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JUPITER WEALTH MANAGEMENT LLC

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GLENDALE CO Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance