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 |
|---|---|---|---|---|---|---|---|---|---|
| ExxonMobil | COM | 101 | $499,900 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Zoetis Inc Class A | Shs -A- | 102 | $488,491 | 2,475 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Tesla Inc | - | 103 | $477,082 | 1,920 | 0.00 | 0.00 | 1,320 | 220.00 | 12-31-2023 |
| Crispr Therapeutics | COM | 104 | $469,500 | 7,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
