$163 Million is the total value of Jupiter Wealth Management LLC's 72 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSM | New | Taiwan Semiconductor | $897,000 | – | 8,230 | +100.0% | 0.55% | – |
| GM | New | General MTRS Co Com | $833,000 | – | 20,000 | +100.0% | 0.51% | – |
| DHR | New | Danaher Corp | $666,000 | – | 3,000 | +100.0% | 0.41% | – |
| BAC | New | BK Of America Corp | $606,000 | – | 20,000 | +100.0% | 0.37% | – |
| SNOW | New | Snowflake Inc CL A | $605,000 | – | 2,150 | +100.0% | 0.37% | – |
| DOW | New | Dow Inc Com | $555,000 | – | 10,000 | +100.0% | 0.34% | – |
| APD | New | Air Prod & Chemicals | $546,000 | – | 2,000 | +100.0% | 0.33% | – |
| EOG | New | Eog Resources Inc | $349,000 | – | 7,000 | +100.0% | 0.21% | – |
| VEEV | New | Veeva Systems Inc Class Acl a | $340,000 | – | 1,250 | +100.0% | 0.21% | – |
| TTE | New | Total Se F Sponsored ADR | $335,000 | – | 8,000 | +100.0% | 0.20% | – |
| C | New | Citigroup Inc | $308,000 | – | 5,000 | +100.0% | 0.19% | – |
| WMT | New | Wal-Mart | $288,000 | – | 2,000 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.