Jupiter Wealth Management LLC
CIK 1774207 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- GOOGL8.23%
- MSFT7.94%
- AAPL7.33%
- XLE3.53%
- 0849901753.51%
- JEPI3.44%
- HD3.32%
- AMT3.28%
- NKE3.23%
- SPY2.95%
Share classes counted separately46.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSWeight increased · +0.54 pp2.01% → 2.55%Shares +5.33K (+12.98%)
- MSFTWeight decreased · -0.45 pp8.39% → 7.94%Shares +887 (+2.53%)
- AAPLWeight decreased · -0.36 pp7.69% → 7.33%Shares +1.05K (+1.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $13.99M | 8.23% | 100.14K shares | 8.47% → 8.23%-0.24 pp +1.55K (+1.57%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $13.50M | 7.94% | 35.91K shares | 8.39% → 7.94%-0.45 pp +887 (+2.53%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $12.46M | 7.33% | 64.71K shares | 7.69% → 7.33%-0.36 pp +1.05K (+1.65%) | Added | ↗▾ |
| 04 | XLESS ENERGY SELECT SECTOR- View history and evidence | $6.00M | 3.53% | 71.60K shares | 3.87% → 3.53%-0.34 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | 0849901751/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK ACL A View history and evidence | $5.97M | 3.51% | 1.10K shares | 3.79% → 3.51%-0.28 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | JEPIJPMORGAN EQUITY PREMIUM INCO- View history and evidence | $5.85M | 3.44% | 106.38K shares | 3.64% → 3.44%-0.20 pp +1.95K (+1.86%) | Added | ↗▾ |
| 07 | HDHOME DEPOT INC View history and evidence | $5.64M | 3.32% | 16.27K shares | 3.02% → 3.32%+0.30 pp +290 (+1.82%) | Added | ↗▾ |
| 08 | AMTAMERICAN TOWER CORP View history and evidence | $5.57M | 3.28% | 25.82K shares | 2.98% → 3.28%+0.30 pp +830 (+3.32%) | Added | ↗▾ |
| 09 | NKENIKE INC -CL BCL B View history and evidence | $5.49M | 3.23% | 50.53K shares | 3.48% → 3.23%-0.25 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-US- View history and evidence | $5.02M | 2.95% | 10.56K shares | 2.90% → 2.95%+0.05 pp +396 (+3.90%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1774207 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 170022712
}Research all 86 reported holdings.
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