Estatísticas Básicas
Valor do Portfólio $ 211,640,843
Posições Atuais 93
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Jupiter Wealth Management LLC divulgou 93 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 211,640,843 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Jupiter Wealth Management LLC são Alphabet Inc. (US:GOOGL) , Microsoft Corporation (US:MSFT) , NVIDIA Corporation (US:NVDA) , Apple Inc. (US:AAPL) , and SPDR S&P 500 ETF (US:SPY) . As novas posições de Jupiter Wealth Management LLC incluem BILL Holdings, Inc. (US:BILL) , Insmed Incorporated (US:INSM) , iShares, Inc. - iShares MSCI Emerging Markets ETF (US:EEM) , D.R. Horton, Inc. (US:DHI) , and .

Jupiter Wealth Management LLC - Valor do Portfólio
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Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.10 23.91 11.2957 1.2117
0.00 1.66 0.7822 0.3052
0.01 3.69 1.7429 0.2326
0.00 1.88 0.8860 0.1938
0.01 0.41 0.1935 0.1935
0.01 0.59 0.2777 0.1874
0.05 12.10 5.7194 0.1835
0.01 0.37 0.1752 0.1752
0.05 4.80 2.2660 0.1607
0.02 7.93 3.7451 0.1387
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.03 16.69 7.8869 -0.7213
0.01 5.39 2.5469 -0.3445
0.00 0.11 0.0541 -0.2549
0.04 3.78 1.7847 -0.2459
0.02 3.82 1.8027 -0.2425
0.01 5.77 2.7255 -0.2340
0.01 0.31 0.1481 -0.2218
0.04 2.50 1.1797 -0.2162
0.07 12.81 6.0504 -0.1899
0.01 5.09 2.4069 -0.1781
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-11-14 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
GOOGL / Alphabet Inc. 0.10 -0.54 23.91 19.72 11.2957 1.2117
MSFT / Microsoft Corporation 0.03 -1.58 16.69 -2.08 7.8869 -0.7213
NVDA / NVIDIA Corporation 0.07 0.85 12.81 3.63 6.0504 -0.1899
AAPL / Apple Inc. 0.05 1.18 12.10 10.42 5.7194 0.1835
SPY / SPDR S&P 500 ETF 0.01 1.12 9.12 4.46 4.3090 -0.0999
MS / Morgan Stanley 0.05 0.47 8.44 8.08 3.9864 0.0447
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 8.30 5.41 3.9199 -0.0545
AVGO / Broadcom Inc. 0.02 3.98 7.93 10.99 3.7451 0.1387
AMZN / Amazon.com, Inc. 0.03 13.70 5.88 11.17 2.7786 0.1074
MA / Mastercard Incorporated 0.01 0.00 5.77 -1.57 2.7255 -0.2340
META / Meta Platforms, Inc. 0.01 0.00 5.39 -5.85 2.5469 -0.3445
HD / The Home Depot, Inc. 0.01 0.00 5.09 -0.49 2.4069 -0.1781
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.05 10.27 4.80 15.02 2.2660 0.1607
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.08 0.00 4.08 0.12 1.9293 -0.1304
BRK.B / Berkshire Hathaway Inc. 0.01 2.66 3.88 8.14 1.8338 0.0212
AMT / American Tower Corporation 0.02 0.00 3.82 -5.78 1.8027 -0.2425
CCK / Crown Holdings, Inc. 0.04 0.00 3.78 -6.07 1.7847 -0.2459
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 6.62 3.69 23.34 1.7429 0.2326
JNJ / Johnson & Johnson 0.02 2.87 3.66 9.37 1.7272 0.0392
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.01 4.26 2.56 10.86 1.2111 0.0434
NKE / NIKE, Inc. 0.04 0.00 2.50 -9.70 1.1797 -0.2162
GS / The Goldman Sachs Group, Inc. 0.00 0.00 2.39 6.94 1.1288 0.0006
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0.02 4.67 2.27 7.17 1.0735 0.0031
C / Citigroup Inc. 0.02 9.88 2.23 17.80 1.0539 0.0979
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.02 0.00 2.01 -2.15 0.9484 -0.0875
MPC / Marathon Petroleum Corporation 0.01 0.00 1.93 19.17 0.9107 0.0940
BAC / Bank of America Corporation 0.04 5.78 1.89 15.54 0.8922 0.0668
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 32.44 1.88 36.86 0.8860 0.1938
PEP / PepsiCo, Inc. 0.01 0.00 1.76 -5.95 0.8295 -0.1133
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 1.75 4.11 0.8266 -0.0219
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 36.80 1.66 75.32 0.7822 0.3052
CCI / Crown Castle Inc. 0.02 0.00 1.54 -5.28 0.7295 -0.0932
PHM / PulteGroup, Inc. 0.01 10.10 1.44 11.98 0.6805 0.0308
NFLX / Netflix, Inc. 0.00 0.00 1.38 -0.51 0.6515 -0.0480
ITB / iShares Trust - iShares U.S. Home Construction ETF 0.01 25.00 1.34 20.50 0.6334 0.0719
WFC / Wells Fargo & Company 0.01 0.00 1.26 7.62 0.5941 0.0041
LMT / Lockheed Martin Corporation 0.00 0.00 1.25 12.84 0.5897 0.0310
