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:

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CATERPILLAR INC

CAT|149123101

Shares:—

Value:$284.9K

% of Portfolio:0.2% ($284.9K/$165.1M)

922908553

VNQ|922908553

Shares:—

Value:$259.6K

% of Portfolio:0.2% ($259.6K/$165.1M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:—

Value:$206.8K

% of Portfolio:0.1% ($206.8K/$165.1M)

Coupang, Inc.

CPNG|22266T109

Shares:—

Value:$179.2K

% of Portfolio:0.1% ($179.2K/$165.1M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:—

Value:$139.9K

% of Portfolio:0.1% ($139.9K/$165.1M)

LAM RESEARCH CORP

LRCX|512807306

Shares:—

Value:$125.7K

% of Portfolio:0.1% ($125.7K/$165.1M)

C3.ai, Inc.

AI|12468P104

Shares:—

Value:$115.9K

% of Portfolio:0.1% ($115.9K/$165.1M)

233051143

Shares:—

Value:$110.8K

% of Portfolio:0.1% ($110.8K/$165.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:—

Value:$109.9K

% of Portfolio:0.1% ($109.9K/$165.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	—	QoQ - YoY -	All Managers (Combined)	$284.9K	0.2% ($284.9K/$165.1M)	QoQ -37.57% (-$171.5K) YoY -44.87% (-$231.9K)
(VNQcusip922908553)	—	QoQ - YoY -	All Managers (Combined)	$259.6K	0.2% ($259.6K/$165.1M)	QoQ +1.39% (+$3.6K) YoY -23.29% (-$78.8K)
DuPont de Nemours, Inc.(DDcusip26614N102)	—	QoQ - YoY -	All Managers (Combined)	$206.8K	0.1% ($206.8K/$165.1M)	QoQ -9.61% (-$22.0K) YoY -11.86% (-$27.8K)
Coupang, Inc.(CPNGcusip22266T109)	—	QoQ - YoY -	All Managers (Combined)	$179.2K	0.1% ($179.2K/$165.1M)	QoQ +23.56% (+$34.2K) YoY +26.56% (+$37.6K)
Cheniere Energy, Inc.(LNGcusip16411R208)	—	QoQ - YoY NEW	All Managers (Combined)	$139.9K	0.1% ($139.9K/$165.1M)	QoQ +8.53% (+$11.0K) YoY NEW(+$139.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	—	QoQ - YoY NEW	All Managers (Combined)	$125.7K	0.1% ($125.7K/$165.1M)	QoQ +16.04% (+$17.4K) YoY NEW(+$125.7K)
C3.ai, Inc.(AIcusip12468P104)	—	QoQ - YoY NEW	All Managers (Combined)	$115.9K	0.1% ($115.9K/$165.1M)	QoQ -70.07% (-$271.4K) YoY NEW(+$115.9K)
(cusip233051143)✕	—	QoQ - YoY -	All Managers (Combined)	$110.8K	0.1% ($110.8K/$165.1M)	QoQ -30.35% (-$48.3K) YoY -21.52% (-$30.4K)
UNION PACIFIC CORP(UNPcusip907818108)	—	QoQ - YoY -	All Managers (Combined)	$109.9K	0.1% ($109.9K/$165.1M)	QoQ +0.64% (+$700) YoY -6.66% (-$7.9K)