Jupiter Wealth Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Jupiter Wealth Management LLC reported 94 stock positions worth $188.9 million. Its top holding was Alphabet Class A (GOOGL) at 9.6% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Apple (AAPL, 6.0%). Compared with Q4 2023, it opened 12 new positions, sold out of 4, added to 27 and reduced 19. The biggest buy was Nvidia (NVDA, shares +63%) and the biggest sale CVS Health (CVS, shares −92%).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$188.9M (Q1 2024)
SEC Filing
0001774207-24-000002 ↗ filed May 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $188.9M $188.9M Q1 2024 Q2 2024: $188.7M Q2 2024 Q3 2024: $195.4M Q3 2024 Q4 2024: $199.6M Q4 2024 Q1 2025: $165.1M Q1 2025 Q2 2025: $198.0M Q2 2025 Q3 2025: $211.6M Q3 2025 Q4 2025: $224.6M Q4 2025 Q1 2026: $253.0M Q1 2026 Q2 2026: $250.0M Q2 2026

Holdings 94 stocks · $188.9M
GOOGL Alphabet Inc. Class A 9.58% 106,868 $18.1M Add +6.7%
MSFT Microsoft Corp. 7.69% 35,401 $14.5M Reduce -1.4%
AAPL Apple Inc. 6.02% 62,224 $11.4M Reduce -3.9%
BRK.A 1/100 Berkshire HTWY A Class A 3.56% 1,100 $6.7M No change
XLE SS Energy Select Sector 3.31% 67,243 $6.3M Reduce -6.1%
JEPI JPMorgan Equity Premium Inco 3.14% 104,513 $5.9M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 3.03% 11,057 $5.7M Add +4.8%
AMZN Amazon.com Inc. 2.99% 30,020 $5.6M Add +13.1%
MA Mastercard Inc. Class A 2.78% 11,568 $5.3M Reduce -1.3%
HD Home Depot Inc. 2.72% 15,185 $5.1M Reduce -6.6%
NVDA Nvidia Corp. 2.69% 5,616 $5.1M Add +63.4%
NKE Nike Inc. Class B 2.47% 49,834 $4.7M Reduce -1.4%
MS Morgan Stanley 2.41% 47,608 $4.6M Add +2.6%
AMT American Tower Corp. 2.24% 23,350 $4.2M Reduce -9.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.14% 80,000 $4.1M No change
CCK Crown Holdings Inc. 1.92% 43,082 $3.6M Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 1.91% 8,894 $3.6M Add +42.4%
AVGO Broadcom Inc. 1.87% 2,665 $3.5M Add +1.5%
FCX Freeport-McMoran Inc. 1.80% 67,974 $3.4M Add +9.8%
JNJ Johnson & Johnson 1.71% 21,681 $3.2M Reduce -3.3%
MPC Marathon Petroleum Corp. 1.53% 16,000 $2.9M No change
META Meta Platforms Inc. Class A 1.52% 6,065 $2.9M Add +41.7%
PEP Pepsico Inc. 1.31% 14,000 $2.5M Reduce -29.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.24% 61,946 $2.3M Add +58.8%
MRK Merck & Co. Inc. 1.20% 17,500 $2.3M No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.20% 207,787 $2.3M Add +31.7%
C Citigroup Inc. 1.16% 34,922 $2.2M Add +105.4%
TSM Taiwan Semiconductor-SP ADR 1.05% 13,800 $2.0M Add +35.3%
NOBL Proshares S&P 500 Dividend A 1.02% 19,475 $1.9M No change
PFE Pfizer Inc. 1.01% 67,750 $1.9M Add +17.6%
LLY Eli Lilly & Co. 0.84% 2,039 $1.6M Reduce -10.1%
CCI Crown Castle Inc. 0.82% 16,000 $1.6M No change
ITA iShares U.S. Aerospace & Def 0.82% 11,500 $1.5M Add +7.5%
PHM Pultegroup Inc. 0.75% 12,200 $1.4M Add +8.9%
CROX Crocs Inc. 0.72% 10,100 $1.4M No change
GS Goldman Sachs Group Inc. 0.71% 3,000 $1.3M No change
JPC Nuveen Prefered & Income Opp 0.70% 182,794 $1.3M No change
CMG Chipotle Mexican Grill Inc. 0.68% 402 $1.3M Reduce -2.4%
PSX Phillips 66 0.67% 8,650 $1.3M No change
BG Bunge Global SA 0.67% 12,058 $1.3M No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.67% 13,000 $1.3M Reduce -18.8%
