$160 Million is the total value of Jupiter Wealth Management LLC's 80 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIAC | New | Paramount Global Cl B- | $2,191,000 | – | 57,958 | +100.0% | 1.37% | – |
| New | Volta Inc Class A- | $507,000 | – | 166,464 | +100.0% | 0.32% | – | |
| OXY | New | Occidental Pete Corp- | $397,000 | – | 7,000 | +100.0% | 0.25% | – |
| COOP | New | MR Cooper Group Inc- | $365,000 | – | 8,000 | +100.0% | 0.23% | – |
| BLI | New | Berkeley Lights Inc- | $355,000 | – | 50,000 | +100.0% | 0.22% | – |
| New | Zimvie Inc- | $228,000 | – | 10,000 | +100.0% | 0.14% | – | |
| New | Robinhood MKTS Inc Class A- | $144,000 | – | 10,728 | +100.0% | 0.09% | – | |
| WMT | New | Wal-Mart | $100,000 | – | 675 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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 | 2024-02-07 |
| 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 |
| 13F-HR | 2021-11-17 |
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.