Jupiter Wealth Management LLC
data from 30/09/2025
Capitalization
$ 211.641 M
6.88 %
Performance
$ 135.648 M
80.81 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | GOOGL | Alphabet Inc | 11.30% | 23.906 M $ | 98339 | 2019/03/31 | 6.612 M $ | 33.11 % |
| 2025/09/30 | MSFT | Microsoft | 7.89% | 16.692 M $ | 32227 | 2019/06/30 | 672.582 K $ | 3.95 % |
| 2025/09/30 | NVDA | Nvidia Corporation | 6.05% | 12.805 M $ | 68631 | 2023/06/30 | 1.946 M $ | 15.74 % |
| 2025/09/30 | AAPL | Apple Inc Com | 5.72% | 12.105 M $ | 47538 | 2019/03/31 | 2.324 M $ | 21.20 % |
| 2025/09/30 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 4.31% | 9.120 M $ | 13689 | 2023/09/30 | 654.291 K $ | 7.49 % |
| 2025/09/30 | MS | Morgan Stanley Com | 3.99% | 8.437 M $ | 53075 | 2020/03/31 | 956.132 K $ | 12.25 % |
| 2025/09/30 | BRK-A | Berkshire Hathaway | 3.92% | 8.296 M $ | 11 | 2025/03/31 | 279.400 K $ | 3.55 % |
| 2025/09/30 | AVGO | Broadcom Inc Com | 3.75% | 7.926 M $ | 24025 | 2020/09/30 | 1.254 M $ | 17.55 % |
| 2025/09/30 | AMZN | Amazon.Com Inc | 2.78% | 5.881 M $ | 26783 | 2019/03/31 | 4.240 K $ | 0.08 % |
| 2025/09/30 | MA | Mastercard Inc CL A | 2.73% | 5.768 M $ | 10141 | 2019/03/31 | 69.668 K $ | 1.19 % |
| 2025/09/30 | META | Facebook Inc-Class A | 2.55% | 5.390 M $ | 7340 | 2023/09/30 | -27.231 K $ | -0.48 % |
| 2025/09/30 | HD | Home Depot | 2.41% | 5.094 M $ | 12572 | 2019/03/31 | 484.650 K $ | 9.47 % |
| 2025/09/30 | XLE | Energy Select Sector SPDR ETF IV | 2.27% | 4.796 M $ | 53681 | 2023/09/30 | 220.524 K $ | 5.29 % |
| 2025/09/30 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | 1.93% | 4.083 M $ | 80000 | 2023/09/30 | 9.599 K $ | 0.24 % |
| 2025/09/30 | BRK-B | Berkshire Hathaway | 1.83% | 3.881 M $ | 7720 | 2019/03/31 | 127.614 K $ | 3.56 % |
| 2025/09/30 | AMT | American Tower Corp | 1.80% | 3.815 M $ | 19838 | 2019/03/31 | -569.350 K $ | -14.06 % |
| 2025/09/30 | CCK | Crown HLDGS Inc Com | 1.78% | 3.777 M $ | 39105 | 2019/03/31 | -249.880 K $ | -6.21 % |
| 2025/09/30 | TSM | Taiwan Semiconductor | 1.74% | 3.689 M $ | 13207 | 2023/03/31 | 654.033 K $ | 21.87 % |
| 2025/09/30 | JNJ | Johnson & Johnson | 1.73% | 3.656 M $ | 19715 | 2019/03/31 | 626.120 K $ | 18.73 % |
| 2025/09/30 | ITA | iShares US Aerospace Defense ETF | 1.21% | 2.563 M $ | 12249 | 2023/09/30 | 242.264 K $ | 10.48 % |
| 2025/09/30 | NKE | Nike Inc Class B Com | 1.18% | 2.497 M $ | 35805 | 2019/03/31 | -46.904 K $ | -1.70 % |
| 2025/09/30 | GS | Goldman Sachs Group | 1.13% | 2.389 M $ | 3000 | 2020/09/30 | 265.800 K $ | 11.90 % |
| 2025/09/30 | XMMO | Invesco S & P Midcap Momentum ETF | 1.07% | 2.272 M $ | 16800 | 2024/12/31 | 105.929 K $ | 5.00 % |
