News + Filings Holdings
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Jupiter Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Apple Inc.
| AAPL | Common | 61,149 | 4,774 | 11,861,072,000 | 2,564,834,000 | 10.19 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 98,840 | 3,440 | 11,831,148,000 | 1,935,306,000 | 10.16 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 33,254 | 1,944 | 11,324,317,000 | 2,297,644,000 | 9.72 | 0.00 |
Hist
| 06/30/2023 |
NIKE, Inc.
| NKE | Common | 44,605 | -1,059 | 4,923,054,000 | -677,179,000 | 4.23 | |
Hist
| 06/30/2023 |
HOME DEPOT, INC.
| HD | Common | 14,872 | 370 | 4,619,838,000 | 340,008,000 | 3.97 | 0.00 |
Hist
| 06/30/2023 |
Mastercard Inc
| MA | CL A | 10,918 | 0 | 4,294,049,000 | 326,339,000 | 3.69 | |
Hist
| 06/30/2023 |
AMERICAN TOWER CORP /MA/
| AMT | COM | 20,801 | 13 | 4,034,146,000 | -213,674,000 | 3.46 | 0.00 |
Hist
| 06/30/2023 |
MORGAN STANLEY
| MS | Common | 43,601 | 101 | 3,723,525,000 | -95,775,000 | 3.20 | |
Hist
| 06/30/2023 |
CROWN HOLDINGS INC
| CCK | Common | 41,782 | 0 | 3,629,602,000 | 173,813,000 | 3.12 | 0.03 |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 26,080 | 3,380 | 3,399,789,000 | 1,055,106,000 | 2.92 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 19,527 | 670 | 3,232,109,000 | 309,274,000 | 2.78 | |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 16,037 | 837 | 2,970,373,000 | 199,413,000 | 2.55 | |
Hist
| 06/30/2023 |
CVS HEALTH Corp
| CVS | Common | 36,725 | -2,723 | 2,538,799,000 | -392,582,000 | 2.18 | 0.00 |
Hist
| 06/30/2023 |
Marathon Petroleum Corp
| MPC | Common | 20,000 | 0 | 2,332,000,000 | -364,600,000 | 2.00 | 0.00 |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 17,500 | 0 | 2,019,325,000 | 157,500,000 | 1.73 | |
Hist
| 06/30/2023 |
FREEPORT-MCMORAN INC
| FCX | Common | 49,781 | -20,000 | 1,991,240,000 | -863,501,000 | 1.71 | |
Hist
| 06/30/2023 |
CROWN CASTLE INC.
| CCI | COM | 16,000 | 0 | 1,823,040,000 | -318,400,000 | 1.57 | 0.00 |
Hist
| 06/30/2023 |
PFIZER INC
| PFE | Common | 48,600 | -2,600 | 1,782,648,000 | -306,312,000 | 1.53 | 0.00 |
Hist
| 06/30/2023 |
Broadcom Ltd
| AVGO | COM | 1,997 | 171 | 1,732,258,000 | 560,806,000 | 1.49 | |
Hist
| 06/30/2023 |
Nuveen AMT-Free Quality Municipal Income Fund
| NEA | common | 157,710 | -50,864 | 1,723,770,000 | -595,573,000 | 1.48 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,944 | 645 | 1,685,904,000 | 358,502,000 | 1.45 | |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 14,000 | 0 | 1,501,500,000 | -33,740,000 | 1.29 | 0.00 |
Hist
| 06/30/2023 |
Activision Blizzard, Inc.
| ATVI | STOCK | 17,000 | 0 | 1,433,100,000 | -21,930,000 | 1.23 | 0.00 |
Hist
| 06/30/2023 |
Nuveen Preferred & Income Securities Fund
| JPS | Common | 184,852 | -35,000 | 1,179,356,000 | -240,888,000 | 1.01 | |
Hist
| 06/30/2023 |
LOCKHEED MARTIN CORP
| LMT | Common | 2,500 | 0 | 1,150,950,000 | -30,875,000 | 0.99 | 0.00 |
Hist
| 06/30/2023 |
BUNGELTD
| BG | Common | 12,058 | 0 | 1,137,672,000 | -14,108,000 | 0.98 | |
Hist
| 06/30/2023 |
Crocs, Inc.
| CROX | Common | 10,100 | -8,700 | 1,135,644,000 | -1,241,428,000 | 0.98 | |
Hist
| 06/30/2023 |
ELI LILLY & Co
| LLY | Common | 2,269 | 780 | 1,064,116,000 | 552,764,000 | 0.91 | 0.00 |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 7,187 | 7,187 | 1,045,277,000 | 1,045,277,000 | 0.90 | |
Hist
| 06/30/2023 |
INTERNATIONAL FLAVORS & FRAGRANCES INC
| IFF | Common | 13,000 | 8,000 | 1,034,670,000 | 574,870,000 | 0.89 | 0.01 |
Hist
| 06/30/2023 |
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | Common | 10,200 | 0 | 1,029,384,000 | 80,580,000 | 0.88 | |
Hist
| 06/30/2023 |
PULTEGROUP INC/MI/
| PHM | Common | 13,200 | 7,500 | 1,025,376,000 | 693,180,000 | 0.88 | |
Hist
| 06/30/2023 |
Medtronic plc
| MDT | COM | 11,000 | 6,000 | 969,100,000 | 566,000,000 | 0.83 | 0.00 |
Hist
| 06/30/2023 |
GOLDMAN SACHS GROUP INC
| GS | Common | 3,000 | 0 | 967,620,000 | -13,710,000 | 0.83 | |
Hist
| 06/30/2023 |
KB HOME
| KBH | Common | 18,600 | 13,400 | 961,806,000 | 752,870,000 | 0.83 | 0.02 |
Hist
| 06/30/2023 |
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