AI Portfolio Summary
In 2026 Q1, Jupiter Wealth Management LLC maintained a portfolio of 95 distinct positions. The most significant new addition to the portfolio was Nuveen Amt Free QLTY, which now represents 1.10% of the total fund value. They heavily accumulated shares in Alphabet Inc, increasing their position by 1.8%. The fund also reduced its exposure to Vanguard S&P 500 ETF by 35.8%.
Total Positions
95
Quarter
2026 Q1
Top Holding
GOOGL (15.1%)
Top 10 Concentration
56.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
Alphabet Inc
|
Communication Services | 15.15% | 12.86% |
#1
Prev: #1
|
6.5 | 1,724 | 1.8% |
P
S
|
95,198 | $38,328,619 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
Nvidia Corporat...
|
Technology | 6.28% | 5.66% |
#2
2
Prev: #4
|
4.5 | 2,309 | 3.4% |
P
S
|
70,305 | $15,876,978 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
Apple Inc Com
|
Technology | 6.21% | 5.80% |
#3
Prev: #3
|
5.5 | 2,834 | 5.7% |
P
S
|
52,564 | $15,709,803 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
Microsoft
|
Technology | 5.65% | 6.66% |
#4
2
Prev: #2
|
3.3 | -1,958 | -5.3% |
P
S
|
35,283 | $14,297,024 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
Broadcom Inc Co...
|
Technology | 4.98% | 4.09% |
#5
2
Prev: #7
|
4.5 | 2,496 | 9.0% |
P
S
|
30,224 | $12,597,061 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MS
Morgan Stanley ...
|
Financial Services | 4.39% | 4.17% |
#6
Prev: #6
|
2.3 | 1,569 | 2.8% |
P
S
|
57,257 | $11,098,124 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
SPDR S&P500 ETF...
|
ETF | 4.31% | 4.34% |
#7
2
Prev: #5
|
2.2 | 410 | 2.9% |
P
S
|
14,702 | $10,913,140 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
Amazon.Com Inc
|
Consumer Cyclical | 3.87% | 2.85% |
#8
1
Prev: #9
|
3.5 | 4,200 | 13.1% |
P
S
|
36,278 | $9,799,776 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/A
Berkshire Hatha...
|
Financial Services | 3.16% | 3.67% |
#9
1
Prev: #8
|
2.3 | no change | no change |
P
S
|
11 | $8,002,501 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLE
Energy Select S...
|
ETF | 2.36% | 2.33% |
#10
2
Prev: #12
|
2.9 | 6,846 | 7.1% |
P
S
|
103,808 | $5,982,455 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
Taiwan Semicond...
|
Technology | 2.29% | 2.38% |
#11
Prev: #11
|
1.9 | no change | no change |
P
S
|
14,517 | $5,803,897 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
Mastercard Inc ...
|
Financial Services | 1.94% | 2.58% |
#12
2
Prev: #10
|
1.3 | -999 | -9.1% |
P
S
|
9,992 | $4,902,475 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 1.88% | 2.25% |
#13
Prev: #13
|
1.8 | no change | no change |
P
S
|
20,696 | $4,768,772 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
Facebook Inc-Cl...
|
Communication Services | 1.82% | 2.22% |
#14
1
Prev: #15
|
1.2 | -200 | -2.6% |
P
S
|
7,470 | $4,606,226 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JMST
JPMorgan Ultra ...
|
ETF | 1.81% | 2.05% |
#15
1
Prev: #16
|
1.7 | no change | no change |
P
S
|
90,000 | $4,579,200 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.63% | 1.87% |
#16
2
Prev: #18
|
1.2 | 102 | 1.2% |
P
S
|
8,505 | $4,129,348 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CCK
Crown HLDGS Inc...
|
Consumer Cyclical | 1.54% | 1.92% |
#17
Prev: #17
|
1.6 | no change | no change |
P
S
|
39,005 | $3,908,691 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
Home Depot
|
Consumer Cyclical | 1.54% | 2.25% |
#18
4
Prev: #14
|
1.1 | -78 | -0.6% |
P
S
|
12,882 | $3,897,449 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMT
American Tower ...
|
Real Estate | 1.36% | 1.66% |
#19
Prev: #19
|
1.5 | no change | no change |
P
S
|
19,838 | $3,449,233 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XMMO
Invesco S & P M...
|
ETF | 1.15% | 1.08% |
#20
3
Prev: #23
|
1.0 | 500 | 3.0% |
P
S
|
17,300 | $2,906,573 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
Goldman Sachs G...
|
Financial Services | 1.13% | 1.21% |
#21
Prev: #21
|
1.5 | no change | no change |
P
S
|
3,000 | $2,866,260 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEA
Nuveen Amt Free...
|
Financial Services | 1.10% | — |
#22
Prev: #—
|
3.9 | 240,237 | no change |
NEW
|
240,237 | $2,777,142 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ITA
iShares US Aero...
|
ETF | 1.09% | 1.27% |
#23
3
Prev: #20
|
1.4 | no change | no change |
P
S
|
12,249 | $2,764,722 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
C
Citigroup Inc
|
Financial Services | 1.08% | 1.09% |
#24
2
Prev: #22
|
1.4 | no change | no change |
P
S
|
22,000 | $2,730,200 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MPC
Marathon Petrol...
