MondegarAI
Jupiter Wealth Management LLC

Q4 2024 · 13F-HR

Jupiter Wealth Management LLCholdings as filed

Filed 2025-02-20 · accession 0001774207-25-000001

$199.6M
Reported value
89
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLAlphabet Inc$18.8M9.45%99,574CommonSOLE
037833100AAPLApple Inc Com$15.1M7.58%60,429CommonSOLE
594918104MSFTMicrosoft$15.0M7.52%35,618CommonSOLE
67066G104NVDANvidia Corporation$9.1M4.56%67,757CommonSOLE
78462F103SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)$8.9M4.44%15,109CommonSOLE
084990175Berkshire Hathaway 1/100 CL/A$7.5M3.75%1,100CommonSOLE
023135106AMZNAmazon.Com Inc$6.7M3.37%30,652CommonSOLE
11135F101AVGOBroadcom Inc Com$6.1M3.05%26,281CommonSOLE
617446448MSMorgan Stanley Com$6.1M3.04%48,226CommonSOLE
57636Q104MAMastercard Inc CL A$5.7M2.87%10,861CommonSOLE
437076102HDHome Depot$5.7M2.85%14,623CommonSOLE
81369Y506XLEEnergy Select Sector SPDR ETF IV$5.1M2.58%60,059CommonSOLE
30303M102METAFacebook Inc-Class A$4.2M2.13%7,251CommonSOLE
46641Q654JMSTJPMorgan Ultra SHRT Muncipl Incm ETF$4.1M2.03%80,000CommonSOLE
03027X100AMTAmerican Tower Corp$4.0M1.99%21,605CommonSOLE
084670702BRK/BBerkshire Hathaway$3.9M1.94%8,558CommonSOLE
228368106CCKCrown HLDGS Inc Com$3.3M1.63%39,405CommonSOLE
172967424CCitigroup Inc$3.0M1.52%43,088CommonSOLE
46438F101IBITiShares Bitcoin ETF$3.0M1.51%56,750CommonSOLE
654106103NKENike Inc Class B Com$3.0M1.50%39,530CommonSOLE
874039100TSMTaiwan Semiconductor$3.0M1.49%15,085CommonSOLE
478160104JNJJohnson & Johnson$2.8M1.40%19,346CommonSOLE
46137V464XMMOInvesco S & P Midcap Momentum ETF$2.3M1.17%18,980CommonSOLE
56585A102MPCMarathon Petroleum$2.2M1.12%16,000CommonSOLE
060505104BACBK Of America Corp$2.0M1.02%46,247CommonSOLE
74348A467NOBLProShares Trust S&P (500 Divid Aristocrats Etf)$1.9M0.97%19,475CommonSOLE
717081103PFEPfizer$1.9M0.95%71,750CommonSOLE
713448108PEPPepsico Inc$1.9M0.95%12,500CommonSOLE
464288760ITAiShares US Aerospace Defense ETF$1.9M0.94%12,840CommonSOLE
58933Y105MRKMerck & Co Inc New$1.7M0.86%17,300CommonSOLE
38141G104GSGoldman Sachs Group$1.7M0.86%3,000CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$1.5M0.75%3,735CommonSOLE
22822V101CCICrown Castle Intl$1.5M0.73%16,000CommonSOLE
169656105CMGChipotle Mexican$1.4M0.71%23,579CommonSOLE
745867101PHMPultegroup Inc$1.4M0.70%12,902CommonSOLE
922908363VOOVanguard S&P 500 ETF$1.2M0.62%2,312CommonSOLE
48666K109KBHKB Home$1.2M0.62%18,891CommonSOLE
539830109LMTLockheed Martin Corp$1.2M0.61%2,500CommonSOLE
532457108LLYEli Lilly And Co$1.2M0.58%1,500CommonSOLE
37954Y483QYLDGlobal X Nasdaq 100 Covered Call ETF$1.1M0.57%62,034CommonSOLE
931142103WMTWal-Mart$1.1M0.57%12,482CommonSOLE
254687106DISWalt Disney$1.1M0.54%9,623CommonSOLE
949746101WMT2Wells Fargo Co New$1.1M0.53%15,000CommonSOLE
64110L106NFLXNetflix Com Inc Com$980,4520.49%1,100CommonSOLE
