Jupiter Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 20, 2025), Jupiter Wealth Management LLC reported 69 stock positions worth $165.1 million. Its top holding was Alphabet Class A (GOOGL) at 9.4% of the portfolio, followed by Microsoft (MSFT, 8.9%) and Apple (AAPL, 6.1%). Compared with Q4 2024, it opened 1 new position, sold out of 21, added to 8 and reduced 29. The biggest buy was Morgan Stanley (MS, shares +2%) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).
- Most Recent 13F
- Q2 2026
- Location
- GLENDALE, CO
- CIK
- 0001774207
- Portfolio Value
- $165.1M (Q1 2025)
- SEC Filing
- 0001774207-25-000003 ↗ filed May 20, 2025
Holdings Value
Holdings 69 stocks · $165.1M
| GOOGL Alphabet Inc. Class A | 9.39% | 93,087 | $15.5M | Reduce -6.5% |
| MSFT Microsoft Corp. | 8.92% | 32,082 | $14.7M | Reduce -9.9% |
| AAPL Apple Inc. | 6.11% | 48,290 | $10.1M | Reduce -20.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.11% | 11 | $8.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.92% | 13,663 | $8.1M | Reduce -9.6% |
| NVDA Nvidia Corp. | 4.72% | 57,521 | $7.8M | Reduce -15.1% |
| MS Morgan Stanley | 3.88% | 49,018 | $6.4M | Add +1.6% |
| MA Mastercard Inc. Class A | 3.66% | 10,312 | $6.0M | Reduce -5.0% |
| HD Home Depot Inc. | 2.94% | 12,810 | $4.9M | Reduce -12.4% |
| AMZN Amazon.com Inc. | 2.94% | 23,543 | $4.9M | Reduce -23.2% |
| AVGO Broadcom Inc. | 2.80% | 20,075 | $4.6M | Reduce -23.6% |
| AMT American Tower Corp. | 2.67% | 20,511 | $4.4M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 2.64% | 6,795 | $4.4M | Reduce -6.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.46% | 80,000 | $4.1M | No change |
| XLE SS Energy Select Sector | 2.41% | 47,059 | $4.0M | Reduce -21.6% |
| CCK Crown Holdings Inc. | 2.39% | 39,405 | $3.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.34% | 7,528 | $3.9M | Reduce -12.0% |
| JNJ Johnson & Johnson | 1.79% | 19,346 | $3.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.34% | 11,437 | $2.2M | Reduce -24.2% |
| C Citigroup Inc. | 1.27% | 27,500 | $2.1M | Reduce -36.2% |
| NKE Nike Inc. Class B | 1.23% | 32,646 | $2.0M | Reduce -17.4% |
| ITA iShares U.S. Aerospace & Def | 1.21% | 11,549 | $2.0M | Reduce -10.1% |
| NOBL Proshares S&P 500 Dividend A | 1.20% | 19,475 | $2.0M | No change |
| GS Goldman Sachs Group Inc. | 1.11% | 3,000 | $1.8M | No change |
| CCI Crown Castle Inc. | 1.00% | 16,000 | $1.6M | No change |
| PEP Pepsico Inc. | 1.00% | 12,500 | $1.6M | No change |
| MPC Marathon Petroleum Corp. | 0.98% | 10,000 | $1.6M | Reduce -37.5% |
| IWF iShares Russell 1000 Growth | 0.91% | 3,735 | $1.5M | No change |
| NFLX Netflix Inc. | 0.83% | 1,150 | $1.4M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 0.77% | 2,312 | $1.3M | No change |
| LMT Lockheed Martin Corp. | 0.72% | 2,500 | $1.2M | No change |
| WFC Wells Fargo & Co. | 0.69% | 15,000 | $1.1M | No change |
| LLY Eli Lilly & Co. | 0.69% | 1,500 | $1.1M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.68% | 21,600 | $1.1M | Reduce -8.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 24,000 | $1.1M | Reduce -48.1% |
| MRK Merck & Co. Inc. | 0.65% | 13,800 | $1.1M | Reduce -20.2% |
| CROX Crocs Inc. | 0.64% | 9,225 | $1.1M | Add +13.9% |
| RSG Republic Services Inc. | 0.63% | 4,175 | $1.0M | Add +10.6% |
| QYLD Global X Nasd 100 Cov Call | 0.61% | 62,034 | $1.0M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.60% | 11,000 | $996K | No change |
| WMT Walmart Inc. | 0.59% | 9,932 | $975K | Reduce -20.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 8,623 | $971K | Reduce -10.4% |
| BG Bunge Global SA | 0.59% | 12,058 | $968K | No change |
| SPYI Neos S&P 500 High Income ETF | 0.57% | 18,999 | $943K | Add +16.6% |
| JEPI JPMorgan Equity Premium Inco | 0.55% | 16,250 | $915K | No change |
| DVY iShares Select Dividend ETF | 0.53% | 6,496 | $870K | No change |
| PFE Pfizer Inc. | 0.45% | 32,600 | $750K | Reduce -54.6% |
| COST Costco Wholesale Corp. | 0.41% | 649 | $671K | Add +12.3% |
| VXUS Vanguard Total Intl Stock | 0.40% | 9,865 | $658K | No change |
| MCD McDonald's Corp. | 0.39% | 2,000 | $642K | No change |
| GOOG Alphabet Inc. Class C | 0.36% | 3,500 | $588K | No change |
| XOM Exxon Mobil Corp. | 0.32% | 5,000 | $532K | No change |
| MDT Medtronic PLC | 0.32% | 6,000 | $522K | Reduce -50.0% |
| IWO iShares Russell 2000 Growth | 0.28% | 1,683 | $461K | No change |
| ZS Zscaler Inc. | 0.23% | 1,500 | $379K | New |
| JPM JPMorgan Chase & Co. | 0.23% | 1,429 | $379K | Add +37.1% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 1,821 | $363K | No change |
| NLY Annaly Capital Management Inc. | 0.19% | 16,070 | $318K | Add +6.9% |
