$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 47.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | Alphabet Inccap stk cl a | $7,720,000 | +14.4% | 4,405 | -4.4% | 4.73% | -0.7% |
| PYPL | Sell | Paypal HLDGS Inc Com | $7,607,000 | +14.1% | 32,480 | -4.0% | 4.66% | -0.9% |
| AMT | Sell | American Tower Corp | $6,522,000 | -8.6% | 29,057 | -1.5% | 3.99% | -20.6% |
| VZ | Sell | Verizon | $4,442,000 | -12.0% | 75,600 | -10.9% | 2.72% | -23.6% |
| PFE | Sell | Pfizer | $2,416,000 | -33.9% | 65,630 | -34.1% | 1.48% | -42.5% |
| GS | Sell | Goldman Sachs Group | $1,872,000 | -8.0% | 7,100 | -29.9% | 1.15% | -20.1% |
| TSN | Sell | Tyson Foods Inc CL Acl a | $1,466,000 | -37.5% | 22,743 | -42.3% | 0.90% | -45.7% |
| BRKB | Sell | Berkshire Hathawaycl b new | $905,000 | -71.7% | 3,905 | -74.0% | 0.55% | -75.4% |
| INTC | Sell | Intel | $498,000 | -36.3% | 10,000 | -33.8% | 0.30% | -44.6% |
| CVX | Sell | Chevron Corp. | $422,000 | -21.9% | 5,000 | -33.3% | 0.26% | -32.3% |
| BX | Sell | Blackstone Group Inc | $308,000 | -65.0% | 4,750 | -71.8% | 0.19% | -69.6% |
| MU | Exit | Micron Technology | $0 | – | -3,750 | -100.0% | -0.12% | – |
| DKNG | Exit | Draftkings Inc | $0 | – | -3,000 | -100.0% | -0.12% | – |
| GE | Exit | General Electric | $0 | – | -30,000 | -100.0% | -0.13% | – |
| FLEX | Exit | Flex LTD | $0 | – | -18,500 | -100.0% | -0.14% | – |
| CMCSA | Exit | Comcast Corpcl a | $0 | – | -5,000 | -100.0% | -0.16% | – |
| FOE | Exit | Ferro Corp | $0 | – | -20,116 | -100.0% | -0.18% | – |
| SFTBY | Exit | Softbank Group Corp | $0 | – | -13,200 | -100.0% | -0.29% | – |
| BABA | Exit | Alibaba Group | $0 | – | -1,383 | -100.0% | -0.29% | – |
| CDNS | Exit | Cadence Design | $0 | – | -6,000 | -100.0% | -0.45% | – |
| BRKA | Exit | Berkshire Hathawaycl a | $0 | – | -11 | -100.0% | -2.48% | – |
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 | 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.