Filed: 5/20/2025ACC: 0001774207-25-000003
📋 What this filing means
JUPITER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $165.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$165.08M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$90.34M54.7%
-$33.93M20.6%
CL A$18.84M11.4%
CAP STK CL A$15.50M9.4%
CL B NEW$3.86M2.3%
CL B$2.03M1.2%
CAP STK CL C$587.5K0.4%
Portfolio Concentration
Top 3$40.31M24.4%
4–10$46.54M28.2%
11–25$45.98M27.9%
Rest$32.26M19.5%
Top 3 weight
24.4%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Sole
Full voting authority
1.09M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
Alphabet Inc
SOLEShares93.09K
TypeSH
Market value$15.50M
9.39%
Sole
93.09K
Shared
0.00
None
0.00
Microsoft
SOLEShares32.08K
TypeSH
Market value$14.72M
8.92%
Sole
32.08K
Shared
0.00
None
0.00
Apple Inc Com
SOLEShares48.29K
TypeSH
Market value$10.08M
6.11%
Sole
48.29K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares11.00
TypeSH
Market value$8.44M
5.11%
Sole
11.00
Shared
0.00
None
0.00
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
SOLEShares13.66K
TypeSH
Market value$8.13M
4.92%
Sole
13.66K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares57.52K
TypeSH
Market value$7.80M
4.72%
Sole
57.52K
Shared
0.00
None
0.00
Morgan Stanley Com
SOLEShares49.02K
TypeSH
Market value$6.41M
3.88%
Sole
49.02K
Shared
0.00
None
0.00
Mastercard Inc CL A
SOLEShares10.31K
TypeSH
Market value$6.05M
3.66%
Sole
10.31K
Shared
0.00
None
0.00
Home Depot
SOLEShares12.81K
TypeSH
Market value$4.86M
2.94%
Sole
12.81K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares23.54K
TypeSH
Market value$4.85M
2.94%
Sole
23.54K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares20.07K
TypeSH
Market value$4.63M
2.80%
Sole
20.07K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares20.51K
TypeSH
Market value$4.41M
2.67%
Sole
20.51K
Shared
0.00
None
0.00
Facebook Inc-Class A
SOLEShares6.79K
TypeSH
Market value$4.35M
2.64%
Sole
6.79K
Shared
0.00
None
0.00
JPMorgan Ultra SHRT Muncipl Incm ETF
SOLEShares80K
TypeSH
Market value$4.06M
2.46%
Sole
80K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF IV
SOLEShares47.06K
TypeSH
Market value$3.97M
2.41%
Sole
47.06K
Shared
0.00
None
0.00
Crown HLDGS Inc Com
SOLEShares39.41K
TypeSH
Market value$3.95M
2.39%
Sole
39.41K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares7.53K
TypeSH
Market value$3.86M
2.34%
Sole
7.53K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares19.35K
TypeSH
Market value$2.95M
1.79%
Sole
19.35K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares11.44K
TypeSH
Market value$2.21M
1.34%
Sole
11.44K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares27.50K
TypeSH
Market value$2.09M
1.27%
Sole
27.50K
Shared
0.00
None
0.00
Nike Inc Class B Com
SOLEShares32.65K
TypeSH
Market value$2.03M
1.23%
Sole
32.65K
Shared
0.00
None
0.00
iShares US Aerospace Defense ETF
SOLEShares11.55K
TypeSH
Market value$2.00M
1.21%
Sole
11.55K
Shared
0.00
None
0.00
ProShares Trust S&P (500 Divid Aristocrats Etf)
SOLEShares19.48K
TypeSH
Market value$1.98M
1.20%
Sole
19.48K
Shared
0.00
None
0.00
Goldman Sachs Group
SOLEShares3K
TypeSH
Market value$1.84M
1.11%
Sole
3K
Shared
0.00
None
0.00
Crown Castle Intl
SOLEShares16K
TypeSH
Market value$1.65M
1.00%
Sole
16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet IncSOLE | CAP STK CL A | 93.09K | SH | $15.50M 9.39% | 93.09K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 32.08K | SH | $14.72M 8.92% | 32.08K | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 48.29K | SH | $10.08M 6.11% | 48.29K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL A | 11.00 | SH | $8.44M 5.11% | 11.00 | 0.00 | 0.00 |
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | - | 13.66K | SH | $8.13M 4.92% | 13.66K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 57.52K | SH | $7.80M 4.72% | 57.52K | 0.00 | 0.00 |
Morgan Stanley ComSOLE | COM | 49.02K | SH | $6.41M 3.88% | 49.02K | 0.00 | 0.00 |
Mastercard Inc CL ASOLE | CL A | 10.31K | SH | $6.05M 3.66% | 10.31K | 0.00 | 0.00 |
Home DepotSOLE | COM | 12.81K | SH | $4.86M 2.94% | 12.81K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 23.54K | SH | $4.85M 2.94% | 23.54K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 20.07K | SH | $4.63M 2.80% | 20.07K | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 20.51K | SH | $4.41M 2.67% | 20.51K | 0.00 | 0.00 |
Facebook Inc-Class ASOLE | CL A | 6.79K | SH | $4.35M 2.64% | 6.79K | 0.00 | 0.00 |
JPMorgan Ultra SHRT Muncipl Incm ETFSOLE | - | 80K | SH | $4.06M 2.46% | 80K | 0.00 | 0.00 |
Energy Select Sector SPDR ETF IVSOLE | - | 47.06K | SH | $3.97M 2.41% | 47.06K | 0.00 | 0.00 |
Crown HLDGS Inc ComSOLE | COM | 39.41K | SH | $3.95M 2.39% | 39.41K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL B NEW | 7.53K | SH | $3.86M 2.34% | 7.53K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 19.35K | SH | $2.95M 1.79% | 19.35K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 11.44K | SH | $2.21M 1.34% | 11.44K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 27.50K | SH | $2.09M 1.27% | 27.50K | 0.00 | 0.00 |
Nike Inc Class B ComSOLE | CL B | 32.65K | SH | $2.03M 1.23% | 32.65K | 0.00 | 0.00 |
iShares US Aerospace Defense ETFSOLE | - | 11.55K | SH | $2.00M 1.21% | 11.55K | 0.00 | 0.00 |
ProShares Trust S&P (500 Divid Aristocrats Etf)SOLE | - | 19.48K | SH | $1.98M 1.20% | 19.48K | 0.00 | 0.00 |
Goldman Sachs GroupSOLE | COM | 3K | SH | $1.84M 1.11% | 3K | 0.00 | 0.00 |
Crown Castle IntlSOLE | COM | 16K | SH | $1.65M 1.00% | 16K | 0.00 | 0.00 |
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