Jupiter-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NLY",
  null,
  "ZS",
  "GOOGL",
  "CAT",
  "AVGO",
  "CCI",
  null,
  "HD",
  "MCD",
  null,
  "UNP",
  "META",
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  null,
  "IWF",
  "PEP",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "MRK",
  null,
  "AMT",
  "RSG",
  "VNQ",
  "VIG",
  "IWO",
  "TSM",
  "DD",
  "IWR",
  "AMZN",
  null,
  "VXUS",
  "VOO",
  "WMT",
  "WFC",
  "DVY",
  null,
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "BG",
  "AI",
  "LNG",
  "CMG",
  "C",
  "COST",
  "CPNG",
  "CROX",
  "CRSP",
  "CCK",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 69
Total Value: 165084521
Accession Number: 0001774207-25-000003
Form Type: 13F-HR
CIK: jupiter-wealth-management
Manager Name: Jupiter-Wealth-Management

Data Enrichment

87% identified

60 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $165.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Walmart Inc.

WMT|931142103

Shares:—

Value:$974.5K

% of Portfolio:0.6% ($974.5K/$165.1M)

Walt Disney Co

DIS|254687106

Shares:—

Value:$971.5K

% of Portfolio:0.6% ($971.5K/$165.1M)

Bunge Global SA

BG|H11356104

Shares:—

Value:$968.3K

% of Portfolio:0.6% ($968.3K/$165.1M)

78433H303

Shares:—

Value:$943.1K

% of Portfolio:0.6% ($943.1K/$165.1M)

46641Q332

Shares:—

Value:$914.7K

% of Portfolio:0.6% ($914.7K/$165.1M)

464287168

DVY|464287168

Shares:—

Value:$870.1K

% of Portfolio:0.5% ($870.1K/$165.1M)

PFIZER INC

PFE|717081103

Shares:—

Value:$749.8K

% of Portfolio:0.5% ($749.8K/$165.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$671.3K

% of Portfolio:0.4% ($671.3K/$165.1M)

921909768

VXUS|921909768

Shares:—

Value:$658.4K

% of Portfolio:0.4% ($658.4K/$165.1M)

MCDONALDS CORP

MCD|580135101

Shares:—

Value:$642.5K

% of Portfolio:0.4% ($642.5K/$165.1M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$587.5K

% of Portfolio:0.4% ($587.5K/$165.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$532.4K

% of Portfolio:0.3% ($532.4K/$165.1M)

Medtronic plc

MDT|G5960L103

Shares:—

Value:$521.8K

% of Portfolio:0.3% ($521.8K/$165.1M)

464287648

IWO|464287648

Shares:—

Value:$461.1K

% of Portfolio:0.3% ($461.1K/$165.1M)

Zscaler, Inc.

ZS|98980G102

Shares:—

Value:$378.9K

% of Portfolio:0.2% ($378.9K/$165.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$378.5K

% of Portfolio:0.2% ($378.5K/$165.1M)

921908844

VIG|921908844

Shares:—

Value:$363.3K

% of Portfolio:0.2% ($363.3K/$165.1M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:—

Value:$317.7K

% of Portfolio:0.2% ($317.7K/$165.1M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:—

Value:$290.1K

% of Portfolio:0.2% ($290.1K/$165.1M)

38149W622

Shares:—

Value:$285.1K

% of Portfolio:0.2% ($285.1K/$165.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$974.5K	0.6% ($974.5K/$165.1M)	QoQ -13.58% (-$153.2K) YoY +253.25% (+$698.7K)
Walt Disney Co(DIScusip254687106)	—	QoQ - YoY -	All Managers (Combined)	$971.5K	0.6% ($971.5K/$165.1M)	QoQ -9.33% (-$100.1K) YoY -15.58% (-$179.4K)
Bunge Global SA(BGcusipH11356104)	—	QoQ - YoY -	All Managers (Combined)	$968.3K	0.6% ($968.3K/$165.1M)	QoQ +3.26% (+$30.6K) YoY -23.78% (-$302.2K)
(cusip78433H303)✕	—	QoQ - YoY -	All Managers (Combined)	$943.1K	0.6% ($943.1K/$165.1M)	QoQ +13.85% (+$114.8K) YoY +17.32% (+$139.2K)
(cusip46641Q332)✕	—	QoQ - YoY -	All Managers (Combined)	$914.7K	0.6% ($914.7K/$165.1M)	QoQ -2.15% (-$20.1K) YoY -84.58% (-$5.0M)
(DVYcusip464287168)	—	QoQ - YoY -	All Managers (Combined)	$870.1K	0.5% ($870.1K/$165.1M)	QoQ +2.01% (+$17.2K) YoY +8.11% (+$65.3K)
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY -	All Managers (Combined)	$749.8K	0.5% ($749.8K/$165.1M)	QoQ -60.60% (-$1.2M) YoY -60.85% (-$1.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$671.3K	0.4% ($671.3K/$165.1M)	QoQ +26.75% (+$141.7K) YoY +85.12% (+$308.7K)
(VXUScusip921909768)	—	QoQ - YoY -	All Managers (Combined)	$658.4K	0.4% ($658.4K/$165.1M)	QoQ +13.25% (+$77.0K) YoY +10.13% (+$60.6K)
MCDONALDS CORP(MCDcusip580135101)	—	QoQ - YoY -	All Managers (Combined)	$642.5K	0.4% ($642.5K/$165.1M)	QoQ +10.81% (+$62.7K) YoY +19.64% (+$105.5K)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$587.5K	0.4% ($587.5K/$165.1M)	QoQ -11.85% (-$79.0K) YoY -1.92% (-$11.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$532.4K	0.3% ($532.4K/$165.1M)	QoQ -1.02% (-$5.5K) YoY -34.52% (-$280.7K)
Medtronic plc(MDTcusipG5960L103)	—	QoQ - YoY -	All Managers (Combined)	$521.8K	0.3% ($521.8K/$165.1M)	QoQ -45.56% (-$436.7K) YoY -46.67% (-$456.8K)
(IWOcusip464287648)	—	QoQ - YoY -	All Managers (Combined)	$461.1K	0.3% ($461.1K/$165.1M)	QoQ -4.81% (-$23.3K) YoY +5.33% (+$23.3K)
Zscaler, Inc.(ZScusip98980G102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$378.9K	0.2% ($378.9K/$165.1M)	QoQ NEW(+$378.9K) YoY NEW(+$378.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$378.5K	0.2% ($378.5K/$165.1M)	QoQ +51.54% (+$128.7K) YoY +237.04% (+$266.2K)
(VIGcusip921908844)	—	QoQ - YoY -	All Managers (Combined)	$363.3K	0.2% ($363.3K/$165.1M)	QoQ +1.87% (+$6.7K) YoY +11.36% (+$37.1K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	—	QoQ - YoY -	All Managers (Combined)	$317.7K	0.2% ($317.7K/$165.1M)	QoQ +15.46% (+$42.6K) YoY +14.59% (+$40.5K)
CRISPR Therapeutics AG(CRSPcusipH17182108)	—	QoQ - YoY -	All Managers (Combined)	$290.1K	0.2% ($290.1K/$165.1M)	QoQ -1.72% (-$5.1K) YoY -27.41% (-$109.6K)
(cusip38149W622)✕	—	QoQ - YoY NEW	All Managers (Combined)	$285.1K	0.2% ($285.1K/$165.1M)	QoQ -27.68% (-$109.2K) YoY NEW(+$285.1K)