IWF iShares Russell 1000 Growth 0.66% 3,735 $1.3M No change
KBH KB Home 0.65% 17,800 $1.2M Add +11.3%
LMT Lockheed Martin Corp. 0.62% 2,500 $1.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.61% 10,915 $1.2M Add +18.7%
QYLD Global X Nasd 100 Cov Call 0.58% 62,034 $1.1M No change
MDT Medtronic PLC 0.52% 12,000 $979K Add +9.1%
LEN Lennar Corp. Class A 0.49% 5,900 $935K Add +7.3%
ASML ASML Holding NV-NY Reg SHS 0.49% 1,020 $930K Add +10.3%
WFC Wells Fargo & Co. 0.49% 15,000 $918K No change
IWR iShares Russell Mid-Cap ETF 0.47% 11,000 $897K No change
XOM Exxon Mobil Corp. 0.43% 7,000 $813K Add +40.0%
DVY iShares Select Dividend ETF 0.43% 6,548 $805K No change
SPYI Neos S&P 500 High Income ETF 0.43% 16,299 $804K New
SCHW Schwab (charles) Corp. 0.40% 10,000 $764K No change
GOOG Alphabet Inc. Class C 0.32% 3,500 $599K Add +25.0%
VXUS Vanguard Total Intl Stock 0.32% 9,865 $598K No change
STZ Constellation Brands Inc. Class A 0.31% 2,250 $581K New
CVX Chevron Corp. 0.29% 3,400 $553K New
REGN Regeneron Pharmaceuticals 0.29% 571 $546K Add +316.8%
MCD McDonald's Corp. 0.28% 2,000 $537K No change
WM Waste Management Inc. 0.28% 2,500 $525K No change
CAT Caterpillar Inc. 0.27% 1,500 $517K No change
CRM Salesforce Inc. 0.27% 1,795 $501K New
IWO iShares Russell 2000 Growth 0.23% 1,683 $438K No change
CRSP Crispr Therapeutics AG 0.21% 7,500 $400K No change
COST Costco Wholesale Corp. 0.19% 475 $363K New
RSG Republic Services Inc. 0.18% 1,850 $347K Add +164.3%
VNQ Vanguard Real Estate ETF 0.18% 4,155 $338K Reduce -1.4%
VIG Vanguard Dividend Apprec ETF 0.17% 1,821 $326K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.17% 2,500 $324K New
INTC Intel Corp. 0.16% 10,000 $300K No change
CRWD CrowdStrike Holdings Inc. Class A 0.15% 900 $282K New
ZTS Zoetis Inc. 0.15% 1,705 $281K Reduce -31.1%
NLY Annaly Capital Management Inc. 0.15% 14,087 $277K Add +6.9%
WMT Walmart Inc. 0.15% 4,575 $276K Add +125.9%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.14% 5,000 $266K No change
NFJ Virtus DVD Intrst & PRM STR 0.14% 21,421 $261K No change
AFB Allianceberstein NTL Muni 0.14% 23,675 $257K No change
MRNA Moderna Inc. 0.13% 2,000 $244K New
CSCO Cisco Systems Inc. 0.13% 5,000 $240K New
DD Dupont DE Nemours Inc. 0.12% 3,000 $235K No change
BIIB Biogen Inc. 0.12% 1,000 $220K Reduce -51.2%
PH Parker Hannifin Corp. 0.11% 390 $216K New
PANW Palo Alto Networks Inc. 0.08% 500 $152K New
MOS The Mosaic Co. 0.08% 5,000 $148K No change
CPNG Coupang Inc. 0.07% 6,597 $142K No change
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.07% 2,987 $141K No change
CVS CVS Health Corp. 0.07% 2,500 $137K Reduce -92.1%
LRCX Lam Research Corp. 0.07% 150 $137K No change
UBER Uber Technologies Inc. 0.07% 2,000 $133K New
PMM Franklin Managed Municipal I 0.06% 20,000 $120K No change
UNP Union Pacific Corp. 0.06% 479 $118K No change
JPM JPMorgan Chase & Co. 0.06% 574 $112K Reduce -92.0%

Portfolio Sells Q4 2023 → Q1 2024
CVS CVS Health Corp. Reduce -92.1% 0.07% −1.40
AAPL Apple Inc. Reduce -3.9% 6.02% −1.31
AMT American Tower Corp. Reduce -9.6% 2.24% −1.04
NKE Nike Inc. Class B Reduce -1.4% 2.47% −0.76
PEP Pepsico Inc. Reduce -29.2% 1.31% −0.66
