Jupiter Wealth Management LLC
91 holdingsFiling period: 2026-03-31Current AUM: $291.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 95.2K | $38.3M | $47.5M | 16.28% | +1.7K | 2026-03-31 |
| 2 | NVDA | Nvidia Corporation | 70.3K | $15.9M | $18.3M | 6.27% | +2.3K | 2026-03-31 |
| 3 | AAPL | Apple Inc Com | 52.6K | $15.7M | $19.1M | 6.56% | +2.8K | 2026-03-31 |
| 4 | MSFT | Microsoft | 35.3K | $14.3M | $17.9M | 6.16% | -1,958 | 2026-03-31 |
| 5 | AVGO | Broadcom Inc Com | 30.2K | $12.6M | $15.8M | 5.43% | +2.5K | 2026-03-31 |
| 6 | MS | Morgan Stanley Com | 57.3K | $11.1M | $14.2M | 4.87% | +1.6K | 2026-03-31 |
| 7 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 14.7K | $10.9M | $12.5M | 4.30% | +410 | 2026-03-31 |
| 8 | AMZN | Amazon.Com Inc | 36.3K | $9.8M | $12.8M | 4.38% | +4.2K | 2026-03-31 |
| 9 | BRK-A | Berkshire Hathaway | 11 | $8.0M | $8.0M | 2.74% | -- | 2026-03-31 |
| 10 | XLE | Energy Select Sector SPDR ETF IV | 103.8K | $6.0M | $5.8M | 1.99% | +6.8K | 2026-03-31 |
| 11 | TSM | Taiwan Semiconductor | 14.5K | $5.8M | $6.9M | 2.38% | -- | 2026-03-31 |
| 12 | MA | Mastercard Inc CL A | 10.0K | $4.9M | $5.6M | 1.93% | -999 | 2026-03-31 |
| 13 | JNJ | Johnson & Johnson | 20.7K | $4.8M | $5.0M | 1.72% | -- | 2026-03-31 |
| 14 | META | Facebook Inc-Class A | 7.5K | $4.6M | $4.5M | 1.54% | -200 | 2026-03-31 |
| 15 | JMST | JPMorgan Ultra SHRT Muncipl Incm ETF | 90.0K | $4.6M | $4.6M | 1.57% | -- | 2026-03-31 |
| 16 | BRK-B | Berkshire Hathaway | 8.5K | $4.1M | $4.1M | 1.42% | +102 | 2026-03-31 |
| 17 | CCK | Crown HLDGS Inc Com | 39.0K | $3.9M | $4.6M | 1.58% | -- | 2026-03-31 |
| 18 | HD | Home Depot | 12.9K | $3.9M | $3.9M | 1.35% | -78 | 2026-03-31 |
| 19 | AMT | American Tower Corp | 19.8K | $3.4M | $3.5M | 1.19% | -- | 2026-03-31 |
| 20 | XMMO | Invesco S & P Midcap Momentum ETF | 17.3K | $2.9M | $3.1M | 1.06% | +500 | 2026-03-31 |
| 21 | GS | Goldman Sachs Group | 3.0K | $2.9M | $3.5M | 1.18% | -- | 2026-03-31 |
| 22 | XNEAX | Nuveen Amt Free QLTY | 240.2K | $2.8M | $2.8M | 0.95% | -- | 2026-03-31 |
| 23 | ITA | iShares US Aerospace Defense ETF | 12.2K | $2.8M | $3.0M | 1.04% | -- | 2026-03-31 |
| 24 | C | Citigroup Inc | 22.0K | $2.7M | $3.2M | 1.09% | -- | 2026-03-31 |
| 25 | MPC | Marathon Petroleum | 10.0K | $2.5M | $3.2M | 1.11% | -- | 2026-03-31 |
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