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CIK: 0001774207
Total reported value
$250.0M
$250.0M
93 檔
29.9%
During the Q3 2025 filing period, Jupiter Wealth Management LLC (CIK: 0001774207) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $250.0M across 93 reported positions.
In Q3 2025, Jupiter Wealth Management LLC displayed an active expansion posture, initiating 19 new positions and adding to 18 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 | 11.30% | -1.67% | -0.54% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.89% | -0.39% | -1.58% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.05% | -0.61% | +0.85% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.72% | -0.09% | +1.18% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.31% | +0.13% | +1.12% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 3.99% | +0.53% | +0.47% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.92% | +0.14% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.75% | -0.47% | +3.98% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.51% | +13.70% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.73% | +0.19% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.55% | -0.18% | — | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.41% | +0.32% | — | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.27% | -0.30% | +10.27% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.93% | +0.03% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | +0.07% | +2.66% | |
| 16 | AMT | American Tower CORP | Stock-Real Estate | 1.80% | -0.10% | — | |
| 17 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.78% | +0.20% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.74% | +0.66% | +6.62% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | +0.22% | +2.87% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.21% | +0.10% | +4.26% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.18% | -0.01% | — | |
| 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% | +4.67% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.05% | +0.28% | +9.88% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.95% | +0.05% | — | |
| 26 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.91% | +0.04% | — | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.15% | +5.78% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.02% | +32.44% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.06% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | +0.01% | — | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.78% | +0.37% | +36.80% | |
| 32 | CCI | Crown Castle Inc | Stock-Real Estate | 0.73% | -0.05% | — | |
| 33 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.68% | — | +10.10% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.10% | — | |
| 35 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.63% | +0.05% | +25.00% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | +0.06% | — | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.30% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.07% | — | |
| 40 | KBH | Kb Home | Stock-Consumer Disc | 0.56% | — | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.09% | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.10% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | +0.03% | — | |
| 44 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.50% | — | +13.51% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | +0.02% | — | |
| 46 | BG | Bunge Global SA | Stock-Consumer Staples | 0.46% | -0.09% | — | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | +0.01% | — | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.44% | -0.02% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | -0.54% | Add |
| 2 | NVDA | Nvidia CORP | +1.3% | +0.85% | Add |
| 3 | AVGO | Broadcom Inc | +1% | +3.98% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +6.62% | Add |
| 5 | BAC | Bank Of America CORP | +0.2% | +5.78% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.1% | +32.44% | Add |
| 7 | MS | Morgan Stanley | +0.1% | +0.47% | Add |
| 8 | CRSP | CRISPR Therapeutics AG | +0.1% | +13.33% | Add |
| 9 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 10 | JPM | Jpmorgan Chase & Co | 0% | — | Add |
| 11 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 12 | ITA | Ishares U.s. Aerospace & Def | — | +4.26% | Add |
| 13 | WMT | Walmart Inc | 0% | — | Add |
| 14 | NKE | Nike Inc -cl B | -0.1% | — | Add |
| 15 | JNJ | Johnson & Johnson | -0.1% | +2.87% | Add |
| 16 | MPC | Marathon Petroleum CORP | -0.1% | — | Unchanged |
| 17 | IWF | Ishares Russell 1000 Growth | -0.1% | — | Unchanged |
| 18 | META | Meta Platforms Inc-class A | -0.1% | — | Add |
| 19 | XLE | Ss Energy Select Sector | -0.1% | +10.27% | Add |
| 20 | AMZN | Amazon.com Inc | -0.2% | +13.70% | Add |
| 21 | RSG | Republic Services Inc | -0.2% | — | Trim |
| 22 | AAPL | Apple Inc | -0.4% | +1.18% | Trim |
| 23 | CROX | Crocs Inc | -0.5% | — | Trim |
| 24 | CMG | Chipotle Mexican Grill Inc | -0.5% | -52.52% | Trim |
| 25 | HD | Home Depot Inc | -0.5% | — | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +1.12% | Add |
| 27 | AMT | American Tower CORP | -0.9% | — | Trim |
| 28 | MA | Mastercard Inc - A | -0.9% | — | Trim |
| 29 | MSFT | Microsoft CORP | -1% | -1.58% | Add |
| 30 | XMMO | Invesco S&p Midcap Momentum | — | NEW | New buy |
| 31 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 32 | PHM | Pultegroup Inc | — | NEW | New buy |
| 33 | ITB | Ishares U.s. Home Constructi | — | NEW | New buy |
| 34 | KBH | Kb Home | — | NEW | New buy |
| 35 | LEN | Lennar Corp-a | — | NEW | New buy |
| 36 | ETH | Grayscale Ethereum Staking M | — | NEW | New buy |
| 37 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 38 | CVS | Cvs Health CORP | — | NEW | New buy |
| 39 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 40 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 41 | BILL | Bill Holdings Inc | — | NEW | New buy |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | New buy |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 44 | INSM | Insmed Inc | — | NEW | New buy |
| 45 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 46 | COF | Capital One Financial CORP | — | NEW | New buy |
| 47 | PSX | Phillips 66 | — | NEW | New buy |
| 48 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 49 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 50 | CPNG | Coupang Inc | — | 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 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 29.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
XMMO
市值: $2.3M
Top Position Liquidated / Trimmed
6D8
前期市值: $206.8K
During Q3 2025, Jupiter Wealth Management LLC's top holdings by market value included GOOGL (11.3%)、MSFT (7.9%)、NVDA (6.0%). The largest single position, GOOGL, represented 11.3% of total portfolio value.
In Q3 2025, Jupiter Wealth Management LLC made 46 total portfolio adjustments, initiating 19 new buys, adding to 18 positions, trimming 7 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.
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