13F HOLDINGS REPORT
Jupiter Wealth Management LLC
Quarter ended Q1 2025 · Filed May 20, 2025 · Accession 0001774207-25-000003
Total Value
$165.1M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alphabet Inc | GOOG | 93,087 | $15.5M | 9.39% |
| 2 | Microsoft | MSFT | 32,082 | $14.7M | 8.92% |
| 3 | Apple Inc Com | AAPL | 48,290 | $10.1M | 6.11% |
| 4 | Berkshire Hathaway | BRK-A | 11 | $8.4M | 5.11% |
| 5 | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | SPY | 13,663 | $8.1M | 4.92% |
| 6 | Nvidia Corporation | NVDA | 57,521 | $7.8M | 4.72% |
| 7 | Morgan Stanley Com | MS-PQ | 49,018 | $6.4M | 3.88% |
| 8 | Mastercard Inc CL A | MA | 10,312 | $6.0M | 3.66% |
| 9 | Home Depot | HD | 12,810 | $4.9M | 2.94% |
| 10 | Amazon.Com Inc | AMZN | 23,543 | $4.9M | 2.94% |
| 11 | Broadcom Inc Com | AVGO | 20,075 | $4.6M | 2.80% |
| 12 | American Tower Corp | 03027X100 | 20,511 | $4.4M | 2.67% |
| 13 | Facebook Inc-Class A | META | 6,795 | $4.4M | 2.64% |
| 14 | JPMorgan Ultra SHRT Muncipl Incm ETF | 46641Q654 | 80,000 | $4.1M | 2.46% |
| 15 | Energy Select Sector SPDR ETF IV | 81369Y506 | 47,059 | $4.0M | 2.41% |
| 16 | Crown HLDGS Inc Com | CCK | 39,405 | $3.9M | 2.39% |
| 17 | Berkshire Hathaway | BRK-A | 7,528 | $3.9M | 2.34% |
| 18 | Johnson & Johnson | JNJ | 19,346 | $3.0M | 1.79% |
| 19 | Taiwan Semiconductor | 874039100 | 11,437 | $2.2M | 1.34% |
| 20 | Citigroup Inc | C-PR | 27,500 | $2.1M | 1.27% |
| 21 | Nike Inc Class B Com | NKE | 32,646 | $2.0M | 1.23% |
| 22 | iShares US Aerospace Defense ETF | 464288760 | 11,549 | $2.0M | 1.21% |
| 23 | ProShares Trust S&P (500 Divid Aristocrats Etf) | 74348A467 | 19,475 | $2.0M | 1.20% |
| 24 | Goldman Sachs Group | GSCE | 3,000 | $1.8M | 1.11% |
| 25 | Crown Castle Intl | CCI | 16,000 | $1.6M | 1.00% |
| 26 | Pepsico Inc | PEP | 12,500 | $1.6M | 1.00% |
| 27 | Marathon Petroleum | MARA | 10,000 | $1.6M | 0.98% |
| 28 | iShares Russell 1000 Growth ETF | 464287614 | 3,735 | $1.5M | 0.91% |
| 29 | Netflix Com Inc Com | NFLX | 1,150 | $1.4M | 0.83% |
| 30 | Vanguard S&P 500 ETF | 922908363 | 2,312 | $1.3M | 0.77% |
| 31 | Lockheed Martin Corp | LMT | 2,500 | $1.2M | 0.72% |
| 32 | Wells Fargo Co New | 949746101 | 15,000 | $1.1M | 0.69% |
| 33 | Eli Lilly And Co | LLY | 1,500 | $1.1M | 0.69% |
| 34 | Chipotle Mexican | CMG | 21,600 | $1.1M | 0.68% |
| 35 | BK Of America Corp | 060505104 | 24,000 | $1.1M | 0.65% |
| 36 | Merck & Co Inc New | MRK | 13,800 | $1.1M | 0.65% |
| 37 | Crocs Inc Com | CROX | 9,225 | $1.1M | 0.64% |
| 38 | Republic Services | 760759100 | 4,175 | $1.0M | 0.63% |
| 39 | Global X Nasdaq 100 Covered Call ETF | 37954Y483 | 62,034 | $1.0M | 0.61% |
| 40 | iShares Russell Mid Cap ETF | 464287499 | 11,000 | $996,490 | 0.60% |
| 41 | Wal-Mart | WMT | 9,932 | $974,528 | 0.59% |
| 42 | Walt Disney | 254687106 | 8,623 | $971,467 | 0.59% |
| 43 | Bunge Global SA F | BG | 12,058 | $968,257 | 0.59% |
| 44 | Neos S And P 500 High Income ETF | 78433H303 | 18,999 | $943,110 | 0.57% |
| 45 | JPMorgan Equity Premium Income ETF | 46641Q332 | 16,250 | $914,713 | 0.55% |
| 46 | iShares Select Dividend ETF | 464287168 | 6,496 | $870,074 | 0.53% |
| 47 | Pfizer | PFE | 32,600 | $749,800 | 0.45% |
| 48 | Costco Wholesale | 22160K105 | 649 | $671,287 | 0.41% |
| 49 | Vanguard Total Interntl Stock ETF IV | 921909768 | 9,865 | $658,390 | 0.40% |
| 50 | Mcdonald S Corp | MCD | 2,000 | $642,460 | 0.39% |
| 51 | Alphabet Inc | GOOG | 3,500 | $587,545 | 0.36% |
| 52 | ExxonMobil | XOM | 5,000 | $532,350 | 0.32% |
| 53 | Medtronic PLC | MDT | 6,000 | $521,820 | 0.32% |
| 54 | iShares Russell (2000 Growth Etf) | 464287648 | 1,683 | $461,092 | 0.28% |
| 55 | Zscaler Inc | ZS | 1,500 | $378,855 | 0.23% |
| 56 | JPMorgan Chase | VYLD | 1,429 | $378,514 | 0.23% |
| 57 | Vanguard Dividend Appreciation ETF | 921908844 | 1,821 | $363,290 | 0.22% |
| 58 | Annaly Capital MGMT REIT | NLY-PJ | 16,070 | $317,701 | 0.19% |
| 59 | Crispr Therapeutics | CRSP | 7,500 | $290,100 | 0.18% |
| 60 | Goldman Sachs S P 500 Cre PRM ETF IV | NVGLF | 5,889 | $285,145 | 0.17% |
| 61 | Caterpillar | CAT | 808 | $284,877 | 0.17% |
| 62 | Vanguard Real Estate ETF | 922908553 | 2,874 | $259,580 | 0.16% |
| 63 | DuPont De Nemours | DD | 3,000 | $206,760 | 0.13% |
| 64 | Coupang Inc Class A | CPNG | 6,597 | $179,175 | 0.11% |
| 65 | Cheniere Energy Inc | LNG | 600 | $139,926 | 0.08% |
| 66 | Lam Research Corp | LRCX | 1,500 | $125,730 | 0.08% |
| 67 | C3 Ai Inc Class A | AI | 5,000 | $115,900 | 0.07% |
| 68 | DBX ETF TR Xtrackers (S&P) | 233051143 | 2,087 | $110,820 | 0.07% |
| 69 | Union Pacific Corp | UNP | 479 | $109,931 | 0.07% |