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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$946,000 0.51% of portfolio
16,850
Q2 2025 Reduced 21.99%

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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