Jupiter Wealth Management LLC
Q1 2025 13F Holdings
- Locationglendale, CO
- Num holdings
69
- Value ($000)
$165,085
- Date Filed05/20/2025
- Form type13F-HR
- CIK0001774207
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOGL Alphabet Inc | CAP STK CL A | 02079K305 | $15.50M | 9 % | 93,087 | ||
MSFT Microsoft | COM | 594918104 | $14.72M | 9 % | 32,082 | ||
AAPL Apple Inc Com | COM | 037833100 | $10.08M | 6 % | 48,290 | ||
BRK.A Berkshire Hathaway | CL A | 084670108 | $8.44M | 5 % | 11 | ||
SPY SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | - | 78462F103 | $8.13M | 5 % | 13,663 | ||
NVDA Nvidia Corporation | COM | 67066G104 | $7.80M | 5 % | 57,521 | ||
Morgan Stanley Com | COM | 617446448 | $6.41M | 4 % | 49,018 | ||
MA Mastercard Inc CL A | CL A | 57636Q104 | $6.05M | 4 % | 10,312 | ||
HD Home Depot | COM | 437076102 | $4.86M | 3 % | 12,810 | ||
AMZN Amazon.Com Inc | COM | 023135106 | $4.85M | 3 % | 23,543 |
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