Jupiter Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Glendale, CO
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
93
Total value ($000)
$211,641
Net value change ($000)
+13,617 (6.9%)
New positions
6
Sold out positions
3
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 3,937 19.7%
AAPL 1,142 10.4%
AVGO 784 11.0%
ASML 711 75.3%
TSM 698 23.3%
MS 632 8.1%
XLE 627 15.0%
AMZN 591 11.2%
VOO 504 36.8%
NVDA 448 3.6%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -498 -81.4%
CCJ -454 -100.0%
ORCL -427 -100.0%
CMG -419 -57.2%
MSFT -354 -2.1%
META -336 -5.9%
NKE -267 -9.7%
CCK -244 -6.1%
AMT -235 -5.8%
COST -142 -17.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type