|
Energy | 0.98% | 0.88% |
#25
4
Prev: #29
|
1.4 | no change | no change |
P
S
|
10,000 | $2,490,900 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASML
Asml Holding NV
|
Technology | 0.90% | 0.76% |
#26
6
Prev: #32
|
2.4 | 235 | 19.4% |
P
S
|
1,445 | $2,285,383 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOBL
ProShares Trust...
|
ETF | 0.82% | 0.98% |
#27
2
Prev: #25
|
0.8 | -30 | -0.2% |
P
S
|
19,445 | $2,062,531 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PEP
Pepsico Inc
|
Consumer Defensive | 0.74% | 0.93% |
#28
1
Prev: #27
|
1.3 | no change | no change |
P
S
|
12,500 | $1,865,875 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
iShares Russell...
|
ETF | 0.73% | 0.75% |
#29
4
Prev: #33
|
3.3 | 11,205 | 300.0% |
P
S
|
14,940 | $1,857,191 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR Gold Trust
|
ETF | 0.71% | 1.03% |
#30
6
Prev: #24
|
0.8 | -1,000 | -19.4% |
P
S
|
4,145 | $1,784,423 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
Eli Lilly And C...
|
Healthcare | 0.70% | 0.85% |
#31
Prev: #31
|
0.8 | -98 | -5.3% |
P
S
|
1,736 | $1,763,342 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BAC
BK Of America C...
|
Financial Services | 0.68% | 0.86% |
#32
2
Prev: #30
|
0.8 | -2,000 | -5.5% |
P
S
|
34,600 | $1,724,464 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRK
Merck & Co Inc ...
|
Healthcare | 0.62% | 0.73% |
#33
1
Prev: #34
|
1.2 | no change | no change |
P
S
|
13,800 | $1,565,610 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.60% | 0.97% |
#34
8
Prev: #26
|
0.2 | -1,250 | -35.8% |
P
S
|
2,241 | $1,529,281 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
Wal-Mart
|
Consumer Defensive | 0.60% | 0.69% |
#35
1
Prev: #36
|
1.2 | no change | no change |
P
S
|
11,632 | $1,529,259 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BG
Bunge Global SA...
|
Consumer Defensive | 0.60% | 0.65% |
#36
1
Prev: #37
|
1.2 | no change | no change |
P
S
|
12,058 | $1,519,549 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHD
Schwab US Divid...
|
ETF | 0.56% | 0.63% |
#37
1
Prev: #38
|
1.2 | no change | no change |
P
S
|
45,000 | $1,428,750 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
Alphabet Inc
|
Communication Services | 0.55% | 0.48% |
#38
7
Prev: #45
|
1.2 | no change | no change |
P
S
|
3,500 | $1,396,640 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPC
Nuveen Preferre...
|
Financial Services | 0.53% | — |
#39
Prev: #—
|
3.7 | 168,733 | no change |
NEW
|
168,733 | $1,346,489 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LMT
Lockheed Martin...
|
Industrials | 0.51% | 0.71% |
#40
5
Prev: #35
|
1.2 | no change | no change |
P
S
|
2,500 | $1,299,850 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PFE
Pfizer
|
Healthcare | 0.51% | 0.61% |
#41
1
Prev: #40
|
1.2 | no change | no change |
P
S
|
50,050 | $1,299,298 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYI
Neos S And P 50...
|
ETF | 0.48% | 0.53% |
#42
Prev: #42
|
1.2 | no change | no change |
P
S
|
22,679 | $1,216,615 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWR
iShares Russell...
|
ETF | 0.46% | 0.49% |
#43
Prev: #43
|
1.2 | no change | no change |
P
S
|
11,000 | $1,152,140 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QYLD
Global X Nasdaq...
|
ETF | 0.44% | 0.48% |
#44
Prev: #44
|
1.2 | no change | no change |
P
S
|
62,034 | $1,124,676 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WFC
Wells Fargo Co ...
|
Financial Services | 0.44% | 0.58% |
#45
4
Prev: #41
|
1.2 | no change | no change |
P
S
|
15,000 | $1,102,950 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
Chevron Corp.
|
Energy | 0.43% | 0.14% |
#46
21
Prev: #67
|
3.2 | 4,050 | 231.4% |
P
S
|
5,800 | $1,078,800 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NKE
Nike Inc Class ...
|
Consumer Cyclical | 0.42% | 0.89% |
#47
19
Prev: #28
|
0.2 | -7,643 | -23.4% |
P
S
|
25,003 | $1,058,627 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.40% | 0.44% |
#48
1
Prev: #47
|
1.2 | no change | no change |
P
S
|
984 | $1,016,551 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DVY
iShares Select ...
|
ETF | 0.39% | 0.45% |
#49
3
Prev: #46
|
1.2 | no change | no change |
P
S
|
6,496 | $987,652 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
ExxonMobil
|
Energy | 0.39% | 0.33% |
#50
2
Prev: #52
|
2.7 | 1,500 | 30.0% |
P
S
|
6,500 | $985,205 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 95 holdings