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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
-4.12%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$165M
AUM Growth
-$34.5M
Cap. Flow
-$35.2M
Cap. Flow %
-21.3%
Top 10 Hldgs %
52.61%
Holding
91
New
2
Increased
8
Reduced
29
Closed
22

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.02M
2
ZS icon
Zscaler
ZS
+$299K
3
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$136K
4
CROX icon
Crocs
CROX
+$117K
5
MS icon
Morgan Stanley
MS
+$102K

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.01M
2
AAPL icon
Apple
AAPL
+$2.81M
3
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$2.34M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 24.27%
2 Financials 18.95%
3 Communication Services 13.8%
4 Consumer Discretionary 11.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.36T
$588K 0.36%
3,500
– –
XOM icon
52
ExxonMobil
XOM
$644B
$532K 0.32%
5,000
– –
MDT icon
53
Medtronic
MDT
$109B
$522K 0.32%
6,000
-6,000
-50% -$537K
IWO icon
54
iShares Russell 2000 Growth ETF
IWO
$14.3B
$461K 0.28%
1,683
– –
ZS icon
55
Zscaler
ZS
$24.5B
$379K 0.23%
+1,500
New +$299K
JPM icon
56
JPMorgan Chase
JPM
$935B
$379K 0.23%
1,429
+387
+37% +$98.7K
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$111B
$363K 0.22%
1,821
– –
NLY icon
58
Annaly Capital Management
NLY
$17.1B
$318K 0.19%
16,070
+1,035
+7% +$21.3K
CRSP icon
59
CRISPR Therapeutics
CRSP
$4.73B
$290K 0.18%
7,500
– –
GPIX icon
60
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.9B
$285K 0.17%
5,889
-2,085
-26% -$102K
CAT icon
61
Caterpillar
CAT
$375B
$285K 0.17%
808
-450
-36% -$160K
VNQ icon
62
Vanguard Real Estate ETF
VNQ
$39.2B
$260K 0.16%
2,874
– –
DD icon
63
DuPont de Nemours
DD
$18.5B
$207K 0.13%
2,390
– –
CPNG icon
64
Coupang
CPNG
$29.3B
$179K 0.11%
6,597
– –
LNG icon
65
Cheniere Energy
LNG
$55.2B
$140K 0.08%
600
– –
LRCX icon
66
Lam Research
LRCX
$367B
$126K 0.08%
1,500
– –
AI icon
67
C3.ai
AI
$1.43B
$116K 0.07%
5,000
-6,250
-56% -$177K
SNPE icon
68
Xtrackers S&P 500 ESG ETF
SNPE
$2.63B
$111K 0.07%
2,087
-900
-30% -$47.7K
UNP icon
69
Union Pacific
UNP
$174B
$110K 0.07%
479
– –
ADBE icon
70
Adobe
ADBE
$99.5B
– –
-1,000
Closed -$445K
AMGN icon
71
Amgen
AMGN
$208B
– –
-1,000
Closed -$261K
ASML icon
72
ASML
ASML
$626B
– –
-600
Closed -$416K
CCJ icon
73
Cameco
CCJ
$37.6B
– –
-10,000
Closed -$514K
CRWD icon
74
CrowdStrike
CRWD
$194B
– –
-1,400
Closed -$120K
CVX icon
75
Chevron
CVX
$392B
– –
-1,700
Closed -$246K
1 2
3
4

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N
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PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
PI
PJT Investments Toronto $252M AUM 3.52% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Jupiter Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Jupiter Wealth Management held 91 positions worth $165M, down 17% from $200M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Jupiter Wealth Management withdrew a net $35.2M in Q1 2025, closing 22 positions and reducing 29 holdings. Its most notable exit was iShares Bitcoin Trust, an estimated $3.01M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Jupiter Wealth Management opened a new position in Berkshire Hathaway Class A worth $8.44M.

  • Jupiter Wealth Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 11 shares worth $8.44M.
  • Jupiter Wealth Management added most to NEOS S&P 500 High Income ETF in Q1 2025, an estimated $136K increase.
  • Jupiter Wealth Management's biggest Q1 2025 reduction was Apple, cutting an estimated $2.81M.
  • Jupiter Wealth Management fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $3.01M.
  • Jupiter Wealth Management's ten largest holdings make up 53% of its $165M portfolio in Q1 2025.
  • Jupiter Wealth Management opened 2 new positions and closed 22 in Q1 2025.
  • Jupiter Wealth Management's portfolio value fell 17% quarter-over-quarter to $165M.

Based on Jupiter Wealth Management's 13F filing for Q1 2025, filed 20 May 2025.