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Jupiter Wealth Management LLC Buys Salesforce.com Inc, Caterpillar Inc, DuPont de Nemours Inc, Sells Moderna Inc, Bunge, Meta Platforms Inc

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Nov 17, 2021
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Investment company Jupiter Wealth Management LLC (Current Portfolio) buys Salesforce.com Inc, Caterpillar Inc, DuPont de Nemours Inc, ServiceNow Inc, CrowdStrike Holdings Inc, sells Moderna Inc, Bunge, Meta Platforms Inc, Blackstone Inc, The Mosaic Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Jupiter Wealth Management LLC. As of 2021Q3, Jupiter Wealth Management LLC owns 94 stocks with a total value of $212 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. Alphabet Inc (GOOGL) - 4,464 shares, 6.14% of the total portfolio. Shares added by 3.29%
  2. Microsoft Corp (MSFT) - 37,425 shares, 5.84% of the total portfolio. Shares added by 0.90%
  3. Nike Inc (NKE) - 71,998 shares, 5.71% of the total portfolio.
  4. The Home Depot Inc (HD) - 25,672 shares, 4.46% of the total portfolio.
  5. Apple Inc (AAPL) - 63,329 shares, 4.42% of the total portfolio. Shares added by 3.26%
New Purchase: Caterpillar Inc (CAT)

Jupiter Wealth Management LLC initiated holding in Caterpillar Inc. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $202.980000. The impact to a portfolio due to this purchase was 0.78%. The holding were 7,965 shares as of 2021-09-30.

New Purchase: DuPont de Nemours Inc (DD)

Jupiter Wealth Management LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $67.35 and $79.55, with an estimated average price of $73.87. The stock is now traded at around $79.270000. The impact to a portfolio due to this purchase was 0.7%. The holding were 18,500 shares as of 2021-09-30.

New Purchase: CrowdStrike Holdings Inc (CRWD)

Jupiter Wealth Management LLC initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $269.780000. The impact to a portfolio due to this purchase was 0.51%. The holding were 3,844 shares as of 2021-09-30.

New Purchase: Zscaler Inc (ZS)

Jupiter Wealth Management LLC initiated holding in Zscaler Inc. The purchase prices were between $213.72 and $287.4, with an estimated average price of $251.1. The stock is now traded at around $356.000000. The impact to a portfolio due to this purchase was 0.49%. The holding were 3,059 shares as of 2021-09-30.

New Purchase: CommScope Holding Co Inc (COMM)

Jupiter Wealth Management LLC initiated holding in CommScope Holding Co Inc. The purchase prices were between $13.51 and $21.9, with an estimated average price of $17.23. The stock is now traded at around $10.100000. The impact to a portfolio due to this purchase was 0.15%. The holding were 33,400 shares as of 2021-09-30.

New Purchase: Marvell Technology Inc (MRVL)

Jupiter Wealth Management LLC initiated holding in Marvell Technology Inc. The purchase prices were between $53.97 and $63.61, with an estimated average price of $59.93. The stock is now traded at around $73.640000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,837 shares as of 2021-09-30.

Added: Salesforce.com Inc (CRM)

Jupiter Wealth Management LLC added to a holding in Salesforce.com Inc by 205.45%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $308.020000. The impact to a portfolio due to this purchase was 1.36%. The holding were 14,292 shares as of 2021-09-30.

Added: ServiceNow Inc (NOW)

Jupiter Wealth Management LLC added to a holding in ServiceNow Inc by 50.79%. The purchase prices were between $545.17 and $678.63, with an estimated average price of $605.78. The stock is now traded at around $684.930000. The impact to a portfolio due to this purchase was 0.56%. The holding were 5,267 shares as of 2021-09-30.

Added: Pfizer Inc (PFE)

Jupiter Wealth Management LLC added to a holding in Pfizer Inc by 32.45%. The purchase prices were between $39.25 and $50.42, with an estimated average price of $44.27. The stock is now traded at around $50.900000. The impact to a portfolio due to this purchase was 0.46%. The holding were 81,630 shares as of 2021-09-30.

