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CIK: 0001774207
Total reported value
$250.0M
$250.0M
90 檔
27.6%
According to the latest 13F quarterly dataset, Jupiter Wealth Management LLC managed an equity portfolio of $250.0M at the end of Q2 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q2 2025, Jupiter Wealth Management LLC displayed an active expansion posture, initiating 18 new positions and adding to 15 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 | 10.08% | -1.67% | +6.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.61% | -0.39% | +2.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.24% | -0.61% | +18.31% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.54% | -0.09% | -2.71% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.41% | +0.13% | -0.91% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.97% | +0.14% | — | |
| 7 | MS | Morgan Stanley | Stock-Financials | 3.94% | +0.53% | +7.77% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.61% | -0.47% | +15.09% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.96% | +0.19% | -1.66% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.89% | -0.18% | +8.02% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.51% | +0.06% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.59% | +0.32% | -1.86% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.11% | -0.30% | +3.45% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.06% | +0.03% | — | |
| 15 | AMT | American Tower CORP | Stock-Real Estate | 2.05% | -0.10% | -3.28% | |
| 16 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 2.03% | +0.20% | -0.76% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | +0.07% | -0.11% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | +0.22% | -0.94% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | +0.66% | +8.31% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.40% | -0.01% | +9.68% | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.17% | +0.10% | +1.73% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.13% | +0.08% | — | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.07% | +0.03% | — | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.04% | +0.05% | — | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.96% | +0.28% | -27.27% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.06% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | +0.01% | — | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.15% | +44.17% | |
| 29 | CCI | Crown Castle Inc | Stock-Real Estate | 0.82% | -0.05% | — | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.82% | +0.04% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.10% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.02% | — | |
| 33 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.65% | — | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.07% | +19.13% | |
| 35 | KBH | Kb Home | Stock-Consumer Disc | 0.60% | — | — | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | +0.06% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | +0.09% | — | |
| 38 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.56% | +0.05% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | — | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.10% | +9.05% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.30% | +8.33% | |
| 42 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.53% | +0.02% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | +0.03% | — | |
| 44 | BG | Bunge Global SA | Stock-Consumer Staples | 0.51% | -0.09% | — | |
| 45 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.49% | — | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | +0.37% | — | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | -5.26% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | +0.01% | — | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.46% | -0.02% | — | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.43% | +0.02% | -11.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +18.31% | Add |
| 2 | XMMO | Invesco S&p Midcap Momentum | +1.1% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.8% | +15.09% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +6.22% | Add |
| 5 | PHM | Pultegroup Inc | +0.7% | NEW | New buy |
| 6 | KBH | Kb Home | +0.6% | NEW | New buy |
| 7 | ITB | Ishares U.s. Home Constructi | +0.6% | NEW | New buy |
| 8 | LEN | Lennar Corp-a | +0.5% | NEW | New buy |
| 9 | ASML | ASML Holding N.V. | +0.5% | NEW | New buy |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +8.02% | Add |
| 12 | CCJ | Cameco CORP | +0.2% | NEW | New buy |
| 13 | ORCL | Oracle CORP | +0.2% | NEW | New buy |
| 14 | BAC | Bank Of America CORP | +0.2% | +44.17% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +8.31% | Add |
| 16 | NKE | Nike Inc -cl B | +0.2% | +9.68% | Add |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | NEW | New buy |
| 18 | CVS | Cvs Health CORP | +0.2% | NEW | New buy |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 20 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 21 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 22 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 23 | ETH | Grayscale Ethereum Staking M | +0.1% | NEW | New buy |
| 24 | BUG | Global X Cybersecurity ETF | +0.1% | NEW | New buy |
| 25 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 26 | MS | Morgan Stanley | +0.1% | +7.77% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +26.24% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 29 | WMT | Walmart Inc | 0% | +19.13% | Add |
| 30 | COST | Costco Wholesale CORP | — | +29.28% | Add |
| 31 | ITA | Ishares U.s. Aerospace & Def | 0% | +1.73% | Add |
| 32 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 33 | IWF | Ishares Russell 1000 Growth | -0.1% | — | Unchanged |
| 34 | JNJ | Johnson & Johnson | -0.1% | -0.94% | Trim |
| 35 | CPNG | Coupang Inc | -0.1% | EXIT | Sold out |
| 36 | 6D8 | Dupont De Nemours Inc | -0.1% | EXIT | Sold out |
| 37 | RSG | Republic Services Inc | -0.2% | -11.98% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.3% | +0.06% | Add |
| 39 | XLE | Ss Energy Select Sector | -0.3% | +3.45% | Add |
| 40 | MSFT | Microsoft CORP | -0.3% | +2.07% | Add |
| 41 | CMG | Chipotle Mexican Grill Inc | -0.3% | -21.99% | Trim |
| 42 | C | Citigroup Inc | -0.3% | -27.27% | Trim |
| 43 | HD | Home Depot Inc | -0.4% | -1.86% | Trim |
| 44 | CROX | Crocs Inc | -0.5% | -52.57% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -0.91% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.11% | Trim |
| 47 | AAPL | Apple Inc | -0.6% | -2.71% | Trim |
| 48 | AMT | American Tower CORP | -0.6% | -3.28% | Trim |
| 49 | MA | Mastercard Inc - A | -0.7% | -1.66% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.1% | — | Unchanged |
According to official SEC Form 13F filings, Jupiter Wealth Management LLC reported a total U.S. public equity portfolio value of $250.0M across 90 disclosed positions in Q2 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, NVDA) accounted for 27.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
XMMO
市值: $2.1M
Top Position Liquidated / Trimmed
6D8
前期市值: $206.8K
During Q2 2025, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (10.1%)、MSFT (8.6%)、NVDA (6.2%). The largest single position, GOOGL, represented 10.1% of total portfolio value.
In Q2 2025, Jupiter Wealth Management LLC made 46 total portfolio adjustments, initiating 18 new buys, adding to 15 positions, trimming 11 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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