Latest Jupiter Wealth Management LLC Stock Portfolio
Jupiter Wealth Management LLC Performance:
2025 Q3: 4.38%YTD: 14.24%2024: 19.28%
Performance for 2025 Q3 is 4.38%, and YTD is 14.24%, and 2024 is 19.28%.
About Jupiter Wealth Management LLC and 13F Hedge Fund Stock Holdings
Jupiter Wealth Management LLC is a hedge fund based in GLENDALE, CO. On 02-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $331.3 Millions. In it's latest 13F Holdings report, Jupiter Wealth Management LLC reported an equity portfolio of $211.6 Millions as of 30 Sep, 2025.
The top stock holdings of Jupiter Wealth Management LLC are GOOG, MSFT, NVDA. The fund has invested 11.3% of it's portfolio in ALPHABET INC and 7.9% of portfolio in MICROSOFT.
The fund managers got completely rid off CAMECO CORP F, ORACLE CORP COM (ORCL) and SERVICENOW INC COM (NOW) stocks. They significantly reduced their stock positions in ISHARES BITCOIN ETF, CHIPOTLE MEXICAN (CMG) and COSTCO WHOLESALE (COST). Jupiter Wealth Management LLC opened new stock positions in SCHWAB US DIVIDEND EQUITY ETF (FNDA), BILL HOLDINGS INC (BILL) and INSMED INC (INSM). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE ETHEREUM MINI, SELECT STR FINANCIAL SELECT SPDR ETF (XLB) and SPDR GOLD TRUST (GLD).
The top stock holdings of Jupiter Wealth Management LLC are GOOG, MSFT, NVDA. The fund has invested 11.3% of it's portfolio in ALPHABET INC and 7.9% of portfolio in MICROSOFT.
The fund managers got completely rid off CAMECO CORP F, ORACLE CORP COM (ORCL) and SERVICENOW INC COM (NOW) stocks. They significantly reduced their stock positions in ISHARES BITCOIN ETF, CHIPOTLE MEXICAN (CMG) and COSTCO WHOLESALE (COST). Jupiter Wealth Management LLC opened new stock positions in SCHWAB US DIVIDEND EQUITY ETF (FNDA), BILL HOLDINGS INC (BILL) and INSMED INC (INSM). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE ETHEREUM MINI, SELECT STR FINANCIAL SELECT SPDR ETF (XLB) and SPDR GOLD TRUST (GLD).
Jupiter Wealth Management LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Jupiter Wealth Management LLC made a return of 4.38% in the last quarter. In trailing 12 months, it's portfolio return was 15.76%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab us dividend equity etf | 409,500 |
| bill holdings inc | 370,790 |
| insmed inc | 288,020 |
| phillips 66 com | 210,831 |
| ishares msci emerging markets etf | 201,585 |
| d r horton inc | 127,103 |
New stocks bought by Jupiter Wealth Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| grayscale ethereum mini | 275 |
| select str financial select spdr etf | 100 |
| spdr gold trust | 93.85 |
| palo alto networks | 66.67 |
| cvs health | 40.00 |
| asml holding nv | 36.8 |
| vanguard s&p 500 etf | 32.44 |
| ishares tr us home (cons etf) | 25.00 |
Additions to existing portfolio by Jupiter Wealth Management LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares bitcoin etf | -79.91 |
| chipotle mexican | -52.52 |
| costco wholesale | -12.51 |
| robinhood mkts inc class a | -3.33 |
| microsoft | -1.58 |
| alphabet inc | -0.54 |
Jupiter Wealth Management LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cameco corp f | -453,600 |
| oracle corp com | -427,315 |
| servicenow inc com | -129,495 |
Jupiter Wealth Management LLC got rid off the above stocks
Sector Distribution
Jupiter Wealth Management LLC has about 27.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 27.9 |
| Technology | 24.2 |
| Communication Services | 15.4 |
| Financial Services | 10.8 |
| Consumer Cyclical | 10.6 |
| Healthcare | 4.2 |
| Real Estate | 2.7 |
| Consumer Defensive | 1.7 |
| Industrials | 1.3 |
| Energy | 1.3 |
Market Cap. Distribution
Jupiter Wealth Management LLC has about 70.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 52.2 |
| UNALLOCATED | 27.9 |
| LARGE-CAP | 18.6 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 68.4% of the stocks held by Jupiter Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 68.4 |
| Others | 30.9 |
Jupiter Wealth Management LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Jupiter Wealth Management LLC
Jupiter Wealth Management LLC has 93 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Jupiter Wealth Management LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 5.72 | 47,538 | 12,104,600 | added | 1.18 | ||
| AAXJ | ishares us aerospace defense etf | 1.21 | 12,249 | 2,563,230 | added | 4.26 | ||
| AAXJ | ishares tr us home (cons etf) | 0.63 | 12,500 | 1,340,620 | added | 25.00 | ||
| ACSG | dbx etf tr xtrackers (s&p) | 0.10 | 3,624 | 217,549 | unchanged | 0.00 | ||
| AGNG | global x nasdaq 100 covered call etf | 0.50 | 62,034 | 1,055,200 | unchanged | 0.00 | ||
| AGNG | global x cybersecurity etf | 0.08 | 5,000 | 175,950 | unchanged | 0.00 | ||
| AMT | american tower corp | 1.80 | 19,838 | 3,815,240 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 2.78 | 26,783 | 5,880,740 | added | 13.7 | ||
| AVGO | broadcom inc com | 3.74 | 24,025 | 7,926,090 | added | 3.98 | ||
| BAC | bk of america corp | 0.89 | 36,600 | 1,888,190 | added | 5.78 | ||
| BBAX | jpmorgan ultra shrt muncipl incm etf | 1.93 | 80,000 | 4,083,200 | unchanged | 0.00 | ||
| BBAX | jpmorgan equity premium income etf | 0.44 | 16,250 | 927,875 | unchanged | 0.00 | ||
| BILL | bill holdings inc | 0.17 | 7,000 | 370,790 | new | |||
| BZQ | proshares trust s&p (500 divid aristocrats etf) | 0.95 | 19,475 | 2,007,290 | unchanged | 0.00 | ||
| C | citigroup inc | 1.05 | 21,975 | 2,230,460 | added | 9.88 | ||
| CAT | caterpillar | 0.18 | 808 | 385,537 | unchanged | 0.00 | ||
| CCI | crown castle intl | 0.73 | 16,000 | 1,543,840 | unchanged | 0.00 | ||
| CCK | crown hldgs inc com | 1.78 | 39,105 | 3,777,150 | unchanged | 0.00 | ||
| CMG | chipotle mexican | 0.15 | 8,000 | 313,520 | reduced | -52.52 | ||
| COF | capital one fc | 0.10 | 1,000 | 212,580 | unchanged | 0.00 | ||