Jupiter Wealth Management LLC Portfolio Holdings

Jupiter Wealth Management LLC

  • $153 Million
  • Q1 2025

Jupiter Wealth Management LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $14.4M, Microsoft Corp with a value of $12M, Apple Inc. with a value of $10.7M, Berkshire Hathaway Inc with a value of $8.78M, and Spdr S&P 500 ETF Trust with a value of $7.64M.

Examining the 13F form we can see an decrease of $32M in the current position value, from $185M to 153M.

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 $153 Million
Technology: $34.7 Million
Financial Services: $30.2 Million
ETFs: $27.9 Million
Communication Services: $20.8 Million
Consumer Cyclical: $17.6 Million
Healthcare: $7.3 Million
Real Estate: $6.13 Million
Consumer Defensive: $3.36 Million
Other: $4.92 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $153 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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