Jupiter Wealth Management 13F annual report
Jupiter Wealth Management is an investment fund managing more than $189 billion ran by Tyler Boon. There are currently 94 companies in Mr. Boon’s portfolio. The largest investments include Alphabet Inc and Microsoft, together worth $32 billion.
$189 billion Assets Under Management (AUM)
As of 5th August 2024, Jupiter Wealth Management’s top holding is 102,117 shares of Alphabet Inc currently worth over $17.5 billion and making up 9.3% of the portfolio value.
Relative to the number of outstanding shares of Alphabet Inc, Jupiter Wealth Management owns more than approximately 0.1% of the company.
In addition, the fund holds 34,603 shares of Microsoft worth $14.5 billion, whose value fell 2.2% in the past six months.
The third-largest holding is Apple Inc worth $13.1 billion and the next is Berkshire Hathaway 1/100 Cl/a worth $7.25 billion, with 1,100 shares owned.
Currently, Jupiter Wealth Management's portfolio is worth at least $189 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Jupiter Wealth Management
The Jupiter Wealth Management office and employees reside in Glendale, Colorado. According to the last 13-F report filed with the SEC, Tyler Boon serves as the CCO at Jupiter Wealth Management.
Recent trades
In the most recent 13F filing, Jupiter Wealth Management revealed that it had opened a new position in
Ishares Russell (2000 Etf) and bought 13,750 shares worth $3.08 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
55,011 additional shares.
This makes their stake in NVIDIA Corp total 60,627 shares worth $7.09 billion.
NVIDIA Corp dropped approximately 0.1% in the past year.
On the other hand, there are companies that Jupiter Wealth Management is getting rid of from its portfolio.
Jupiter Wealth Management closed its position in Charles Schwab on 12th August 2024.
It sold the previously owned 10,000 shares for $764 million.
Tyler Boon also disclosed a decreased stake in Alphabet Inc by approximately 0.1%.
This leaves the value of the investment at $17.5 billion and 102,117 shares.
One of the smallest hedge funds
The two most similar investment funds to Jupiter Wealth Management are Rise Advisors and Mcnaughton Wealth Management. They manage $189 billion and $189 billion respectively.
Tyler Boon investment strategy
Jupiter Wealth Management’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 23.9% of
the total portfolio value.
The fund focuses on investments in the United States as
40.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
41% of the total holdings value.
On the other hand, small-cap stocks make up only 3.2% of the portfolio.
The average market cap of the portfolio companies is close to $237 billion.
The complete list of Jupiter Wealth Management trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Alphabet Inc |
7.48%
102,117
|
$17,522,785,000 | 9.29% |
| Microsoft Corporation |
2.25%
34,603
|
$14,476,165,000 | 7.67% |
| Apple Inc |
5.52%
58,788
|
$13,055,639,000 | 6.92% |
| Berkshire Hathaway 1/100 Cl/a |
No change
1,100
|
$7,251,319,000 | 3.84% |
| NVIDIA Corp |
979.54%
60,627
|
$7,094,572,000 | 3.76% |
