Jupiter Wealth Management LLC Portfolio Holdings

Jupiter Wealth Management LLC

  • $184 Million
  • Q2 2025

Jupiter Wealth Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $17.4M, Microsoft Corp with a value of $16.3M, Nvidia Corp with a value of $10.8M, Apple Inc. with a value of $9.64M, and Spdr S&P 500 ETF Trust with a value of $8.36M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $153M to 184M.

Jupiter Wealth Management LLC is based out at Glendale, CO

Below you can find more details about Jupiter Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
Technology: $48.2 Million
ETFs: $33.8 Million
Financial Services: $32.2 Million
Communication Services: $26.2 Million
Consumer Cyclical: $21.2 Million
Healthcare: $7.31 Million
Real Estate: $6.03 Million
Consumer Defensive: $3.64 Million
Other: $5.42 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.43T
$17.4 Million 9.47% of portfolio
98,874
Q2 2025 Added 6.22%
$3.72T
$16.3 Million 8.85% of portfolio
32,745
Q2 2025 Added 2.07%
$426B
$10.8 Million 5.84% of portfolio
68,051
Q2 2025 Added 18.31%
$3.77T
$9.64 Million 5.24% of portfolio
46,983
Q2 2025 Reduced 2.71%
$443B
$8.02 Million 4.36% of portfolio
11
Q1 2025 New
$258B
$7.44 Million 4.04% of portfolio
52,825
Q2 2025 Added 7.77%
$136B
$6.37 Million 3.46% of portfolio
23,105
Q2 2025 Added 15.09%
$557B
$5.7 Million 3.1% of portfolio
10,141
Q2 2025 Reduced 1.66%
$1.72T
$5.42 Million 2.94% of portfolio
7,340
Q2 2025 Added 8.02%
$2.43T
$5.17 Million 2.81% of portfolio
23,556
Q2 2025 Added 0.06%
$425B
$4.61 Million 2.51% of portfolio
12,572
Q2 2025 Reduced 1.86%
$90.6B
$4.38 Million 2.38% of portfolio
19,838
Q2 2025 Reduced 3.28%
$11.3B
$4.03 Million 2.19% of portfolio
39,105
Q2 2025 Reduced 0.76%
$641B
$3.65 Million 1.99% of portfolio
7,520
Q2 2025 Reduced 0.11%
$463B
$2.93 Million 1.59% of portfolio
19,165
Q2 2025 Reduced 0.94%
$1.3T
$2.81 Million 1.52% of portfolio
12,387
Q2 2025 Added 8.31%
$261B
$2.12 Million 1.15% of portfolio
3,000
Q4 2021 Reduced 41.18%
$189B
$1.7 Million 0.93% of portfolio
20,000
Q2 2025 Reduced 27.27%
$91.3B
$1.66 Million 0.9% of portfolio
10,000
Q1 2025 Reduced 37.5%
$197B
$1.65 Million 0.9% of portfolio
12,500
Q2 2024 Reduced 10.71%
$40.9B
$1.64 Million 0.89% of portfolio
16,000
Q1 2022 Reduced 11.11%
$404B
$1.64 Million 0.89% of portfolio
34,600
Q2 2025 Added 44.17%
$562B
$1.54 Million 0.84% of portfolio
1,150
Q1 2025 Added 666.67%
$713B
$1.27 Million 0.69% of portfolio
1,625
Q2 2025 Added 8.33%
$307B
$1.2 Million 0.65% of portfolio
15,000
Q1 2023 Reduced 64.7%
$120B
$1.16 Million 0.63% of portfolio
2,500
Q4 2021 Reduced 33.42%
$214B
$1.17 Million 0.63% of portfolio
9,403
Q2 2025 Added 9.05%
$278B
$1.16 Million 0.63% of portfolio
11,832
Q2 2025 Added 19.13%
$214B
$1.09 Million 0.59% of portfolio
13,800
Q1 2025 Reduced 20.23%
$31.1B
$1.04 Million 0.57% of portfolio
9,900
Q2 2025 New
$320B
$1 Million 0.54% of portfolio
1,250
Q2 2025 New
$5.64B
$979,000 0.53% of portfolio
18,500
Q2 2025 New
$1.09B
$946,000 0.51% of portfolio
16,850
Q2 2025 Reduced 21.99%
$72.4B
$906,000 0.49% of portfolio
3,675
Q2 2025 Reduced 11.98%
$433B
$830,000 0.45% of portfolio
839
Q2 2025 Added 29.28%
$35B
$818,000 0.44% of portfolio
7,400
Q2 2025 New
$139B
$790,000 0.43% of portfolio
32,600
Q1 2025 Reduced 51.88%
$1.46T
$620,000 0.34% of portfolio
3,500
Q1 2024 Added 25.0%
$230B
$584,000 0.32% of portfolio
2,000
Q1 2022 Reduced 63.64%
$461B
$539,000 0.29% of portfolio
5,000
Q2 2024 Reduced 28.57%
$874B
$522,000 0.28% of portfolio
1,804
Q2 2025 Added 26.24%
$125B
$523,000 0.28% of portfolio
6,000
Q1 2025 Reduced 50.0%
$40.4B
$470,000 0.26% of portfolio
1,500
Q1 2025 New
$5.13B
$443,000 0.24% of portfolio
4,375
Q2 2025 Reduced 52.57%
$33.5B
$445,000 0.24% of portfolio
6,000
Q2 2025 New
$651B
$382,000 0.21% of portfolio
1,750
Q2 2025 New
$4.19B
$364,000 0.2% of portfolio
7,500
Q4 2021 Reduced 34.78%
$94.2B
$344,000 0.19% of portfolio
5,000
Q2 2025 New
$221B
$313,000 0.17% of portfolio
808
Q1 2025 Reduced 35.77%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $184 Million
  • Prior Value $153 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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