| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 22 | Q2 2024 | 10.2% |
| Apple Inc Com | 22 | Q2 2024 | 10.2% |
| Nike Inc Class B Com | 22 | Q2 2024 | 6.3% |
| AMERICAN TOWER CORP NEW | 22 | Q2 2024 | 5.9% |
| HOME DEPOT INC | 22 | Q2 2024 | 5.9% |
| MASTERCARD INCORPORATED | 22 | Q2 2024 | 6.0% |
| JOHNSON & JOHNSON | 22 | Q2 2024 | 4.7% |
| AMAZON COM INC | 22 | Q2 2024 | 4.8% |
| CROWN HOLDINGS INC | 22 | Q2 2024 | 3.8% |
| Walt Disney | 22 | Q2 2024 | 4.2% |
View Jupiter Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Jupiter Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.