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  Name: Jupiter Wealth Management LLC
  City: DENVER
  State: CO
  Zip: 80206
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,926,000
  Total Value Change : $18,901,000
  Securities Held Change : 8
   
All Securities Held : 94
  New Positions : 12
  Closed Positions : 4
  Increased Positions : 27
  Unchanged Positions : 36
  Decreased Positions : 19

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Holdings Found : 27     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 1 - $175.41 $18,101,000 106,868 9.58% 4,112,000 6,727 0.002    Search Engines & Info...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 7 - $534.67 $5,719,000 11,057 3.03% 702,000 501 0    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 8 - $181.28 $5,644,000 30,020 2.99% 1,612,000 3,480 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 11 - $1,224.40 $5,078,000 5,616 2.69% 3,375,000 2,178 0    Semiconductor - Speci...
   (MS)1 Year Chart         MS Morgan Stanley 13 - $96.66 $4,553,000 47,608 2.41% 225,000 1,200 0.003    Investment Brokerage ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 17 - $409.85 $3,614,000 8,894 1.91% 1,387,000 2,650 0.001    Property & Casualty I...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 18 - $1,413.09 $3,532,000 2,665 1.87% 601,000 39 0.001    Semiconductor- Broad...
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 19 - $50.49 $3,396,000 67,974 1.8% 762,000 6,093 0.005    Copper
   (FB)1 Year Chart         FB Meta Platforms Inc 22 - $495.06 $2,866,000 6,065 1.52% 1,351,000 1,785 0    Internet Service Prov...
   (BAC)1 Year Chart         BAC Bank of America Corp 24 - $39.96 $2,336,000 61,946 1.24% 1,023,000 22,946 0.001    Domestic Money Center...
   (NEA)1 Year Chart         NEA Nuveen Insured Tax Free Adv... 26 - $11.08 $2,265,000 207,787 1.2% 529,000 50,000 0.093    Closed - End Fund - Debt
   (C)1 Year Chart         C Citigroup Inc 27 - $61.77 $2,191,000 34,922 1.16% 1,317,000 17,922 0.002    Domestic Money Center...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 28 - $162.92 $1,982,000 13,800 1.05% 921,000 3,600 0    Semiconductor - Integ...
   (PFE)1 Year Chart         PFE Pfizer Inc 30 - $29.55 $1,915,000 67,750 1.01% 257,000 10,150 0.001    Drug Manufacturers - ...
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 33 - $0.00 $1,542,000 11,500 0.82% 187,000 800 0.013    Closed - End Fund - E...
   (PHM)1 Year Chart         PHM PulteGroup Inc 34 - $115.57 $1,413,000 12,200 0.75% 257,000 1,000 0.005    Residential Construct...
   (KBH)1 Year Chart         KBH KB Home 43 - $70.13 $1,235,000 17,800 0.65% 236,000 1,800 0.02    Residential Construct...
   (DIS)1 Year Chart         DIS Walt Disney Co 45 - $101.50 $1,151,000 10,915 0.61% 321,000 1,720 0.001    Entertainment - Diver...
   (MDT)1 Year Chart         MDT Medtronic Plc 47 - $82.31 $979,000 12,000 0.52% 73,000 1,000 0.001    Medical Appliances & ...
   (LEN)1 Year Chart         LEN Lennar Corp 48 - $159.37 $935,000 5,900 0.49% 115,000 400 0.002    Residential Construct...
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 49 - $0.00 $930,000 1,020 0.49% 230,000 95 0    Semiconductor Equipme...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 52 - $113.12 $813,000 7,000 0.43% 313,000 2,000 0    Integrated Oil & Gas
   (GOOG)1 Year Chart         GOOG Alphabet Inc 56 - $177.07 $599,000 3,500 0.32% 204,000 700 0    Search Engines & Info...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 60 - $1,005.87 $546,000 571 0.29% 426,000 434 0.001    Biotechnology
   (RSG)1 Year Chart         RSG Republic Services Inc 68 - $188.07 $347,000 1,850 0.18% 232,000 1,150 0.001    Waste Management
   (NLY)1 Year Chart         NLY Annaly Capital Management Inc 75 - $19.99 $277,000 14,087 0.15% 22,000 911 0.001    Mortgage Investment
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 76 - $60.24 $276,000 4,575 0.15% 170,000 3,900 0    Discount, Variety Stores

      27 Records Found
  1    
Page 1 of 1
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