| Energy Select Sector Spdr Etf Iv |
6.99%
62,541
|
$5,829,447,000 | 3.09% |
| Home Depot, Inc. |
3.70%
14,623
|
$5,383,604,000 | 2.85% |
| Amazon.com Inc. |
4.90%
28,549
|
$5,338,092,000 | 2.83% |
| Spdr Sp500 Etf (trust Trust Unit Depositary Receipt) |
13.48%
9,566
|
$5,269,048,000 | 2.79% |
| American Tower Corp. |
5.45%
22,078
|
$4,865,991,000 | 2.58% |
| Mastercard Incorporated |
9.56%
10,462
|
$4,851,334,000 | 2.57% |
| Morgan Stanley Com |
3.53%
45,928
|
$4,740,229,000 | 2.51% |
| Jpmorgan Ultra Shrt Muncipl Incm Etf |
No change
80,000
|
$4,071,200,000 | 2.16% |
| Broadcom Inc |
823.86%
24,621
|
$3,956,102,000 | 2.10% |
| Berkshire Hathaway Inc. |
6.32%
8,332
|
$3,653,582,000 | 1.94% |
| Crown Hldgs Inc Com |
6.15%
40,432
|
$3,586,318,000 | 1.90% |
| Johnson Johnson |
4.22%
22,596
|
$3,566,779,000 | 1.89% |
| Nike Inc Class B Com |
17.11%
41,305
|
$3,092,092,000 | 1.64% |
| Ishares Russell (2000 Etf) |
Opened
13,750
|
$3,078,075,000 | 1.63% |
| Facebook Inc-class A |
1.01%
6,126
|
$2,908,809,000 | 1.54% |
| Marathon Petroleum Corp |
No change
16,000
|
$2,832,320,000 | 1.50% |
| JPMorgan Equity Premium Income |
56.96%
44,982
|
$2,585,565,000 | 1.37% |
| Bk Of America Corp |
2.75%
63,647
|
$2,565,611,000 | 1.36% |
| Freeport-McMoRan Inc |
18.97%
55,081
|
$2,501,228,000 | 1.33% |
| Nuveen Amt Free Qlty |
0.96%
205,787
|
$2,372,727,000 | 1.26% |
| Taiwan Semiconductor |
0.47%
13,735
|
$2,277,263,000 | 1.21% |
| Citigroup Inc |
0.96%
34,588
|
$2,244,069,000 | 1.19% |
| Pfizer Inc. |
5.00%
71,140
|
$2,172,616,000 | 1.15% |
| Pepsico Inc |
10.71%
12,500
|
$2,158,375,000 | 1.14% |
| Merck Co Inc New |
No change
17,500
|
$1,979,775,000 | 1.05% |
| Proshares Trust Sp (500 Divid Aristocrats Etf) |
No change
19,475
|
$1,968,533,000 | 1.04% |
| Crown Castle Intl |
No change
16,000
|
$1,761,280,000 | 0.93% |
| PulteGroup Inc |
5.10%
12,822
|
$1,692,504,000 | 0.90% |
| Ishares Us Aerospace Defense Etf |
1.22%
11,640
|
$1,666,615,000 | 0.88% |
| KB Home |
4.87%
18,666
|
$1,606,769,000 | 0.85% |
| Goldman Sachs Group, Inc. |
No change
3,000
|
$1,527,090,000 | 0.81% |
| Nuveen Preferred Income |
No change
182,794
|
$1,403,858,000 | 0.74% |
| Lockheed Martin Corp. |
No change
2,500
|
$1,354,800,000 | 0.72% |
| Lennar Corp. |
28.68%
7,592
|
$1,343,253,000 | 0.71% |
| Ishares Russell 1000 Growth Etf |
No change
3,735
|
$1,337,840,000 | 0.71% |
| Intl Flavors Fragra |
No change
13,000
|
$1,293,240,000 | 0.69% |
| Bunge Global Sa F |
No change
12,058
|
$1,268,863,000 | 0.67% |
| Eli Lilly And Co |
26.43%
1,500
|
$1,206,405,000 | 0.64% |
| Global X NASDAQ 100 Covered Call ETF |
No change
62,034
|
$1,089,937,000 | 0.58% |
| Phillips 66 Com |
13.77%
7,459
|
$1,085,135,000 | 0.58% |
| Medtronic Plc |
No change
12,000
|
$963,840,000 | 0.51% |
| Chipotle Mexican |
4,278.11%
17,600
|
$956,032,000 | 0.51% |
| Ishares Russell Mid Cap Etf |
No change
11,000
|
$934,340,000 | 0.50% |
| Wells Fargo Co New |
No change
15,000
|
$890,100,000 | 0.47% |
| iShares Select Dividend ETF |
No change
6,548
|
$851,895,000 | 0.45% |
| Crocs Inc |
37.62%
6,300
|
$846,531,000 | 0.45% |
| Neos S And P 500 High Income Etf |
