JW
| |
Jupiter Wealth Management LLC13F | |
| Jupiter Wealth Management LLC | |
| Last update 2025-05-20 | 69 Stocks (2 new) |
| Value $165.00 Mil | Turnover 6 % |
Jupiter Wealth Management LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 93,087 | 15,502.7 | -6.51% | 9.390 | -0.64% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
MSFT | Microsoft Corp | 32,082 | 14,721.5 | -9.93% | 8.920 | -0.78% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 48,290 | 10,082.0 | -20.09% | 6.110 | -1.58% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
BRK.A | Berkshire Hathaway Inc | 11 | 8,439.2 | New Holding | 5.110 | +5.11% | 0.000 | -8.33% | +6.20% | 1,040,746.7 | Insurance | |
SPY | SPDR S&P 500 ETF Trust | 13,663 | 8,127.3 | -9.57% | 4.920 | -0.44% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
NVDA | NVIDIA Corp | 57,521 | 7,798.1 | -15.11% | 4.720 | -0.72% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
MS | Morgan Stanley | 49,018 | 6,413.5 | +1.64% | 3.880 | +0.06% | 0.000 | +27.64% | +14.78% | 227,251.6 | Capital Markets | |
MA | Mastercard Inc | 10,312 | 6,047.1 | -5.05% | 3.660 | -0.15% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
HD | The Home Depot Inc | 12,810 | 4,859.9 | -12.40% | 2.940 | -0.37% | 0.000 | +6.25% | -2.03% | 374,441.1 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 23,543 | 4,853.6 | -23.19% | 2.940 | -0.81% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical |
Jupiter Wealth Management LLC's Historical Top Holdings Breakdowns
Jupiter Wealth Management LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +5.11% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 11 | 11 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.58% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -20.09% | 48,290 | -12,139 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Sold Out Sold Out | -1.57% | 44.91 ($52.94) 60.42 | $67.29 | 27.11% | Sold Out | 0 | -56,750 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | Sold Out Sold Out | -1.22% | 110.9 ($123.2) 132.93 | $130.97 | 6.31% | Sold Out | 0 | -18,980 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.81% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Reduce -23.19% | 23,543 | -7,109 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.78% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -9.93% | 32,082 | -3,536 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.75% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -23.61% | 20,075 | -6,206 | |
PHM | PulteGroup Inc | 2025-03-31 | Sold Out Sold Out | -0.73% | 101.09 ($108.01) 118.51 | $119.28 | 10.43% | Sold Out | 0 | -12,902 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.72% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -15.11% | 57,521 | -10,236 | |
KBH | KB Home | 2025-03-31 | Sold Out Sold Out | -0.65% | 57.73 ($63.69) 70.05 | $58.70 | -7.83% | Sold Out | 0 | -18,891 |
Jupiter Wealth Management LLC Total Holding History ($B)
Jupiter Wealth Management LLC's Asset Allocation
Jupiter Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Jupiter Wealth Management LLC's Hypothetical Growth since 2025-03-31
Jupiter Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jupiter Wealth Management LLC's Holdings Heat Map
Size field:
Jupiter Wealth Management LLC's Holdings Bubble Chart
Jupiter Wealth Management LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers