Top 50 Jupiter Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | 15.15% | 95.2K | $38.3M | +1.84%(+1.72K) | $88.28(+354.29%) | 2026-03-31 | |
| NVDA | Nvidia Corporation | 6.28% | 70.3K | $15.9M | +3.40%(+2.31K) | $77.77(+203.12%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 6.21% | 52.6K | $15.7M | +5.70%(+2.83K) | $113.77(+162.13%) | 2026-03-31 | |
| MSFT | Microsoft | 5.65% | 35.3K | $14.3M | -5.26%(-1.96K) | $244.22(+67.65%) | 2026-03-31 | |
| AVGO | Broadcom Inc Com | 4.98% | 30.2K | $12.6M | +9.00%(+2.50K) | $196.94(+123.32%) | 2026-03-31 | |
| MS | Morgan Stanley Com | 4.39% | 57.3K | $11.1M | +2.82%(+1.57K) | $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) | $500.68(+49.43%) | 2026-03-31 | |
| AMZN | Amazon.Com Inc | 3.87% | 36.3K | $9.8M | +13.09%(+4.20K) | $151.94(+75.87%) | 2026-03-31 | |
| BRK.A | Berkshire Hathaway | 3.16% | 11 | $8.0M | +0.00%(+0) | $739681.00(-1.69%) | 2026-03-31 | |
| XLE | Energy Select Sector SPDR ETF IV | 2.36% | 103.8K | $6.0M | +7.06%(+6.85K) | $43.83(+32.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.35% | +57.52% |
| Top 20 Holdings Unweighted | +13.67% | +46.86% |
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