Jupiter Wealth Management LLC Portfolio Holdings

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

Jupiter Wealth Management LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $185 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $16.3M, Microsoft Corp with a value of $15.2M, Apple Inc. with a value of $13.8M, Nvidia Corp with a value of $7.77M, and Spdr S&P 500 ETF Trust with a value of $7.24M.

Examining the 13F form we can see an decrease of $27.4M in the current position value, from $212M to 185M.

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 $185 Million
Technology: $44.6 Million
ETFs: $35.2 Million
Consumer Cyclical: $26.9 Million
Communication Services: $21.5 Million
Financial Services: $20.7 Million
Healthcare: $12 Million
Real Estate: $7.03 Million
Energy: $4.62 Million
Other: $12.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.69B
$1.36 Million 0.73% of portfolio
23,579
Q3 2024 Added 33.97%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $185 Million
  • Prior Value $212 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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