Jupiter Wealth Management LLC Portfolio Holdings
Q3 2025•93 long positions•$211.6M portfolio value
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Holding96 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Internet Content & Information Communication Services | $23.9M 11.3% | -$130.1K Sold | 0.001% 98.3K shares | 98.9K → 98.3K −$130.1K | -0.54% | $2.95T Mega Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $16.7M 7.89% | -$268.3K Sold | 0.0% 32.2K shares | 32.7K → 32.2K −$268.3K | -1.58% | $3.85T Mega Cap | Q2 2019 Held for 6y 5m | |
Semiconductors Technology | $12.8M 6.05% | +$108.2K Bought | 0.0% 68.6K shares | 68.1K → 68.6K +$108.2K | +0.85% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $12.1M 5.72% | +$141.3K Bought | 0.0% 47.5K shares | 47.0K → 47.5K +$141.3K | +1.18% | $3.78T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $9.1M 4.31% | +$100.6K Bought | — 13.7K shares | 13.5K → 13.7K +$100.6K | +1.12% | — — | Q3 2023 Held for 2y 2m | |
Financial - Capital Markets Financial Services | $8.4M 3.99% | +$39.7K Bought | 0.003% 53.1K shares | 52.8K → 53.1K +$39.7K | +0.47% | $253.75B Mega Cap | Q1 2020 Held for 5y 8m | |
Insurance - Diversified Financial Services | $8.3M 3.92% | — | 0.001% 11.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $7.9M 3.75% | +$303.5K Bought | 0.001% 24.0K shares | 23.1K → 24.0K +$303.5K | +3.98% | $1.56T Mega Cap | Q3 2020 Held for 5y 2m | |
Specialty Retail Consumer Cyclical | $5.9M 2.78% | +$708.6K Bought | 0.0% 26.8K shares | 23.6K → 26.8K +$708.6K | +13.7% | $2.34T Mega Cap | Q1 2019 Held for 6y 8m | |
Financial - Credit Services Financial Services | $5.8M 2.73% | — | 0.001% 10.1K shares | — | — | $514.21B Mega Cap | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $5.4M 2.55% | — | 0.0% 7.3K shares | — | — | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
Home Improvement Consumer Cyclical | $5.1M 2.41% | — | 0.001% 12.6K shares | — | — | $403.32B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $4.8M 2.27% | +$446.7K Bought | — 53.7K shares | 48.7K → 53.7K +$446.7K | +10.27% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.1M 1.93% | — | — 80.0K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Insurance - Diversified Financial Services | $3.9M 1.83% | +$100.5K Bought | 0.0% 7.7K shares | 7.5K → 7.7K +$100.5K | +2.66% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
REIT - Specialty Real Estate | $3.8M 1.8% | — | 0.004% 19.8K shares | — | — | $90.1B Large Cap | Q1 2019 Held for 6y 8m | |
Packaging & Containers Consumer Cyclical | $3.8M 1.78% | — | 0.034% 39.1K shares | — | — | $11.2B Large Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $3.7M 1.74% | +$229.0K Bought | — 13.2K shares | 12.4K → 13.2K +$229.0K | +6.62% | — — | Q1 2023 Held for 2y 8m | |
Drug Manufacturers - General Healthcare | $3.7M 1.73% | +$102.0K Bought | 0.001% 19.7K shares | 19.2K → 19.7K +$102.0K | +2.87% | $446.55B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.6M 1.21% | +$104.6K Bought | — 12.2K shares | 11.7K → 12.2K +$104.6K | +4.26% | — — | Q3 2023 Held for 2y 2m | |
Apparel - Footwear & Accessories Consumer Cyclical | $2.5M 1.18% | — | 0.002% 35.8K shares | — | — | $102.98B Large Cap | Q1 2019 Held for 6y 8m | |
Financial - Capital Markets Financial Services | $2.4M 1.13% | — | 0.001% 3.0K shares | — | — | $241.07B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.3M 1.07% | +$101.4K Bought | — 16.8K shares | 16.1K → 16.8K +$101.4K | +4.67% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.2M 1.05% | +$200.5K Bought | 0.001% 22.0K shares | 20.0K → 22.0K +$200.5K | +9.88% | $186.85B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.0M 0.948% | — | — 19.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Refining & Marketing Energy | $1.9M 0.911% | — | 0.003% 10.0K shares | — | — | $58.6B Large Cap | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $1.9M 0.892% | +$103.2K Bought | 0.0% 36.6K shares | 34.6K → 36.6K +$103.2K | +5.78% | $382.12B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 0.886% | +$459.3K Bought | — 3.1K shares | 2.3K → 3.1K +$459.3K | +32.44% | — — | Q3 2024 Held for 1y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.8M 0.829% | — | 0.001% 12.5K shares | — | — | $192.27B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.7M 0.827% | — | — 3.7K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $1.7M 0.782% | +$445.3K Bought | — 1.7K shares | 1.3K → 1.7K +$445.3K | +36.8% | — — | Q1 2023 Held for 2y 8m | |
REIT - Specialty Real Estate | $1.5M 0.729% | — | 0.004% 16.0K shares | — | — | $42.0B Large Cap | Q1 2019 Held for 6y 8m | |
Residential Construction Consumer Cyclical | $1.4M 0.681% | +$132.1K Bought | 0.006% 10.9K shares | 9.9K → 10.9K +$132.1K | +10.1% | $26.1B Large Cap | Q1 2023 Held for 2y 8m | |
Entertainment Communication Services | $1.4M 0.651% | — | 0.0% 1.2K shares | — | — | $509.45B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.633% | +$268.1K Bought | — 12.5K shares | 10.0K → 12.5K +$268.1K | +25.0% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $1.3M 0.594% | — | 0.0% 15.0K shares | — | — | $268.51B Mega Cap | Q2 2020 Held for 5y 5m | |
Aerospace & Defense Industrials | $1.2M 0.59% | — | 0.001% 2.5K shares | — | — | $116.55B Large Cap | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $1.2M 0.586% | — | 0.0% 1.6K shares | — | — | $684.00B Mega Cap | Q2 2021 Held for 4y 5m | |
Discount Stores Consumer Defensive | $1.2M 0.576% | — | 0.0% 11.8K shares | — | — | $821.68B Mega Cap | Q2 2023 Held for 2y 5m | |
Residential Construction Consumer Cyclical | $1.2M 0.556% | — | 0.029% 18.5K shares | — | — | $4.1B Mid Cap | Q1 2023 Held for 2y 8m | |
Drug Manufacturers - General Healthcare | $1.2M 0.547% | — | 0.001% 13.8K shares | — | — | $209.64B Mega Cap | Q1 2019 Held for 6y 8m | |
Entertainment Communication Services | $1.1M 0.509% | — | 0.001% 9.4K shares | — | — | $205.86B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.1M 0.502% | — | — 11.0K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Residential Construction Consumer Cyclical | $1.1M 0.5% | +$126.0K Bought | 0.003% 8.4K shares | 7.4K → 8.4K +$126.0K | +13.51% | $32.6B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.499% | — | — 62.0K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Agricultural Farm Products Consumer Defensive | $979.7K 0.463% | — | 0.006% 12.1K shares | — | — | $16.3B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $941.3K 0.445% | — | — 18.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $927.9K 0.438% | — | — 16.3K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $923.1K 0.436% | — | — 6.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $852.4K 0.403% | — | 0.0% 3.5K shares | — | — | $2.95T Mega Cap | Q1 2019 Held for 6y 8m |
