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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
+14.76%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$32.9M
Cap. Flow
+$13.3M
Cap. Flow %
6.71%
Top 10 Hldgs %
52.25%
Holding
93
New
24
Increased
19
Reduced
13
Closed
3

Top Buys

Rank Stock Value
1
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.92M
2
NVDA icon
NVIDIA
NVDA
+$1.33M
3
PHM icon
Pultegroup
PHM
+$997K
4
KBH icon
KB Home
KBH
+$984K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$542K
2
CROX icon
Crocs
CROX
+$494K
3
AAPL icon
Apple
AAPL
+$264K
4
CMG icon
Chipotle Mexican Grill
CMG
+$242K
5
DD icon
DuPont de Nemours
DD
+$207K

Sector Composition

Rank Sector Weight
1 Technology 26.67%
2 Financials 16.63%
3 Communication Services 14.59%
4 Consumer Discretionary 11.28%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
51
Costco
COST
$422B
$821K 0.41%
839
+190
+29% +$189K
PFE icon
52
Pfizer
PFE
$141B
$820K 0.41%
32,600
– –
CMG icon
53
Chipotle Mexican Grill
CMG
$42.6B
$733K 0.37%
16,850
-4,750
-22% -$242K
GOOG icon
54
Alphabet (Google) Class C
GOOG
$3.99T
$711K 0.36%
3,500
– –
VXUS icon
55
Vanguard Total International Stock ETF
VXUS
$153B
$705K 0.36%
9,865
– –
IBIT icon
56
iShares Bitcoin Trust
IBIT
$48.2B
$612K 0.31%
+8,760
New +$491K
MCD icon
57
McDonald's
MCD
$192B
$610K 0.31%
2,000
– –
MDT icon
58
Medtronic
MDT
$108B
$557K 0.28%
6,000
– –
XOM icon
59
ExxonMobil
XOM
$642B
$538K 0.27%
5,000
– –
JPM icon
60
JPMorgan Chase
JPM
$947B
$524K 0.26%
1,804
+375
+26% +$95.7K
IWO icon
61
iShares Russell 2000 Growth ETF
IWO
$14.4B
$513K 0.26%
1,683
– –
CCJ icon
62
Cameco
CCJ
$38.9B
$454K 0.23%
+6,000
New +$320K
CRSP icon
63
CRISPR Therapeutics
CRSP
$4.6B
$430K 0.22%
7,500
– –
ORCL icon
64
Oracle
ORCL
$345B
$427K 0.22%
+1,750
New +$283K
ZS icon
65
Zscaler
ZS
$23.8B
$417K 0.21%
1,500
– –
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$112B
$382K 0.19%
1,821
– –
CROX icon
67
Crocs
CROX
$6.69B
$365K 0.18%
4,375
-4,850
-53% -$494K
NLY icon
68
Annaly Capital Management
NLY
$16.9B
$347K 0.18%
16,621
+551
+3% +$10.5K
CAT icon
69
Caterpillar
CAT
$402B
$334K 0.17%
808
– –
IBTF
70
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$334K 0.17%
+14,300
New +$334K
CVS icon
71
CVS Health
CVS
$137B
$330K 0.17%
+5,000
New +$328K
GPIX icon
72
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.85B
$300K 0.15%
5,889
– –
QQQ icon
73
Invesco QQQ Trust
QQQ
$449B
$290K 0.15%
+500
New +$249K
XLF icon
74
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$264K 0.13%
+5,000
New +$247K
VNQ icon
75
Vanguard Real Estate ETF
VNQ
$39.8B
$258K 0.13%
2,874
– –
1 2
3
4

Similar funds

ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
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
SIP
Sellwood Investment Partners Portland, Oregon $254M AUM 11.77% 1-Year Est. Return

Jupiter Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Jupiter Wealth Management held 93 positions worth $198M, up 20% from $165M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Jupiter Wealth Management deployed $13.3M of net new capital in Q2 2025, opening 24 new positions and adding to 19 existing holdings. Its largest new stake was Invesco S&P MidCap Momentum ETF: 16,050 shares worth $2.12M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Citigroup, an estimated $542K trimmed.

  • Jupiter Wealth Management's largest Q2 2025 buy was Invesco S&P MidCap Momentum ETF: 16,050 shares worth $2.12M.
  • Jupiter Wealth Management added most to NVIDIA in Q2 2025, an estimated $1.33M increase.
  • Jupiter Wealth Management's biggest Q2 2025 reduction was Citigroup, cutting an estimated $542K.
  • Jupiter Wealth Management fully exited DuPont de Nemours in Q2 2025, selling an estimated $207K.
  • Jupiter Wealth Management's ten largest holdings make up 52% of its $198M portfolio in Q2 2025.
  • Jupiter Wealth Management opened 24 new positions and closed 3 in Q2 2025.
  • Jupiter Wealth Management's portfolio value rose 20% quarter-over-quarter to $198M.

Based on Jupiter Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.