JPM JPMorgan Chase & Co. Reduce -92.0% 0.06% −0.66
HD Home Depot Inc. Reduce -6.6% 2.72% −0.59
UNH Unitedhealth Group Inc. Sold out 0.00% −0.51
CCK Crown Holdings Inc. Reduce -2.5% 1.92% −0.48
JNJ Johnson & Johnson Reduce -3.3% 1.71% −0.36
JEPI JPMorgan Equity Premium Inco Reduce -1.8% 3.14% −0.30
TSLA Tesla Inc. Sold out 0.00% −0.28
MSFT Microsoft Corp. Reduce -1.4% 7.69% −0.25
XLE SS Energy Select Sector Reduce -6.1% 3.31% −0.22
LNG Cheniere Energy Inc. Sold out 0.00% −0.20
BIIB Biogen Inc. Reduce -51.2% 0.12% −0.20
DE Deere & Co. Sold out 0.00% −0.16
MA Mastercard Inc. Class A Reduce -1.3% 2.78% −0.15
ZTS Zoetis Inc. Reduce -31.1% 0.15% −0.14
IFF Intl Flavors & Fragrances Reduce -18.8% 0.67% −0.09
VNQ Vanguard Real Estate ETF Reduce -1.4% 0.18% −0.04
LLY Eli Lilly & Co. Reduce -10.1% 0.84% +0.06
CMG Chipotle Mexican Grill Inc. Reduce -2.4% 0.68% +0.12

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +63.4% 2.69% +1.69
GOOGL Alphabet Inc. Class A Add +6.7% 9.58% +1.35
C Citigroup Inc. Add +105.4% 1.16% +0.65
META Meta Platforms Inc. Class A Add +41.7% 1.52% +0.63
AMZN Amazon.com Inc. Add +13.1% 2.99% +0.62
BRK.B Berkshire Hathaway Inc. Class B Add +42.4% 1.91% +0.60
BAC Bank of America Corp. Add +58.8% 1.24% +0.46
SPYI Neos S&P 500 High Income ETF New 0.43% +0.43
TSM Taiwan Semiconductor-SP ADR Add +35.3% 1.05% +0.42
STZ Constellation Brands Inc. Class A New 0.31% +0.31
CVX Chevron Corp. New 0.29% +0.29
CRM Salesforce Inc. New 0.27% +0.27
FCX Freeport-McMoran Inc. Add +9.8% 1.80% +0.25
REGN Regeneron Pharmaceuticals Add +316.8% 0.29% +0.22
COST Costco Wholesale Corp. New 0.19% +0.19
XNEAX Nuveen Amt-FR QLTY Muni Inc. Add +31.7% 1.20% +0.18
EL Estee Lauder Companies Class A New 0.17% +0.17
CRWD CrowdStrike Holdings Inc. Class A New 0.15% +0.15
AVGO Broadcom Inc. Add +1.5% 1.87% +0.15
XOM Exxon Mobil Corp. Add +40.0% 0.43% +0.14
MRNA Moderna Inc. New 0.13% +0.13
CSCO Cisco Systems Inc. New 0.13% +0.13
DIS The Walt Disney Co. Add +18.7% 0.61% +0.12
RSG Republic Services Inc. Add +164.3% 0.18% +0.12
PH Parker Hannifin Corp. New 0.11% +0.11
GOOG Alphabet Inc. Class C Add +25.0% 0.32% +0.09
WMT Walmart Inc. Add +125.9% 0.15% +0.08
ASML ASML Holding NV-NY Reg SHS Add +10.3% 0.49% +0.08
PANW Palo Alto Networks Inc. New 0.08% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +4.8% 3.03% +0.08
UBER Uber Technologies Inc. New 0.07% +0.07
PHM Pultegroup Inc. Add +8.9% 0.75% +0.07
KBH KB Home Add +11.3% 0.65% +0.07
PFE Pfizer Inc. Add +17.6% 1.01% +0.04
ITA iShares U.S. Aerospace & Def Add +7.5% 0.82% +0.02
LEN Lennar Corp. Class A Add +7.3% 0.49% +0.01
NLY Annaly Capital Management Inc. Add +6.9% 0.15% −0.00
MDT Medtronic PLC Add +9.1% 0.52% −0.01
MS Morgan Stanley Add +2.6% 2.41% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$250.0MGOOGL, AAPL, NVDA, MSFT, MS
Q1 2026 90$253.0MGOOGL, NVDA, AAPL, MSFT, AVGO
Q4 2025 84$224.6MGOOGL, MSFT, AAPL, NVDA, SPY
Q3 2025 93$211.6MGOOGL, MSFT, NVDA, AAPL, SPY
Q2 2025 90$198.0MGOOGL, MSFT, NVDA, AAPL, SPY
Q1 2025 69$165.1MGOOGL, MSFT, AAPL, BRK.A, SPY
Q4 2024 89$199.6MGOOGL, AAPL, MSFT, NVDA, SPY
Q3 2024 93$195.4MGOOGL, MSFT, AAPL, NVDA, BRK.A
Q2 2024 95$188.7MGOOGL, MSFT, AAPL, BRK.A, NVDA
Q1 2024 94$188.9MGOOGL, MSFT, AAPL, BRK.A, XLE