Jupiter Wealth Management Llc Portfolio Stock Holdings
Jupiter Wealth Management Llc disclosed 90 stock positions valued at approximately $253.0 million in its latest SEC 13F filing. The largest holdings include Alphabet Inc, Nvidia Corporation, and Apple Inc Com. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 90
- Portfolio Value
- $253.0M
Holdings by Sector
Jupiter Wealth Management Llc Portfolio Holdings in Q1 2026
89 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Alphabet Inc | GOOGL | Communication Services | 15.15% | 95,198 | +1,724 | +1.84% | $38,328,619 |
| Nvidia Corporation | NVDA | Technology | 6.28% | 70,305 | +2,309 | +3.40% | $15,876,978 |
| Apple Inc Com | AAPL | Technology | 6.21% | 52,564 | +2,834 | +5.70% | $15,709,803 |
| Microsoft | MSFT | Technology | 5.65% | 35,283 | -1,958 | -5.26% | $14,297,024 |
| Broadcom Inc Com | AVGO | Technology | 4.98% | 30,224 | +2,496 | +9.00% | $12,597,061 |
| Morgan Stanley Com | MS | Financial Services | 4.39% | 57,257 | +1,569 | +2.82% | $11,098,124 |
| SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | SPY | Other | 4.31% | 14,702 | +410 | +2.87% | $10,913,140 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 3.87% | 36,278 | +4,200 | +13.09% | $9,799,776 |
| Berkshire Hathaway | BRK-A | Financial Services | 3.16% | 11 | - | - | $8,002,501 |
| Energy Select Sector SPDR ETF IV | XLE | Other | 2.36% | 103,808 | +6,846 | +7.06% | $5,982,455 |
| Taiwan Semiconductor | TSM | Technology | 2.29% | 14,517 | - | - | $5,803,897 |
| Mastercard Inc CL A | MA | Financial Services | 1.94% | 9,992 | -999 | -9.09% | $4,902,475 |
| Johnson & Johnson | JNJ | Healthcare | 1.88% | 20,696 | - | - | $4,768,772 |
| Facebook Inc-Class A | META | Communication Services | 1.82% | 7,470 | -200 | -2.61% | $4,606,226 |
| JPMorgan Ultra SHRT Muncipl Incm ETF | JMST | Other | 1.81% | 90,000 | - | - | $4,579,200 |
| Berkshire Hathaway | BRK-B | Financial Services | 1.63% | 8,505 | +102 | +1.21% | $4,129,348 |
| Crown HLDGS Inc Com | CCK | Consumer Cyclical | 1.54% | 39,005 | - | - | $3,908,691 |
| Home Depot | HD | Consumer Cyclical | 1.54% | 12,882 | -78 | -0.60% | $3,897,449 |
| American Tower Corp | AMT | Real Estate | 1.36% | 19,838 | - | - | $3,449,233 |
| Invesco S & P Midcap Momentum ETF | XMMO | Other | 1.15% | 17,300 | +500 | +2.98% | $2,906,573 |
| Goldman Sachs Group | GS | Financial Services | 1.13% | 3,000 | - | - | $2,866,260 |
| Nuveen Amt Free QLTY | XNEAX | Other | 1.10% | 240,237 | +240,237 | +100.00% | $2,777,142 |
| iShares US Aerospace Defense ETF | ITA | Other | 1.09% | 12,249 | - | - | $2,764,722 |
| Citigroup Inc | C | Financial Services | 1.08% | 22,000 | - | - | $2,730,200 |
| Marathon Petroleum | MPC | Energy | 0.98% | 10,000 | - | - | $2,490,900 |