LLY / Eli Lilly and Company 0.00 0.00 1.24 15.47 0.5858 0.0438
WMT / Walmart Inc. 0.01 0.00 1.22 2.09 0.5762 -0.0272
KBH / KB Home 0.02 0.00 1.18 -0.08 0.5563 -0.0389
MRK / Merck & Co., Inc. 0.01 0.00 1.16 1.49 0.5473 -0.0291
DIS / The Walt Disney Company 0.01 0.00 1.08 -1.82 0.5087 -0.0451
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.01 0.00 1.06 1.43 0.5018 -0.0273
LEN / Lennar Corporation 0.01 13.51 1.06 9.30 0.5003 0.0111
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.06 0.00 1.06 0.48 0.4986 -0.0318
BG / Bunge Global SA 0.01 0.00 0.98 -2.39 0.4629 -0.0439
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF 0.02 0.00 0.94 0.97 0.4448 -0.0259
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.02 0.00 0.93 0.65 0.4384 -0.0267
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.00 0.92 1.99 0.4362 -0.0209
GOOG / Alphabet Inc. 0.00 0.00 0.85 20.00 0.4028 0.0439
RSG / Republic Services, Inc. 0.00 0.00 0.84 -1.40 0.3985 -0.0334
PFE / Pfizer Inc. 0.03 0.00 0.83 1.22 0.3925 -0.0217
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 0.00 0.72 2.84 0.3424 -0.0136
COST / Costco Wholesale Corporation 0.00 -12.51 0.68 -17.30 0.3210 -0.0937
MCD / McDonald's Corporation 0.00 0.00 0.61 -0.49 0.2872 -0.0209
ETH / Grayscale Ethereum Mini Trust ETF 0.01 275.00 0.59 229.78 0.2777 0.1874
MDT / Medtronic plc 0.01 0.00 0.57 2.51 0.2700 -0.0115
JPM / JPMorgan Chase & Co. 0.00 0.00 0.57 8.59 0.2689 0.0042
XOM / Exxon Mobil Corporation 0.01 0.00 0.56 4.65 0.2664 -0.0053
CRSP / CRISPR Therapeutics AG 0.01 13.33 0.55 28.21 0.2603 0.0432
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 100.00 0.54 104.56 0.2545 0.1213
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.00 0.54 5.08 0.2545 -0.0046
CVS / CVS Health Corporation 0.01 40.00 0.53 60.18 0.2494 0.0830
ZS / Zscaler, Inc. 0.00 16.67 0.52 25.96 0.2478 0.0374
GLD / SPDR Gold Trust 0.00 93.85 0.45 123.50 0.2116 0.1101
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.01 0.41 0.1935 0.1935
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.39 2.62 0.1857 -0.0074
CAT / Caterpillar Inc. 0.00 0.00 0.39 15.27 0.1822 0.0134
BILL / BILL Holdings, Inc. 0.01 0.37 0.1752 0.1752
CROX / Crocs, Inc. 0.00 0.00 0.37 0.27 0.1727 -0.0115
NLY / Annaly Capital Management, Inc. 0.02 0.00 0.34 -3.18 0.1587 -0.0164
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF 0.01 0.00 0.33 0.30 0.1579 -0.0106
CMG / Chipotle Mexican Grill, Inc. 0.01 -52.52 0.31 -57.24 0.1481 -0.2218
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF 0.01 0.00 0.31 2.33 0.1453 -0.0063
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.30 3.45 0.1418 -0.0047
INSM / Insmed Incorporated 0.00 0.29 0.1361 0.1361
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 0.00 0.26 1.55 0.1241 -0.0062
PANW / Palo Alto Networks, Inc. 0.00 66.67 0.25 92.42 0.1203 0.0533
SNPE / DBX ETF Trust - Xtrackers S&P 500 Scored & Screened ETF 0.00 0.00 0.22 3.33 0.1028 -0.0035
COF / Capital One Financial Corporation 0.00 0.00 0.21 -1.85 0.1004 -0.0091
PSX / Phillips 66 0.00 0.21 0.0996 0.0996
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.00 0.20 0.0952 0.0952
LRCX / Lam Research Corporation 0.00 0.00 0.20 25.00 0.0949 0.0140
BUG / Global X Funds - Global X Cybersecurity ETF 0.01 0.00 0.18 4.17 0.0831 -0.0022
HOOD / Robinhood Markets, Inc. 0.00 -3.33 0.17 27.69 0.0785 0.0127
PH / Parker-Hannifin Corporation 0.00 0.00 0.15 -0.66 0.0716 -0.0053
LNG / Cheniere Energy, Inc. 0.00 0.00 0.14 1.45 0.0666 -0.0035
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF 0.01 0.00 0.13 0.78 0.0617 -0.0037
DHI / D.R. Horton, Inc. 0.00 0.13 0.0601 0.0601
CRWD / CrowdStrike Holdings, Inc. 0.00 0.00 0.12 12.96 0.0579 0.0034
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF 0.00 0.00 0.12 0.84 0.0570 -0.0034
IBIT / iShares Bitcoin Trust ETF 0.00 -79.91 0.11 -81.34 0.0541 -0.2549
UNP / Union Pacific Corporation 0.00 0.00 0.11 6.60 0.0535 -0.0005
CCJ / Cameco Corporation 0.00 -100.00 0.00 0.0000
NOW / ServiceNow, Inc. 0.00 -100.00 0.00 0.0000
ORCL / Oracle Corporation 0.00 -100.00 0.00 0.0000