Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JUPITER WEALTH MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 86 | 170,022,712 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc | CAP STK CL A | 1 | $13,988,696 | 100,141 | 0.01 | 0.01 | 1,548 | 1.57 | 12-31-2023 |
| Microsoft | COM | 2 | $13,503,596 | 35,910 | 0.01 | 0.01 | 887 | 2.53 | 12-31-2023 |
| Apple Inc Com | COM | 3 | $12,459,386 | 64,714 | 0.01 | 0.01 | 1,053 | 1.65 | 12-31-2023 |
| Energy Select Sector SPDR ETF IV | - | 4 | $6,002,609 | 71,596 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
