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CIK: 0001774207
Total reported value
$250.0M
$250.0M
69 檔
22.8%
The Q1 2025 SEC filing reveals that Jupiter Wealth Management LLC held a total portfolio value of $250.0M, covering 69 public equity positions.
In Q1 2025, Jupiter Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 9.39% | -1.67% | -6.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.92% | -0.39% | -9.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.11% | -0.09% | -20.09% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.11% | +0.14% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.92% | +0.13% | -9.57% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | -0.61% | -15.11% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 3.88% | +0.53% | +1.64% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.66% | +0.19% | -5.05% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.94% | +0.32% | -12.40% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.94% | -0.51% | -23.19% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | -0.47% | -23.61% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 2.67% | -0.10% | -5.06% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.64% | -0.18% | -6.29% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.46% | +0.03% | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 2.41% | -0.30% | -21.65% | |
| 16 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 2.39% | +0.20% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.34% | +0.07% | -12.04% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.79% | +0.22% | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.34% | +0.66% | -24.18% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.27% | +0.28% | -36.18% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.23% | -0.01% | -17.41% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.21% | +0.10% | -10.05% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.20% | +0.05% | — | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.11% | +0.08% | — | |
| 25 | CCI | Crown Castle Inc | Stock-Real Estate | 1.00% | -0.05% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.06% | — | |
| 27 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.98% | +0.04% | -37.50% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | +0.01% | — | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.10% | +4.55% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.02% | — | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | — | — | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.69% | +0.06% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.30% | — | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.68% | — | -8.39% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.15% | -48.10% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | +0.09% | -20.23% | |
| 37 | CROX | Crocs Inc | Stock-Consumer Disc | 0.64% | — | +13.89% | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.63% | +0.02% | +10.60% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.61% | +0.02% | — | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.60% | +0.03% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.07% | -20.43% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.10% | -10.39% | |
| 43 | BG | Bunge Global SA | Stock-Consumer Staples | 0.59% | -0.09% | — | |
| 44 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | +16.57% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | +0.01% | — | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.53% | -0.02% | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.45% | -0.14% | -54.56% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.07% | +12.28% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | -0.10% | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | MS | Morgan Stanley | — | NEW | New buy |
| 8 | MA | Mastercard Inc - A | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | AMT | American Tower CORP | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 15 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 16 | CCK | Crown Holdings Inc | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 20 | C | Citigroup Inc | — | NEW | New buy |
| 21 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 22 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 23 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 25 | CCI | Crown Castle Inc | — | NEW | New buy |
| 26 | PEP | Pepsico Inc | — | NEW | New buy |
| 27 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 28 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 29 | NFLX | Netflix Inc | — | NEW | New buy |
| 30 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 35 | BAC | Bank Of America CORP | — | NEW | New buy |
| 36 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 37 | CROX | Crocs Inc | — | NEW | New buy |
| 38 | RSG | Republic Services Inc | — | NEW | New buy |
| 39 | QYLD | Global X Nasd 100 Cov Call | — | NEW | New buy |
| 40 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 43 | BG | Bunge Global SA | — | NEW | New buy |
| 44 | SPYI | Neos S&p 500 High Income ETF | — | NEW | New buy |
| 45 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 46 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 47 | PFE | Pfizer Inc | — | NEW | New buy |
| 48 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 49 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 50 | MCD | Mcdonald's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Jupiter Wealth Management LLC reported a total U.S. public equity portfolio value of $250.0M across 69 disclosed positions in Q1 2025.
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 2025.
Top New Position Initiated
GOOGL
市值: $15.5M
During Q1 2025, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (9.4%)、MSFT (8.9%)、AAPL (6.1%). The largest single position, GOOGL, represented 9.4% of total portfolio value.
In Q1 2025, Jupiter Wealth Management LLC made 50 total portfolio adjustments, initiating 50 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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