No change
16,299
|
$818,536,000 | 0.43% |
| ASML Holding NV |
17.16%
845
|
$791,512,000 | 0.42% |
| Charles Schwab Corp. |
Closed
10,000
|
$764,000,000 | |
| Walt Disney |
39.09%
6,648
|
$622,851,000 | 0.33% |
| Vanguard Total Interntl Stock Etf Iv |
No change
9,865
|
$610,446,000 | 0.32% |
| Exxonmobil |
28.57%
5,000
|
$592,950,000 | 0.31% |
| Regeneron |
6.65%
533
|
$575,208,000 | 0.30% |
| Constellation Brand Class A |
No change
2,250
|
$551,610,000 | 0.29% |
| Mcdonald S Corp |
No change
2,000
|
$530,800,000 | 0.28% |
| Caterpillar Inc. |
No change
1,500
|
$519,300,000 | 0.28% |
| Waste Management, Inc. |
No change
2,500
|
$506,650,000 | 0.27% |
| Wal-mart |
60.44%
7,340
|
$503,818,000 | 0.27% |
| Salesforce Inc |
Closed
1,795
|
$500,751,000 | |
| Ishares Russell (2000 Growth Etf) |
No change
1,683
|
$477,905,000 | 0.25% |
| Costco Wholesale Corp |
21.68%
578
|
$475,116,000 | 0.25% |
| Crispr Therapeutics |
No change
7,500
|
$429,675,000 | 0.23% |
| Ishares Msci Japan Etf |
Opened
6,000
|
$425,820,000 | 0.23% |
| Cisco Systems, Inc. |
50.00%
7,500
|
$363,375,000 | 0.19% |
| Vanguard Dividend Appreciation Etf |
No change
1,821
|
$345,608,000 | 0.18% |
| Republic Services, Inc. |
4.05%
1,775
|
$344,918,000 | 0.18% |
| AMGEN Inc. |
Opened
1,000
|
$332,470,000 | 0.18% |
| Intel Corp. |
No change
10,000
|
$307,400,000 | 0.16% |
| Zoetis Inc |
No change
1,705
|
$306,968,000 | 0.16% |
| Annaly Capital Mgmt Reit |
3.24%
14,543
|
$289,554,000 | 0.15% |
| Crowdstrike Hldgs |
Closed
900
|
$282,384,000 | |
| Virtus Divid Int P |
No change
21,421
|
$272,267,000 | 0.14% |
| J P Morgan Nasdaq Eqt Prm Inc Etf Iv |
No change
5,000
|
$268,600,000 | 0.14% |
| Alliancebernstein Ntnl M |
No change
23,675
|
$266,582,000 | 0.14% |
| Vanguard Real Estate Etf |
30.83%
2,874
|
$259,838,000 | 0.14% |
| DuPont de Nemours Inc |
No change
3,000
|
$251,100,000 | 0.13% |
| Moderna Inc |
No change
2,000
|
$238,440,000 | 0.13% |
| Adobe Inc |
Opened
400
|
$220,660,000 | 0.12% |
| Biogen Inc |
Closed
1,000
|
$219,720,000 | |
| Schwab Us Dividend Equity Etf |
Opened
2,000
|
$165,160,000 | 0.09% |
| Palo Alto Networks Inc |
Closed
500
|
$151,505,000 | |
| Dbx Etf Tr Xtrackers (sp) |
No change
2,987
|
$151,112,000 | 0.08% |
| Estee Lauder |
40.00%
1,500
|
$149,415,000 | 0.08% |
| Mosaic Co New Com |
Closed
5,000
|
$147,850,000 | |
| Oracle Corp Com |
Opened
1,000
|
$139,450,000 | 0.07% |
| Lam Research Corp. |
No change
150
|
$138,186,000 | 0.07% |
| Coupang, Inc. |
No change
6,597
|
$136,888,000 | 0.07% |
| Uber Technologies Inc |
No change
2,000
|
$128,940,000 | 0.07% |
| Putnam Managed Mun |
No change
20,000
|
$126,000,000 | 0.07% |
| Jpmorgan Chase |
No change
574
|
$122,147,000 | 0.06% |
| CVS Health Corp |
20.00%
2,000
|
$120,660,000 | 0.06% |
| Union Pacific Corp. |
No change
479
|
$118,184,000 | 0.06% |
| Chevron Corp. |
79.41%
700
|
$112,329,000 | 0.06% |
| Cheniere Energy Inc. |
Opened
600
|
$109,584,000 | 0.06% |
| Parker-Hannifin Corp. |
51.28%
190
|
$106,620,000 | 0.06% |
| No transactions found | |||
| Showing first 500 out of 100 holdings | |||
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