Equal-WT
WhaleScore 2.0
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Jupiter Wealth Management is based out of Glendale. Jupiter Wealth Management is a large advisory firm with 83 clients and discretionary assets under management (AUM) of $299,821,386 (Form ADV from 2023-03-02). Their last reported 13F filing for Q4 2023 included $164,053,837 in managed 13F securities
and a top 10 holdings concentration of 44.81%. Jupiter Wealth Management's largest holding is Alphabet Inc. Class A with shares held of 100,141. Whalewisdom has at least 20 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
MS Morgan Stanley | 0.54% |
AMT American Tower Corp. | 0.3% |
HD Home Depot, Inc. (Th | 0.3% |
LEN Lennar Corp. Class A | 0.29% |
CVS CVS Health Corp. (Me | 0.27% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
LLY Lilly (Eli) & Co. | 0.17% |
BIIB Biogen Inc | 0.04% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
GOOGL Alphabet Inc. Class | 8.23% |
MSFT Microsoft Corp. | 7.94% |
AAPL Apple Inc | 7.33% |
XLE The Energy Select Se | 3.53% |
JEPI JPMorgan Equity Prem | 3.44% |
2023-12-31
13F Activity
Market Value | $170m, Prior: $154m |
New Purchases | 0 stocks |
Added To | 20 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 46.75% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0.11% |
Time Held Top 20 | 10.0526 quarters |
Time Held Top 10 | 11.7778 quarters |
Time Held All | 8.84 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31