Jupiter Wealth Management LLC Buys Microsoft Corp, Verizon Communications Inc, Morgan Stanley, Sells JPMorgan Chase, Humana Inc, Rockwell Automation Inc

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May 04, 2020
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Investment company Jupiter Wealth Management LLC (Current Portfolio) buys Microsoft Corp, Verizon Communications Inc, Morgan Stanley, ProShares S&P 500 Dividend Aristocrats, iShares U.S. Home Construction, sells JPMorgan Chase, Humana Inc, Rockwell Automation Inc, Citigroup Inc, 3M Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Jupiter Wealth Management LLC. As of 2020Q1, Jupiter Wealth Management LLC owns 68 stocks with a total value of $171 million. These are the details of the buys and sells.

For the details of Jupiter Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/jupiter+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Jupiter Wealth Management LLC
  1. American Tower Corp (AMT) - 42,818 shares, 5.87% of the total portfolio. Shares reduced by 13.53%
  2. Alphabet Inc (GOOGL) - 7,024 shares, 5.42% of the total portfolio. Shares reduced by 0.01%
  3. Nike Inc (NKE) - 106,024 shares, 5.31% of the total portfolio. Shares added by 4.17%
  4. Johnson & Johnson (JNJ) - 54,594 shares, 4.74% of the total portfolio. Shares added by 2.50%
  5. The Home Depot Inc (HD) - 36,211 shares, 4.64% of the total portfolio. Shares reduced by 5.37%
New Purchase: Verizon Communications Inc (VZ)

Jupiter Wealth Management LLC initiated holding in Verizon Communications Inc. The purchase prices were between $49.94 and $61.4, with an estimated average price of $57.34. The stock is now traded at around $56.21. The impact to a portfolio due to this purchase was 3.01%. The holding were 90,285 shares as of .

New Purchase: Morgan Stanley (MS)

Jupiter Wealth Management LLC initiated holding in Morgan Stanley. The purchase prices were between $27.81 and $57.51, with an estimated average price of $47.45. The stock is now traded at around $37.90. The impact to a portfolio due to this purchase was 2.94%. The holding were 130,806 shares as of .

New Purchase: ProShares S&P 500 Dividend Aristocrats (NOBL)

Jupiter Wealth Management LLC initiated holding in ProShares S&P 500 Dividend Aristocrats. The purchase prices were between $49.36 and $76.45, with an estimated average price of $70.34. The stock is now traded at around $61.73. The impact to a portfolio due to this purchase was 2.7%. The holding were 74,560 shares as of .

New Purchase: iShares U.S. Home Construction (ITB)

Jupiter Wealth Management LLC initiated holding in iShares U.S. Home Construction. The purchase prices were between $24.07 and $50.26, with an estimated average price of $42.71. The stock is now traded at around $35.67. The impact to a portfolio due to this purchase was 2.45%. The holding were 116,698 shares as of .

New Purchase: CVS Health Corp (CVS)

Jupiter Wealth Management LLC initiated holding in CVS Health Corp. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $59.80. The impact to a portfolio due to this purchase was 2.34%. The holding were 66,985 shares as of .

New Purchase: Bunge Ltd (BG)

Jupiter Wealth Management LLC initiated holding in Bunge Ltd. The purchase prices were between $30.25 and $57.94, with an estimated average price of $49.23. The stock is now traded at around $37.51. The impact to a portfolio due to this purchase was 2.13%. The holding were 95,946 shares as of .

Added: Microsoft Corp (MSFT)

Jupiter Wealth Management LLC added to a holding in Microsoft Corp by 1817.97%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $178.07. The impact to a portfolio due to this purchase was 4.39%. The holding were 45,245 shares as of .

Added: Intel Corp (INTC)

Jupiter Wealth Management LLC added to a holding in Intel Corp by 301.60%. The purchase prices were between $44.61 and $68.47, with an estimated average price of $59.3. The stock is now traded at around $57.19. The impact to a portfolio due to this purchase was 2.37%. The holding were 93,975 shares as of .

Added: Amazon.com Inc (AMZN)

Jupiter Wealth Management LLC added to a holding in Amazon.com Inc by 84.73%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2308.05. The impact to a portfolio due to this purchase was 1.82%. The holding were 2,963 shares as of .

Added: Nuveen AMT-Free Municipal Income Fund (NEA)

Jupiter Wealth Management LLC added to a holding in Nuveen AMT-Free Municipal Income Fund by 35.71%. The purchase prices were between $11.23 and $15.04, with an estimated average price of $14.24. The stock is now traded at around $13.11. The impact to a portfolio due to this purchase was 0.21%. The holding were 102,610 shares as of .

Added: Netflix Inc (NFLX)

Jupiter Wealth Management LLC added to a holding in Netflix Inc by 29.43%. The purchase prices were between $298.84 and $387.78, with an estimated average price of $353.51. The stock is now traded at around $425.77. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,331 shares as of .

Added: Nuveen Preferred & Income Securities Fund (JPS)

Jupiter Wealth Management LLC added to a holding in Nuveen Preferred & Income Securities Fund by 45.53%. The purchase prices were between $4.92 and $10.44, with an estimated average price of $9.3. The stock is now traded at around $8.07. The impact to a portfolio due to this purchase was 0.1%. The holding were 70,316 shares as of .

Sold Out: JPMorgan Chase & Co (JPM)

Jupiter Wealth Management LLC sold out a holding in JPMorgan Chase & Co. The sale prices were between $79.03 and $141.09, with an estimated average price of $122.27.

Sold Out: Humana Inc (HUM)

Jupiter Wealth Management LLC sold out a holding in Humana Inc. The sale prices were between $214.43 and $380.2, with an estimated average price of $338.77.

Sold Out: Citigroup Inc (C)

Jupiter Wealth Management LLC sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.

Sold Out: 3M Co (MMM)

Jupiter Wealth Management LLC sold out a holding in 3M Co. The sale prices were between $117.87 and $181.37, with an estimated average price of $158.06.

Sold Out: Bank of America Corp (BAC)

Jupiter Wealth Management LLC sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: General Dynamics Corp (GD)

Jupiter Wealth Management LLC sold out a holding in General Dynamics Corp. The sale prices were between $106.6 and $189.43, with an estimated average price of $166.85.



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