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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MOSAIC CO
| MOS | COM | 11,000 | -27,402 | 385,000,000 | -1,376,884,000 | 0.33 | 0.00 |
Hist
| 06/30/2023 |
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Crocs, Inc.
| CROX | Common | 10,100 | -8,700 | 1,135,644,000 | -1,241,428,000 | 0.98 | |
Hist
| 06/30/2023 |
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FREEPORT-MCMORAN INC
| FCX | Common | 49,781 | -20,000 | 1,991,240,000 | -863,501,000 | 1.71 | |
Hist
| 06/30/2023 |
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Blackstone Inc.
| BX | Stock | 1,250 | -8,325 | 116,213,000 | -724,855,000 | 0.10 | |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 44,605 | -1,059 | 4,923,054,000 | -677,179,000 | 4.23 | |
Hist
| 06/30/2023 |
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Nuveen AMT-Free Quality Municipal Income Fund
| NEA | common | 157,710 | -50,864 | 1,723,770,000 | -595,573,000 | 1.48 | |
Hist
| 06/30/2023 |
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CVS HEALTH Corp
| CVS | Common | 36,725 | -2,723 | 2,538,799,000 | -392,582,000 | 2.18 | 0.00 |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 24,000 | -12,600 | 688,560,000 | -358,200,000 | 0.59 | 0.00 |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 48,600 | -2,600 | 1,782,648,000 | -306,312,000 | 1.53 | 0.00 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 9,195 | -1,729 | 820,930,000 | -272,890,000 | 0.70 | 0.00 |
Hist
| 06/30/2023 |
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Nuveen Preferred & Income Securities Fund
| JPS | Common | 184,852 | -35,000 | 1,179,356,000 | -240,888,000 | 1.01 | |
Hist
| 06/30/2023 |
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Phillips 66
| PSX | COM | 7,650 | -1,000 | 729,657,000 | -147,280,000 | 0.63 | 0.00 |
Hist
| 06/30/2023 |
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