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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Jupiter Wealth Management LLC

Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0001774207-24-000005

Total Value
$195.4M
Positions
93
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (93)

#IssuerTicker / CUSIPSharesValue% of Filing
1Alphabet IncGOOG98,487$16.3M8.36%
2MicrosoftMSFT35,218$15.2M7.75%
3Apple Inc ComAAPL59,192$13.8M7.06%
4Nvidia CorporationNVDA63,987$7.8M3.98%
5Berkshire Hathaway 1/100 CL/ABRK-A1,100$7.6M3.89%
6SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY12,623$7.2M3.71%
7Home DepotHD14,623$5.9M3.03%
8Amazon.Com IncAMZN29,666$5.5M2.83%
9Energy Select Sector SPDR ETF IV81369Y50661,224$5.4M2.75%
10Mastercard Inc CL AMA10,462$5.2M2.64%
11American Tower Corp03027X10022,078$5.1M2.63%
12Morgan Stanley ComMS-PQ45,928$4.8M2.45%
13JPMorgan Ultra SHRT Muncipl Incm ETF46641Q65480,000$4.1M2.09%
14Broadcom Inc ComAVGO23,311$4.0M2.06%
15Berkshire HathawayBRK-A8,558$3.9M2.02%
16Facebook Inc-Class AMETA6,726$3.9M1.97%
17Johnson & JohnsonJNJ23,597$3.8M1.96%
18Crown HLDGS Inc ComCCK39,432$3.8M1.93%
19Nike Inc Class B ComNKE41,030$3.6M1.86%
20JPMorgan Equity Premium Income ETF46641Q33252,682$3.1M1.60%
21Freeport-Mcmoran IncFCX59,274$3.0M1.51%
22Taiwan Semiconductor87403910015,085$2.6M1.34%
23Marathon PetroleumMARA16,000$2.6M1.33%
24Citigroup IncC-PR39,838$2.5M1.28%
25Pepsico IncPEP12,500$2.1M1.09%
26ProShares Trust S&P (500 Divid Aristocrats Etf)74348A46719,475$2.1M1.06%
27Merck & Co Inc NewMRK17,300$2.0M1.01%
28PfizerPFE67,750$2.0M1.00%
29Pultegroup Inc74586710113,602$2.0M1.00%
30iShares US Aerospace Defense ETF46428876012,840$1.9M0.98%
31Crown Castle IntlCCI16,000$1.9M0.97%
32Vanguard S&P 500 ETF9229083633,559$1.9M0.96%
33BK Of America Corp06050510443,747$1.7M0.89%
34KB HomeKBH18,891$1.6M0.83%
35Goldman Sachs GroupGSCE3,000$1.5M0.76%
36Lockheed Martin CorpLMT2,500$1.5M0.75%
37Lennar Corp Class ALEN-B7,667$1.4M0.74%
38iShares Russell 1000 Growth ETF4642876143,735$1.4M0.72%
39Intl Flavors& Fragra45950610113,000$1.4M0.70%
40Chipotle MexicanCMG23,579$1.4M0.70%
41Eli Lilly And CoLLY1,500$1.3M0.68%
42Bunge Global SA FBG12,058$1.2M0.60%
43Global X Nasdaq 100 Covered Call ETF37954Y48362,034$1.1M0.57%
44Medtronic PLCMDT12,000$1.1M0.55%
45Phillips 66 ComPSX8,154$1.1M0.55%
46iShares Russell (2000 Etf)4642876554,500$994,0050.51%
47iShares Russell Mid Cap ETF46428749911,000$969,5400.50%
48Crocs Inc ComCROX6,300$912,3030.47%
49Constellation Brand Class ASTZ3,408$878,2080.45%
50iShares Select Dividend ETF4642871686,496$877,4150.45%
51Wells Fargo Co New94974610115,000$847,3500.43%
52Neos S And P 500 High Income ETF78433H30316,299$834,9980.43%
53Wal-MartWMT10,082$814,1220.42%
54Vanguard Extended Market ETF9229086524,167$758,3520.39%
55Republic Services7607591003,775$758,1710.39%
56Walt Disney2546871066,648$639,4710.33%
57Vanguard Total Interntl Stock ETF IV9219097689,865$638,6600.33%
58iShares Bitcoin ETFIBIT17,000$614,2100.31%
59Mcdonald S CorpMCD2,000$609,0200.31%
60Asml Holding NVASMLF725$604,1060.31%
61ExxonMobilXOM5,000$586,1000.30%
62Alphabet IncGOOG3,500$585,1650.30%
63RegeneronREGN533$560,3110.29%
64Costco Wholesale22160K105578$512,4090.26%
65CaterpillarCAT1,258$492,0290.25%
66Zoetis Inc Class AZTS2,468$482,1980.25%
67iShares Russell (2000 Growth Etf)4642876481,683$477,9720.24%
68Waste Management Inc94106L1092,250$467,1000.24%
69Schwab US Dividend Equity ETF8085247975,000$422,6500.22%
70Vanguard Dividend Appreciation ETF9219088441,821$360,6670.18%
71Crispr TherapeuticsCRSP7,500$352,3500.18%
72Amgen IncAMGN1,000$322,2100.16%
73Annaly Capital MGMT REITNLY-PJ14,543$291,8810.15%
74Vanguard Real Estate ETF9229085532,874$279,9850.14%
75J P Morgan Nasdaq EQT PRM Inc ETF IV46654Q2035,000$274,6500.14%
76DuPont De NemoursDD3,000$267,3300.14%
77Uber TechnologiesUBER3,500$263,0600.13%
78Adobe IncADBE500$258,8900.13%
79iShares TR US Home (cons Etf)4642887522,000$254,2000.13%
80Chevron Corp.CVX1,700$250,3590.13%
81Vanguard FTSE All World Ex US ETF9220427753,433$216,2790.11%
82Vanguard Total Stock Market ETF922908769572$161,9680.08%
83Coupang Inc Class ACPNG6,597$161,9560.08%
84DBX ETF TR Xtrackers (S&P)2330511432,987$157,0560.08%
85Vanguard FTSE Europe ETF9220428742,035$144,6890.07%
86CVS HealthCVS2,000$125,7600.06%
87Lam Research CorpLRCX150$122,4120.06%
88JPMorgan ChaseVYLD574$121,0340.06%
89Parker-Hannifin CorpPH190$120,0460.06%
90Union Pacific CorpUNP479$118,0640.06%
91Corebridge Finl Inc21871X1094,000$116,6400.06%
92Cheniere Energy IncLNG600$107,9040.06%
93Netflix Com Inc ComNFLX150$106,3910.05%