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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
+12.15%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$13.6M
Cap. Flow
+$4.37M
Cap. Flow %
2.06%
Top 10 Hldgs %
52.42%
Holding
96
New
6
Increased
26
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$730K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$442K
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$438K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$409K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$455K
2
CCJ icon
Cameco
CCJ
+$454K
3
ORCL icon
Oracle
ORCL
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$398K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

Rank Sector Weight
1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
76
Insmed
INSM
$22.6B
$288K 0.14%
+2,000
New +$245K
VNQ icon
77
Vanguard Real Estate ETF
VNQ
$40B
$263K 0.12%
2,874
– –
PANW icon
78
Palo Alto Networks
PANW
$260B
$255K 0.12%
1,250
+500
+67% +$95.7K
SNPE icon
79
Xtrackers S&P 500 ESG ETF
SNPE
$2.58B
$218K 0.1%
3,624
– –
COF icon
80
Capital One
COF
$130B
$213K 0.1%
1,000
– –
PSX icon
81
Phillips 66
PSX
$82.5B
$211K 0.1%
+1,550
New +$199K
EEM icon
82
iShares MSCI Emerging Markets ETF
EEM
$28B
$202K 0.1%
+3,775
New +$190K
LRCX icon
83
Lam Research
LRCX
$337B
$201K 0.09%
1,500
– –
BUG icon
84
Global X Cybersecurity ETF
BUG
$1.26B
$176K 0.08%
5,000
– –
HOOD icon
85
Robinhood
HOOD
$83.3B
$166K 0.08%
1,160
-40
-3% -$4.36K
PH icon
86
Parker-Hannifin
PH
$125B
$152K 0.07%
200
– –
LNG icon
87
Cheniere Energy
LNG
$52.8B
$141K 0.07%
600
– –
IBDX icon
88
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.71B
$131K 0.06%
5,100
– –
DHI icon
89
D.R. Horton
DHI
$42.3B
$127K 0.06%
+750
New +$118K
CRWD icon
90
CrowdStrike
CRWD
$185B
$123K 0.06%
1,000
– –
IBDY icon
91
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$121K 0.06%
4,600
– –
IBIT icon
92
iShares Bitcoin Trust
IBIT
$47.4B
$114K 0.05%
1,760
-7,000
-80% -$455K
UNP icon
93
Union Pacific
UNP
$175B
$113K 0.05%
479
– –
CCJ icon
94
Cameco
CCJ
$37.9B
– –
-6,000
Closed -$454K
NOW icon
95
ServiceNow
NOW
$114B
– –
-750
Closed -$129K
ORCL icon
96
Oracle
ORCL
$346B
– –
-1,750
Closed -$427K
1 2 3
4

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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
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Jupiter Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Jupiter Wealth Management held 96 positions worth $212M, up 6.9% from $198M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Jupiter Wealth Management's Q3 2025 filing shows 6 new, 26 increased, 6 reduced and 3 closed positions. Its largest new stake was Schwab US Dividend Equity ETF: 15,000 shares worth $410K. The largest sale was iShares Bitcoin Trust, an estimated $455K.

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

  • Jupiter Wealth Management's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 15,000 shares worth $410K.
  • Jupiter Wealth Management added most to Amazon in Q3 2025, an estimated $730K increase.
  • Jupiter Wealth Management's biggest Q3 2025 reduction was iShares Bitcoin Trust, cutting an estimated $455K.
  • Jupiter Wealth Management fully exited Cameco in Q3 2025, selling an estimated $454K.
  • Jupiter Wealth Management's ten largest holdings make up 52% of its $212M portfolio in Q3 2025.
  • Jupiter Wealth Management opened 6 new positions and closed 3 in Q3 2025.
  • Jupiter Wealth Management's portfolio value rose 6.9% quarter-over-quarter to $212M.

Based on Jupiter Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.