Long-term investor
Jupiter Wealth Management LLC @jupiterwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001774207).
Record
- Tracked since 2025-06-30 (434 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days -2.4% · 6 months +9.7% · 1 year +14.6% · all +14.6%
- Max drawdown -2.4% · Sharpe 0.99 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 13.5% · long · since 2025-06-30
- AAPL · 6.1% · long · since 2025-06-30
- NVDA · 5.7% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- MS · 4.9% · long · since 2025-06-30
- AVGO · 4.5% · long · since 2025-06-30
- SPY · 4.4% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- BRKA · 3.3% · long · since 2025-06-30
- TSM · 2.9% · long · since 2025-06-30
- MA · 2.1% · long · since 2025-06-30
- JNJ · 2.1% · long · since 2025-06-30