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Jupiter Wealth Management LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Jupiter Wealth Management LLC with $211.6M in long positions as of Q3 2025, 26% allocated to Technology, and 52% concentrated in top 10 positions.

Portfolio Value
$211.6M
Top 10 Concentration
52%
Top Sector
Technology (26%)
US Exposure
98%
Market Cap Focus
Mega Cap
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 25.90%TechnologyETF: 18.50%ETFFinancial Services: 16.50%Financial ServicesCommunication Services: 15.40%Communication ServicesConsumer Cyclical: 10.60%Consumer CyclicalHealthcare: 4.20%Real Estate: 2.70%Consumer Defensive: 2.20%Energy: 1.30%Industrials: 1.30%
Technology
25.90%
ETF
18.50%
Financial Services
16.50%
Communication Services
15.40%
Consumer Cyclical
10.60%
Healthcare
4.20%
Real Estate
2.70%
Consumer Defensive
2.20%
Energy
1.30%
Industrials
1.30%

Industry Breakdown

34 industries across all sectors

ETF: 18.47%ETFInternet Content & Information: 14.25%Internet Content & InformationSemiconductors: 11.63%SemiconductorsSoftware - Infrastructure: 8.39%Software - InfrastructureInsurance - Diversified: 5.75%Consumer Electronics: 5.72%Financial - Capital Markets: 5.12%Drug Manufacturers - General: 3.25%Financial - Credit Services: 2.83%Banks - Diversified: 2.81%Specialty Retail: 2.78%23 more: 17.55%23 more
ETF
ETF
18.47%
Internet Content & Information
Communication Services
14.25%
Semiconductors
Technology
11.63%
Software - Infrastructure
Technology
8.39%
Insurance - Diversified
Financial Services
5.75%
Consumer Electronics
Technology
5.72%
Financial - Capital Markets
Financial Services
5.12%
Drug Manufacturers - General
Healthcare
3.25%
Financial - Credit Services
Financial Services
2.83%
Banks - Diversified
Financial Services
2.81%
Specialty Retail
Consumer Cyclical
2.78%
REIT - Specialty
Real Estate
2.53%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 63.84%Mega Cap (> $200B)Large Cap ($10B - $200B): 13.33%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.16%N/A (ETF or Unknown): 21.67%N/A (ETF or Unknown)
Mega Cap (> $200B)
63.84%
Large Cap ($10B - $200B)
13.33%
Mid Cap ($2B - $10B)
1.16%
N/A (ETF or Unknown)
21.67%

Portfolio Concentration

Top 10 Holdings %
52.42%
Top 20 Holdings %
71.67%
Top 50 Holdings %
92.52%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
97.73%
International
2.27%
Countries
4
Largest Int'l Market
Taiwan - 1.74%
United States of America
97.73% ($206.8M)
90 holdings
Taiwan
1.74% ($3.7M)
1 holdings
Ireland
0.27% ($571.4K)
1 holdings
Switzerland
0.26% ($550.9K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
19 quarters
Avg. Top 20
18 quarters
Avg. All Positions
11.4 quarters
Median Holding Period
8 quarters
Persistence Rate
74.19%
Persistent Holdings Weight
91.37%
Persistent Positions
69
Longest Held
The Walt Disney Company logo
The Walt Disney CompanyDIS - 26 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.12%
Avg. Position Weight
1.08%
Largest Position
Alphabet Inc. Class A Common Stock logo
Alphabet Inc. Class A Common StockGOOGL - 11.30%
Largest Ownership Stake
Crown Holdings Inc. logo
Crown Holdings Inc.CCK - 0.03%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q1 2019)

Avg. New Position
0.83%
Avg. Ownership Stake
0.005%
Largest Position
Alphabet Inc. Class A Common Stock logo
Alphabet Inc. Class A Common StockGOOGL - 11.30% (Q3 2025)
Largest Ownership Stake
Crown Holdings Inc. logo
Crown Holdings Inc.CCK - 0.08% (Q1 2019)

Portfolio Turnover

Current Quarter

Turnover Ratio
2.2%
Value Traded
$4.73M
Positions Added
4
Positions Exited
3

Historical (Since Q1 2019)

Avg. Turnover Ratio
12.2%
Avg. Positions Added
9
Avg. Positions Exited
8
Highest Turnover
50.0%
Q1 2019
Lowest Turnover
1.8%
Q4 2023

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