| |
|
|
| Name: |
Jupiter Wealth Management LLC |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80206 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
2 |
- |
$420.99 |
$14,534,000 |
35,401 |
7.69% |
1,030,000 |
-509 |
0 |
Application Software |
|
|
AAPL |
Apple Inc |
3 |
- |
$189.84 |
$11,371,000 |
62,224 |
6.02% |
-1,088,000 |
-2,490 |
0 |
Personal Computers |
|
|
XLE |
SPDR Energy Sector |
5 |
- |
$93.65 |
$6,260,000 |
67,243 |
3.31% |
257,000 |
-4,353 |
0.002 |
Closed - End Fund - E... |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
6 |
- |
$0.00 |
$5,932,000 |
104,513 |
3.14% |
83,000 |
-1,864 |
0.012 |
N/A |
|
|
MA |
MasterCard Inc A |
9 |
- |
$458.87 |
$5,261,000 |
11,568 |
2.78% |
263,000 |
-150 |
0.001 |
Business Services |
|
|
HD |
Home Depot Inc |
10 |
- |
$342.73 |
$5,145,000 |
15,185 |
2.72% |
-492,000 |
-1,080 |
0.001 |
Home Improvement Stores |
|
|
NKE |
Nike Inc B |
12 |
- |
$91.77 |
$4,664,000 |
49,834 |
2.47% |
-822,000 |
-700 |
0.004 |
Textile - Apparel Foo... |
|
|
AMT |
American Tower Corp |
14 |
- |
$194.94 |
$4,234,000 |
23,350 |
2.24% |
-1,341,000 |
-2,473 |
0.005 |
Integrated Telecommun... |
|
|
CCK |
Crown Holdings Inc |
16 |
- |
$85.25 |
$3,620,000 |
43,082 |
1.92% |
-449,000 |
-1,100 |
0.032 |
Packaging & Containers |
|
|
JNJ |
Johnson & Johnson |
20 |
- |
$154.28 |
$3,229,000 |
21,681 |
1.71% |
-286,000 |
-746 |
0.001 |
Drug Manufacturers - ... |
|
|
PEP |
Pepsico Inc |
23 |
- |
$183.11 |
$2,484,000 |
14,000 |
1.31% |
-874,000 |
-5,770 |
0.001 |
Beverage Soft Drinks... |
|
|
LLY |
Eli Lilly & Co |
31 |
- |
$771.12 |
$1,580,000 |
2,039 |
0.84% |
257,000 |
-230 |
0 |
Drug Manufacturers - ... |
|
|
CMG |
Chipotle Mexican Grill Inc |
38 |
- |
$3,145.88 |
$1,280,000 |
402 |
0.68% |
338,000 |
-10 |
0.001 |
Restaurants |
|
|
IFF |
International Flavors & Fra... |
41 |
- |
$97.83 |
$1,264,000 |
13,000 |
0.67% |
-32,000 |
-3,000 |
0.005 |
Specialty Chemicals |
|
|
VNQ |
Vanguard REIT Index VIPERs |
69 |
- |
$84.90 |
$338,000 |
4,155 |
0.18% |
-34,000 |
-60 |
0.001 |
Closed - End Fund - E... |
|
|
ZTS |
Zoetis Inc. |
74 |
- |
$173.71 |
$281,000 |
1,705 |
0.15% |
-207,000 |
-770 |
0 |
Drugs - Generic |
|
|
BIIB |
Biogen Idec Inc |
83 |
- |
$230.04 |
$220,000 |
1,000 |
0.12% |
-310,000 |
-1,050 |
0.001 |
Biotechnology |
|
|
CVS |
CVS/Caremark Corp |
90 |
- |
$57.52 |
$137,000 |
2,500 |
0.07% |
-2,370,000 |
-29,248 |
0 |
Drug Stores |
|
|
JPM |
JP Morgan Chase & Co |
94 |
- |
$202.47 |
$112,000 |
574 |
0.06% |
-1,111,000 |
-6,613 |
0 |
Domestic Money Center... |
|