| Asml Holding NV | ASML | Other | 0.90% | 1,445 | +235 | +19.42% | $2,285,383 |
| ProShares Trust S&P (500 Divid Aristocrats Etf) | NOBL | Other | 0.82% | 19,445 | -30 | -0.15% | $2,062,531 |
| Pepsico Inc | PEP | Consumer Defensive | 0.74% | 12,500 | - | - | $1,865,875 |
| iShares Russell 1000 Growth ETF | IWF | Other | 0.73% | 14,940 | +11,205 | +300.00% | $1,857,191 |
| SPDR Gold Trust | GLD | Other | 0.71% | 4,145 | -1,000 | -19.44% | $1,784,423 |
| Eli Lilly And Co | LLY | Healthcare | 0.70% | 1,736 | -98 | -5.34% | $1,763,342 |
| BK Of America Corp | BAC | Financial Services | 0.68% | 34,600 | -2,000 | -5.46% | $1,724,464 |
| Merck & Co Inc New | MRK | Healthcare | 0.62% | 13,800 | - | - | $1,565,610 |
| Vanguard S&P 500 ETF | VOO | Other | 0.60% | 2,241 | -1,250 | -35.81% | $1,529,281 |
| Wal-Mart | WMT | Consumer Defensive | 0.60% | 11,632 | - | - | $1,529,259 |
| Bunge Global SA F | BG | Other | 0.60% | 12,058 | - | - | $1,519,549 |
| Schwab US Dividend Equity ETF | SCHD | Other | 0.56% | 45,000 | - | - | $1,428,750 |
| Alphabet Inc | GOOG | Communication Services | 0.55% | 3,500 | - | - | $1,396,640 |
| Nuveen Preferred Income | JPC | Financial Services | 0.53% | 168,733 | +168,733 | +100.00% | $1,346,489 |
| Lockheed Martin Corp | LMT | Industrials | 0.51% | 2,500 | - | - | $1,299,850 |
| Pfizer | PFE | Healthcare | 0.51% | 50,050 | - | - | $1,299,298 |
| Neos S And P 500 High Income ETF | SPYI | Other | 0.48% | 22,679 | - | - | $1,216,615 |
| iShares Russell Mid Cap ETF | IWR | Other | 0.46% | 11,000 | - | - | $1,152,140 |
| Global X Nasdaq 100 Covered Call ETF | QYLD | Other | 0.44% | 62,034 | - | - | $1,124,676 |
| Wells Fargo Co New | WFC | Financial Services | 0.44% | 15,000 | - | - | $1,102,950 |
| Chevron Corp. | CVX | Energy | 0.43% | 5,800 | +4,050 | +231.43% | $1,078,800 |
| Nike Inc Class B Com | NKE | Consumer Cyclical | 0.42% | 25,003 | -7,643 | -23.41% | $1,058,627 |
| Costco Wholesale | COST | Consumer Defensive | 0.40% | 984 | - | - | $1,016,551 |
| iShares Select Dividend ETF | DVY | Other | 0.39% | 6,496 | - | - | $987,652 |
| ExxonMobil | XOM | Energy | 0.39% | 6,500 | +1,500 | +30.00% | $985,205 |
| Netflix Com Inc Com | NFLX | Communication Services | 0.36% | 10,400 | +1,200 | +13.04% | $910,624 |
| JPMorgan Equity Premium Income ETF | JEPI | Other | 0.36% | 16,250 | - | - | $908,863 |
| Republic Services | RSG | Industrials | 0.36% | 4,425 | - | - | $901,240 |
| Crown Castle Intl | CCI | Real Estate | 0.35% | 10,000 | -6,000 | -37.50% | $896,200 |
| Invsc QQQ Trust SRS 1 ETF IV | QQQ | Other | 0.35% | 1,250 | +750 | +150.00% | $893,388 |
| Vanguard Total Interntl Stock ETF IV | VXUS | Other | 0.33% | 9,865 | - | - | $839,314 |
| Mcdonald S Corp | MCD | Consumer Cyclical | 0.33% | 3,000 | +1,000 | +50.00% | $827,100 |
