We are live on ! Find out more
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
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.99T
$20M 10.08%
98,874
+5,787
+6% +$947K
MSFT icon
2
Microsoft
MSFT
$2.89T
$17M 8.61%
32,745
+663
+2% +$288K
NVDA icon
3
NVIDIA
NVDA
$4.76T
$12.4M 6.24%
68,051
+10,530
+18% +$1.33M
AAPL icon
4
Apple
AAPL
$4.95T
$11M 5.54%
46,983
-1,307
-3% -$264K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$8.73M 4.41%
13,538
-125
-0.9% -$71.5K
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.07T
$7.87M 3.97%
11
– –
MS icon
7
Morgan Stanley
MS
$337B
$7.81M 3.94%
52,825
+3,807
+8% +$468K
AVGO icon
8
Broadcom
AVGO
$1.82T
$7.14M 3.61%
23,105
+3,030
+15% +$658K
MA icon
9
Mastercard
MA
$487B
$5.86M 2.96%
10,141
-171
-2% -$94.6K
META icon
10
Meta Platforms (Facebook)
META
$1.51T
$5.73M 2.89%
7,340
+545
+8% +$337K
AMZN icon
11
Amazon
AMZN
$2.49T
$5.29M 2.67%
23,556
+13
+0.1% +$2.57K
HD icon
12
Home Depot
HD
$335B
$5.12M 2.59%
12,572
-238
-2% -$86.1K
XLE icon
13
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$4.17M 2.11%
97,362
+3,244
+3% +$135K
JMST icon
14
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.08M 2.06%
80,000
– –
AMT icon
15
American Tower
AMT
$77.7B
$4.05M 2.05%
19,838
-673
-3% -$145K
CCK icon
16
Crown Holdings
CCK
$12.9B
$4.02M 2.03%
39,105
-300
-0.8% -$28.6K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.59M 1.81%
7,520
-8
-0.1% -$4.06K
JNJ icon
18
Johnson & Johnson
JNJ
$641B
$3.34M 1.69%
19,165
-181
-0.9% -$27.8K
TSM icon
19
TSMC
TSM
$2.07T
$2.99M 1.51%
12,387
+950
+8% +$176K
NKE icon
20
Nike
NKE
$62.5B
$2.76M 1.4%
35,805
+3,159
+10% +$190K
ITA icon
21
iShares US Aerospace & Defense ETF
ITA
$14.4B
$2.31M 1.17%
11,749
+200
+2% +$33.2K
GS icon
22
Goldman Sachs
GS
$309B
$2.23M 1.13%
3,000
– –
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$2.12M 1.07%
+16,050
New +$1.92M
NOBL icon
24
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$2.05M 1.04%
38,950
– –
C icon
25
Citigroup
C
$223B
$1.89M 0.96%
20,000
-7,500
-27% -$542K
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.