13F-HR filed by Jupiter Wealth Management LLC
Jupiter Wealth Management LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-20, with 69 holding rows worth $165,084,521.
- Accession
- 0001774207-25-000003
- Filer
- CIK 1774207
- Filed
- 2025-05-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 69 entries on the cover page, a total value of $165,084,521 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,084,521 with VALUE read as dollars as filed, 13F file number 028-19474. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 93,087 | $15,502,709 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 32,082 | $14,721,467 | dollars as filed | |
| Apple Inc | 037833100 | COM | 48,290 | $10,081,986 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 11 | $8,439,200 | dollars as filed | |
| SPY | 78462F103 | SHS | 13,663 | $8,127,267 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 57,521 | $7,798,122 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 49,018 | $6,413,515 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 10,312 | $6,047,060 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 12,810 | $4,859,858 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 23,543 | $4,853,625 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 20,075 | $4,629,897 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 20,511 | $4,412,531 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,795 | $4,351,722 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 80,000 | $4,061,600 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 47,059 | $3,970,368 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 39,405 | $3,946,411 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,528 | $3,857,272 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 19,346 | $2,950,072 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 11,437 | $2,213,060 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 27,500 | $2,093,575 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 32,646 | $2,026,664 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 11,549 | $2,001,442 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 19,475 | $1,984,892 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 3,000 | $1,836,900 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 16,000 | $1,647,680 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 12,500 | $1,647,375 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 10,000 | $1,622,700 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,735 | $1,500,275 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,150 | $1,370,386 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,312 | $1,264,248 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,500 | $1,182,650 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 15,000 | $1,140,900 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,500 | $1,132,665 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 21,600 | $1,129,032 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 24,000 | $1,074,480 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 13,800 | $1,065,774 | dollars as filed | |
| CROCS INC COM | 227046109 | Stock | 9,225 | $1,058,384 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 4,175 | $1,045,295 | dollars as filed | |
| GLOBAL X FDS | 37954Y483 | NASDAQ 100 COVER | 62,034 | $1,011,775 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 11,000 | $996,490 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 9,932 | $974,528 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 8,623 | $971,467 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 12,058 | $968,257 | dollars as filed | |
| NEOS ETF TRUST | 78433H303 | NEOS S&P 500 HI | 18,999 | $943,110 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 16,250 | $914,713 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 6,496 | $870,074 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 32,600 | $749,800 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 649 | $671,287 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 9,865 | $658,390 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,000 | $642,460 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,500 | $587,545 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,000 | $532,350 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 6,000 | $521,820 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,683 | $461,092 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 1,500 | $378,855 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,429 | $378,514 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,821 | $363,290 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 16,070 | $317,701 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 7,500 | $290,100 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 5,889 | $285,145 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 808 | $284,877 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 2,874 | $259,580 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 3,000 | $206,760 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 6,597 | $179,175 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 600 | $139,926 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,500 | $125,730 | dollars as filed | |
| C3 AI INC | 12468P104 | CL A | 5,000 | $115,900 | dollars as filed | |
| DBX ETF TR | 233051143 | XTRACKRS S&P 500 | 2,087 | $110,820 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 479 | $109,931 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001774207-25-000003 | this filing | 2025-05-20 | acceptance time not in the bulk data set |