Jupiter Wealth Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 20, 2025), Jupiter Wealth Management LLC reported 89 stock positions worth $199.6 million. Its top holding was Alphabet Class A (GOOGL) at 9.4% of the portfolio, followed by Apple (AAPL, 7.6%) and Microsoft (MSFT, 7.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 12, added to 22 and reduced 14. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +234%) and the biggest sale an exit from Freeport-McMoran (FCX).

Most Recent 13F
Q2 2026
Location
GLENDALE, CO
CIK
0001774207
Portfolio Value
$199.6M (Q4 2024)
SEC Filing
0001774207-25-000001 ↗ filed Feb 20, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $188.9M Q1 2024 Q2 2024: $188.7M Q2 2024 Q3 2024: $195.4M Q3 2024 Q4 2024: $199.6M $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 89 stocks · $199.6M
GOOGL Alphabet Inc. Class A 9.45% 99,574 $18.8M Add +1.1%
AAPL Apple Inc. 7.58% 60,429 $15.1M Add +2.1%
MSFT Microsoft Corp. 7.52% 35,618 $15.0M Add +1.1%
NVDA Nvidia Corp. 4.56% 67,757 $9.1M Add +5.9%
SPY SS SPDR S&P 500 ETF Trust-US 4.44% 15,109 $8.9M Add +19.7%
BRK.A 1/100 Berkshire HTWY A Class A 3.75% 1,100 $7.5M No change
AMZN Amazon.com Inc. 3.37% 30,652 $6.7M Add +3.3%
AVGO Broadcom Inc. 3.05% 26,281 $6.1M Add +12.7%
MS Morgan Stanley 3.04% 48,226 $6.1M Add +5.0%
MA Mastercard Inc. Class A 2.87% 10,861 $5.7M Add +3.8%
HD Home Depot Inc. 2.85% 14,623 $5.7M No change
XLE SS Energy Select Sector 2.58% 60,059 $5.1M Reduce -1.9%
META Meta Platforms Inc. Class A 2.13% 7,251 $4.2M Add +7.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.03% 80,000 $4.1M No change
AMT American Tower Corp. 1.99% 21,605 $4.0M Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 1.94% 8,558 $3.9M No change
CCK Crown Holdings Inc. 1.63% 39,405 $3.3M Reduce -0.1%
C Citigroup Inc. 1.52% 43,088 $3.0M Add +8.2%
IBIT iShares Bitcoin Trust ETF 1.51% 56,750 $3.0M Add +233.8%
NKE Nike Inc. Class B 1.50% 39,530 $3.0M Reduce -3.7%
TSM Taiwan Semiconductor-SP ADR 1.49% 15,085 $3.0M No change
JNJ Johnson & Johnson 1.40% 19,346 $2.8M Reduce -18.0%
XMMO Invesco S&P Midcap Momentum 1.17% 18,980 $2.3M New
MPC Marathon Petroleum Corp. 1.12% 16,000 $2.2M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.02% 46,247 $2.0M Add +5.7%
NOBL Proshares S&P 500 Dividend A 0.97% 19,475 $1.9M No change
PFE Pfizer Inc. 0.95% 71,750 $1.9M Add +5.9%
PEP Pepsico Inc. 0.95% 12,500 $1.9M No change
ITA iShares U.S. Aerospace & Def 0.94% 12,840 $1.9M No change
MRK Merck & Co. Inc. 0.86% 17,300 $1.7M No change
GS Goldman Sachs Group Inc. 0.86% 3,000 $1.7M No change
IWF iShares Russell 1000 Growth 0.75% 3,735 $1.5M No change
CCI Crown Castle Inc. 0.73% 16,000 $1.5M No change
CMG Chipotle Mexican Grill Inc. 0.71% 23,579 $1.4M No change
PHM Pultegroup Inc. 0.70% 12,902 $1.4M Reduce -5.2%
VOO Vanguard S&P 500 ETF 0.62% 2,312 $1.2M Reduce -35.0%
