Jupiter Wealth Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 69Value: $165.1MLatest: 2025Q1

Jupiter Wealth Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 69 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$15.5M

% of Portfolio:9.4% ($15.5M/$165.1M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$14.7M

% of Portfolio:8.9% ($14.7M/$165.1M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$10.1M

% of Portfolio:6.1% ($10.1M/$165.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:—

Value:$8.4M

% of Portfolio:5.1% ($8.4M/$165.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$8.1M

% of Portfolio:4.9% ($8.1M/$165.1M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$7.8M

% of Portfolio:4.7% ($7.8M/$165.1M)

MORGAN STANLEY

MS|617446448

Shares:—

Value:$6.4M

% of Portfolio:3.9% ($6.4M/$165.1M)

Mastercard Inc

MA|57636Q104

Shares:—

Value:$6.0M

% of Portfolio:3.7% ($6.0M/$165.1M)

HOME DEPOT, INC.

HD|437076102

Shares:—

Value:$4.9M

% of Portfolio:2.9% ($4.9M/$165.1M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$4.9M

% of Portfolio:2.9% ($4.9M/$165.1M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$4.6M

% of Portfolio:2.8% ($4.6M/$165.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:—

Value:$4.4M

% of Portfolio:2.7% ($4.4M/$165.1M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$4.4M

% of Portfolio:2.6% ($4.4M/$165.1M)

46641Q654

Shares:—

Value:$4.1M

% of Portfolio:2.5% ($4.1M/$165.1M)

81369Y506

Shares:—

Value:$4.0M

% of Portfolio:2.4% ($4.0M/$165.1M)

CROWN HOLDINGS, INC.

CCK|228368106

Shares:—

Value:$3.9M

% of Portfolio:2.4% ($3.9M/$165.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$3.9M

% of Portfolio:2.3% ($3.9M/$165.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$3.0M

% of Portfolio:1.8% ($3.0M/$165.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:—

Value:$2.2M

% of Portfolio:1.3% ($2.2M/$165.1M)

CITIGROUP INC

C|172967424

Shares:—

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$165.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$15.5M	9.4% ($15.5M/$165.1M)	QoQ -17.75% (-$3.3M) YoY -14.35% (-$2.6M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$14.7M	8.9% ($14.7M/$165.1M)	QoQ -1.94% (-$291.5K) YoY +1.29% (+$187.9K)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$10.1M	6.1% ($10.1M/$165.1M)	QoQ -33.37% (-$5.1M) YoY -11.33% (-$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$8.4M	5.1% ($8.4M/$165.1M)	QoQ NEW(+$8.4M) YoY NEW(+$8.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$8.1M	4.9% ($8.1M/$165.1M)	QoQ -8.22% (-$728.0K) YoY +42.12% (+$2.4M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$7.8M	4.7% ($7.8M/$165.1M)	QoQ -14.29% (-$1.3M) YoY +53.58% (+$2.7M)
MORGAN STANLEY(MScusip617446448)	—	QoQ - YoY -	All Managers (Combined)	$6.4M	3.9% ($6.4M/$165.1M)	QoQ +5.78% (+$350.5K) YoY +40.85% (+$1.9M)
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$6.0M	3.7% ($6.0M/$165.1M)	QoQ +5.73% (+$328.0K) YoY +14.94% (+$786.3K)
HOME DEPOT, INC.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	2.9% ($4.9M/$165.1M)	QoQ -14.56% (-$828.3K) YoY -5.54% (-$285.3K)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	2.9% ($4.9M/$165.1M)	QoQ -27.82% (-$1.9M) YoY -14.00% (-$790.1K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$4.6M	2.8% ($4.6M/$165.1M)	QoQ -24.01% (-$1.5M) YoY +31.08% (+$1.1M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	—	QoQ - YoY -	All Managers (Combined)	$4.4M	2.7% ($4.4M/$165.1M)	QoQ +11.35% (+$450.0K) YoY +4.21% (+$178.5K)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$4.4M	2.6% ($4.4M/$165.1M)	QoQ +2.50% (+$106.2K) YoY +51.82% (+$1.5M)
(cusip46641Q654)✕	—	QoQ - YoY -	All Managers (Combined)	$4.1M	2.5% ($4.1M/$165.1M)	QoQ +0.11% (+$4.8K) YoY +0.27% (+$11.2K)
(cusip81369Y506)✕	—	QoQ - YoY -	All Managers (Combined)	$4.0M	2.4% ($4.0M/$165.1M)	QoQ -22.82% (-$1.2M) YoY -36.57% (-$2.3M)
CROWN HOLDINGS, INC.(CCKcusip228368106)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	2.4% ($3.9M/$165.1M)	QoQ +21.11% (+$688.0K) YoY +9.01% (+$326.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	2.3% ($3.9M/$165.1M)	QoQ -0.56% (-$21.9K) YoY +6.72% (+$243.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	1.8% ($3.0M/$165.1M)	QoQ +5.44% (+$152.3K) YoY -8.64% (-$279.3K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	1.3% ($2.2M/$165.1M)	QoQ -25.71% (-$766.1K) YoY +11.67% (+$231.4K)
CITIGROUP INC(Ccusip172967424)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	1.3% ($2.1M/$165.1M)	QoQ -30.97% (-$939.4K) YoY -4.46% (-$97.8K)