News + Filings Holdings
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Jupiter Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Apple Inc.
| AAPL | Common | 61,149 | 4,774 | 11,861,072,000 | 2,564,834,000 | 10.19 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 33,254 | 1,944 | 11,324,317,000 | 2,297,644,000 | 9.72 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 98,840 | 3,440 | 11,831,148,000 | 1,935,306,000 | 10.16 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 26,080 | 3,380 | 3,399,789,000 | 1,055,106,000 | 2.92 | |
Hist
| 06/30/2023 |
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KB HOME
| KBH | Common | 18,600 | 13,400 | 961,806,000 | 752,870,000 | 0.83 | 0.02 |
Hist
| 06/30/2023 |
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PULTEGROUP INC/MI/
| PHM | Common | 13,200 | 7,500 | 1,025,376,000 | 693,180,000 | 0.88 | |
Hist
| 06/30/2023 |
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INTERNATIONAL FLAVORS & FRAGRANCES INC
| IFF | Common | 13,000 | 8,000 | 1,034,670,000 | 574,870,000 | 0.89 | 0.01 |
Hist
| 06/30/2023 |
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Medtronic plc
| MDT | COM | 11,000 | 6,000 | 969,100,000 | 566,000,000 | 0.83 | 0.00 |
Hist
| 06/30/2023 |
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CHIPOTLE MEXICAN GRILL INC
| CMG | Cl A | 312 | 252 | 667,368,000 | 564,871,000 | 0.57 | |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 1,997 | 171 | 1,732,258,000 | 560,806,000 | 1.49 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 2,269 | 780 | 1,064,116,000 | 552,764,000 | 0.91 | 0.00 |
Hist
| 06/30/2023 |
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LENNAR CORP /NEW/
| LEN | CL A | 5,200 | 4,200 | 651,612,000 | 546,502,000 | 0.56 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,944 | 645 | 1,685,904,000 | 358,502,000 | 1.45 | |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 14,872 | 370 | 4,619,838,000 | 340,008,000 | 3.97 | 0.00 |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 19,527 | 670 | 3,232,109,000 | 309,274,000 | 2.78 | |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 16,037 | 837 | 2,970,373,000 | 199,413,000 | 2.55 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 1,054 | 354 | 506,595,000 | 175,782,000 | 0.44 | 0.00 |
Hist
| 06/30/2023 |
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ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND
| AFB | COM | 23,600 | 7,150 | 253,228,000 | 73,100,000 | 0.22 | |
Hist
| 06/30/2023 |
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ANNALY CAPITAL MANAGEMENT INC
| NLY | COM | 12,250 | 2,183 | 245,123,000 | 52,750,000 | 0.21 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| MS | Common | 43,601 | 101 | 3,723,525,000 | -95,775,000 | 3.20 | |
Hist
| 06/30/2023 |
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AMERICAN TOWER CORP /MA/
| AMT | COM | 20,801 | 13 | 4,034,146,000 | -213,674,000 | 3.46 | 0.00 |
Hist
| 06/30/2023 |
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