Jupiter Wealth Management LLC Q4 2024 Filing
Filed February 20, 2025
Portfolio Value
$199.6B
Holdings
89
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc | 99,574 | $18.8B | 9.45% | |
| 2 | AAPLApple Inc Com | 60,429 | $15.1B | 7.58% | |
| 3 | MSFTMicrosoft | 35,618 | $15.0B | 7.52% | |
| 4 | NVDANvidia Corporation | 67,757 | $9.1B | 4.56% | |
| 5 | SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 15,109 | $8.9B | 4.44% | |
| 6 | BRK-BBerkshire Hathaway 1/100 CL/A | 1,100 | $7.5B | 3.75% | |
| 7 | AMZNAmazon.Com Inc | 30,652 | $6.7B | 3.37% | |
| 8 | AVGOBroadcom Inc Com | 26,281 | $6.1B | 3.05% | |
| 9 | DWDMorgan Stanley Com | 48,226 | $6.1B | 3.04% | |
| 10 | MAMastercard Inc CL A | 10,861 | $5.7B | 2.87% | |
| 11 | HDHome Depot | 14,623 | $5.7B | 2.85% | |
| 12 | XLEEnergy Select Sector SPDR ETF IV | 60,059 | $5.1B | 2.58% | |
| 13 | METAFacebook Inc-Class A | 7,251 | $4.2B | 2.13% | |
| 14 | JMSTJPMorgan Ultra SHRT Muncipl Incm ETF | 80,000 | $4.1B | 2.03% | |
| 15 | AMTAmerican Tower Corp | 21,605 | $4.0B | 1.99% | |
| 16 | BRK/BBerkshire Hathaway | 8,558 | $3.9B | 1.94% | |
| 17 | CCKCrown HLDGS Inc Com | 39,405 | $3.3B | 1.63% | |
| 18 | TRVCCitigroup Inc | 43,088 | $3.0B | 1.52% | |
| 19 | IBITiShares Bitcoin ETF | 56,750 | $3.0B | 1.51% | |
| 20 | NKENike Inc Class B Com | 39,530 | $3.0B | 1.50% | |
| 21 | TSMTaiwan Semiconductor | 15,085 | $3.0B | 1.49% | |
| 22 | JNJJohnson & Johnson | 19,346 | $2.8B | 1.40% | |
| 23 | XMMOInvesco S & P Midcap Momentum ETF | 18,980 | $2.3B | 1.17% | |
| 24 | MPCMarathon Petroleum | 16,000 | $2.2B | 1.12% | |
| 25 | BACBK Of America Corp | 46,247 | $2.0B | 1.02% | |
| 26 | NOBLProShares Trust S&P (500 Divid Aristocrats Etf) | 19,475 | $1.9B | 0.97% | |
| 27 | PFEPfizer | 71,750 | $1.9B | 0.95% | |
| 28 | PEPPepsico Inc | 12,500 | $1.9B | 0.95% | |
| 29 | ITA*iShares US Aerospace Defense ETF | 12,840 | $1.9B | 0.94% | |
| 30 | MRKMerck & Co Inc New | 17,300 | $1.7B | 0.86% | |
| 31 | GSGoldman Sachs Group | 3,000 | $1.7B | 0.86% | |
| 32 | IWFiShares Russell 1000 Growth ETF | 3,735 | $1.5B | 0.75% | |
| 33 | 8CWCrown Castle Intl | 16,000 | $1.5B | 0.73% | |
| 34 | CMGChipotle Mexican | 23,579 | $1.4B | 0.71% | |
| 35 | PHMPultegroup Inc | 12,902 | $1.4B | 0.70% | |
| 36 | VOOVanguard S&P 500 ETF | 2,312 | $1.2B | 0.62% | |
| 37 | KBHKB Home | 18,891 | $1.2B | 0.62% | |
| 38 | LMTLockheed Martin Corp | 2,500 | $1.2B | 0.61% | |
| 39 | LLYEli Lilly And Co | 1,500 | $1.2B | 0.58% | |
| 40 | QYLDGlobal X Nasdaq 100 Covered Call ETF | 62,034 | $1.1B | 0.57% | |
| 41 | WMTWal-Mart | 12,482 | $1.1B | 0.57% | |
| 42 | DISWalt Disney | 9,623 | $1.1B | 0.54% | |
| 43 | WFCWells Fargo Co New | 15,000 | $1.1B | 0.53% | |
| 44 | NFLXNetflix Com Inc Com | 1,100 | $980.5M | 0.49% | |