| 2025/09/30 | C | Citigroup Inc | 1.05% | 2.230 M $ | 21975 | 2023/09/30 | 327.599 K $ | 17.31 % |
| 2025/09/30 | NOBL | ProShares Trust S&P (500 Divid Aristocrats Etf) | 0.95% | 2.007 M $ | 19475 | 2023/09/30 | 46.155 K $ | 2.25 % |
| 2025/09/30 | MPC | Marathon Petroleum | 0.91% | 1.927 M $ | 10000 | 2021/03/31 | 266.299 K $ | 16.47 % |
| 2025/09/30 | BAC | BK Of America Corp | 0.89% | 1.888 M $ | 36600 | 2020/12/31 | 147.742 K $ | 9.04 % |
| 2025/09/30 | VOO | Vanguard S&P 500 ETF | 0.89% | 1.875 M $ | 3062 | 2024/09/30 | 102.537 K $ | 7.48 % |
| 2025/09/30 | PEP | Pepsico Inc | 0.83% | 1.756 M $ | 12500 | 2019/03/31 | 105.000 K $ | 5.62 % |
| 2025/09/30 | IWF | iShares Russell 1000 Growth ETF | 0.83% | 1.750 M $ | 3735 | 2023/09/30 | 163.705 K $ | 9.74 % |
| 2025/09/30 | ASML | Asml Holding NV | 0.78% | 1.655 M $ | 1710 | 2023/03/31 | 208.375 K $ | 22.06 % |
| 2025/09/30 | CCI | Crown Castle Intl | 0.73% | 1.544 M $ | 16000 | 2019/03/31 | -99.840 K $ | -6.13 % |
| 2025/09/30 | PHM | Pultegroup Inc | 0.68% | 1.440 M $ | 10900 | 2023/03/31 | 264.033 K $ | 20.52 % |
| 2025/09/30 | NFLX | Netflix Com Inc Com | 0.65% | 1.379 M $ | 1150 | 2024/09/30 | -161.241 K $ | -11.64 % |
| 2025/09/30 | ITB | iShares TR US Home (cons Etf) | 0.63% | 1.341 M $ | 12500 | 2025/06/30 | 140.799 K $ | 12.66 % |
| 2025/09/30 | WFC | Wells Fargo Co New | 0.59% | 1.257 M $ | 15000 | 2020/06/30 | 55.499 K $ | 4.75 % |
| 2025/09/30 | LMT | Lockheed Martin Corp | 0.59% | 1.248 M $ | 2500 | 2019/03/31 | 90.174 K $ | 8.15 % |
| 2025/09/30 | LLY | Eli Lilly And Co | 0.59% | 1.240 M $ | 1625 | 2021/06/30 | -26.861 K $ | -2.50 % |
| 2025/09/30 | WMT | Wal-Mart | 0.58% | 1.219 M $ | 11832 | 2023/06/30 | 62.472 K $ | 5.23 % |
| 2025/09/30 | KBH | KB Home | 0.56% | 1.177 M $ | 18500 | 2023/03/31 | 197.395 K $ | 16.75 % |
| 2025/09/30 | MRK | Merck & Co Inc New | 0.55% | 1.158 M $ | 13800 | 2019/03/31 | 65.826 K $ | 5.77 % |
| 2025/09/30 | DIS | Walt Disney | 0.51% | 1.077 M $ | 9403 | 2019/03/31 | -89.422 K $ | -8.15 % |
| 2025/09/30 | IWR | iShares Russell Mid Cap ETF | 0.50% | 1.062 M $ | 11000 | 2023/09/30 | 50.379 K $ | 4.81 % |
| 2025/09/30 | LEN | Lennar Corp Class A | 0.50% | 1.059 M $ | 8400 | 2023/03/31 | 114.182 K $ | 11.79 % |
| 2025/09/30 | QYLD | Global X Nasdaq 100 Covered Call ETF | 0.50% | 1.055 M $ | 62034 | 2023/09/30 | 17.989 K $ | 1.71 % |
| 2025/09/30 | BG | Bunge Global SA F | 0.46% | 979.713 K $ | 12058 | 2023/09/30 | 11.696 K $ | 1.17 % |
| 2025/09/30 | SPYI | Neos S And P 500 High Income ETF | 0.44% | 941.348 K $ | 17999 | 2024/03/31 | 35.638 K $ | 3.82 % |
