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Home > Institutional Investor > Jupiter Wealth Management Llc > Profile

Instuitional Investor - Jupiter Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Jupiter Wealth Management Llc
Portfolio Value $165,084,521
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 93,087 $15,502,709 9.39%
2.
Microsoft Corp
 MSFT 32,082 $14,721,467 8.92%
3.
Apple Inc.
 AAPL 48,290 $10,081,986 6.11%
4.
Berkshire Hathaway Inc
 BRK.A 11 $8,439,200 5.11%
5.
Spdr S & P 500 Etf Trust
 SPY 13,663 $8,127,267 4.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)