Portfolio (Quarterly)
Guide ↗
Jupiter Wealth Management LLC
· CIK 0001774207| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | COF | Capital One FC | Financial Services | 1,500 | $310K | 0.14% | SOLD |
| 2 | ZS | Zscaler Inc | Technology | 1,750 | $299K | 0.13% | SOLD |
| 3 | PANW | Palo Alto Networks | Technology | 1,500 | $244K | 0.11% | SOLD |
| 4 | V | Visa Inc Com CL A | Financial Services | 500 | $162K | 0.07% | SOLD |
| 5 | CRWD | Crowdstrike HLDGS | Technology | 250 | $103K | 0.05% | SOLD |
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%