$142 Million is the total value of Jupiter Wealth Management LLC's 70 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 380.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Inc Com | $6,525,000 | +92.4% | 56,343 | +553.5% | 4.60% | +171.1% |
| PEP | Buy | Pepsico Inc | $2,992,000 | +32.2% | 21,590 | +27.0% | 2.11% | +86.4% |
| GS | New | Goldman Sachs Group | $2,035,000 | – | 10,125 | +100.0% | 1.44% | – |
| MCD | New | Mcdonalds Corp | $1,756,000 | – | 8,000 | +100.0% | 1.24% | – |
| NEA | Buy | Nuveen Amt Free QLTY | $1,636,000 | +8.4% | 114,110 | +8.0% | 1.15% | +52.8% |
| FDX | New | Fedex Corp | $1,563,000 | – | 6,215 | +100.0% | 1.10% | – |
| AVGO | New | Broadcom Inc | $1,268,000 | – | 3,480 | +100.0% | 0.89% | – |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES | $1,256,000 | +42.6% | 142,548 | +38.0% | 0.89% | +100.9% |
| CMG | New | Chipotle Mexican | $1,107,000 | – | 890 | +100.0% | 0.78% | – |
| PNC | Buy | PNC Financial | $1,083,000 | +6.8% | 9,850 | +0.0% | 0.76% | +50.7% |
| UPS | New | United Parcel SVCcl b | $750,000 | – | 4,500 | +100.0% | 0.53% | – |
| MOS | New | Mosaic Co New | $548,000 | – | 30,000 | +100.0% | 0.39% | – |
| MDT | New | Medtronic PLC | $520,000 | – | 5,000 | +100.0% | 0.37% | – |
| SFTBY | New | Softbank Group Corp | $405,000 | – | 13,200 | +100.0% | 0.29% | – |
| CRM | New | Salesforce | $377,000 | – | 1,500 | +100.0% | 0.27% | – |
| NOW | New | Servicenow Inc Com | $364,000 | – | 750 | +100.0% | 0.26% | – |
| KO | New | Coca-Cola | $247,000 | – | 5,000 | +100.0% | 0.17% | – |
| CMCSA | New | Comcast Corpcl a | $231,000 | – | 5,000 | +100.0% | 0.16% | – |
| FLEX | New | Flex LTD | $206,000 | – | 18,500 | +100.0% | 0.14% | – |
| PENN | New | Penn National Gaming | $182,000 | – | 2,500 | +100.0% | 0.13% | – |
| DKNG | New | Draftkings Inc | $177,000 | – | 3,000 | +100.0% | 0.12% | – |
| CROX | New | Crocs Inc Com | $128,000 | – | 3,000 | +100.0% | 0.09% | – |
| FB | New | Facebook Inccl a | $127,000 | – | 485 | +100.0% | 0.09% | – |
| RYN | New | Rayonier Inc Com | $119,000 | – | 4,500 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 19 | Q3 2023 | 10.2% |
| Nike Inc Class B Com | 19 | Q3 2023 | 6.3% |
| Apple Inc Com | 19 | Q3 2023 | 10.2% |
| AMERICAN TOWER CORP NEW | 19 | Q3 2023 | 5.9% |
| HOME DEPOT INC | 19 | Q3 2023 | 5.9% |
| MASTERCARD INCORPORATED | 19 | Q3 2023 | 6.0% |
| JOHNSON & JOHNSON | 19 | Q3 2023 | 4.7% |
| AMAZON COM INC | 19 | Q3 2023 | 4.8% |
| CROWN HOLDINGS INC | 19 | Q3 2023 | 3.8% |
| Walt Disney | 19 | Q3 2023 | 4.2% |
View Jupiter Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
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.