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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$993B
$14.4 Million 9.42% of portfolio
93,087
Q1 2025 Reduced 5.48%
$3.51T
$12 Million 7.88% of portfolio
32,082
Q1 2025 Reduced 8.9%
$3.26T
$10.7 Million 7.02% of portfolio
48,290
Q1 2025 Reduced 18.42%
$442B
$8.78 Million 5.75% of portfolio
11
Q1 2025 New
$0
$7.64 Million 5.0% of portfolio
13,663
Q1 2025 Added 8.24%
$359B
$6.23 Million 4.08% of portfolio
57,521
Q1 2025 Reduced 10.11%
$223B
$5.72 Million 3.74% of portfolio
49,018
Q1 2025 Added 6.73%
$562B
$5.65 Million 3.7% of portfolio
10,312
Q1 2025 Reduced 1.43%
$377B
$4.69 Million 3.07% of portfolio
12,810
Q1 2025 Reduced 12.4%
$2.22T
$4.48 Million 2.93% of portfolio
23,543
Q1 2025 Reduced 20.64%
$99.9B
$4.46 Million 2.92% of portfolio
20,511
Q1 2025 Reduced 7.1%
$0
$4.4 Million 2.88% of portfolio
47,059
Q1 2025 Reduced 23.14%
$0
$4.07 Million 2.66% of portfolio
80,000
Q3 2023 New
$648B
$4.01 Million 2.62% of portfolio
7,528
Q1 2025 Reduced 12.04%
$1.5T
$3.92 Million 2.56% of portfolio
6,795
Q1 2025 Added 1.03%
$12B
$3.52 Million 2.3% of portfolio
39,405
Q1 2025 Reduced 0.07%
$409B
$3.21 Million 2.1% of portfolio
19,346
Q1 2025 Reduced 18.02%
$80.5B
$2.07 Million 1.36% of portfolio
32,646
Q1 2025 Reduced 20.43%
$0
$1.99 Million 1.3% of portfolio
19,475
Q3 2023 New
$151B
$1.95 Million 1.28% of portfolio
27,500
Q1 2025 Reduced 30.97%
$1.1T
$1.9 Million 1.24% of portfolio
11,437
Q1 2025 Reduced 24.18%
$182B
$1.87 Million 1.23% of portfolio
12,500
Q2 2024 Reduced 10.71%
$0
$1.77 Million 1.16% of portfolio
11,549
Q1 2025 Reduced 10.05%
$43.3B
$1.67 Million 1.09% of portfolio
16,000
Q1 2022 Reduced 11.11%
$210B
$1.64 Million 1.07% of portfolio
3,000
Q4 2021 Reduced 41.18%
$81.1B
$1.46 Million 0.95% of portfolio
10,000
Q1 2025 Reduced 37.5%
$0
$1.35 Million 0.88% of portfolio
3,735
Q3 2023 New
$206B
$1.24 Million 0.81% of portfolio
13,800
Q1 2025 Reduced 20.23%
$767B
$1.24 Million 0.81% of portfolio
1,500
Q2 2024 Reduced 26.43%
$0
$1.19 Million 0.78% of portfolio
2,312
Q1 2025 Reduced 35.04%
$125B
$1.12 Million 0.73% of portfolio
2,500
Q4 2021 Reduced 33.42%
$1.4B
$1.08 Million 0.71% of portfolio
21,600
Q1 2025 Reduced 8.39%
$286B
$1.08 Million 0.7% of portfolio
15,000
Q1 2023 Reduced 64.7%
$536B
$1.07 Million 0.7% of portfolio
1,150
Q1 2025 Added 666.67%
$0
$1.03 Million 0.67% of portfolio
62,034
Q3 2023 New
$78.3B
$1.01 Million 0.66% of portfolio
4,175
Q1 2025 Added 10.6%
$362B
$1 Million 0.65% of portfolio
24,000
Q1 2025 Reduced 45.14%
$6.3B
$979,000 0.64% of portfolio
9,225
Q1 2025 Added 46.43%
$0
$928,000 0.61% of portfolio
16,250
Q1 2025 Reduced 69.15%
$0
$935,000 0.61% of portfolio
11,000
Q3 2023 New
$264B
$871,000 0.57% of portfolio
9,932
Q1 2025 Reduced 1.49%
$0
$872,000 0.57% of portfolio
6,496
Q3 2024 Reduced 0.79%
$216B
$851,000 0.56% of portfolio
8,623
Q1 2025 Added 29.71%
$136B
$826,000 0.54% of portfolio
32,600
Q1 2025 Reduced 51.88%
$221B
$624,000 0.41% of portfolio
2,000
Q1 2022 Reduced 63.64%
$0
$612,000 0.4% of portfolio
9,865
Q3 2023 New
$446B
$613,000 0.4% of portfolio
649
Q1 2025 Added 12.28%
$447B
$594,000 0.39% of portfolio
5,000
Q2 2024 Reduced 28.57%
$1.1T
$546,000 0.36% of portfolio
3,500
Q1 2024 Added 25.0%

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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