Portfolio (Quarterly)
Guide ↗
Jupiter Wealth Management LLC
· CIK 0001774207| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | UNP | Union Pacific Corp | Industrials | 479.0 | $125K | 0.06% | NEW | — | $261.77 | +3.8% |
| 82 | IBDY | iShares iBonds Dec 2033 Term Corporate ETF | — | 4,600.0 | $121K | 0.05% | NEW | — | $26.28 | -2.1% |
| 83 | SNPE | DBX ETF TR Xtrackers (S&P) | — | 1,737.0 | $109K | 0.05% | NEW | — | $62.76 | +8.9% |
| 84 | CRWD | Crowdstrike HLDGS | Technology | 250.0 | $103K | 0.05% | NEW | — | $411.54 | +63.2% |
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%