Jupiter Wealth Management LLC Portfolio Holdings

Jupiter Wealth Management LLC

  • $208 Million
  • Q3 2025

Jupiter Wealth Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $208 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $23.9M, Microsoft Corp with a value of $16.7M, Nvidia Corp with a value of $12.8M, Apple Inc. with a value of $12.1M, and Spdr S&P 500 ETF Trust with a value of $9.12M.

Examining the 13F form we can see an increase of $24M in the current position value, from $184M to 208M.

Jupiter Wealth Management LLC is based out at Glendale, CO

Below you can find more details about Jupiter Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $208 Million
Technology: $56.3 Million
ETFs: $38.4 Million
Financial Services: $34.9 Million
Communication Services: $32.6 Million
Consumer Cyclical: $22.3 Million
Healthcare: $8.82 Million
Real Estate: $5.36 Million
Consumer Defensive: $3.65 Million
Other: $5.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$23.9 Million 11.5% of portfolio
98,339
Q3 2025 Reduced 0.54%
$3.78T
$16.7 Million 8.03% of portfolio
32,227
Q3 2025 Reduced 1.58%
$465B
$12.8 Million 6.16% of portfolio
68,631
Q3 2025 Added 0.85%
$4.3T
$12.1 Million 5.82% of portfolio
47,538
Q3 2025 Added 1.18%
$0
$9.12 Million 4.39% of portfolio
13,689
Q3 2025 Added 1.12%
$270B
$8.44 Million 4.06% of portfolio
53,075
Q3 2025 Added 0.47%
$453B
$8.3 Million 3.99% of portfolio
11
Q1 2025 New
$139B
$7.93 Million 3.81% of portfolio
24,025
Q3 2025 Added 3.98%
$2.39T
$5.88 Million 2.83% of portfolio
26,783
Q3 2025 Added 13.7%
$512B
$5.77 Million 2.77% of portfolio
10,141
Q2 2025 Reduced 1.66%
$1.37T
$5.39 Million 2.59% of portfolio
7,340
Q2 2025 Added 8.02%
$367B
$5.09 Million 2.45% of portfolio
12,572
Q2 2025 Reduced 1.86%
$0
$4.8 Million 2.31% of portfolio
53,681
Q3 2025 Added 10.27%
$0
$4.08 Million 1.96% of portfolio
80,000
Q3 2023 New
$662B
$3.88 Million 1.87% of portfolio
7,720
Q3 2025 Added 2.66%
$84B
$3.82 Million 1.83% of portfolio
19,838
Q2 2025 Reduced 3.28%
$1.46T
$3.69 Million 1.77% of portfolio
13,207
Q3 2025 Added 6.62%
$522B
$3.66 Million 1.76% of portfolio
19,715
Q3 2025 Added 2.87%
$0
$2.56 Million 1.23% of portfolio
12,249
Q3 2025 Added 4.26%
$79.2B
$2.5 Million 1.2% of portfolio
35,805
Q2 2025 Added 9.68%
$265B
$2.39 Million 1.15% of portfolio
3,000
Q4 2021 Reduced 41.18%
$0
$2.27 Million 1.09% of portfolio
16,800
Q3 2025 Added 4.67%
$190B
$2.23 Million 1.07% of portfolio
21,975
Q3 2025 Added 9.88%
$0
$2.01 Million 0.97% of portfolio
19,475
Q3 2023 New
$99.7B
$1.93 Million 0.93% of portfolio
10,000
Q1 2025 Reduced 37.5%
$413B
$1.89 Million 0.91% of portfolio
36,600
Q3 2025 Added 5.78%
$0
$1.88 Million 0.9% of portfolio
3,062
Q3 2025 Added 32.44%
$204B
$1.76 Million 0.84% of portfolio
12,500
Q2 2024 Reduced 10.71%
$0
$1.75 Million 0.84% of portfolio
3,735
Q3 2023 New
$405B
$1.66 Million 0.8% of portfolio
1,710
Q3 2025 Added 36.8%
$39.2B
$1.54 Million 0.74% of portfolio
16,000
Q1 2022 Reduced 11.11%
$27B
$1.44 Million 0.69% of portfolio
10,900
Q3 2025 Added 10.1%
$49.1B
$1.38 Million 0.66% of portfolio
1,150
Q1 2025 Added 666.67%
$0
$1.34 Million 0.64% of portfolio
12,500
Q3 2025 Added 25.0%
$317B
$1.26 Million 0.6% of portfolio
15,000
Q1 2023 Reduced 64.7%
$123B
$1.25 Million 0.6% of portfolio
2,500
Q4 2021 Reduced 33.42%
$971B
$1.24 Million 0.6% of portfolio
1,625
Q2 2025 Added 8.33%
$279B
$1.22 Million 0.59% of portfolio
11,832
Q2 2025 Added 19.13%
$5.15B
$1.18 Million 0.57% of portfolio
18,500
Q2 2025 New
$235B
$1.16 Million 0.56% of portfolio
13,800
Q1 2025 Reduced 20.23%
$193B
$1.08 Million 0.52% of portfolio
9,403
Q2 2025 Added 9.05%
$0
$1.06 Million 0.51% of portfolio
11,000
Q3 2023 New
$30.9B
$1.06 Million 0.51% of portfolio
8,400
Q3 2025 Added 13.51%
$0
$1.06 Million 0.51% of portfolio
62,034
Q3 2023 New
$0
$927,000 0.45% of portfolio
16,250
Q1 2025 Reduced 69.15%
$0
$923,000 0.44% of portfolio
6,496
Q3 2024 Reduced 0.79%
$66.3B
$843,000 0.41% of portfolio
3,675
Q2 2025 Reduced 11.98%
$1.74T
$852,000 0.41% of portfolio
3,500
Q1 2024 Added 25.0%
$141B
$830,000 0.4% of portfolio
32,600
Q1 2025 Reduced 51.88%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $208 Million
  • Prior Value $184 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email