KBH KB Home 0.62% 18,891 $1.2M No change
LMT Lockheed Martin Corp. 0.61% 2,500 $1.2M No change
LLY Eli Lilly & Co. 0.58% 1,500 $1.2M No change
QYLD Global X Nasd 100 Cov Call 0.57% 62,034 $1.1M No change
WMT Walmart Inc. 0.57% 12,482 $1.1M Add +23.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.54% 9,623 $1.1M Add +44.8%
WFC Wells Fargo & Co. 0.53% 15,000 $1.1M No change
NFLX Netflix Inc. 0.49% 1,100 $980K Add +633.3%
IWR iShares Russell Mid-Cap ETF 0.49% 11,000 $972K No change
MDT Medtronic PLC 0.48% 12,000 $959K No change
BG Bunge Global SA 0.47% 12,058 $938K No change
JEPI JPMorgan Equity Premium Inco 0.47% 16,250 $935K Reduce -69.2%
CROX Crocs Inc. 0.44% 8,100 $887K Add +28.6%
LEN Lennar Corp. Class A 0.44% 6,367 $868K Reduce -17.0%
DVY iShares Select Dividend ETF 0.43% 6,496 $853K No change
PSX Phillips 66 0.42% 7,359 $838K Reduce -9.8%
SPYI Neos S&P 500 High Income ETF 0.42% 16,299 $828K No change
RSG Republic Services Inc. 0.38% 3,775 $759K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.34% 12,000 $677K Add +140.0%
GOOG Alphabet Inc. Class C 0.33% 3,500 $667K No change
KRE SS SPDR S&P Regional Bank 0.30% 10,000 $604K New
VXUS Vanguard Total Intl Stock 0.29% 9,865 $581K No change
MCD McDonald's Corp. 0.29% 2,000 $580K No change
VXF Vanguard Extended Market ETF 0.28% 2,907 $552K Reduce -30.2%
XOM Exxon Mobil Corp. 0.27% 5,000 $538K No change
COST Costco Wholesale Corp. 0.27% 578 $530K No change
CCJ Cameco Corp. 0.26% 10,000 $514K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.25% 6,000 $507K Reduce -53.9%
IWO iShares Russell 2000 Growth 0.24% 1,683 $484K No change
XLF SS Financial Select Sector 0.24% 10,000 $483K New
CAT Caterpillar Inc. 0.23% 1,258 $456K No change
WM Waste Management Inc. 0.23% 2,250 $454K No change
ADBE Adobe Inc. 0.22% 1,000 $445K Add +100.0%
ASML ASML Holding NV-NY Reg SHS 0.21% 600 $416K Reduce -17.2%
GPIX GLDM SA S&P 500 PR in ETF-US 0.20% 7,974 $394K New
AI C3.AI Inc. Class A 0.19% 11,250 $387K New
VIG Vanguard Dividend Apprec ETF 0.18% 1,821 $357K No change
GEV GE Vernova Inc. 0.16% 1,000 $329K New
ZTS Zoetis Inc. 0.16% 1,905 $310K Reduce -22.8%
CRSP Crispr Therapeutics AG 0.15% 7,500 $295K No change
NLY Annaly Capital Management Inc. 0.14% 15,035 $275K Add +3.4%
AMGN Amgen Inc. 0.13% 1,000 $261K No change
VNQ Vanguard Real Estate ETF 0.13% 2,874 $256K No change
JPM JPMorgan Chase & Co. 0.13% 1,042 $250K Add +81.5%
CVX Chevron Corp. 0.12% 1,700 $246K No change
DD Dupont DE Nemours Inc. 0.11% 3,000 $229K No change
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.08% 2,987 $159K No change
CPNG Coupang Inc. 0.07% 6,597 $145K No change
LNG Cheniere Energy Inc. 0.06% 600 $129K No change
PH Parker Hannifin Corp. 0.06% 190 $121K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 350 $120K New
UNP Union Pacific Corp. 0.05% 479 $109K No change
