Jupiter Wealth Management LLC
CIK
1774207
City
GLENDALE
State / Country
CO
Top Portfolio Positions
63 positions ·
$182,426,221 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
95,198 | $27,375,136 | 15.01% | |
| AAPL |
Apple Inc.
Technology
|
52,564 | $13,340,217 | 7.31% | |
| MSFT |
Microsoft Corp
Technology
|
35,283 | $13,060,708 | 7.16% | |
| NVDA |
Nvidia Corp
Technology
|
70,305 | $12,261,192 | 6.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,702 | $9,561,298 | 5.24% | |
| MS |
Morgan Stanley
Financial Services
|
57,257 | $9,422,784 | 5.17% | |
| AVGO |
Broadcom Inc.
Technology
|
30,224 | $9,354,630 | 5.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,278 | $7,555,619 | 4.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
20,696 | $5,058,930 | 2.77% | |
| MA |
Mastercard Inc
Financial Services
|
9,992 | $4,992,602 | 2.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,272,246 | 168,733 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $1,365,471 | 182,794 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,314,288 | 182,794 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,235,687 | 182,794 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,157,086 | 182,794 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||