HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Alphabet Inc |
100,141 | +1,548 | $13,989 |
| GOOGL | 100,141 | +1,548 | $13,989 |
| Microsoft |
35,910 | +887 | $13,504 |
| MSFT | 35,910 | +887 | $13,504 |
| Apple Inc Com |
64,714 | +1,053 | $12,459 |
| AAPL | 64,714 | +1,053 | $12,459 |
| Energy Select Sector SPDR ETF IV (XLE) |
71,596 | UNCH | $6,003 |
| XLE | 71,596 | UNCH | $6,003 |
 1 100 Berkshire HTWY Cla 100 SHS 1 Whole SH BRK A |
$5,969 | ||
| CL A | 1,100 | UNCH | $5,969 |
| JPMorgan Equity Premium Income ETF (JEPI) |
106,377 | +1,945 | $5,849 |
| JEPI | 106,377 | +1,945 | $5,849 |
| Home Depot |
16,265 | +290 | $5,637 |
| HD | 16,265 | +290 | $5,637 |
| American Tower Corp |
25,823 | +830 | $5,575 |
| AMT | 25,823 | +830 | $5,575 |
| Nike Inc Class B Com |
50,534 | UNCH | $5,486 |
| NKE | 50,534 | UNCH | $5,486 |
| SPDR S&P500 ETF trust Trust Unit Depositary Receipt (SPY) |
10,556 | +396 | $5,017 |
| SPY | 10,556 | +396 | $5,017 |
| Mastercard Inc CL A |
11,718 | UNCH | $4,998 |
| MA | 11,718 | UNCH | $4,998 |
| Morgan Stanley Com |
46,408 | +5,331 | $4,328 |
| MS | 46,408 | +5,331 | $4,328 |
| Crown HLDGS Inc Com |
44,182 | +2,400 | $4,069 |
| CCK | 44,182 | +2,400 | $4,069 |
| JPMorgan Ultra SHRT Muncipl Incm ETF (JMST) |
80,000 | UNCH | $4,059 |
| JMST | 80,000 | UNCH | $4,059 |
| Amazon.Com Inc |
26,540 | UNCH | $4,032 |
| AMZN | 26,540 | UNCH | $4,032 |
| Johnson & Johnson |
22,427 | UNCH | $3,515 |
| JNJ | 22,427 | UNCH | $3,515 |
| Pepsico Inc |
19,770 | +633 | $3,358 |
| PEP | 19,770 | +633 | $3,358 |
| Broadcom Inc Com |
2,626 | +100 | $2,931 |
| AVGO | 2,626 | +100 | $2,931 |
| Freeport Mcmoran Inc |
61,881 | +2,500 | $2,634 |
| FCX | 61,881 | +2,500 | $2,634 |
| CVS Health |
31,748 | +4,347 | $2,507 |
| CVS | 31,748 | +4,347 | $2,507 |
| Marathon Petroleum |
16,000 | UNCH | $2,374 |
| MPC | 16,000 | UNCH | $2,374 |
| Berkshire Hathaway |
$2,227 | ||
| BRK.B | 6,244 | UNCH | $2,227 |
| Merck & Co Inc New |
17,500 | UNCH | $1,908 |
| MRK | 17,500 | UNCH | $1,908 |
| ProShares Trust S&P 500 Divid Aristocrats Etf (NOBL) |
19,475 | UNCH | $1,854 |
| NOBL | 19,475 | UNCH | $1,854 |
| Crown Castle Intl |
16,000 | UNCH | $1,843 |
| CCI | 16,000 | UNCH | $1,843 |
| Nuveen Amt Free QLTY |
157,787 | UNCH | $1,736 |
| NEA | 157,787 | UNCH | $1,736 |
| Nvidia Corporation |
3,438 | UNCH | $1,703 |
| NVDA | 3,438 | UNCH | $1,703 |
| Pfizer |
57,600 | +9,000 | $1,658 |
| PFE | 57,600 | +9,000 | $1,658 |
| Facebook Inc Class A |
4,280 | UNCH | $1,515 |
| META | 4,280 | UNCH | $1,515 |
| iShares US Aerospace Defense ETF (ITA) |
10,700 | UNCH | $1,355 |
| ITA | 10,700 | UNCH | $1,355 |
| Eli Lilly And Co |
2,269 | -171 | $1,323 |
| LLY | 2,269 | -171 | $1,323 |
| BK Of America Corp |
39,000 | UNCH | $1,313 |
| BAC | 39,000 | UNCH | $1,313 |
| Intl Flavors& Fragra |
16,000 | UNCH | $1,296 |
| IFF | 16,000 | UNCH | $1,296 |
| Nuveen Preferred Income |
182,794 | UNCH | $1,236 |
| JPC | 182,794 | UNCH | $1,236 |
| JPMorgan Chase |
7,187 | UNCH | $1,223 |
| JPM | 7,187 | UNCH | $1,223 |
| Bunge Global SA F |
12,058 | UNCH | $1,217 |
| BG | 12,058 | UNCH | $1,217 |
| Goldman Sachs Group |
3,000 | UNCH | $1,157 |
| GS | 3,000 | UNCH | $1,157 |
| Pultegroup Inc |
11,200 | UNCH | $1,156 |
| PHM | 11,200 | UNCH | $1,156 |
| Phillips 66 Com |
8,650 | UNCH | $1,152 |
| PSX | 8,650 | UNCH | $1,152 |
| Lockheed Martin Corp |
2,500 | UNCH | $1,133 |
| LMT | 2,500 | UNCH | $1,133 |
| iShares Russell 1000 Growth ETF (IWF) |
3,735 | UNCH | $1,132 |
| IWF | 3,735 | UNCH | $1,132 |
| Global X Nasdaq 100 Covered Call ETF (QYLD) |
62,034 | UNCH | $1,076 |
| QYLD | 62,034 | UNCH | $1,076 |
| Taiwan Semiconductor |
10,200 | UNCH | $1,061 |
| TSM | 10,200 | UNCH | $1,061 |
| KB Home |
16,000 | +1,900 | $999 |
| KBH | 16,000 | +1,900 | $999 |
| Crocs Inc Com |
10,100 | UNCH | $943 |
| CROX | 10,100 | UNCH | $943 |
| Chipotle Mexican |
412 | UNCH | $942 |
| CMG | 412 | UNCH | $942 |
| Medtronic PLC |
11,000 | UNCH | $906 |
| MDT | 11,000 | UNCH | $906 |
| Citigroup Inc |
17,000 | UNCH | $874 |
| C | 17,000 | UNCH | $874 |
| Unitedhealth GRP Inc |
1,654 | UNCH | $871 |
| UNH | 1,654 | UNCH | $871 |
| iShares Russell Mid Cap ETF (IWR) |
11,000 | UNCH | $855 |
| IWR | 11,000 | UNCH | $855 |
See Full List: All Stocks Held By Jupiter Wealth Management LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jupiter Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $170,024 At 09/30/2023: $151,516 Jupiter Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jupiter Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