| CRSP Crispr Therapeutics AG | 0.18% | 7,500 | $290K | No change |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.17% | 5,889 | $285K | Reduce -26.1% |
| CAT Caterpillar Inc. | 0.17% | 808 | $285K | Reduce -35.8% |
| VNQ Vanguard Real Estate ETF | 0.16% | 2,874 | $260K | No change |
| DD Dupont DE Nemours Inc. | 0.13% | 3,000 | $207K | No change |
| CPNG Coupang Inc. | 0.11% | 6,597 | $179K | No change |
| LNG Cheniere Energy Inc. | 0.08% | 600 | $140K | No change |
| LRCX Lam Research Corp. | 0.08% | 1,500 | $126K | No change |
| AI C3.AI Inc. Class A | 0.07% | 5,000 | $116K | Reduce -55.6% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.07% | 2,087 | $111K | Reduce -30.1% |
| UNP Union Pacific Corp. | 0.07% | 479 | $110K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −1.51 |
| AAPL Apple Inc. | Reduce -20.1% | 6.11% | −1.48 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −1.17 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.70 |
| KBH KB Home | Sold out | 0.00% | −0.62 |
| PFE Pfizer Inc. | Reduce -54.6% | 0.45% | −0.50 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -23.2% | 2.94% | −0.43 |
| PSX Phillips 66 | Sold out | 0.00% | −0.42 |
| BAC Bank of America Corp. | Reduce -48.1% | 0.65% | −0.37 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.34 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.30 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.28 |
| NKE Nike Inc. Class B | Reduce -17.4% | 1.23% | −0.27 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.26 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.25 |
| C Citigroup Inc. | Reduce -36.2% | 1.27% | −0.25 |
| AVGO Broadcom Inc. | Reduce -23.6% | 2.80% | −0.25 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.24 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.23 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -20.2% | 0.65% | −0.22 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.21 |
| XLE SS Energy Select Sector | Reduce -21.6% | 2.41% | −0.17 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.16 |
| MDT Medtronic PLC | Reduce -50.0% | 0.32% | −0.16 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.16 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.2% | 1.34% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -37.5% | 0.98% | −0.14 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.13 |
| AI C3.AI Inc. Class A | Reduce -55.6% | 0.07% | −0.12 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
| CAT Caterpillar Inc. | Reduce -35.8% | 0.17% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -6.5% | 9.39% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.4% | 0.68% | −0.03 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -26.1% | 0.17% | −0.02 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Reduce -30.1% | 0.07% | −0.01 |
| WMT Walmart Inc. | Reduce -20.4% | 0.59% | +0.03 |
| DIS The Walt Disney Co. | Reduce -10.4% | 0.59% | +0.05 |
| HD Home Depot Inc. | Reduce -12.4% | 2.94% | +0.09 |
| NVDA Nvidia Corp. | Reduce -15.1% | 4.72% | +0.16 |
| ITA iShares U.S. Aerospace & Def | Reduce -10.1% | 1.21% | +0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.0% | 2.34% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.6% | 4.92% | +0.49 |
| META Meta Platforms Inc. Class A | Reduce -6.3% | 2.64% | +0.51 |
| AMT American Tower Corp. | Reduce -5.1% | 2.67% | +0.69 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 3.66% | +0.80 |
| MSFT Microsoft Corp. | Reduce -9.9% | 8.92% | +1.39 |
Portfolio Buys Q4 2024 → Q1 2025
| MS Morgan Stanley | Add +1.6% | 3.88% | +0.85 |
| NFLX Netflix Inc. | Add +4.5% | 0.83% | +0.34 |
| RSG Republic Services Inc. | Add +10.6% | 0.63% | +0.25 |
| ZS Zscaler Inc. | New | 0.23% | +0.23 |
| CROX Crocs Inc. | Add +13.9% | 0.64% | +0.20 |
| SPYI Neos S&P 500 High Income ETF | Add +16.6% | 0.57% | +0.16 |
| COST Costco Wholesale Corp. | Add +12.3% | 0.41% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +37.1% | 0.23% | +0.10 |
| NLY Annaly Capital Management Inc. | Add +6.9% | 0.19% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $250.0M | GOOGL, AAPL, NVDA, MSFT, MS |
| Q1 2026 | 90 | $253.0M | GOOGL, NVDA, AAPL, MSFT, AVGO |
| Q4 2025 | 84 | $224.6M | GOOGL, MSFT, AAPL, NVDA, SPY |
| Q3 2025 | 93 | $211.6M | GOOGL, MSFT, NVDA, AAPL, SPY |
| Q2 2025 | 90 | $198.0M | GOOGL, MSFT, NVDA, AAPL, SPY |
| Q1 2025 | 69 | $165.1M | GOOGL, MSFT, AAPL, BRK.A, SPY |
| Q4 2024 | 89 | $199.6M | GOOGL, AAPL, MSFT, NVDA, SPY |
| Q3 2024 | 93 | $195.4M | GOOGL, MSFT, AAPL, NVDA, BRK.A |
| Q2 2024 | 95 | $188.7M | GOOGL, MSFT, AAPL, BRK.A, NVDA |
| Q1 2024 | 94 | $188.9M | GOOGL, MSFT, AAPL, BRK.A, XLE |