Portfolio (Quarterly)
Guide ↗
Jupiter Wealth Management LLC
· CIK 0001774207| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RKT | Rocket Companies Cla A Class A | Financial Services | 20,000 | $277K | 0.11% | SOLD |
| 2 | VNQ | Vanguard Real Estate ETF | — | 1,374 | $132K | 0.05% | SOLD |
| 3 | COP | Conocophillips Com | Energy | 900 | $106K | 0.04% | SOLD |
| 4 | PLTR | Palantir Technologies In Class A | Technology | 800 | $104K | 0.04% | SOLD |
Sector Allocation
Technology
33.7%
Financial Services
22.9%
Communication Services
19.4%
Consumer Cyclical
9.7%
Healthcare
6.0%
Energy
2.4%
Real Estate
1.9%
Industrials
1.9%
Consumer Defensive
1.9%
Utilities
0.2%