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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 $199,551,961
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 99,574 $18,849,358 9.44%
2.
Apple Inc.
 AAPL 60,429 $15,132,630 7.58%
3.
Microsoft Corp
 MSFT 35,618 $15,012,987 7.52%
4.
Nvidia Corp
 NVDA 67,757 $9,099,088 4.55%
5.
Spdr S & P 500 Etf Trust
 SPY 15,109 $8,855,261 4.43%
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)