Jupiter Wealth Management LLC Q1 2025 Filing
Filed May 20, 2025
Portfolio Value
$165.1B
Holdings
69
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc | 93,087 | $15.5B | 9.39% | |
| 2 | MSFTMicrosoft | 32,082 | $14.7B | 8.92% | |
| 3 | AAPLApple Inc Com | 48,290 | $10.1B | 6.11% | |
| 4 | BRK-BBerkshire Hathaway | 11 | $8.4B | 5.11% | |
| 5 | SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 13,663 | $8.1B | 4.92% | |
| 6 | NVDANvidia Corporation | 57,521 | $7.8B | 4.72% | |
| 7 | DWDMorgan Stanley Com | 49,018 | $6.4B | 3.88% | |
| 8 | MAMastercard Inc CL A | 10,312 | $6.0B | 3.66% | |
| 9 | HDHome Depot | 12,810 | $4.9B | 2.94% | |
| 10 | AMZNAmazon.Com Inc | 23,543 | $4.9B | 2.94% | |
| 11 | AVGOBroadcom Inc Com | 20,075 | $4.6B | 2.80% | |
| 12 | AMTAmerican Tower Corp | 20,511 | $4.4B | 2.67% | |
| 13 | METAFacebook Inc-Class A | 6,795 | $4.4B | 2.64% | |
| 14 | JMSTJPMorgan Ultra SHRT Muncipl Incm ETF | 80,000 | $4.1B | 2.46% | |
| 15 | XLEEnergy Select Sector SPDR ETF IV | 47,059 | $4.0B | 2.41% | |
| 16 | CCKCrown HLDGS Inc Com | 39,405 | $3.9B | 2.39% | |
| 17 | BRK/BBerkshire Hathaway | 7,528 | $3.9B | 2.34% | |
| 18 | JNJJohnson & Johnson | 19,346 | $3.0B | 1.79% | |
| 19 | TSMTaiwan Semiconductor | 11,437 | $2.2B | 1.34% | |
| 20 | TRVCCitigroup Inc | 27,500 | $2.1B | 1.27% | |
| 21 | NKENike Inc Class B Com | 32,646 | $2.0B | 1.23% | |
| 22 | ITA*iShares US Aerospace Defense ETF | 11,549 | $2.0B | 1.21% | |
| 23 | NOBLProShares Trust S&P (500 Divid Aristocrats Etf) | 19,475 | $2.0B | 1.20% | |
| 24 | GSGoldman Sachs Group | 3,000 | $1.8B | 1.11% | |
| 25 | 8CWCrown Castle Intl | 16,000 | $1.6B | 1.00% | |
| 26 | PEPPepsico Inc | 12,500 | $1.6B | 1.00% | |
| 27 | MPCMarathon Petroleum | 10,000 | $1.6B | 0.98% | |
| 28 | IWFiShares Russell 1000 Growth ETF | 3,735 | $1.5B | 0.91% | |
| 29 | NFLXNetflix Com Inc Com | 1,150 | $1.4B | 0.83% | |
| 30 | VOOVanguard S&P 500 ETF | 2,312 | $1.3B | 0.77% | |
| 31 | LMTLockheed Martin Corp | 2,500 | $1.2B | 0.72% | |
| 32 | WFCWells Fargo Co New | 15,000 | $1.1B | 0.69% | |
| 33 | LLYEli Lilly And Co | 1,500 | $1.1B | 0.69% | |
| 34 | CMGChipotle Mexican | 21,600 | $1.1B | 0.68% | |
| 35 | BACBK Of America Corp | 24,000 | $1.1B | 0.65% | |
| 36 | MRKMerck & Co Inc New | 13,800 | $1.1B | 0.65% | |
| 37 | CROXCrocs Inc Com | 9,225 | $1.1B | 0.64% | |
| 38 | RSGRepublic Services | 4,175 | $1.0B | 0.63% | |
| 39 | QYLDGlobal X Nasdaq 100 Covered Call ETF | 62,034 | $1.0B | 0.61% | |
| 40 | IWRiShares Russell Mid Cap ETF | 11,000 | $996.5M | 0.60% | |
| 41 | WMTWal-Mart | 9,932 | $974.5M | 0.59% | |
| 42 | DISWalt Disney | 8,623 | $971.5M | 0.59% | |
| 43 | BGBunge Global SA F | 12,058 | $968.3M | 0.59% | |
| 44 | SPYINeos S And P 500 High Income ETF | 18,999 | $943.1M | 0.57% | |
| 45 | JEPIJPMorgan Equity Premium Income ETF | 16,250 | $914.7M | 0.55% | |
| 46 | AQLTiShares Select Dividend ETF | 6,496 | $870.1M | 0.53% | |
| 47 | PFEPfizer | 32,600 | $749.8M | 0.45% | |
| 48 | COSTCostco Wholesale | 649 | $671.3M | 0.41% | |
| 49 | VXUSVanguard Total Interntl Stock ETF IV | 9,865 | $658.4M | 0.40% | |
| 50 | MCDMcdonald S Corp | 2,000 | $642.5M | 0.39% | |
| 51 | GOOGAlphabet Inc | 3,500 | $587.5M | 0.36% | |
| 52 | XOMExxonMobil | 5,000 | $532.4M | 0.32% | |
| 53 | MDTMedtronic PLC | 6,000 | $521.8M | 0.32% | |
| 54 | IWOiShares Russell (2000 Growth Etf) | 1,683 | $461.1M | 0.28% | |
| 55 | ZSZscaler Inc | 1,500 | $378.9M | 0.23% | |
| 56 | JPMJPMorgan Chase | 1,429 | $378.5M | 0.23% | |
| 57 | VIGVanguard Dividend Appreciation ETF | 1,821 | $363.3M | 0.22% | |
| 58 | NLYAnnaly Capital MGMT REIT | 16,070 | $317.7M | 0.19% | |
| 59 | CRSPCrispr Therapeutics | 7,500 | $290.1M | 0.18% | |
| 60 | GPIXGoldman Sachs S P 500 Cre PRM ETF IV | 5,889 | $285.1M | 0.17% | |
| 61 | CATCaterpillar | 808 | $284.9M | 0.17% | |
| 62 | VNQVanguard Real Estate ETF | 2,874 | $259.6M | 0.16% | |
| 63 | DDDuPont De Nemours | 3,000 | $206.8M | 0.13% | |
| 64 | CPNGCoupang Inc Class A | 6,597 | $179.2M | 0.11% | |
| 65 | LNGCheniere Energy Inc | 600 | $139.9M | 0.08% | |
| 66 | LRCXLam Research Corp | 1,500 | $125.7M | 0.08% | |
| 67 | AIC3 Ai Inc Class A | 5,000 | $115.9M | 0.07% | |
| 68 | SNPEDBX ETF TR Xtrackers (S&P) | 2,087 | $110.8M | 0.07% | |
| 69 | UNPUnion Pacific Corp | 479 | $109.9M | 0.07% |