Jupiter Wealth Management LLC Reduced Holdings in Q1 2025

Jupiter Wealth Management LLC

  • $153 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.14K
- 8.9%
$375.39 - $447.2 $1.18M - $1.4M
32.1K $12M
AAPL
Apple Inc.

Technology
-10.9K
- 18.42%
$209.68 - $247.1 $2.29M - $2.69M
48.3K $10.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-36.4K
- 69.15%
$56.17 - $59.71 $2.05M - $2.18M
16.3K $928K
GOOGL
Alphabet Inc.

Communication Services
-5.4K
- 5.48%
$154.33 - $206.19 $833K - $1.11M
93.1K $14.4M
NKE
Nike, Inc.

Consumer Cyclical
-8.38K
- 20.43%
$63.29 - $81.72 $531K - $685K
32.6K $2.07M
NVDA
Nvidia Corp

Technology
-6.47K
- 10.11%
$106.98 - $149.43 $692K - $966K
57.5K $6.23M
HD
Home Depot, Inc.

Consumer Cyclical
-1.81K
- 12.4%
$347.25 - $424.87 $630K - $770K
12.8K $4.69M
MPC
Marathon Petroleum Corp

Energy
-6K
- 37.5%
$134.72 - $159.03 $808K - $954K
10K $1.46M
PFE
Pfizer Inc

Healthcare
-35.2K
- 51.88%
$25.01 - $27.13 $879K - $954K
32.6K $826K
AMZN
Amazon Com Inc

Consumer Cyclical
-6.12K
- 20.64%
$190.26 - $242.06 $1.16M - $1.48M
23.5K $4.48M
BAC
Bank Of America Corp

Financial Services
-19.7K
- 45.14%
$39.61 - $47.74 $782K - $943K
24K $1M
MRK
Merck & Co., Inc.

Healthcare
-3.5K
- 20.23%
$83.01 - $101.02 $291K - $354K
13.8K $1.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.65K
- 24.18%
$165.25 - $224.62 $603K - $819K
11.4K $1.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.25K
- 35.04%
$507.05 - $563.67 $632K - $703K
2.31K $1.19M
AMT
American Tower Corp

Real Estate
-1.57K
- 7.1%
$173.46 - $217.6 $272K - $341K
20.5K $4.46M
AVGO
Broadcom Inc.

Technology
-3.24K
- 13.88%
$167.43 - $244.7 $542K - $792K
20.1K $3.36M
JNJ
Johnson & Johnson

Healthcare
-4.25K
- 18.02%
$142.06 - $167.7 $604K - $713K
19.3K $3.21M
MDT
Medtronic PLC

Healthcare
-6K
- 50.0%
$79.84 - $94.5 $479K - $567K
6K $539K
C
Citigroup Inc

Financial Services
-12.3K
- 30.97%
$67.23 - $84.63 $829K - $1.04M
27.5K $1.95M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.98K
- 8.39%
$47.79 - $59.89 $94.6K - $119K
21.6K $1.08M
CCK
Crown Holdings Inc

Consumer Cyclical
-27
- 0.07%
$78.77 - $91.74 $2.13K - $2.48K
39.4K $3.52M
CAT
Caterpillar Inc

Industrials
-450
- 35.77%
$326.75 - $407.63 $147K - $183K
808 $266K
ITA
Ishares Tr

ETFs
-1.29K
- 10.05%
$144.84 - $159.5 $187K - $206K
11.5K $1.77M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-900
- 30.13%
$49.54 - $55.15 $44.6K - $49.6K
2.09K $105K
WMT
Walmart Inc.

Consumer Defensive
-150
- 1.49%
$84.5 - $105.05 $12.7K - $15.8K
9.93K $871K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.03K
- 12.04%
$442.66 - $534.52 $456K - $551K
7.53K $4.01M
MA
Mastercard Inc

Financial Services
-150
- 1.43%
$504.67 - $576.31 $75.7K - $86.4K
10.3K $5.65M
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email