Jupiter Wealth Management LLC
94 holdingsFiling period: 2026-06-30Current AUM: $258.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 94.3K | $33.7M | $32.5M | 12.60% | -893 | 2026-06-30 |
| 2 | AAPL | Apple Inc Com | 52.9K | $15.3M | $17.5M | 6.78% | +318 | 2026-06-30 |
| 3 | NVDA | Nvidia Corporation | 70.9K | $14.2M | $15.0M | 5.82% | +575 | 2026-06-30 |
| 4 | MSFT | Microsoft | 35.3K | $13.2M | $17.5M | 6.79% | -25 | 2026-06-30 |
| 5 | MS | Morgan Stanley Com | 58.8K | $12.3M | $12.1M | 4.70% | +1.6K | 2026-06-30 |
| 6 | AVGO | Broadcom Inc Com | 29.8K | $11.3M | $10.1M | 3.92% | -375 | 2026-06-30 |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 14.9K | $11.1M | $11.2M | 4.36% | +150 | 2026-06-30 |
| 8 | AMZN | Amazon.Com Inc | 35.2K | $8.4M | $8.8M | 3.39% | -1,047 | 2026-06-30 |
| 9 | BRK-A | Berkshire Hathaway | 11 | $8.2M | $8.2M | 3.19% | -- | 2026-06-30 |
| 10 | TSM | Taiwan Semiconductor | 15.4K | $7.4M | $6.4M | 2.47% | +905 | 2026-06-30 |
| 11 | MA | Mastercard Inc CL A | 10.4K | $5.3M | $6.0M | 2.31% | +399 | 2026-06-30 |
| 12 | JNJ | Johnson & Johnson | 20.7K | $5.3M | $5.5M | 2.14% | -- | 2026-06-30 |
| 13 | XLE | Energy Select Sector SPDR ETF IV | 97.0K | $5.1M | $6.4M | 2.47% | -6,846 | 2026-06-30 |
| 14 | HD | Home Depot | 13.2K | $4.7M | $4.0M | 1.56% | +315 | 2026-06-30 |
| 15 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | 90.0K | $4.6M | $4.6M | 1.77% | -- | 2026-06-30 |
| 16 | CCK | Crown HLDGS Inc Com | 39.0K | $4.4M | $4.4M | 1.70% | -- | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway | 8.5K | $4.3M | $4.3M | 1.65% | -- | 2026-06-30 |
| 18 | META | Facebook Inc-Class A | 7.3K | $4.1M | $4.9M | 1.89% | -175 | 2026-06-30 |
| 19 | C | Citigroup Inc | 24.3K | $3.4M | $3.3M | 1.28% | +2.3K | 2026-06-30 |
| 20 | — | Asml Holding NV | 1.6K | $3.2M | $3.2M | 1.23% | +150 | 2026-06-30 |
| 21 | AMT | American Tower Corp | 19.2K | $3.1M | $3.4M | 1.32% | -599 | 2026-06-30 |
| 22 | GS | Goldman Sachs Group | 3.0K | $3.0M | $2.9M | 1.13% | -- | 2026-06-30 |
| 23 | ITA | iShares US Aerospace Defense ETF | 12.2K | $3.0M | $2.6M | 1.01% | -- | 2026-06-30 |
| 24 | XMMO | Invesco S & P Midcap Momentum ETF | 17.3K | $2.9M | $2.5M | 0.98% | -- | 2026-06-30 |
| 25 | XNEAX | Nuveen Amt Free QLTY | 240.2K | $2.8M | $2.8M | 1.09% | -- | 2026-06-30 |
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