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Jupiter Wealth Management LLC

Q2 2025 Holdings

Filed 2025-08-14 | 90 holdings | $198.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Union Pacific Corp(UNP)COM907818108$106.9K4790.1%
Crowdstrike Hldgs(CRWD)-22788C105$108.0K2500.1%
iShares iBonds Dec 2033 Term Corporate ETF(IBDY)-46436E130$119.6K4,6000.1%
Servicenow Inc Com(NOW)COM81762P102$129.5K1500.1%
iShares iBonds Dec 2032 Term Corporate ETF(IBDX)-46436E312$129.7K5,1000.1%
Robinhood Mkts Inc Class A(HOOD)-770700102$130.3K1,2000.1%
Palo Alto Networks(PANW)-697435105$132.6K7500.1%
Cheniere Energy Inc(LNG)-16411R208$138.8K6000.1%
Parker-Hannifin Corp(PH)-701094104$152.4K2000.1%
Lam Research Corp(LRCX)-512807306$160.1K1,5000.1%
Global X Cybersecurity ETF(BUG)-37954Y384$168.9K5,0000.1%
Grayscale Ethereum Mini(ETH)-38964R203$178.7K4,0000.1%
Spdr Gold Trust(GLD)-78463V107$201.0K6500.1%
DBX ETF TR Xtrackers (S&P)(SNPE)-233051143$210.6K3,6240.1%
Capital One FC(COF)-14040H105$217.0K1,0000.1%
Vanguard Real Estate ETF(VNQ)-922908553$258.1K2,8740.1%
Select STR Financial Select Spdr ETF(XLF)-81369Y605$263.8K5,0000.1%
Invsc QQQ Trust SRS 1 ETF IV(QQQ)-46090E103$290.2K5000.1%
Goldman Sachs S P 500 Cre PRM ETF IV(GPIX)-38149W622$300.2K5,8890.2%
CVS Health(CVS)COM126650100$329.5K5,0000.2%
iShares iBonds Term Treasury ETF-46436E866$333.5K14,3000.2%
Caterpillar(CAT)COM149123101$334.3K8080.2%
Annaly Capital Mgmt REIT(NLY)-035710839$346.7K16,6210.2%
Crocs Inc Com(CROX)COM227046109$364.9K4,3750.2%
Vanguard Dividend Appreciation ETF(VIG)-921908844$382.3K1,8210.2%
Zscaler Inc(ZS)-98980G102$416.7K1,5000.2%
Oracle Corp Com(ORCL)-68389X105$427.3K1,7500.2%
Crispr Therapeutics(CRSP)COMH17182108$430.0K7,5000.2%
Cameco Corp F(CCJ)-13321L108$453.6K6,0000.2%
iShares Russell (2000 Growth Etf)(IWO)-464287648$513.0K1,6830.3%
JPMorgan Chase(JPM)COM46625H100$524.1K1,8040.3%
ExxonMobil(XOM)COM30231G102$538.0K5,0000.3%
Medtronic PLC(MDT)COMG5960L103$557.5K6,0000.3%
Mcdonald S Corp(MCD)COM580135101$610.1K2,0000.3%
iShares Bitcoin ETF(IBIT)-46438F101$611.8K8,7600.3%
Vanguard Total Interntl Stock ETF IV(VXUS)-921909768$705.0K9,8650.4%
Alphabet Inc(GOOG)CAP STK CL C02079K107$710.6K3,5000.4%
Chipotle Mexican(CMG)COM169656105$732.6K16,8500.4%
Pfizer(PFE)COM717081103$820.2K32,6000.4%
Costco Wholesale(COST)-22160K105$821.3K8390.4%
Republic Services(RSG)-760759100$855.3K3,6750.4%
iShares Select Dividend ETF(DVY)-464287168$905.0K6,4960.5%
JPMorgan Equity Premium Income ETF(JEPI)-46641Q332$921.1K16,2500.5%
Neos S And P 500 High Income ETF(SPYI)-78433H303$932.2K17,9990.5%
Asml Holding NV(ASML)-N07059210$944.5K1,2500.5%
Lennar Corp Class A(LEN)-526057104$968.6K7,4000.5%
Bunge Global SA F(BG)-H11356104$1.0M12,0580.5%
iShares Russell Mid Cap ETF(IWR)-464287499$1.0M11,0000.5%
Global X Nasdaq 100 Covered Call ETF(QYLD)-37954Y483$1.1M62,0340.5%
Eli Lilly And Co(LLY)COM532457108$1.1M1,6250.5%
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