Jupiter Wealth Management LLC Buys Tyson Foods Inc, SPDR Russell 1000 ETF, Financial Select Sector SPDR Fund, Sells Schlumberger, Alphabet Inc, Cadence Design Systems Inc

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Jan 17, 2020
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Investment company Jupiter Wealth Management LLC (Current Portfolio) buys Tyson Foods Inc, SPDR Russell 1000 ETF, Financial Select Sector SPDR Fund, Micron Technology Inc, iShares U.S. Aerospace & Defense ETF, sells Schlumberger, Alphabet Inc, Cadence Design Systems Inc, Twitter Inc, iShares 20+ Year Treasury Bond ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Jupiter Wealth Management LLC. As of 2019Q4, Jupiter Wealth Management LLC owns 81 stocks with a total value of $205 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. Mastercard Inc (MA) - 38,695 shares, 5.86% of the total portfolio. Shares reduced by 0.17%
  2. American Tower Corp (AMT) - 49,515 shares, 5.65% of the total portfolio. Shares reduced by 0.23%
  3. Nike Inc (NKE) - 101,779 shares, 5.10% of the total portfolio. Shares reduced by 0.17%
  4. Alphabet Inc (GOOGL) - 7,025 shares, 4.90% of the total portfolio. Shares reduced by 3%
  5. Tyson Foods Inc (TSN) - 109,421 shares, 4.90% of the total portfolio. Shares added by 21.08%
New Purchase: Financial Select Sector SPDR Fund (XLF)

Jupiter Wealth Management LLC initiated holding in Financial Select Sector SPDR Fund. The purchase prices were between $26.78 and $30.94, with an estimated average price of $29.41. The stock is now traded at around $31.02. The impact to a portfolio due to this purchase was 0.26%. The holding were 17,330 shares as of .

New Purchase: iShares U.S. Aerospace & Defense ETF (ITA)

Jupiter Wealth Management LLC initiated holding in iShares U.S. Aerospace & Defense ETF. The purchase prices were between $213.13 and $232.01, with an estimated average price of $223.26. The stock is now traded at around $232.23. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,200 shares as of .

New Purchase: Agnico Eagle Mines Ltd (AEM)

Jupiter Wealth Management LLC initiated holding in Agnico Eagle Mines Ltd. The purchase prices were between $51.84 and $62.47, with an estimated average price of $58.19. The stock is now traded at around $60.80. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,960 shares as of .

New Purchase: Energy Select Sector SPDR Fund (XLE)

Jupiter Wealth Management LLC initiated holding in Energy Select Sector SPDR Fund. The purchase prices were between $55.9 and $61.99, with an estimated average price of $59.34. The stock is now traded at around $59.11. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,790 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Jupiter Wealth Management LLC initiated holding in Enterprise Products Partners LP. The purchase prices were between $25.15 and $28.51, with an estimated average price of $27.1. The stock is now traded at around $28.80. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,000 shares as of .

New Purchase: StoneCo Ltd (STNE)

Jupiter Wealth Management LLC initiated holding in StoneCo Ltd. The purchase prices were between $31.55 and $41.39, with an estimated average price of $36.71. The stock is now traded at around $41.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,000 shares as of .

Added: Tyson Foods Inc (TSN)

Jupiter Wealth Management LLC added to a holding in Tyson Foods Inc by 21.08%. The purchase prices were between $77.5 and $91.42, with an estimated average price of $86.17. The stock is now traded at around $89.71. The impact to a portfolio due to this purchase was 0.85%. The holding were 109,421 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

Jupiter Wealth Management LLC added to a holding in SPDR Russell 1000 ETF by 42.20%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.48%. The holding were 85,575 shares as of .

Added: Micron Technology Inc (MU)

Jupiter Wealth Management LLC added to a holding in Micron Technology Inc by 120.00%. The purchase prices were between $41.98 and $55.42, with an estimated average price of $47.96. The stock is now traded at around $57.45. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,500 shares as of .

Added: Facebook Inc (FB)

Jupiter Wealth Management LLC added to a holding in Facebook Inc by 136.99%. The purchase prices were between $174.6 and $208.1, with an estimated average price of $194.27. The stock is now traded at around $221.62. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,460 shares as of .

Added: UBS Group AG (UBS)

Jupiter Wealth Management LLC added to a holding in UBS Group AG by 150.00%. The purchase prices were between $10.58 and $12.58, with an estimated average price of $11.92. The stock is now traded at around $13.13. The impact to a portfolio due to this purchase was 0.19%. The holding were 50,000 shares as of .

Added: Cisco Systems Inc (CSCO)

Jupiter Wealth Management LLC added to a holding in Cisco Systems Inc by 31.50%. The purchase prices were between $43.52 and $48.83, with an estimated average price of $46.46. The stock is now traded at around $48.99. The impact to a portfolio due to this purchase was 0.09%. The holding were 16,700 shares as of .

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Jupiter Wealth Management LLC sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $134.91 and $145.99, with an estimated average price of $139.12.

Sold Out: Twitter Inc (TWTR)

Jupiter Wealth Management LLC sold out a holding in Twitter Inc. The sale prices were between $28.89 and $40.8, with an estimated average price of $32.75.

Sold Out: Canopy Growth Corp (CGC)

Jupiter Wealth Management LLC sold out a holding in Canopy Growth Corp. The sale prices were between $14.22 and $23.38, with an estimated average price of $19.8.

Sold Out: Illumina Inc (ILMN)

Jupiter Wealth Management LLC sold out a holding in Illumina Inc. The sale prices were between $288.29 and $335.49, with an estimated average price of $312.33.



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