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Jupiter Wealth Management LLC

Portfolio Manager
Jupiter Wealth Management LLC
Performance
-5.58% (2026 Q1)
AUM (13F)
$253.01M
# of Holdings
90
Performance Rank
Allocation (Top 20)
73.32%

Jupiter Wealth Management LLC Holdings Map

Top 50 Jupiter Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
Alphabet Inc
15.15%95.2K$38.3M
+1.84%(+1.72K)
2025-Q1: 93.1K shares2025-Q2: 98.9K shares2025-Q3: 98.3K shares2025-Q4: 93.5K shares2026-Q1: 95.2K shares
$88.28(+354.29%)
2026-03-31
NVDA
Nvidia Corporation
6.28%70.3K$15.9M
+3.40%(+2.31K)
2025-Q1: 57.5K shares2025-Q2: 68.1K shares2025-Q3: 68.6K shares2025-Q4: 68.0K shares2026-Q1: 70.3K shares
$77.77(+203.12%)
2026-03-31
AAPL
Apple Inc Com
6.21%52.6K$15.7M
+5.70%(+2.83K)
2025-Q1: 48.3K shares2025-Q2: 47.0K shares2025-Q3: 47.5K shares2025-Q4: 49.7K shares2026-Q1: 52.6K shares
$113.77(+162.13%)
2026-03-31
MSFT
Microsoft
5.65%35.3K$14.3M
-5.26%(-1.96K)
2025-Q1: 32.1K shares2025-Q2: 32.7K shares2025-Q3: 32.2K shares2025-Q4: 37.2K shares2026-Q1: 35.3K shares
$244.22(+67.65%)
2026-03-31
AVGO
Broadcom Inc Com
4.98%30.2K$12.6M
+9.00%(+2.50K)
2025-Q1: 20.1K shares2025-Q2: 23.1K shares2025-Q3: 24.0K shares2025-Q4: 27.7K shares2026-Q1: 30.2K shares
$196.94(+123.32%)
2026-03-31
MS
Morgan Stanley Com
4.39%57.3K$11.1M
+2.82%(+1.57K)
2025-Q1: 49.0K shares2025-Q2: 52.8K shares2025-Q3: 53.1K shares2025-Q4: 55.7K shares2026-Q1: 57.3K shares
$69.50(+179.89%)
2026-03-31
SPY
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
4.31%14.7K$10.9M
+2.87%(+410)
2025-Q1: 13.7K shares2025-Q2: 13.5K shares2025-Q3: 13.7K shares2025-Q4: 14.3K shares2026-Q1: 14.7K shares
$500.68(+49.43%)
2026-03-31
AMZN
Amazon.Com Inc
3.87%36.3K$9.8M
+13.09%(+4.20K)
2025-Q1: 23.5K shares2025-Q2: 23.6K shares2025-Q3: 26.8K shares2025-Q4: 32.1K shares2026-Q1: 36.3K shares
$151.94(+75.87%)
2026-03-31
BRK.A
Berkshire Hathaway
3.16%11$8.0M
+0.00%(+0)
2025-Q1: 11 shares2025-Q2: 11 shares2025-Q3: 11 shares2025-Q4: 11 shares2026-Q1: 11 shares
$739681.00(-1.69%)
2026-03-31
XLE
Energy Select Sector SPDR ETF IV
2.36%103.8K$6.0M
+7.06%(+6.85K)
2025-Q1: 47.1K shares2025-Q2: 48.7K shares2025-Q3: 53.7K shares2025-Q4: 97.0K shares2026-Q1: 103.8K shares
$43.83(+32.49%)
2026-03-31

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