Filed: 2/20/2025ACC: 0001774207-25-000001
📋 What this filing means
JUPITER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $199.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$199.55M
Total AUM (reported)
1.45M
Total Shares
Allocation by class
COM$109.60M54.9%
-$46.11M23.1%
CAP STK CL A$18.85M9.4%
CL A$17.45M8.7%
CL B NEW$3.88M1.9%
CL B$2.99M1.5%
CAP STK CL C$666.5K0.3%
Portfolio Concentration
Top 3$48.99M24.6%
4–10$50.04M25.1%
11–25$51.66M25.9%
Rest$48.86M24.5%
Top 3 weight
24.6%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 1.45M
Sole
Full voting authority
1.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
Alphabet Inc
SOLEShares99.57K
TypeSH
Market value$18.85M
9.45%
Sole
99.57K
Shared
0.00
None
0.00
Apple Inc Com
SOLEShares60.43K
TypeSH
Market value$15.13M
7.58%
Sole
60.43K
Shared
0.00
None
0.00
Microsoft
SOLEShares35.62K
TypeSH
Market value$15.01M
7.52%
Sole
35.62K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares67.76K
TypeSH
Market value$9.10M
4.56%
Sole
67.76K
Shared
0.00
None
0.00
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
SOLEShares15.11K
TypeSH
Market value$8.86M
4.44%
Sole
15.11K
Shared
0.00
None
0.00
Berkshire Hathaway 1/100 CL/A
SOLEShares1.10K
TypeSH
Market value$7.49M
3.75%
Sole
1.10K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares30.65K
TypeSH
Market value$6.72M
3.37%
Sole
30.65K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares26.28K
TypeSH
Market value$6.09M
3.05%
Sole
26.28K
Shared
0.00
None
0.00
Morgan Stanley Com
SOLEShares48.23K
TypeSH
Market value$6.06M
3.04%
Sole
48.23K
Shared
0.00
None
0.00
Mastercard Inc CL A
SOLEShares10.86K
TypeSH
Market value$5.72M
2.87%
Sole
10.86K
Shared
0.00
None
0.00
Home Depot
SOLEShares14.62K
TypeSH
Market value$5.69M
2.85%
Sole
14.62K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF IV
SOLEShares60.06K
TypeSH
Market value$5.14M
2.58%
Sole
60.06K
Shared
0.00
None
0.00
Facebook Inc-Class A
SOLEShares7.25K
TypeSH
Market value$4.25M
2.13%
Sole
7.25K
Shared
0.00
None
0.00
JPMorgan Ultra SHRT Muncipl Incm ETF
SOLEShares80K
TypeSH
Market value$4.06M
2.03%
Sole
80K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares21.61K
TypeSH
Market value$3.96M
1.99%
Sole
21.61K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares8.56K
TypeSH
Market value$3.88M
1.94%
Sole
8.56K
Shared
0.00
None
0.00
Crown HLDGS Inc Com
SOLEShares39.41K
TypeSH
Market value$3.26M
1.63%
Sole
39.41K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares43.09K
TypeSH
Market value$3.03M
1.52%
Sole
43.09K
Shared
0.00
None
0.00
iShares Bitcoin ETF
SOLEShares56.75K
TypeSH
Market value$3.01M
1.51%
Sole
56.75K
Shared
0.00
None
0.00
Nike Inc Class B Com
SOLEShares39.53K
TypeSH
Market value$2.99M
1.50%
Sole
39.53K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares15.09K
TypeSH
Market value$2.98M
1.49%
Sole
15.09K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares19.35K
TypeSH
Market value$2.80M
1.40%
Sole
19.35K
Shared
0.00
None
0.00
Invesco S & P Midcap Momentum ETF
SOLEShares18.98K
TypeSH
Market value$2.34M
1.17%
Sole
18.98K
Shared
0.00
None
0.00
Marathon Petroleum
SOLEShares16K
TypeSH
Market value$2.23M
1.12%
Sole
16K
Shared
0.00
None
0.00
BK Of America Corp
SOLEShares46.25K
TypeSH
Market value$2.03M
1.02%
Sole
46.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet IncSOLE | CAP STK CL A | 99.57K | SH | $18.85M 9.45% | 99.57K | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 60.43K | SH | $15.13M 7.58% | 60.43K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 35.62K | SH | $15.01M 7.52% | 35.62K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 67.76K | SH | $9.10M 4.56% | 67.76K | 0.00 | 0.00 |
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | - | 15.11K | SH | $8.86M 4.44% | 15.11K | 0.00 | 0.00 |
Berkshire Hathaway 1/100 CL/ASOLE | CL A | 1.10K | SH | $7.49M 3.75% | 1.10K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 30.65K | SH | $6.72M 3.37% | 30.65K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 26.28K | SH | $6.09M 3.05% | 26.28K | 0.00 | 0.00 |
Morgan Stanley ComSOLE | COM | 48.23K | SH | $6.06M 3.04% | 48.23K | 0.00 | 0.00 |
Mastercard Inc CL ASOLE | CL A | 10.86K | SH | $5.72M 2.87% | 10.86K | 0.00 | 0.00 |
Home DepotSOLE | COM | 14.62K | SH | $5.69M 2.85% | 14.62K | 0.00 | 0.00 |
Energy Select Sector SPDR ETF IVSOLE | - | 60.06K | SH | $5.14M 2.58% | 60.06K | 0.00 | 0.00 |
Facebook Inc-Class ASOLE | CL A | 7.25K | SH | $4.25M 2.13% | 7.25K | 0.00 | 0.00 |
JPMorgan Ultra SHRT Muncipl Incm ETFSOLE | - | 80K | SH | $4.06M 2.03% | 80K | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 21.61K | SH | $3.96M 1.99% | 21.61K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL B NEW | 8.56K | SH | $3.88M 1.94% | 8.56K | 0.00 | 0.00 |
Crown HLDGS Inc ComSOLE | COM | 39.41K | SH | $3.26M 1.63% | 39.41K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 43.09K | SH | $3.03M 1.52% | 43.09K | 0.00 | 0.00 |
iShares Bitcoin ETFSOLE | - | 56.75K | SH | $3.01M 1.51% | 56.75K | 0.00 | 0.00 |
Nike Inc Class B ComSOLE | CL B | 39.53K | SH | $2.99M 1.50% | 39.53K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 15.09K | SH | $2.98M 1.49% | 15.09K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 19.35K | SH | $2.80M 1.40% | 19.35K | 0.00 | 0.00 |
Invesco S & P Midcap Momentum ETFSOLE | - | 18.98K | SH | $2.34M 1.17% | 18.98K | 0.00 | 0.00 |
Marathon PetroleumSOLE | COM | 16K | SH | $2.23M 1.12% | 16K | 0.00 | 0.00 |
BK Of America CorpSOLE | COM | 46.25K | SH | $2.03M 1.02% | 46.25K | 0.00 | 0.00 |
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