| Micron Technology | MU | Technology | 0.32% | 1,000 | +1,000 | +100.00% | $803,630 |
| Caterpillar | CAT | Industrials | 0.29% | 808 | - | - | $729,058 |
| Phillips 66 Com | PSX | Energy | 0.29% | 4,200 | +1,950 | +86.67% | $721,644 |
| Walt Disney | DIS | Communication Services | 0.27% | 6,418 | - | - | $673,248 |
| iShares TR US Home (cons Etf) | ITB | Other | 0.26% | 7,500 | - | - | $667,275 |
| iShares Russell (2000 Growth Etf) | IWO | Other | 0.25% | 1,683 | - | - | $621,498 |
| JPMorgan Chase | JPM | Financial Services | 0.21% | 1,804 | - | - | $541,651 |
| Amgen Inc | AMGN | Healthcare | 0.20% | 1,500 | - | - | $504,675 |
| Parker-Hannifin Corp | PH | Industrials | 0.20% | 565 | - | - | $498,539 |
| Medtronic PLC | MDT | Other | 0.18% | 6,000 | - | - | $457,260 |
| Schwab 5-10 Year Corporate Bond ETF | SCHI | Other | 0.18% | 20,000 | +20,000 | +100.00% | $452,400 |
| Lam Research Corp | LRCX | Other | 0.18% | 1,500 | - | - | $443,160 |
| Vanguard Dividend Appreciation ETF | VIG | Other | 0.16% | 1,821 | - | - | $416,426 |
| Annaly Capital MGMT REIT | NLY | Real Estate | 0.16% | 18,237 | +541 | +3.06% | $404,142 |
| Goldman Sachs S P 500 Cre PRM ETF IV | GPIX | Other | 0.13% | 5,889 | - | - | $325,014 |
| Virtus Divid Int & P | NFJ | Financial Services | 0.12% | 21,421 | +21,421 | +100.00% | $311,897 |
| Alliancebernstein NTNL M | AFB | Financial Services | 0.12% | 27,175 | +27,175 | +100.00% | $302,459 |
| Rocket Companies Cla A Class A | RKT | Financial Services | 0.11% | 20,000 | +20,000 | +100.00% | $276,800 |
| Cheniere Energy Inc | LNG | Energy | 0.10% | 1,050 | +450 | +75.00% | $251,349 |
| iShares MSCI Emerging Markets ETF | EEM | Other | 0.10% | 3,700 | -75 | -1.99% | $248,677 |
| DBX ETF TR Xtrackers (S&P) | SNPE | Other | 0.09% | 3,324 | +1,587 | +91.36% | $225,999 |
| Global X Cybersecurity ETF | BUG | Other | 0.06% | 5,000 | - | - | $152,500 |
| Vanguard Real Estate ETF | VNQ | Other | 0.05% | 1,374 | - | - | $131,753 |
| iShares iBonds Dec 2032 Term Corporate ETF | IBDX | Other | 0.05% | 5,100 | - | - | $128,418 |
| Union Pacific Corp | UNP | Industrials | 0.05% | 479 | - | - | $126,767 |
| Putnam Managed Mun | PMM | Financial Services | 0.05% | 20,000 | +20,000 | +100.00% | $125,600 |
| Halliburton Co | HAL | Energy | 0.05% | 3,000 | +3,000 | +100.00% | $123,060 |
| iShares iBonds Dec 2033 Term Corporate ETF | IBDY | Other | 0.05% | 4,600 | - | - | $118,450 |
| Cameco Corp F | CCJ | Energy | 0.05% | 1,000 | +1,000 | +100.00% | $115,390 |
| Toast Inc Class Class A | TOST | Technology | 0.04% | 5,000 | - | - | $111,650 |
| Conocophillips Com | COP | Energy | 0.04% | 900 | +900 | +100.00% | $105,660 |
| Palantir Technologies In Class A | PLTR | Technology | 0.04% | 800 | -200 | -20.00% | $104,040 |