Added: Citigroup Inc (C)

Jupiter Wealth Management LLC added to a holding in Citigroup Inc by 166.67%. The purchase prices were between $65.08 and $74.3, with an estimated average price of $69.93. The stock is now traded at around $66.840000. The impact to a portfolio due to this purchase was 0.4%. The holding were 20,000 shares as of 2021-09-30.

Added: Marathon Petroleum Corp (MPC)

Jupiter Wealth Management LLC added to a holding in Marathon Petroleum Corp by 133.33%. The purchase prices were between $50.88 and $63.09, with an estimated average price of $57.57. The stock is now traded at around $63.580000. The impact to a portfolio due to this purchase was 0.31%. The holding were 17,500 shares as of 2021-09-30.

Added: DocuSign Inc (DOCU)

Jupiter Wealth Management LLC added to a holding in DocuSign Inc by 400.00%. The purchase prices were between $256.89 and $310.05, with an estimated average price of $288.31. The stock is now traded at around $267.120000. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,500 shares as of 2021-09-30.

Sold Out: Cheniere Energy Inc (LNG)

Jupiter Wealth Management LLC sold out a holding in Cheniere Energy Inc. The sale prices were between $80.83 and $97.67, with an estimated average price of $87.56.

Sold Out: Chevron Corp (CVX)

Jupiter Wealth Management LLC sold out a holding in Chevron Corp. The sale prices were between $94.29 and $106.21, with an estimated average price of $99.81.

Sold Out: International Flavors & Fragrances Inc (IFF)

Jupiter Wealth Management LLC sold out a holding in International Flavors & Fragrances Inc. The sale prices were between $131.59 and $156.78, with an estimated average price of $146.95.

Sold Out: Alibaba Group Holding Ltd (BABA)

Jupiter Wealth Management LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Equinix Inc (EQIX)

Jupiter Wealth Management LLC sold out a holding in Equinix Inc. The sale prices were between $786.38 and $882.83, with an estimated average price of $831.05.

Reduced: Moderna Inc (MRNA)

Jupiter Wealth Management LLC reduced to a holding in Moderna Inc by 83.66%. The sale prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $242.230000. The impact to a portfolio due to this sale was -2.76%. Jupiter Wealth Management LLC still held 2,721 shares as of 2021-09-30.

Reduced: Bunge Ltd (BG)

Jupiter Wealth Management LLC reduced to a holding in Bunge Ltd by 49.34%. The sale prices were between $73.59 and $81.32, with an estimated average price of $77.23. The stock is now traded at around $95.630000. The impact to a portfolio due to this sale was -0.78%. Jupiter Wealth Management LLC still held 22,027 shares as of 2021-09-30.

Reduced: Meta Platforms Inc (FB)

Jupiter Wealth Management LLC reduced to a holding in Meta Platforms Inc by 29.28%. The sale prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $340.770000. The impact to a portfolio due to this sale was -0.57%. Jupiter Wealth Management LLC still held 7,946 shares as of 2021-09-30.

Reduced: Blackstone Inc (BX)

Jupiter Wealth Management LLC reduced to a holding in Blackstone Inc by 59.94%. The sale prices were between $97.11 and $135.04, with an estimated average price of $115.96. The stock is now traded at around $145.080000. The impact to a portfolio due to this sale was -0.55%. Jupiter Wealth Management LLC still held 6,750 shares as of 2021-09-30.



Here is the complete portfolio of Jupiter Wealth Management LLC. Also check out:

1. Jupiter Wealth Management LLC's Undervalued Stocks
2. Jupiter Wealth Management LLC's Top Growth Companies, and
3. Jupiter Wealth Management LLC's High Yield stocks
4. Stocks that Jupiter Wealth Management LLC keeps buying
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