| 2025/09/30 | JEPI | JPMorgan Equity Premium Income ETF | 0.44% | 927.875 K $ | 16250 | 2023/09/30 | 4.062 K $ | 0.44 % |
| 2025/09/30 | DVY | iShares Select Dividend ETF | 0.44% | 923.082 K $ | 6496 | 2023/09/30 | 60.347 K $ | 6.67 % |
| 2025/09/30 | GOOG | Alphabet Inc | 0.40% | 852.425 K $ | 3500 | 2019/03/31 | 231.560 K $ | 32.59 % |
| 2025/09/30 | RSG | Republic Services | 0.40% | 843.339 K $ | 3675 | 2023/06/30 | -62.952 K $ | -7.36 % |
| 2025/09/30 | PFE | Pfizer | 0.39% | 830.648 K $ | 32600 | 2019/03/31 | 40.424 K $ | 4.93 % |
| 2025/09/30 | VXUS | Vanguard Total Interntl Stock ETF IV | 0.34% | 724.683 K $ | 9865 | 2023/09/30 | 43.110 K $ | 6.12 % |
| 2025/09/30 | COST | Costco Wholesale | 0.32% | 679.412 K $ | 734 | 2024/03/31 | -53.956 K $ | -6.57 % |
| 2025/09/30 | MCD | Mcdonald S Corp | 0.29% | 607.780 K $ | 2000 | 2020/09/30 | 23.439 K $ | 3.84 % |
| 2025/09/30 | ETH | Grayscale Ethereum Mini | 0.28% | 587.700 K $ | 15000 | 2025/06/30 | 61.840 K $ | 34.60 % |
| 2025/09/30 | MDT | Medtronic PLC | 0.27% | 571.440 K $ | 6000 | 2023/03/31 | 48.419 K $ | 8.69 % |
| 2025/09/30 | JPM | JPMorgan Chase | 0.27% | 569.036 K $ | 1804 | 2023/06/30 | 46.038 K $ | 8.78 % |
| 2025/09/30 | XOM | ExxonMobil | 0.27% | 563.750 K $ | 5000 | 2021/12/31 | 24.750 K $ | 4.60 % |
| 2025/09/30 | CRSP | Crispr Therapeutics | 0.26% | 550.885 K $ | 8500 | 2019/03/31 | 121.275 K $ | 28.21 % |
| 2025/09/30 | XLF | Select STR Financial Select SPDR ETF | 0.25% | 538.700 K $ | 10000 | 2024/12/31 | 7.500 K $ | 2.84 % |
| 2025/09/30 | IWO | iShares Russell (2000 Growth Etf) | 0.25% | 538.627 K $ | 1683 | 2023/09/30 | 57.524 K $ | 11.21 % |
| 2025/09/30 | CVS | CVS Health | 0.25% | 527.730 K $ | 7000 | 2025/06/30 | 32.049 K $ | 9.73 % |
| 2025/09/30 | ZS | Zscaler Inc | 0.25% | 524.405 K $ | 1750 | 2025/03/31 | -21.419 K $ | -5.14 % |
| 2025/09/30 | GLD | SPDR Gold Trust | 0.21% | 447.892 K $ | 1260 | 2025/06/30 | 32.916 K $ | 16.38 % |
| 2025/09/30 | SCHD | Schwab US Dividend Equity ETF | 0.19% | 409.500 K $ | 15000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VIG | Vanguard Dividend Appreciation ETF | 0.19% | 392.954 K $ | 1821 | 2023/09/30 | 20.249 K $ | 5.30 % |
| 2025/09/30 | CAT | Caterpillar | 0.18% | 385.537 K $ | 808 | 2021/09/30 | 71.863 K $ | 21.50 % |
| 2025/09/30 | BILL | Bill Holdings Inc | 0.18% | 370.790 K $ | 7000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CROX | Crocs Inc Com | 0.17% | 365.531 K $ | 4375 | 2020/09/30 | -77.568 K $ | -21.26 % |
| 2025/09/30 | NLY | Annaly Capital MGMT REIT | 0.16% | 335.907 K $ | 16621 | 2022/09/30 | 23.103 K $ | 6.66 % |
| 2025/09/30 | IBTF | iShares iBonds Term Treasury ETF | 0.16% | 334.120 K $ | 14300 | 2025/06/30 | 143.000 $ | 0.04 % |
