | Add |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.2% | +33.97% | Add |
| 11 | HD | Home Depot Inc | +0.2% | — | Unchanged |
| 12 | FCX | Freeport-mcmoran Inc | +0.2% | +7.61% | Add |
| 13 | STZ | Constellation Brands Inc-a | +0.2% | +51.47% | Add |
| 14 | WMT | Walmart Inc | +0.2% | +37.36% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +0.69% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.83% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +150.00% | Add |
| 18 | ITB | Ishares U.s. Home Constructi | +0.1% | NEW | New buy |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | New buy |
| 20 | PHM | Pultegroup Inc | +0.1% | +6.08% | Add |
| 21 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +10.31% | Add |
| 22 | C | Citigroup Inc | +0.1% | +15.18% | Add |
| 23 | ZTS | Zoetis Inc | +0.1% | +44.75% | Add |
| 24 | MSFT | Microsoft CORP | +0.1% | +1.78% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.71% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 27 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | +0.1% | +4.43% | Add |
| 29 | VGK | Vanguard Ftse Europe ETF | +0.1% | NEW | New buy |
| 30 | BTU | Peabody Energy Corporation | +0.1% | — | Unchanged |
| 31 | AMT | American Tower CORP | +0.1% | — | Unchanged |
| 32 | CCK | Crown Holdings Inc | 0% | -2.47% | Trim |
| 33 | AMZN | Amazon.com Inc | — | +3.91% | Add |
| 34 | ORCL | Oracle CORP | -0.1% | EXIT | Sold out |
| 35 | EL | Estee Lauder Companies-cl A | -0.1% | EXIT | Sold out |
| 36 | ASML | ASML Holding N.V. | -0.1% | -14.20% | Trim |
| 37 | MRNA | Moderna Inc | -0.1% | EXIT | Sold out |
| 38 | NFJ | Virtus Dvd Intrst & Prm Str | -0.1% | EXIT | Sold out |
| 39 | AFB | Allianceberstein Ntl Muni | -0.1% | EXIT | Sold out |
| 40 | PFE | Pfizer Inc | -0.2% | -4.77% | Trim |
| 41 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 42 | MPC | Marathon Petroleum CORP | -0.2% | — | Unchanged |
| 43 | CSCO | Cisco Systems Inc | -0.2% | EXIT | Sold out |
| 44 | EWJ | Ishares Msci Japan ETF | -0.2% | EXIT | Sold out |
| 45 | XLE | Ss Energy Select Sector | -0.3% | -2.11% | Trim |
| 46 | BAC | Bank Of America CORP | -0.5% | -31.27% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.6% | -0.13% | Trim |
| 48 | JPC | Nuveen Prefered & Income Opp | -0.7% | EXIT | Sold out |
| 49 | IWM | Ishares Russell 2000 ETF | -1.1% | -67.27% | Trim |
| 50 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -1.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Jupiter Wealth Management LLC reported a total U.S. public equity portfolio value of $250.0M across 93 disclosed positions in Q3 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 24.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
VOO
市值: $1.9M
Top Position Liquidated / Trimmed
XNEAX
前期市值: $2.4M
During Q3 2024, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (8.4%)、MSFT (7.8%)、AAPL (7.1%). The largest single position, GOOGL, represented 8.4% of total portfolio value.
In Q3 2024, Jupiter Wealth Management LLC made 45 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 10 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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