Jupiter Wealth Management LLC

CIK

1774207

City

GLENDALE

State / Country

CO

Stock

NFJ — Virtus Dividend, Interest & Premium Strategy Fund

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 NFJ

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$270,118	21,421	0.0%	Shares	Sole	2026-05-14
2024-06-30	$263,049	21,421	0.0%	Shares	Sole	2024-08-12
2024-03-31	$273,760	21,421	0.0%	Shares	Sole	2024-05-09
2023-12-31	$269,904	21,421	+2.0%	Shares	Sole	2024-02-07
2023-09-30	$238,031	21,009	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$251,220	20,575	0.0%	Shares	Sole	2023-08-15
2023-03-31	$241,962	20,575	0.0%	Shares	Sole	2023-04-13
2022-12-31	$232,086	20,575	0.0%	Shares	Sole	2023-02-14
2022-09-30	$219,741	20,575	0.0%	Shares	Sole	2022-11-14
2022-06-30	$237,435	20,575	0.0%	Shares	Sole	2022-08-15
2022-03-31	$296,074	20,575	0.0%	Shares	Sole	2022-05-10
2021-12-31	$330,434	20,575	0.0%	Shares	Sole	2022-02-09
2021-09-30	$305,127	20,575	0.0%	Shares	Sole	2021-11-17
2021-06-30	$310,065	20,575	0.0%	Shares	Sole	2021-08-09
2021-03-31	$283,523	20,575	—	Shares	Sole	2021-04-30
No 13F history on record for this holder in this stock.