Jupiter Wealth Management LLC Purchases and Sells in Q3 2024

Jupiter Wealth Management LLC

$185 Million
Q3 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	3.06K + 31.96%	$517.38 - $573.86 $1.58M - $1.75M	12.6K $7.24M
AAPL	404 + 0.69%	$207.23 - $234.82 $83.7K - $94.9K	59.2K $13.8M
META	600 + 9.79%	$453.41 - $572.44 $272K - $343K	6.73K $3.85M
JEPI	7.7K + 17.12%	$54.98 - $59.51 $423K - $458K	52.7K $3.14M
BRK-B	226 + 2.71%	$405.19 - $478.57 $91.6K - $108K	8.56K $3.94M
PHM	780 + 6.08%	$103.95 - $144.98 $81.1K - $113K	13.6K $1.95M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.56K New	$475.2 - $527.7 $1.69M - $1.88M	3.56K $1.88M
VXF	4.17K New	$163.98 - $182.92 $683K - $762K	4.17K $758K
ITB	2K New	$97.52 - $128.64 $195K - $257K	2K $254K
VEU	3.43K New	$56.47 - $63.69 $194K - $219K	3.43K $216K
VTI	572 New	$255.18 - $283.2 $146K - $162K	572 $161K
VGK	2.04K New	$65.06 - $71.72 $132K - $146K	2.04K $144K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-1.31K - 5.32%	$136.27 - $1745.86 $179K - $2.29M	23.3K $4.02M
IWM	-9.25K - 67.27%	$200.87 - $224.6 $1.86M - $2.08M	4.5K $994K
GOOGL	-130 - 0.13%	$148.65 - $191.18 $19.3K - $24.9K	98.5K $16.3M
BAC	-19.9K - 31.27%	$36.65 - $44.13 $729K - $878K	43.7K $1.74M
XLE	-1.32K - 2.11%	$84.35 - $93.39 $111K - $123K	61.2K $5.38M
ASML	-120 - 14.2%	$749.82 - $1098.95 $90K - $132K	725 $604K

Activity Summary All Purchases 35 New Holdings 9 Increased Positions 26 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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