Joseph Group Capital Management Incresed Positions in Q1 2025

Joseph Group Capital Management

  • $252 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.3K
+ 1.69%
$25.69 - $26.89 $392K - $411K
920K $24.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
13.1K
+ 1.74%
$45.56 - $47.23 $596K - $618K
766K $36.1M
UNH
Unitedhealth Group Inc

Healthcare
2.07K
+ 27.93%
$461.52 - $548.18 $955K - $1.13M
9.48K $4.96M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.99K
+ 1.35%
$58.01 - $64.46 $231K - $257K
300K $18.7M
CVX
Chevron Corp

Energy
3.18K
+ 16.99%
$146.71 - $167.97 $467K - $534K
21.9K $3.67M
DEW
Wisdomtree Tr Global High Divi

ETFs
1.57K
+ 0.73%
$51.48 - $56.43 $80.7K - $88.4K
217K $12.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
704
+ 10.96%
$402.49 - $513.76 $283K - $362K
7.13K $3.45M
AMGN
Amgen Inc

Healthcare
1.11K
+ 11.19%
$258.59 - $327.36 $288K - $364K
11K $3.44M
PGR
Progressive Corp

Financial Services
1.21K
+ 10.38%
$235.61 - $291.22 $285K - $352K
12.8K $3.64M
PH
Parker Hannifin Corp

Industrials
1.66K
+ 25.8%
$591.65 - $707.05 $984K - $1.18M
8.11K $4.93M
PG
Procter & Gamble CO

Consumer Defensive
2.99K
+ 11.47%
$158.56 - $176.26 $475K - $528K
29.1K $4.96M
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.3K
+ 20.83%
$25.77 - $27.6 $496K - $531K
112K $2.97M
LRCX
Lam Research Corp

Technology
6.98K
+ 13.81%
$72.44 - $89.02 $506K - $621K
57.5K $4.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 3.36%
$27.01 - $28.54 $283K - $299K
323K $9.02M
MPC
Marathon Petroleum Corp

Energy
2.26K
+ 11.54%
$134.72 - $159.03 $304K - $359K
21.8K $3.18M
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
+ 6.74%
$225.19 - $279.95 $304K - $378K
21.4K $5.24M
MSFT
Microsoft Corp

Technology
2K
+ 18.91%
$375.39 - $447.2 $749K - $893K
12.5K $4.71M
PJP
Invesco Exchange Traded Fd Tr

ETFs
1.94K
+ 11.14%
$81.43 - $87.33 $158K - $169K
19.3K $1.67M
ETN
Eaton Corp PLC

Industrials
3.84K
+ 27.47%
$271.83 - $371.23 $1.04M - $1.43M
17.8K $4.84M
HD
Home Depot, Inc.

Consumer Cyclical
1.26K
+ 10.44%
$347.25 - $424.87 $436K - $533K
13.3K $4.87M
RPM
Rpm International Inc

Basic Materials
2.88K
+ 12.01%
$114.03 - $128.31 $328K - $370K
26.9K $3.11M
FITB
Fifth Third Bancorp

Financial Services
8.87K
+ 13.61%
$37.48 - $44.96 $333K - $399K
74.1K $2.9M
MEDP
Medpace Holdings, Inc.

Healthcare
553
+ 15.28%
$304.69 - $360.97 $168K - $200K
4.17K $1.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
409
+ 19.98%
$95.85 - $99.25 $39.2K - $40.6K
2.46K $242K
IGF
Ishares Global Infrastructure

ETFs
585
+ 12.34%
$51.96 - $54.84 $30.4K - $32.1K
5.33K $291K
UPS
United Parcel Service Inc

Industrials
150
+ 83.33%
$109.66 - $136.26 $16.4K - $20.4K
330 $36K
RWO
Spdr Dow Jones Global Real Est

ETFs
106
+ 8.92%
$41.41 - $45.24 $4.39K - $4.8K
1.29K $56K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
113
+ 9.0%
$27.47 - $30.62 $3.1K - $3.46K
1.37K $40K
ACWI
Ishares Msci Acwi ETF

ETFs
41
+ 18.47%
$115.16 - $124.13 $4.72K - $5.09K
263 $30K
MUST
Columbia ETF Tr I Multi Sector

ETFs
15
+ 0.25%
$20.08 - $20.62 $301 - $309
5.91K $119K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 1.35%
$507.05 - $563.67 $1.52K - $1.69K
225 $115K
AAPL
Apple Inc.

Technology
2.05K
+ 10.01%
$209.68 - $247.1 $429K - $506K
22.5K $5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.6K
+ 5.05%
$24.91 - $29.02 $139K - $162K
116K $2.92M
CRM
Salesforce, Inc.

Technology
1.27K
+ 14.4%
$268.36 - $359.95 $340K - $456K
10.1K $2.7M
GOOGL
Alphabet Inc.

Communication Services
2.73K
+ 10.12%
$154.33 - $206.19 $421K - $563K
29.7K $4.6M
AVGO
Broadcom Inc.

Technology
1.25K
+ 7.0%
$167.43 - $244.7 $208K - $305K
19K $3.19M
Activity Summary
Buys All Purchases 48 New Holdings 11 Increased Positions 37 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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