| 2025/09/30 | CMG | Chipotle Mexican | 0.15% | 313.520 K $ | 8000 | 2023/03/31 | -285.776 K $ | -39.01 % |
| 2025/09/30 | GPIX | Goldman Sachs S P 500 Cre PRM ETF IV | 0.15% | 307.582 K $ | 5889 | 2024/12/31 | 14.192 K $ | 4.73 % |
| 2025/09/30 | QQQ | Invsc QQQ Trust SRS 1 ETF IV | 0.14% | 300.185 K $ | 500 | 2025/06/30 | 24.365 K $ | 8.40 % |
| 2025/09/30 | INSM | Insmed Inc | 0.14% | 288.020 K $ | 2000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VNQ | Vanguard Real Estate ETF | 0.12% | 262.741 K $ | 2874 | 2023/09/30 | 6.782 K $ | 2.63 % |
| 2025/09/30 | PANW | Palo Alto Networks | 0.12% | 254.525 K $ | 1250 | 2025/06/30 | -764.000 $ | -0.58 % |
| 2025/09/30 | SNPE | DBX ETF TR Xtrackers (S&P) | 0.10% | 217.549 K $ | 3624 | 2023/09/30 | 17.141 K $ | 8.14 % |
| 2025/09/30 | COF | Capital One FC | 0.10% | 212.580 K $ | 1000 | 2025/06/30 | -179.000 $ | -0.08 % |
| 2025/09/30 | PSX | Phillips 66 Com | 0.10% | 210.831 K $ | 1550 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EEM | iShares MSCI Emerging Markets ETF | 0.10% | 201.585 K $ | 3775 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LRCX | Lam Research Corp | 0.09% | 200.850 K $ | 1500 | 2024/12/31 | 54.840 K $ | 34.25 % |
| 2025/09/30 | BUG | Global X Cybersecurity ETF | 0.08% | 175.950 K $ | 5000 | 2025/06/30 | -9.550 K $ | -5.65 % |
| 2025/09/30 | HOOD | Robinhood MKTS Inc Class A | 0.08% | 166.089 K $ | 1160 | 2025/06/30 | 59.460 K $ | 45.62 % |
| 2025/09/30 | PH | Parker-Hannifin Corp | 0.07% | 151.630 K $ | 200 | 2024/03/31 | 11.935 K $ | 7.83 % |
| 2025/09/30 | LNG | Cheniere Energy Inc | 0.07% | 140.988 K $ | 600 | 2022/09/30 | -5.124 K $ | -3.69 % |
| 2025/09/30 | IBDX | iShares iBonds Dec 2032 Term Corporate ETF | 0.06% | 130.662 K $ | 5100 | 2025/06/30 | 1.683 K $ | 1.30 % |
| 2025/09/30 | DHI | D R Horton Inc | 0.06% | 127.103 K $ | 750 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CRWD | Crowdstrike HLDGS | 0.06% | 122.595 K $ | 250 | 2024/12/31 | -4.732 K $ | -4.38 % |
| 2025/09/30 | IBDY | iShares iBonds Dec 2033 Term Corporate ETF | 0.06% | 120.658 K $ | 4600 | 2025/06/30 | 1.472 K $ | 1.23 % |
| 2025/09/30 | IBIT | iShares Bitcoin ETF | 0.05% | 114.400 K $ | 1760 | 2024/09/30 | 33.200 K $ | 5.43 % |
| 2025/09/30 | UNP | Union Pacific Corp | 0.05% | 113.221 K $ | 479 | 2023/09/30 | 3.012 K $ | 2.82 % |
| 2025/09/30 | CCJ | Cameco Corp F | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | NOW | Servicenow Inc Com | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ORCL | Oracle Corp Com | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |