Universe · entity
Jupiter Wealth Management LLC
Institutional manager (13F) · CIK 1774207
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $235M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Alphabet Inc | $38M | 95,198 |
| 2 | Nvidia Corporation | $16M | 70,305 |
| 3 | Apple Inc Com | $16M | 52,564 |
| 4 | Microsoft | $14M | 35,283 |
| 5 | Broadcom Inc Com | $13M | 30,224 |
| 6 | Morgan Stanley Com | $11M | 57,257 |
| 7 | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $11M | 14,702 |
| 8 | Amazon.Com Inc | $10M | 36,278 |
| 9 | Berkshire Hathaway | $8M | 11 |
| 10 | Energy Select Sector SPDR ETF IV | $6M | 103,808 |
| 11 | Taiwan Semiconductor | $6M | 14,517 |
| 12 | Mastercard Inc CL A | $5M | 9,992 |
| 13 | Johnson & Johnson | $5M | 20,696 |
| 14 | Facebook Inc-Class A | $5M | 7,470 |
| 15 | JPMorgan Ultra SHRT Muncipl Incm ETF | $5M | 90,000 |
| 16 | Berkshire Hathaway | $4M | 8,505 |
| 17 | Crown HLDGS Inc Com | $4M | 39,005 |
| 18 | Home Depot | $4M | 12,882 |
| 19 | American Tower Corp | $3M | 19,838 |
| 20 | Invesco S & P Midcap Momentum ETF | $3M | 17,300 |
| 21 | Goldman Sachs Group | $3M | 3,000 |
| 22 | Nuveen Amt Free QLTY | $3M | 240,237 |
| 23 | iShares US Aerospace Defense ETF | $3M | 12,249 |
| 24 | Citigroup Inc | $3M | 22,000 |
| 25 | Marathon Petroleum | $2M | 10,000 |
| 26 | Asml Holding NV | $2M | 1,445 |
| 27 | ProShares Trust S&P (500 Divid Aristocrats Etf) | $2M | 19,445 |
| 28 | Pepsico Inc | $2M | 12,500 |
| 29 | iShares Russell 1000 Growth ETF | $2M | 14,940 |
| 30 | SPDR Gold Trust | $2M | 4,145 |
| 31 | Eli Lilly And Co | $2M | 1,736 |
| 32 | BK Of America Corp | $2M | 34,600 |
| 33 | Merck & Co Inc New | $2M | 13,800 |
| 34 | Vanguard S&P 500 ETF | $2M | 2,241 |
| 35 | Wal-Mart | $2M | 11,632 |
| 36 | Bunge Global SA F | $2M | 12,058 |
| 37 | Schwab US Dividend Equity ETF | $1M | 45,000 |
| 38 | Alphabet Inc | $1M | 3,500 |
| 39 | Nuveen Preferred Income | $1M | 168,733 |
| 40 | Lockheed Martin Corp | $1M | 2,500 |
| 41 | Pfizer | $1M | 50,050 |
| 42 | Neos S And P 500 High Income ETF | $1M | 22,679 |
| 43 | iShares Russell Mid Cap ETF | $1M | 11,000 |
| 44 | Global X Nasdaq 100 Covered Call ETF | $1M | 62,034 |
| 45 | Wells Fargo Co New | $1M | 15,000 |
| 46 | Chevron Corp. | $1M | 5,800 |
| 47 | Nike Inc Class B Com | $1M | 25,003 |
| 48 | Costco Wholesale | $1M | 984 |
| 49 | iShares Select Dividend ETF | $988k | 6,496 |
| 50 | ExxonMobil | $985k | 6,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.