Filed: 8/14/2025ACC: 0001774207-25-000004
📋 What this filing means
JUPITER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $198.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$198.02M
Total AUM (reported)
1.23M
Total Shares
Allocation by class
COM$107.11M54.1%
-$44.42M22.4%
CAP STK CL A$19.97M10.1%
CL A$19.46M9.8%
CL B NEW$3.59M1.8%
CL B$2.76M1.4%
CAP STK CL C$710.6K0.4%
Portfolio Concentration
Top 3$49.37M24.9%
4–10$54.10M27.3%
11–25$50.03M25.3%
Rest$44.53M22.5%
Top 3 weight
24.9%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Sole
Full voting authority
1.23M
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)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
Alphabet Inc
SOLEShares98.87K
TypeSH
Market value$19.97M
10.08%
Sole
98.87K
Shared
0.00
None
0.00
Microsoft
SOLEShares32.74K
TypeSH
Market value$17.05M
8.61%
Sole
32.74K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares68.05K
TypeSH
Market value$12.36M
6.24%
Sole
68.05K
Shared
0.00
None
0.00
Apple Inc Com
SOLEShares46.98K
TypeSH
Market value$10.96M
5.54%
Sole
46.98K
Shared
0.00
None
0.00
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
SOLEShares13.54K
TypeSH
Market value$8.73M
4.41%
Sole
13.54K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares11.00
TypeSH
Market value$7.87M
3.97%
Sole
11.00
Shared
0.00
None
0.00
Morgan Stanley Com
SOLEShares52.83K
TypeSH
Market value$7.81M
3.94%
Sole
52.83K
Shared
0.00
None
0.00
Broadcom Inc Com
SOLEShares23.11K
TypeSH
Market value$7.14M
3.61%
Sole
23.11K
Shared
0.00
None
0.00
Mastercard Inc CL A
SOLEShares10.14K
TypeSH
Market value$5.86M
2.96%
Sole
10.14K
Shared
0.00
None
0.00
Facebook Inc-Class A
SOLEShares7.34K
TypeSH
Market value$5.73M
2.89%
Sole
7.34K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares23.56K
TypeSH
Market value$5.29M
2.67%
Sole
23.56K
Shared
0.00
None
0.00
Home Depot
SOLEShares12.57K
TypeSH
Market value$5.12M
2.59%
Sole
12.57K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF IV
SOLEShares48.68K
TypeSH
Market value$4.17M
2.11%
Sole
48.68K
Shared
0.00
None
0.00
JPMorgan Ultra SHRT Muncipl Incm ETF
SOLEShares80K
TypeSH
Market value$4.08M
2.06%
Sole
80K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares19.84K
TypeSH
Market value$4.05M
2.05%
Sole
19.84K
Shared
0.00
None
0.00
Crown HLDGS Inc Com
SOLEShares39.10K
TypeSH
Market value$4.02M
2.03%
Sole
39.10K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares7.52K
TypeSH
Market value$3.59M
1.81%
Sole
7.52K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares19.16K
TypeSH
Market value$3.34M
1.69%
Sole
19.16K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares12.39K
TypeSH
Market value$2.99M
1.51%
Sole
12.39K
Shared
0.00
None
0.00
Nike Inc Class B Com
SOLEShares35.80K
TypeSH
Market value$2.76M
1.40%
Sole
35.80K
Shared
0.00
None
0.00
iShares US Aerospace Defense ETF
SOLEShares11.75K
TypeSH
Market value$2.31M
1.17%
Sole
11.75K
Shared
0.00
None
0.00
Goldman Sachs Group
SOLEShares3K
TypeSH
Market value$2.23M
1.13%
Sole
3K
Shared
0.00
None
0.00
Invesco S & P Midcap Momentum ETF
SOLEShares16.05K
TypeSH
Market value$2.12M
1.07%
Sole
16.05K
Shared
0.00
None
0.00
ProShares Trust S&P (500 Divid Aristocrats Etf)
SOLEShares19.48K
TypeSH
Market value$2.05M
1.04%
Sole
19.48K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares20K
TypeSH
Market value$1.89M
0.96%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet IncSOLE | CAP STK CL A | 98.87K | SH | $19.97M 10.08% | 98.87K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 32.74K | SH | $17.05M 8.61% | 32.74K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 68.05K | SH | $12.36M 6.24% | 68.05K | 0.00 | 0.00 |
Apple Inc ComSOLE | COM | 46.98K | SH | $10.96M 5.54% | 46.98K | 0.00 | 0.00 |
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | - | 13.54K | SH | $8.73M 4.41% | 13.54K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL A | 11.00 | SH | $7.87M 3.97% | 11.00 | 0.00 | 0.00 |
Morgan Stanley ComSOLE | COM | 52.83K | SH | $7.81M 3.94% | 52.83K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 23.11K | SH | $7.14M 3.61% | 23.11K | 0.00 | 0.00 |
Mastercard Inc CL ASOLE | CL A | 10.14K | SH | $5.86M 2.96% | 10.14K | 0.00 | 0.00 |
Facebook Inc-Class ASOLE | CL A | 7.34K | SH | $5.73M 2.89% | 7.34K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 23.56K | SH | $5.29M 2.67% | 23.56K | 0.00 | 0.00 |
Home DepotSOLE | COM | 12.57K | SH | $5.12M 2.59% | 12.57K | 0.00 | 0.00 |
Energy Select Sector SPDR ETF IVSOLE | - | 48.68K | SH | $4.17M 2.11% | 48.68K | 0.00 | 0.00 |
JPMorgan Ultra SHRT Muncipl Incm ETFSOLE | - | 80K | SH | $4.08M 2.06% | 80K | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 19.84K | SH | $4.05M 2.05% | 19.84K | 0.00 | 0.00 |
Crown HLDGS Inc ComSOLE | COM | 39.10K | SH | $4.02M 2.03% | 39.10K | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL B NEW | 7.52K | SH | $3.59M 1.81% | 7.52K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 19.16K | SH | $3.34M 1.69% | 19.16K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 12.39K | SH | $2.99M 1.51% | 12.39K | 0.00 | 0.00 |
Nike Inc Class B ComSOLE | CL B | 35.80K | SH | $2.76M 1.40% | 35.80K | 0.00 | 0.00 |
iShares US Aerospace Defense ETFSOLE | - | 11.75K | SH | $2.31M 1.17% | 11.75K | 0.00 | 0.00 |
Goldman Sachs GroupSOLE | COM | 3K | SH | $2.23M 1.13% | 3K | 0.00 | 0.00 |
Invesco S & P Midcap Momentum ETFSOLE | - | 16.05K | SH | $2.12M 1.07% | 16.05K | 0.00 | 0.00 |
ProShares Trust S&P (500 Divid Aristocrats Etf)SOLE | - | 19.48K | SH | $2.05M 1.04% | 19.48K | 0.00 | 0.00 |
Citigroup IncSOLE | COM | 20K | SH | $1.89M 0.96% | 20K | 0.00 | 0.00 |
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