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CIK: 0001774207
Total reported value
$250.0M
$250.0M
89 檔
26.8%
In Q4 2024, Jupiter Wealth Management LLC's U.S. equity holdings reached a combined market value of $250.0M, distributed across 89 disclosed stock positions.
Jupiter Wealth Management LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 7 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.45% | -1.67% | +1.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.58% | -0.09% | +2.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.52% | -0.39% | +1.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.56% | -0.61% | +5.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.44% | +0.13% | +19.69% | |
| 6 | BTU | Peabody Energy Corporation | Stock-Energy | 3.75% | — | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.37% | -0.51% | +3.32% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.05% | -0.47% | +12.74% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 3.04% | +0.53% | +5.00% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.87% | +0.19% | +3.81% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.85% | +0.32% | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.58% | -0.30% | -1.90% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.13% | -0.18% | +7.81% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.03% | +0.03% | — | |
| 15 | AMT | American Tower CORP | Stock-Real Estate | 1.99% | -0.10% | -2.14% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | +0.07% | — | |
| 17 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.63% | +0.20% | -0.07% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.52% | +0.28% | +8.16% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.51% | — | +233.82% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.50% | -0.01% | -3.66% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.49% | +0.66% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | +0.22% | -18.02% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.17% | +0.03% | — | |
| 24 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.12% | +0.04% | — | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | +0.15% | +5.71% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.97% | +0.05% | — | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.95% | -0.14% | +5.90% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.06% | — | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.94% | +0.10% | — | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | +0.09% | — | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.86% | +0.08% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.01% | — | |
| 33 | CCI | Crown Castle Inc | Stock-Real Estate | 0.73% | -0.05% | — | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.71% | — | — | |
| 35 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.70% | — | -5.15% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | -35.04% | |
| 37 | KBH | Kb Home | Stock-Consumer Disc | 0.62% | — | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | — | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.30% | — | |
| 40 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.57% | +0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.07% | +23.80% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.10% | +44.75% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | +0.06% | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.10% | +633.33% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.49% | +0.03% | — | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.48% | +0.01% | — | |
| 47 | BG | Bunge Global SA | Stock-Consumer Staples | 0.47% | -0.09% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | +0.01% | -69.15% | |
| 49 | CROX | Crocs Inc | Stock-Consumer Disc | 0.44% | — | +28.57% | |
| 50 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.44% | — | -16.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +1.2% | +233.82% | Add |
| 2 | XMMO | Invesco S&p Midcap Momentum | +1.2% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | +1.1% | +1.10% | Add |
| 4 | AVGO | Broadcom Inc | +1% | +12.74% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +19.69% | Add |
| 6 | MS | Morgan Stanley | +0.6% | +5.00% | Add |
| 7 | NVDA | Nvidia CORP | +0.6% | +5.89% | Add |
| 8 | AMZN | Amazon.com Inc | +0.5% | +3.32% | Add |
| 9 | AAPL | Apple Inc | +0.5% | +2.09% | Add |
| 10 | NFLX | Netflix Inc | +0.4% | +633.33% | Add |
| 11 | KRE | Ss Spdr S&p Regional Bank | +0.3% | NEW | New buy |
| 12 | CCJ | Cameco CORP | +0.3% | NEW | New buy |
| 13 | C | Citigroup Inc | +0.2% | +8.16% | Add |
| 14 | XLF | Ss Financial Select Sector | +0.2% | NEW | New buy |
| 15 | MA | Mastercard Inc - A | +0.2% | +3.81% | Add |
| 16 | DIS | Walt Disney Co/the | +0.2% | +44.75% | Add |
| 17 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +140.00% | Add |
| 18 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.2% | NEW | New buy |
| 19 | AI | C3.ai Inc-a | +0.2% | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +7.81% | Add |
| 21 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 23 | WMT | Walmart Inc | +0.2% | +23.80% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | +5.71% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 26 | UBER | Uber Technologies Inc | -0.1% | EXIT | Sold out |
| 27 | ITB | Ishares U.s. Home Constructi | -0.1% | EXIT | Sold out |
| 28 | PSX | Phillips 66 | -0.1% | -9.75% | Trim |
| 29 | BG | Bunge Global SA | -0.1% | — | Unchanged |
| 30 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 31 | MRK | Merck & Co. Inc. | -0.2% | — | Unchanged |
| 32 | XLE | Ss Energy Select Sector | -0.2% | -1.90% | Trim |
| 33 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 34 | KBH | Kb Home | -0.2% | — | Unchanged |
| 35 | MPC | Marathon Petroleum CORP | -0.2% | — | Unchanged |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.2% | EXIT | Sold out |
| 37 | CCI | Crown Castle Inc | -0.2% | — | Unchanged |
| 38 | REGN | Regeneron Pharmaceuticals | -0.3% | EXIT | Sold out |
| 39 | LEN | Lennar Corp-a | -0.3% | -16.96% | Trim |
| 40 | PHM | Pultegroup Inc | -0.3% | -5.15% | Trim |
| 41 | CCK | Crown Holdings Inc | -0.3% | -0.07% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.3% | -35.04% | Trim |
| 43 | NKE | Nike Inc -cl B | -0.4% | -3.66% | Trim |
| 44 | STZ | Constellation Brands Inc-a | -0.5% | EXIT | Sold out |
| 45 | IFF | Intl Flavors & Fragrances | -0.5% | -53.85% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | -0.5% | EXIT | Sold out |
| 47 | JNJ | Johnson & Johnson | -0.6% | -18.02% | Trim |
| 48 | AMT | American Tower CORP | -0.6% | -2.14% | Trim |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -1.1% | -69.15% | Trim |
| 50 | FCX | Freeport-mcmoran Inc | -1.5% | 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 89 disclosed positions in Q4 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, AAPL, MSFT) accounted for 26.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
XMMO
市值: $2.3M
Top Position Liquidated / Trimmed
FCX
前期市值: $3.0M
During Q4 2024, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (9.4%)、AAPL (7.6%)、MSFT (7.5%). The largest single position, GOOGL, represented 9.4% of total portfolio value.
In Q4 2024, Jupiter Wealth Management LLC made 41 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 11 holdings, and fully liquidating 7 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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