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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 $170,022,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOG 100,141 $13,988,696 8.22%
2.
Microsoft Corp
 MSFT 35,910 $13,503,596 7.94%
3.
Apple Inc.
 AAPL 64,714 $12,459,386 7.32%
4.
Sector Spdr Trust
 XLB 71,596 $6,002,609 3.53%
5.
10 Berkshire Htwy Cla 100 Shs=1 Whole Sh Brk A
 1,100 $5,968,875 3.51%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)