$110 Million is the total value of Jupiter Wealth Management LLC's 62 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WMT | Exit | Wal-Mart | $0 | – | -675 | -100.0% | -0.06% | – |
| Exit | Robinhood MKTS Inc Class A- | $0 | – | -10,728 | -100.0% | -0.09% | – | |
| Exit | Zimvie Inc- | $0 | – | -10,000 | -100.0% | -0.14% | – | |
| COOP | Exit | MR Cooper Group Inc- | $0 | – | -8,000 | -100.0% | -0.23% | – |
| INCY | Exit | Incyte Corp- | $0 | – | -5,000 | -100.0% | -0.25% | – |
| OXY | Exit | Occidental Pete Corp- | $0 | – | -7,000 | -100.0% | -0.25% | – |
| FDX | Exit | Fedex Corp Com | $0 | – | -2,000 | -100.0% | -0.29% | – |
| NFLX | Exit | Netflix Com Inc Com | $0 | – | -1,500 | -100.0% | -0.35% | – |
| MMM | Exit | 3M | $0 | – | -3,979 | -100.0% | -0.37% | – |
| APD | Exit | Air Prod & Chemicals | $0 | – | -2,500 | -100.0% | -0.39% | – |
| CMG | Exit | Chipotle Mexican | $0 | – | -409 | -100.0% | -0.40% | – |
| C | Exit | Citigroup Inc | $0 | – | -12,500 | -100.0% | -0.42% | – |
| PYPL | Exit | Paypal HLDGS Inc Com | $0 | – | -6,500 | -100.0% | -0.47% | – |
| Exit | Enjoy Technology Inc- | $0 | – | -214,910 | -100.0% | -0.51% | – | |
| CMC | Exit | Commercial Metals Co- | $0 | – | -20,000 | -100.0% | -0.52% | – |
| CRM | Exit | Salesforce | $0 | – | -4,125 | -100.0% | -0.55% | – |
| TSM | Exit | Taiwan Semiconductor | $0 | – | -9,611 | -100.0% | -0.63% | – |
| CSCO | Exit | Cisco Systems | $0 | – | -22,200 | -100.0% | -0.77% | – |
| NVDA | Exit | Nvidia Corporation- | $0 | – | -4,886 | -100.0% | -0.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.