Jb Capital LLC Incresed Positions in Q1 2025

Jb Capital LLC

  • $1.78 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
141
+ 1.14%
$60.81 - $72.32 $8.57K - $10.2K
12.5K $893K
CVX
Chevron Corp

Energy
98
+ 2.34%
$146.71 - $167.97 $14.4K - $16.5K
4.28K $716K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.89K
+ 25.93%
$45.92 - $47.58 $86.7K - $89.8K
9.17K $435K
UNH
Unitedhealth Group Inc

Healthcare
140
+ 11.7%
$461.52 - $548.18 $64.6K - $76.7K
1.34K $700K
FRT
Federal Realty Investment Trust

Real Estate
3.19K
+ 20.21%
$94.7 - $111.82 $302K - $357K
19K $1.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.08K
+ 16.99%
$120.24 - $134.3 $130K - $145K
7.46K $909K
CGNX
Cognex Corp

Technology
10.1K
+ 27.93%
$29.83 - $41.02 $301K - $414K
46.2K $1.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.92K
+ 16.69%
$27.01 - $28.54 $51.8K - $54.7K
13.4K $374K
DUK
Duke Energy Corp

Utilities
133
+ 4.63%
$105.87 - $121.97 $14.1K - $16.2K
3K $366K
IWB
Ishares Tr Russell 1000 ETF

ETFs
236
+ 18.82%
$302.31 - $337.54 $71.3K - $79.7K
1.49K $457K
SO
Southern CO

Utilities
4
+ 0.08%
$80.96 - $92.96 $324 - $372
5.02K $461K
VHT
Vanguard Health Care ETF

ETFs
132
+ 12.37%
$254.06 - $273.83 $33.5K - $36.1K
1.2K $317K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.04%
$90.32 - $109.27 $90.3 - $109
2.62K $285K
DFAX
Dimensional ETF Tr
48
+ 0.25%
$24.45 - $27.2 $1.17K - $1.31K
18.9K $495K
GD
General Dynamics Corp

Industrials
13
+ 0.85%
$241.94 - $272.58 $3.15K - $3.54K
1.54K $419K
RSP
Invesco S&P 500 Equal Weight E

ETFs
97
+ 5.96%
$169.43 - $182.84 $16.4K - $17.7K
1.72K $298K
SPY
Spdr S&P 500 ETF Trust

ETFs
71
+ 6.85%
$551.42 - $612.93 $39.2K - $43.5K
1.11K $619K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
106
+ 0.43%
$15.0 - $15.91 $1.59K - $1.69K
24.7K $384K
WMS
Advanced Drainage Systems, Inc.

Industrials
201
+ 11.14%
$105.29 - $126.99 $21.2K - $25.5K
2.01K $217K
VIG
Vanguard Dividend Appreciation

ETFs
30
+ 0.99%
N/A
3.07K $558K
FDLO
Fidelity Covington Tr Low Vola

ETFs
42
+ 1.21%
$59.43 - $63.22 $2.5K - $2.66K
3.52K $213K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
104K
+ 5.13%
$48.06 - $53.73 $4.99M - $5.58M
2.13M $104M
Blackrock ETF Trust
7.65K
+ 35.4%
N/A
29.2K $0
Crane Company
6
+ 0.16%
N/A
3.72K $0
Blackrock ETF Trust Ii
631
+ 0.21%
N/A
297K $0
Listed Fd Tr
105
+ 2.29%
N/A
4.68K $0
Fidelity Wise Origin Bitcoin
3.04K
+ 36.3%
N/A
11.4K $0
HYGW
Ishares Tr High Yield Corporat
13.2K
+ 38.53%
N/A
47.3K $0
Wns Hldgs LTD
5.42K
+ 17.03%
N/A
37.2K $0
Healthcare Rlty Tr
52
+ 0.48%
N/A
10.9K $0
SACH
Sachem Capital Corp.

Real Estate
477
+ 2.31%
$1.02 - $1.33 $487 - $634
21.1K $24K
SYY
Sysco Corp

Consumer Defensive
5
+ 0.19%
$70.0 - $77.13 $350 - $386
2.7K $202K
AFG
American Financial Group Inc

Financial Services
88
+ 2.18%
$119.82 - $138.45 $10.5K - $12.2K
4.13K $542K
DHR
Danaher Corp

Healthcare
60
+ 6.26%
$201.62 - $250.59 $12.1K - $15K
1.02K $208K
MS
Morgan Stanley

Financial Services
16
+ 0.9%
$111.68 - $141.08 $1.79K - $2.26K
1.79K $208K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
126
+ 2.15%
$57.21 - $65.8 $7.21K - $8.29K
5.99K $349K
SWK
Stanley Black & Decker, Inc.

Industrials
34
+ 0.59%
$76.43 - $90.41 $2.6K - $3.07K
5.84K $448K
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 7.62%
$360.07 - $417.26 $41K - $47.6K
1.61K $581K
EWBC
East West Bancorp Inc

Financial Services
3.43K
+ 6.23%
$84.35 - $103.91 $289K - $356K
58.5K $5.25M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
66
+ 5.49%
$211.47 - $267.17 $14K - $17.6K
1.27K $268K
BOTZ
Global X Fds

ETFs
60
+ 0.81%
$28.46 - $34.53 $1.71K - $2.07K
7.5K $213K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.44%
$423.19 - $506.29 $1.27K - $1.52K
679 $303K
CMI
Cummins Inc

Industrials
2
+ 0.24%
$312.92 - $386.07 $626 - $772
830 $260K
SOUN
Soundhound Ai, Inc.

Technology
17.1K
+ 117.51%
$8.12 - $20.62 $139K - $352K
31.6K $256K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7
+ 0.13%
$68.07 - $78.99 $476 - $553
5.38K $366K
TMO
Thermo Fisher Scientific Inc.

Healthcare
231
+ 3.3%
$497.6 - $606.74 $115K - $140K
7.23K $3.6M
GIS
General Mills Inc

Consumer Defensive
2.54K
+ 4.89%
$57.56 - $65.3 $146K - $166K
54.6K $3.26M
TT
Trane Technologies PLC

Industrials
15
+ 0.73%
$332.0 - $400.86 $4.98K - $6.01K
2.06K $693K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 0.4%
$507.05 - $563.67 $8.11K - $9.02K
4.04K $2.07M
Activity Summary
Buys All Purchases 147 New Holdings 21 Increased Positions 126 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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