Joseph Group Capital Management Purchases in Q4 2024

Joseph Group Capital Management

  • $225 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
4.68K
+ 20.98%
$161.86 - $196.66 $758K - $921K
27K $5.11M
AVGO
Broadcom Inc.

Technology
1.4K
+ 8.56%
$159.67 - $250.0 $224K - $351K
17.8K $4.12M
AAPL
Apple Inc.

Technology
3.02K
+ 17.33%
$221.69 - $259.02 $670K - $782K
20.5K $5.12M
V
Visa Inc.

Financial Services
1.42K
+ 9.86%
$273.87 - $320.91 $389K - $456K
15.8K $5.01M
JCPB
J P Morgan Exchange Traded Fd

ETFs
54.8K
+ 7.84%
$46.07 - $48.17 $2.52M - $2.64M
753K $34.7M
JPM
Jpmorgan Chase & CO

Financial Services
1.86K
+ 10.24%
$205.18 - $250.29 $381K - $465K
20K $4.8M
T
At&T Inc.

Communication Services
20.2K
+ 10.8%
$21.22 - $23.88 $428K - $482K
207K $4.72M
MPC
Marathon Petroleum Corp

Energy
5.62K
+ 40.29%
$131.65 - $174.84 $740K - $983K
19.6K $2.73M
AEP
American Electric Power CO Inc

Utilities
7.42K
+ 29.96%
$90.91 - $102.21 $674K - $758K
32.2K $2.97M
MSFT
Microsoft Corp

Technology
1.18K
+ 12.61%
$406.35 - $454.46 $480K - $537K
10.6K $4.45M
PG
Procter & Gamble CO

Consumer Defensive
2.95K
+ 12.73%
$161.05 - $179.7 $475K - $530K
26.1K $4.38M
RPM
Rpm International Inc

Basic Materials
2.31K
+ 10.67%
$120.09 - $140.26 $278K - $324K
24K $2.95M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.28K
+ 16.91%
$47.58 - $48.56 $346K - $353K
50.3K $2.4M
CVX
Chevron Corp

Energy
2.34K
+ 14.24%
$141.15 - $162.53 $330K - $380K
18.7K $2.71M
HD
Home Depot, Inc.

Consumer Cyclical
1.1K
+ 10.1%
$385.02 - $431.37 $425K - $476K
12K $4.68M
MEDP
Medpace Holdings, Inc.

Healthcare
575
+ 18.88%
$308.93 - $363.58 $178K - $209K
3.62K $1.2M
PGR
Progressive Corp

Financial Services
1.35K
+ 13.08%
$239.6 - $268.88 $323K - $362K
11.6K $2.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.34K
+ 111.96%
$75.1 - $82.99 $176K - $194K
4.43K $335K
SCHG
Schwab Strategic Tr Us Large C

ETFs
82.5K
+ 291.31%
$25.93 - $105.3 $2.14M - $8.69M
111K $3.09M
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.75K
+ 179.03%
$24.25 - $26.7 $139K - $153K
8.96K $219K
LRCX
Lam Research Corp

Technology
46.2K
+ 1071.17%
$70.05 - $814.09 $3.24M - $37.6M
50.5K $3.65M
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.32K
+ 15.36%
$82.12 - $89.61 $190K - $208K
17.4K $1.44M
SJM
J M Smucker CO

Consumer Defensive
2.96K
+ 14.27%
$106.92 - $121.75 $317K - $361K
23.7K $2.61M
MUST
Columbia ETF Tr I Multi Sector

ETFs
3.53K
+ 148.48%
$20.25 - $20.87 $71.4K - $73.6K
5.9K $119K
CL
Colgate Palmolive CO

Consumer Defensive
700
New
$90.22 - $102.31 $63.2K - $71.6K
700 $63K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
260
New
$238.25 - $261.28 $61.9K - $67.9K
260 $62K
DIS
Walt Disney CO

Communication Services
500
New
$92.39 - $117.6 $46.2K - $58.8K
500 $55K
CATH
Global X Fds Global X S&P 500

ETFs
613
+ 11.03%
$68.5 - $73.81 $42K - $45.2K
6.17K $437K
IGV
Ishares Expanded Tech Software

ETFs
490
New
$87.5 - $110.17 $42.9K - $54K
490 $49K
GIS
General Mills Inc

Consumer Defensive
650
New
$62.78 - $74.62 $40.8K - $48.5K
650 $41K
XLRE
Select Sector Spdr Tr Real Est

ETFs
966
New
$40.06 - $45.21 $38.7K - $43.7K
966 $39K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
359
+ 2.33%
$126.68 - $134.74 $45.5K - $48.4K
15.8K $2.01M
VIG
Vanguard Dividend Appreciation

ETFs
175
+ 1.67%
N/A
10.7K $1.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
167
New
$174.22 - $187.62 $29.1K - $31.3K
167 $29K
SCHV
Schwab Strategic Tr Us Large C

ETFs
62.7K
+ 211.01%
$25.79 - $80.4 $1.62M - $5.04M
92.5K $2.41M
EEM
Ishares Msci Emerging Markets

ETFs
527
+ 25.48%
$41.82 - $47.36 $22K - $25K
2.6K $108K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
491
+ 64.27%
$27.88 - $30.51 $13.7K - $15K
1.26K $35K
ACWI
Ishares Msci Acwi ETF

ETFs
62
+ 38.75%
$117.05 - $123.03 $7.26K - $7.63K
222 $26K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
151
+ 7.96%
$96.64 - $101.23 $14.6K - $15.3K
2.05K $198K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 1.37%
$521.84 - $558.82 $1.57K - $1.68K
222 $119K
RYH
Invesco S&P 500 Equal Weight H

ETFs
108
+ 3.43%
N/A
3.26K $0
Nushares ETF Tr
6.54K
New
N/A
6.54K $0
UNH
Unitedhealth Group Inc

Healthcare
998
+ 15.57%
$485.52 - $625.25 $485K - $624K
7.41K $3.75M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
5.83K
+ 11.79%
N/A
55.3K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
340
New
N/A
340 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
750
+ 13.22%
$396.64 - $516.74 $297K - $388K
6.42K $2.59M
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.8K
+ 81.12%
$25.33 - $51.16 $551K - $1.11M
48.6K $1.26M
AMGN
Amgen Inc

Healthcare
1.3K
+ 15.07%
$258.78 - $328.31 $337K - $427K
9.93K $2.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
207K
+ 197.02%
$26.93 - $84.95 $5.58M - $17.6M
312K $8.53M
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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