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Jupiter Wealth Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon61,1494,77411,861,072,0002,564,834,00010.19  Hist 06/30/2023
Alphabet Inc. GOOGLCOM98,8403,44011,831,148,0001,935,306,00010.16  Hist 06/30/2023
MICROSOFT CORP MSFTCommon33,2541,94411,324,317,0002,297,644,0009.720.00 Hist 06/30/2023
NIKE, Inc. NKECommon44,605-1,0594,923,054,000-677,179,0004.23  Hist 06/30/2023
HOME DEPOT, INC. HDCommon14,8723704,619,838,000340,008,0003.970.00 Hist 06/30/2023
Mastercard Inc MACL A10,91804,294,049,000326,339,0003.69  Hist 06/30/2023
AMERICAN TOWER CORP /MA/ AMTCOM20,801134,034,146,000-213,674,0003.460.00 Hist 06/30/2023
MORGAN STANLEY MSCommon43,6011013,723,525,000-95,775,0003.20  Hist 06/30/2023
CROWN HOLDINGS INC CCKCommon41,78203,629,602,000173,813,0003.120.03 Hist 06/30/2023
AMAZON COM INC AMZNCommon26,0803,3803,399,789,0001,055,106,0002.92  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon19,5276703,232,109,000309,274,0002.78  Hist 06/30/2023
PEPSICO INC PEPCommon16,0378372,970,373,000199,413,0002.55  Hist 06/30/2023
CVS HEALTH Corp CVSCommon36,725-2,7232,538,799,000-392,582,0002.180.00 Hist 06/30/2023
Marathon Petroleum Corp MPCCommon20,00002,332,000,000-364,600,0002.000.00 Hist 06/30/2023
Merck & Co., Inc. MRKCOM17,50002,019,325,000157,500,0001.73  Hist 06/30/2023
FREEPORT-MCMORAN INC FCXCommon49,781-20,0001,991,240,000-863,501,0001.71  Hist 06/30/2023
CROWN CASTLE INC. CCICOM16,00001,823,040,000-318,400,0001.570.00 Hist 06/30/2023
PFIZER INC PFECommon48,600-2,6001,782,648,000-306,312,0001.530.00 Hist 06/30/2023
Broadcom Ltd AVGOCOM1,9971711,732,258,000560,806,0001.49  Hist 06/30/2023
Nuveen AMT-Free Quality Municipal Income Fund NEAcommon157,710-50,8641,723,770,000-595,573,0001.48  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon4,9446451,685,904,000358,502,0001.45  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon14,00001,501,500,000-33,740,0001.290.00 Hist 06/30/2023
Activision Blizzard, Inc. ATVISTOCK17,00001,433,100,000-21,930,0001.230.00 Hist 06/30/2023
Nuveen Preferred & Income Securities Fund JPSCommon184,852-35,0001,179,356,000-240,888,0001.01  Hist 06/30/2023
LOCKHEED MARTIN CORP LMTCommon2,50001,150,950,000-30,875,0000.990.00 Hist 06/30/2023
BUNGELTD BGCommon12,05801,137,672,000-14,108,0000.98  Hist 06/30/2023
Crocs, Inc. CROXCommon10,100-8,7001,135,644,000-1,241,428,0000.98  Hist 06/30/2023
ELI LILLY & Co LLYCommon2,2697801,064,116,000552,764,0000.910.00 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon7,1877,1871,045,277,0001,045,277,0000.90  Hist 06/30/2023
INTERNATIONAL FLAVORS & FRAGRANCES INC IFFCommon13,0008,0001,034,670,000574,870,0000.890.01 Hist 06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSMCommon10,20001,029,384,00080,580,0000.88  Hist 06/30/2023
PULTEGROUP INC/MI/ PHMCommon13,2007,5001,025,376,000693,180,0000.88  Hist 06/30/2023
Medtronic plc MDTCOM11,0006,000969,100,000566,000,0000.830.00 Hist 06/30/2023
GOLDMAN SACHS GROUP INC GSCommon3,0000967,620,000-13,710,0000.83  Hist 06/30/2023
KB HOME KBHCommon18,60013,400961,806,000752,870,0000.830.02 Hist 06/30/2023
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