Portfolio (Quarterly)
Guide ↗
Jupiter Wealth Management LLC
· CIK 0001774207| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SNPE | DBX ETF TR Xtrackers (S&P) | — | 3,324.0 | $226K | 0.09% | +2K | +91.4% | $67.99 | +0.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.1%
Communication Services
22.3%
Financial Services
21.1%
Consumer Cyclical
9.5%
Healthcare
5.3%
Energy
2.9%
Real Estate
2.1%
Consumer Defensive
2.1%
Industrials
1.7%