| 45 | IWRiShares Russell Mid Cap ETF | 11,000 | $972.4M | 0.49% | |
| 46 | MDTMedtronic PLC | 12,000 | $958.6M | 0.48% | |
| 47 | BGBunge Global SA F | 12,058 | $937.6M | 0.47% | |
| 48 | JEPIJPMorgan Equity Premium Income ETF | 16,250 | $934.9M | 0.47% | |
| 49 | CROXCrocs Inc Com | 8,100 | $887.2M | 0.44% | |
| 50 | LENLennar Corp Class A | 6,367 | $868.3M | 0.44% | |
| 51 | AQLTiShares Select Dividend ETF | 6,496 | $852.9M | 0.43% | |
| 52 | PSXPhillips 66 Com | 7,359 | $838.4M | 0.42% | |
| 53 | SPYINeos S And P 500 High Income ETF | 16,299 | $828.3M | 0.42% | |
| 54 | RSGRepublic Services | 3,775 | $759.5M | 0.38% | |
| 55 | JEPQJ P Morgan Nasdaq EQT PRM Inc ETF IV | 12,000 | $676.6M | 0.34% | |
| 56 | GOOGAlphabet Inc | 3,500 | $666.5M | 0.33% | |
| 57 | LVLNSPDR S&P Regional Banking ETF | 10,000 | $603.5M | 0.30% | |
| 58 | VXUSVanguard Total Interntl Stock ETF IV | 9,865 | $581.3M | 0.29% | |
| 59 | MCDMcdonald S Corp | 2,000 | $579.8M | 0.29% | |
| 60 | VXFVanguard Extended Market ETF | 2,907 | $552.3M | 0.28% | |
| 61 | XOMExxonMobil | 5,000 | $537.9M | 0.27% | |
| 62 | COSTCostco Wholesale | 578 | $529.6M | 0.27% | |
| 63 | CCOCameco Corp F | 10,000 | $513.9M | 0.26% | |
| 64 | IFFIntl Flavors& Fragra | 6,000 | $507.3M | 0.25% | |
| 65 | IWOiShares Russell (2000 Growth Etf) | 1,683 | $484.4M | 0.24% | |
| 66 | XLFSelect STR Financial Select SPDR ETF | 10,000 | $483.3M | 0.24% | |
| 67 | CATCaterpillar | 1,258 | $456.4M | 0.23% | |
| 68 | WMWaste Management Inc | 2,250 | $454.0M | 0.23% | |
| 69 | ADBEAdobe Inc | 1,000 | $444.7M | 0.22% | |
| 70 | ASMLAsml Holding NV | 600 | $415.8M | 0.21% | |
| 71 | GPIXGoldman Sachs S P 500 Cre PRM ETF IV | 7,974 | $394.3M | 0.20% | |
| 72 | AIC3 Ai Inc Class A | 11,250 | $387.3M | 0.19% | |
| 73 | VIGVanguard Dividend Appreciation ETF | 1,821 | $356.6M | 0.18% | |
| 74 | GEVGE Vernova Inc | 1,000 | $328.9M | 0.16% | |
| 75 | ZTSZoetis Inc Class A | 1,905 | $310.4M | 0.16% | |
| 76 | CRSPCrispr Therapeutics | 7,500 | $295.2M | 0.15% | |
| 77 | NLYAnnaly Capital MGMT REIT | 15,035 | $275.1M | 0.14% | |
| 78 | AMGNAmgen Inc | 1,000 | $260.6M | 0.13% | |
| 79 | VNQVanguard Real Estate ETF | 2,874 | $256.0M | 0.13% | |
| 80 | JPMJPMorgan Chase | 1,042 | $249.8M | 0.13% | |
| 81 | CVXChevron Corp. | 1,700 | $246.2M | 0.12% | |
| 82 | DDDuPont De Nemours | 3,000 | $228.8M | 0.11% | |
| 83 | SNPEDBX ETF TR Xtrackers (S&P) | 2,987 | $159.1M | 0.08% | |
| 84 | CPNGCoupang Inc Class A | 6,597 | $145.0M | 0.07% | |
| 85 | LNGCheniere Energy Inc | 600 | $128.9M | 0.06% | |
| 86 | PHParker-Hannifin Corp | 190 | $120.8M | 0.06% | |
| 87 | CRWDCrowdstrike HLDGS | 350 | $119.8M | 0.06% | |
| 88 | UNPUnion Pacific Corp | 479 | $109.2M | 0.05% | |
| 89 | LRCXLam Research Corp | 1,500 | $108.3M | 0.05% |