Joseph Group Capital Management Purchases in Q3 2024

Joseph Group Capital Management

  • $232 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
699K
New
$45.87 - $48.53 $32M - $33.9M
699K $33.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
87.8K
+ 41.89%
$58.03 - $65.37 $5.1M - $5.74M
297K $19.3M
IBP
Installed Building Products, Inc.

Consumer Cyclical
12.2K
New
$198.8 - $270.35 $2.42M - $3.29M
12.2K $3M
AVGO
Broadcom Inc.

Technology
16.4K
New
$136.27 - $1745.86 $2.23M - $28.6M
16.4K $2.83M
DEW
Wisdomtree Tr Global High Divi

ETFs
6.15K
+ 2.9%
$50.05 - $55.83 $308K - $343K
218K $12M
PH
Parker Hannifin Corp

Industrials
809
+ 13.19%
$501.01 - $635.92 $405K - $514K
6.94K $4.39M
HD
Home Depot, Inc.

Consumer Cyclical
1.67K
+ 18.02%
$333.64 - $405.2 $557K - $676K
10.9K $4.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.05K
+ 6.1%
$77.02 - $85.06 $466K - $514K
105K $8.88M
ETN
Eaton Corp PLC

Industrials
2.78K
+ 27.63%
$272.52 - $333.02 $758K - $926K
12.8K $4.26M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.48K
+ 1.1%
$51.58 - $53.79 $283K - $295K
503K $27M
AAPL
Apple Inc.

Technology
2.73K
+ 18.59%
$207.23 - $234.82 $566K - $642K
17.4K $4.06M
CRM
Salesforce, Inc.

Technology
2.52K
+ 35.02%
$238.42 - $276.53 $600K - $695K
9.7K $2.65M
FITB
Fifth Third Bancorp

Financial Services
9.36K
+ 16.32%
$36.01 - $43.64 $337K - $408K
66.7K $2.86M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.17K
+ 3.25%
$52.1 - $59.66 $269K - $309K
164K $9.73M
PG
Procter & Gamble CO

Consumer Defensive
3.33K
+ 16.82%
$160.76 - $177.82 $536K - $593K
23.2K $4.01M
T
At&T Inc.

Communication Services
7.99K
+ 4.46%
$18.21 - $22.28 $146K - $178K
187K $4.11M
SJM
J M Smucker CO

Consumer Defensive
3.62K
+ 21.13%
$109.12 - $122.4 $395K - $443K
20.8K $2.51M
RPM
Rpm International Inc

Basic Materials
3.2K
+ 17.35%
$103.91 - $125.03 $333K - $400K
21.7K $2.62M
NVDA
Nvidia Corp

Technology
5.02K
New
$98.91 - $134.91 $497K - $678K
5.02K $609K
MSFT
Microsoft Corp

Technology
1.69K
+ 21.92%
$395.15 - $467.56 $666K - $788K
9.37K $4.03M
AMGN
Amgen Inc

Healthcare
1.17K
+ 15.66%
$309.38 - $337.38 $362K - $394K
8.63K $2.78M
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 7.43%
$194.9 - $224.8 $245K - $282K
18.2K $3.83M
AEP
American Electric Power CO Inc

Utilities
453
+ 1.86%
$87.11 - $104.95 $39.5K - $47.5K
24.8K $2.54M
GOOGL
Alphabet Inc.

Communication Services
4.18K
+ 23.06%
$148.65 - $191.18 $622K - $799K
22.3K $3.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
855
+ 17.75%
$460.0 - $505.78 $393K - $432K
5.67K $2.64M
CVX
Chevron Corp

Energy
3.09K
+ 23.25%
$137.88 - $161.97 $426K - $501K
16.4K $2.41M
MPC
Marathon Petroleum Corp

Energy
2.61K
+ 22.99%
$158.61 - $180.75 $414K - $472K
14K $2.27M
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.08K
+ 15.99%
$80.08 - $89.33 $166K - $186K
15.1K $1.31M
SCHV
Schwab Strategic Tr Us Large C

ETFs
476
+ 1.63%
$73.43 - $80.37 $35K - $38.3K
29.7K $2.39M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.06K
New
$45.2 - $47.87 $184K - $194K
4.06K $193K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
249
+ 0.81%
$46.13 - $52.38 $11.5K - $13K
31.2K $1.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.74K
+ 487.36%
$75.32 - $84.37 $131K - $146K
2.09K $174K
XLE
Energy Sector Spdr

ETFs
1.52K
New
$84.35 - $93.39 $128K - $142K
1.52K $133K
CATH
Global X Fds Global X S&P 500

ETFs
1.66K
+ 42.67%
$62.26 - $69.39 $104K - $115K
5.56K $385K
BJAN
Innovator U.S. Equity Buffer E

ETFs
2.3K
New
$43.63 - $46.56 $100K - $107K
2.3K $106K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
991
New
$59.93 - $66.52 $59.4K - $65.9K
991 $65K
LRCX
Lam Research Corp

Technology
1.05K
+ 32.2%
$731.56 - $1127.3 $769K - $1.18M
4.32K $3.52M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
104
+ 1.82%
$71.9 - $79.86 $7.48K - $8.31K
5.82K $462K
VIG
Vanguard Dividend Appreciation

ETFs
226
+ 2.2%
$182.15 - $182.15 $41.2K - $41.2K
10.5K $1.91M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.25K
New
$25.45 - $29.53 $31.8K - $36.9K
1.25K $36K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 31.93%
$475.2 - $527.7 $25.2K - $28K
219 $115K
EEM
Ishares Msci Emerging Markets

ETFs
412
+ 24.88%
$40.42 - $46.7 $16.7K - $19.2K
2.07K $94K
DFIS
Dimensional ETF Tr Dimensional

ETFs
659
+ 25.83%
$24.06 - $26.97 $15.9K - $17.8K
3.21K $86K
PFE
Pfizer Inc

Healthcare
771
+ 168.34%
$27.7 - $31.39 $21.4K - $24.2K
1.23K $35K
RYH
Invesco S&P 500 Equal Weight H

ETFs
3K
+ 2015.44%
N/A
3.15K $0
PSEP
Innovator U.S. Equity Power Bu
16.3K
+ 4.02%
N/A
421K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
3.47K
+ 3.38%
N/A
106K $0
VUSB
Vanguard Bd Index Fds
147
+ 0.28%
N/A
52.7K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
7.9K
+ 19.02%
N/A
49.4K $0
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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