LRCX Lam Research Corp. 0.05% 1,500 $108K No change

Portfolio Sells Q3 2024 → Q4 2024
FCX Freeport-McMoran Inc. Sold out 0.00% −1.51
JEPI JPMorgan Equity Premium Inco Reduce -69.2% 0.47% −1.14
AMT American Tower Corp. Reduce -2.1% 1.99% −0.64
JNJ Johnson & Johnson Reduce -18.0% 1.40% −0.55
IWM iShares Russell 2000 ETF Sold out 0.00% −0.51
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.45
IFF Intl Flavors & Fragrances Reduce -53.9% 0.25% −0.44
NKE Nike Inc. Class B Reduce -3.7% 1.50% −0.36
VOO Vanguard S&P 500 ETF Reduce -35.0% 0.62% −0.34
CCK Crown Holdings Inc. Reduce -0.1% 1.63% −0.30
LEN Lennar Corp. Class A Reduce -17.0% 0.44% −0.30
PHM Pultegroup Inc. Reduce -5.2% 0.70% −0.29
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.29
SCHD Schwab US DVD Equity ETF Sold out 0.00% −0.22
XLE SS Energy Select Sector Reduce -1.9% 2.58% −0.17
UBER Uber Technologies Inc. Sold out 0.00% −0.13
ITB iShares U.S. Home Constructi Sold out 0.00% −0.13
PSX Phillips 66 Reduce -9.8% 0.42% −0.13
VXF Vanguard Extended Market ETF Reduce -30.2% 0.28% −0.11
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.11
ASML ASML Holding NV-NY Reg SHS Reduce -17.2% 0.21% −0.10
ZTS Zoetis Inc. Reduce -22.8% 0.16% −0.09
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.08
VGK Vanguard Ftse Europe ETF Sold out 0.00% −0.07
CVS CVS Health Corp. Sold out 0.00% −0.06
CRBG Corebridge Financial Inc. Sold out 0.00% −0.06

Portfolio Buys Q3 2024 → Q4 2024
IBIT iShares Bitcoin Trust ETF Add +233.8% 1.51% +1.19
XMMO Invesco S&P Midcap Momentum New 1.17% +1.17
GOOGL Alphabet Inc. Class A Add +1.1% 9.45% +1.09
AVGO Broadcom Inc. Add +12.7% 3.05% +1.00
SPY SS SPDR S&P 500 ETF Trust-US Add +19.7% 4.44% +0.73
MS Morgan Stanley Add +5.0% 3.04% +0.59
NVDA Nvidia Corp. Add +5.9% 4.56% +0.58
AMZN Amazon.com Inc. Add +3.3% 3.37% +0.54
AAPL Apple Inc. Add +2.1% 7.58% +0.53
NFLX Netflix Inc. Add +633.3% 0.49% +0.44
KRE SS SPDR S&P Regional Bank New 0.30% +0.30
CCJ Cameco Corp. New 0.26% +0.26
C Citigroup Inc. Add +8.2% 1.52% +0.24
XLF SS Financial Select Sector New 0.24% +0.24
MA Mastercard Inc. Class A Add +3.8% 2.87% +0.22
DIS The Walt Disney Co. Add +44.8% 0.54% +0.21
JEPQ JPM Nasdaq Equity Premium Add +140.0% 0.34% +0.20
GPIX GLDM SA S&P 500 PR in ETF-US New 0.20% +0.20
AI C3.AI Inc. Class A New 0.19% +0.19
GEV GE Vernova Inc. New 0.16% +0.16
META Meta Platforms Inc. Class A Add +7.8% 2.13% +0.16
WMT Walmart Inc. Add +23.8% 0.57% +0.15
BAC Bank of America Corp. Add +5.7% 1.02% +0.13
ADBE Adobe Inc. Add +100.0% 0.22% +0.09
JPM JPMorgan Chase & Co. Add +81.5% 0.13% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.06% +0.06
NLY Annaly Capital Management Inc. Add +3.4% 0.14% −0.01
CROX Crocs Inc. Add +28.6% 0.44% −0.02
PFE Pfizer Inc. Add +5.9% 0.95% −0.05
MSFT Microsoft Corp. Add +1.1% 7.52% −0.23

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