The Analysis of Jupiter Wealth Management LLC's Holdings
Currently, Jupiter Wealth Management LLC holds 84 types of securities in its portfolio with a total value $224.6M. In the most recent quarter, they have increased their positions in XLE (+43.3K shares, valued at $2.3M), MSFT (+5.0K shares, valued at $2.0M), GLD (+3.9K shares, valued at $1.8M); decreased their positions in N/A (-4.9K shares, valued at $1.5M), ASML (-500 shares, valued at $703.4K), ITB (-5.0K shares, valued at $562.0K); initiated new positions in AMGN (+1.5K shares, valued at $549.3K), CVX (+1.8K shares, valued at $319.2K), V (+500 shares, valued at $162.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
Alphabet Inc Alphabet Inc93.5K shares-4.95%2025-12-312026-02-13
MSFT Microsoft37.2K shares15.56%2025-12-312026-02-13 AAPL Apple Inc Com49.7K shares4.61%2025-12-312026-02-13 NVDA Nvidia Corporation68.0K shares-0.93%2025-12-312026-02-13 SPY SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)14.3K shares4.40%2025-12-312026-02-13 MS Morgan Stanley Com55.7K shares4.92%2025-12-312026-02-13 BRK.A Berkshire Hathaway11 shares0.00%2025-12-312026-02-13 AMZN Amazon.Com Inc32.1K shares19.77%2025-12-312026-02-13 MA Mastercard Inc CL A11.0K shares8.38%2025-12-312026-02-13 TSM Taiwan Semiconductor14.5K shares9.92%2025-12-312026-02-13 XLE Energy Select Sector SPDR ETF IV97.0K shares80.63%2025-12-312026-02-13 JNJ Johnson & Johnson20.7K shares4.98%2025-12-312026-02-13 HD Home Depot13.0K shares3.09%2025-12-312026-02-13 META Facebook Inc-Class A7.7K shares4.50%2025-12-312026-02-13 JMST JPMorgan Ultra SHRT Muncipl Incm ETF90.0K shares12.50%2025-12-312026-02-13 CCK Crown HLDGS Inc Com39.0K shares-0.26%2025-12-312026-02-13 AMT American Tower Corp19.8K shares0.00%2025-12-312026-02-13 ITA iShares US Aerospace Defense ETF12.2K shares0.00%2025-12-312026-02-13 GS Goldman Sachs Group3.0K shares0.00%2025-12-312026-02-13 XMMO Invesco S & P Midcap Momentum ETF16.8K shares0.00%2025-12-312026-02-13 GLD SPDR Gold Trust5.1K shares308.33%2025-12-312026-02-13 NOBL ProShares Trust S&P (500 Divid Aristocrats Etf)19.5K shares0.00%2025-12-312026-02-13 PEP Pepsico Inc12.5K shares0.00%2025-12-312026-02-13 NKE Nike Inc Class B Com32.6K shares-8.82%2025-12-312026-02-13 MPC Marathon Petroleum10.0K shares0.00%2025-12-312026-02-13 BAC BK Of America Corp36.6K shares0.00%2025-12-312026-02-13 LLY Eli Lilly And Co1.8K shares12.86%2025-12-312026-02-13 ASML Asml Holding NV1.2K shares-29.24%2025-12-312026-02-13 IWF iShares Russell 1000 Growth ETF3.7K shares0.00%2025-12-312026-02-13 LMT Lockheed Martin Corp2.5K shares0.00%2025-12-312026-02-13 WMT Wal-Mart11.6K shares-1.69%2025-12-312026-02-13 SCHD Schwab US Dividend Equity ETF45.0K shares200.00%2025-12-312026-02-13 PFE Pfizer50.0K shares53.53%2025-12-312026-02-13 WFC Wells Fargo Co New15.0K shares0.00%2025-12-312026-02-13 SPYI Neos S And P 500 High Income ETF22.7K shares26.00%2025-12-312026-02-13 IWR iShares Russell Mid Cap ETF11.0K shares0.00%2025-12-312026-02-13 QYLD Global X Nasdaq 100 Covered Call ETF62.0K shares0.00%2025-12-312026-02-13 Alphabet Inc Alphabet Inc3.5K shares0.00%2025-12-312026-02-13 DVY iShares Select Dividend ETF6.5K shares0.00%2025-12-312026-02-13 COST Costco Wholesale984 shares34.06%2025-12-312026-02-13 RSG Republic Services4.4K shares20.41%2025-12-312026-02-13 JEPI JPMorgan Equity Premium Income ETF16.3K shares0.00%2025-12-312026-02-13 ITB iShares TR US Home (cons Etf)7.5K shares-40.00%2025-12-312026-02-13 VXUS Vanguard Total Interntl Stock ETF IV9.9K shares0.00%2025-12-312026-02-13 XOM ExxonMobil5.0K shares0.00%2025-12-312026-02-13 NFLX Netflix Com Inc Com9.2K shares700.00%2025-12-312026-02-13 MCD Mcdonald S Corp2.0K shares0.00%2025-12-312026-02-13 DIS Walt Disney6.4K shares-31.75%2025-12-312026-02-13 CAT Caterpillar808 shares0.00%2025-12-312026-02-13 IWO iShares Russell (2000 Growth Etf)1.7K shares0.00%2025-12-312026-02-13 PH Parker-Hannifin Corp565 shares182.50%2025-12-312026-02-13 AMGN Amgen Inc1.5K sharesnew addition2025-12-312026-02-13 JPM JPMorgan Chase1.8K shares0.00%2025-12-312026-02-13 CRSP Crispr Therapeutics8.5K shares0.00%2025-12-312026-02-13 VIG Vanguard Dividend Appreciation ETF1.8K shares0.00%2025-12-312026-02-13 PSX Phillips 66 Com2.3K shares45.16%2025-12-312026-02-13 CVX Chevron Corp.1.8K sharesnew addition2025-12-312026-02-13 COF Capital One FC1.5K shares50.00%2025-12-312026-02-13 GPIX Goldman Sachs S P 500 Cre PRM ETF IV5.9K shares0.00%2025-12-312026-02-13 ZS Zscaler Inc1.8K shares0.00%2025-12-312026-02-13 PANW Palo Alto Networks1.5K shares20.00%2025-12-312026-02-13 EEM iShares MSCI Emerging Markets ETF3.8K shares0.00%2025-12-312026-02-13 V Visa Inc Com CL A500 sharesnew addition2025-12-312026-02-13 BUG Global X Cybersecurity ETF5.0K shares0.00%2025-12-312026-02-13 IBDX iShares iBonds Dec 2032 Term Corporate ETF5.1K shares0.00%2025-12-312026-02-13 TOST Toast Inc Class Class A5.0K sharesnew addition2025-12-312026-02-13 LNG Cheniere Energy Inc600 shares0.00%2025-12-312026-02-13 PLTR Palantir Technologies In Class A1.0K sharesnew addition2025-12-312026-02-13 VNQ Vanguard Real Estate ETF1.4K shares-52.19%2025-12-312026-02-13 UNP Union Pacific Corp479 shares0.00%2025-12-312026-02-13 IBDY iShares iBonds Dec 2033 Term Corporate ETF4.6K shares0.00%2025-12-312026-02-13 SNPE DBX ETF TR Xtrackers (S&P)1.7K shares-52.07%2025-12-312026-02-13 CRWD Crowdstrike HLDGS250 shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available