464287499IWRiShares Russell Mid Cap ETF$972,4000.49%11,000CommonSOLE
G5960L103MDTMedtronic PLC$958,5600.48%12,000CommonSOLE
H11356104BGBunge Global SA F$937,6300.47%12,058CommonSOLE
46641Q332JEPIJPMorgan Equity Premium Income ETF$934,8630.47%16,250CommonSOLE
227046109CROXCrocs Inc Com$887,1930.44%8,100CommonSOLE
526057104LENLennar Corp Class A$868,2680.44%6,367CommonSOLE
464287168DVYiShares Select Dividend ETF$852,8600.43%6,496CommonSOLE
718546104PSXPhillips 66 Com$838,4110.42%7,359CommonSOLE
78433H303SPYINeos S And P 500 High Income ETF$828,3150.42%16,299CommonSOLE
760759100RSGRepublic Services$759,4550.38%3,775CommonSOLE
46654Q203JEPQJ P Morgan Nasdaq EQT PRM Inc ETF IV$676,5600.34%12,000CommonSOLE
02079K107GOOGAlphabet Inc$666,5400.33%3,500CommonSOLE
78464A698KRESPDR S&P Regional Banking ETF$603,5000.30%10,000CommonSOLE
921909768VXUSVanguard Total Interntl Stock ETF IV$581,3440.29%9,865CommonSOLE
580135101MCDMcdonald S Corp$579,7800.29%2,000CommonSOLE
922908652VXFVanguard Extended Market ETF$552,2720.28%2,907CommonSOLE
30231G102XOMExxonMobil$537,8500.27%5,000CommonSOLE
22160K105COSTCostco Wholesale$529,6040.27%578CommonSOLE
13321L108CCJCameco Corp F$513,9000.26%10,000CommonSOLE
459506101IFFIntl Flavors& Fragra$507,3000.25%6,000CommonSOLE
464287648IWOiShares Russell (2000 Growth Etf)$484,4010.24%1,683CommonSOLE
81369Y605XLFSelect STR Financial Select SPDR ETF$483,3000.24%10,000CommonSOLE
149123101CATCaterpillar$456,3520.23%1,258CommonSOLE
94106L109WMWaste Management Inc$454,0280.23%2,250CommonSOLE
00724F101ADBEAdobe Inc$444,6800.22%1,000CommonSOLE
N07059210ASMLAsml Holding NV$415,8480.21%600CommonSOLE
38149W622GPIXGoldman Sachs S P 500 Cre PRM ETF IV$394,3140.20%7,974CommonSOLE
12468P104AIC3 Ai Inc Class A$387,3380.19%11,250CommonSOLE
921908844VIGVanguard Dividend Appreciation ETF$356,6060.18%1,821CommonSOLE
36828A101GEVGE Vernova Inc$328,9300.16%1,000CommonSOLE
98978V103ZTSZoetis Inc Class A$310,3820.16%1,905CommonSOLE
H17182108CRSPCrispr Therapeutics$295,2000.15%7,500CommonSOLE
035710839NLYAnnaly Capital MGMT REIT$275,1430.14%15,035CommonSOLE
031162100AMGNAmgen Inc$260,6400.13%1,000CommonSOLE
922908553VNQVanguard Real Estate ETF$256,0160.13%2,874CommonSOLE
46625H100JPMJPMorgan Chase$249,7780.13%1,042CommonSOLE
166764100CVXChevron Corp.$246,2280.12%1,700CommonSOLE
26614N102DDDuPont De Nemours$228,7500.11%3,000CommonSOLE
233051143SNPEDBX ETF TR Xtrackers (S&P)$159,1170.08%2,987CommonSOLE
22266T109CPNGCoupang Inc Class A$145,0020.07%6,597CommonSOLE
16411R208LNGCheniere Energy Inc$128,9220.06%600CommonSOLE
701094104PHParker-Hannifin Corp$120,8460.06%190CommonSOLE
22788C105CRWDCrowdstrike HLDGS$119,7560.06%350CommonSOLE
907818108UNPUnion Pacific Corp$109,2310.05%479CommonSOLE
512807306LRCXLam Research Corp$108,3450.05%1,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.