Portfolio (Quarterly)
Guide ↗
Jupiter Wealth Management LLC
· CIK 0001774207| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JPM | JPMorgan Chase | Financial Services | 1,804.0 | $546K | 0.24% | NEW | — | $302.64 | +1.0% |
| 62 | CRSP | Crispr Therapeutics | Healthcare | 8,500.0 | $416K | 0.18% | NEW | — | $48.93 | +5.4% |
| 63 | VIG | Vanguard Dividend Appreciation ETF | — | 1,821.0 | $412K | 0.18% | NEW | — | $226.52 | +2.9% |
| 64 | — | Annaly Capital MGMT REIT | — | 17,696.0 | $406K | 0.18% | NEW | — | $22.93 | — |
| 65 | PSX | Phillips 66 Com | Energy | 2,250.0 | $352K | 0.16% | NEW | — | $156.26 | +12.2% |
| 66 | LRCX | Lam Research Corp | Technology | 1,500.0 | $347K | 0.15% | NEW | — | $231.29 | +39.3% |
| 67 | CVX | Chevron Corp. | Energy | 1,750.0 | $319K | 0.14% | NEW | — | $182.40 | +1.3% |
| 68 | COF | Capital One FC | Financial Services | 1,500.0 | $310K | 0.14% | NEW | — | $206.89 | -10.0% |
| 69 | GPIX | Goldman Sachs S P 500 Cre PRM ETF IV | — | 5,889.0 | $308K | 0.14% | NEW | — | $52.23 | +6.6% |
| 70 | QQQ | Invsc QQQ Trust SRS 1 ETF IV | Financial Services | 500.0 | $300K | 0.13% | NEW | — | $600.64 | +21.5% |
| 71 | ZS | Zscaler Inc | Technology | 1,750.0 | $299K | 0.13% | NEW | — | $170.90 | +11.2% |
| 72 | PANW | Palo Alto Networks | Technology | 1,500.0 | $244K | 0.11% | NEW | — | $162.81 | +58.9% |
| 73 | EEM | iShares MSCI Emerging Markets ETF | — | 3,775.0 | $230K | 0.10% | NEW | — | $60.86 | +12.3% |
| 74 | V | Visa Inc Com CL A | Financial Services | 500.0 | $162K | 0.07% | NEW | — | $324.18 | +0.7% |
| 75 | BUG | Global X Cybersecurity ETF | — | 5,000.0 | $136K | 0.06% | NEW | — | $27.13 | +28.2% |
| 76 | IBDX | iShares iBonds Dec 2032 Term Corporate ETF | — | 5,100.0 | $131K | 0.06% | NEW | — | $25.66 | -2.0% |
| 77 | TOST | Toast Inc Class Class A | Technology | 5,000.0 | $131K | 0.06% | NEW | — | $26.14 | -10.9% |
| 78 | LNG | Cheniere Energy Inc | Energy | 600.0 | $131K | 0.06% | NEW | — | $217.69 | +7.8% |
| 79 | PLTR | Palantir Technologies In Class A | Technology | 1,000.0 | $129K | 0.06% | NEW | — | $129.13 | +5.7% |
| 80 | VNQ | Vanguard Real Estate ETF | — | 1,374.0 | $128K | 0.06% | NEW | — | $93.25 | +4.3% |
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
32.6%
Financial Services
20.7%
Communication Services
20.3%
Consumer Cyclical
10.3%
Healthcare
6.5%
Real Estate
2.9%
Consumer Defensive
2.6%
Industrials
2.2%
Energy
2.0%