Jupiter Wealth Management LLC
CIK: 0001774207SEC EDGAR →
Portfolio Value
$224.6M
Holdings
84
As of
Q4 2025
New Positions
6
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc | 93,474 | $28.9M | 12.86% |
| 2 | Microsoft | 37,241 | $15.0M | 6.66% |
| 3 | Apple Inc Com | 49,730 | $13.0M | 5.80% |
| 4 | Nvidia Corporation | 67,996 | $12.7M | 5.66% |
| 5 | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 14,292 | $9.7M | 4.34% |
| 6 | Morgan Stanley Com | 55,688 | $9.4M | 4.17% |
| 7 | Broadcom Inc Com | 27,728 | $9.2M | 4.09% |
| 8 | Berkshire Hathaway | 11 | $8.2M | 3.67% |
| 9 | Amazon.Com Inc | 32,078 | $6.4M | 2.85% |
| 10 | Mastercard Inc CL A | 10,991 | $5.8M | 2.58% |
Quarterly Changes
Top Buys
New Positions (5)
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $58.2M | 25.9% |
| Financial Services | 30 | $50.3M | 22.4% |
| Communication Services | 5 | $36.3M | 16.2% |
| Unknown | 9 | $32.1M | 14.3% |
| Consumer Cyclical | 5 | $18.4M | 8.2% |
| Healthcare | 7 | $11.6M | 5.1% |
| Consumer Defensive | 4 | $6.1M | 2.7% |
| Real Estate | 2 | $4.1M | 1.8% |
| Industrials | 5 | $3.9M | 1.7% |
| Energy | 5 | $3.5M | 1.6% |