Joseph Group Capital Management Reduced Holdings in Q3 2025

Joseph Group Capital Management

  • $329 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IHF
Ishares Tr

ETFs
-72.5K
- 98.89%
$40.81 - $49.43 $2.96M - $3.59M
815 $40K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.75K
- 13.3%
$48.31 - $48.93 $278K - $281K
37.5K $1.83M
VIG
Vanguard Dividend Appreciation

ETFs
-729
- 7.61%
N/A
8.85K $1.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.25K
- 35.4%
$87.29 - $93.61 $109K - $117K
2.28K $212K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-755
- 33.2%
$97.75 - $100.75 $73.8K - $76.1K
1.52K $152K
IGF
Ishares Global Infrastructure

ETFs
-1.03K
- 19.63%
$58.29 - $61.43 $60K - $63.3K
4.22K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-608
- 11.35%
$92.18 - $95.14 $56K - $57.8K
4.75K $451K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-66
- 21.64%
$567.77 - $614.76 $37.5K - $40.6K
239 $146K
SJM
J M Smucker CO

Consumer Defensive
-228
- 51.24%
$102.24 - $113.2 $23.3K - $25.8K
217 $23K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-263
- 21.79%
$68.95 - $75.02 $18.1K - $19.7K
944 $70K
EEM
Ishares Msci Emerging Markets

ETFs
-425
- 16.99%
$48.07 - $53.4 $20.4K - $22.7K
2.08K $110K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-367
- 6.95%
$78.88 - $85.2 $28.9K - $31.3K
4.91K $409K
IYW
Ishares Dj Us Tech ETF

ETFs
-31
- 29.25%
$171.38 - $197.01 $5.31K - $6.11K
75 $14K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-140
- 18.02%
$32.11 - $34.92 $4.5K - $4.89K
637 $22K
CHKP
Check Point Software Technologies LTD

Technology
-3
- 1.48%
$180.73 - $231.23 $542 - $694
200 $41K
VNQ
Vanguard Specialized Funds Van

ETFs
-6
- 2.34%
$88.47 - $93.24 $531 - $559
250 $22K
PSEP
Innovator U.S. Equity Power Bu
-319
- 10.27%
N/A
2.79K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-68
- 2.08%
N/A
3.2K $0
Financial Invs Tr
-8.03K
- 1.76%
N/A
449K $0
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5
- 4.13%
$84.28 - $89.46 $421 - $447
116 $10K
VUSB
Vanguard Bd Index Fds
-3.76K
- 12.72%
N/A
25.8K $0
RWO
Spdr Dow Jones Global Real Est

ETFs
-22
- 1.86%
$43.53 - $46.27 $958 - $1.02K
1.16K $53K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-57
- 4.54%
$339.37 - $366.46 $19.3K - $20.9K
1.2K $438K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-717
- 4.79%
$132.9 - $142.03 $95.3K - $102K
14.3K $2.01M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-118
- 1.51%
$46.4 - $51.49 $5.48K - $6.08K
7.7K $384K
CATH
Global X Fds Global X S&P 500

ETFs
-43
- 0.7%
$75.38 - $81.32 $3.24K - $3.5K
6.1K $494K
AVGO
Broadcom Inc.

Technology
-3.14K
- 14.99%
$264.74 - $369.57 $830K - $1.16M
17.8K $5.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.5K
- 1.02%
$26.38 - $27.95 $92.3K - $97.7K
339K $9.25M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-4K
- 20.56%
$184.09 - $279.47 $736K - $1.12M
15.4K $3.81M
MEDP
Medpace Holdings, Inc.

Healthcare
-1.18K
- 22.14%
$308.88 - $514.16 $364K - $605K
4.14K $2.13M
GLDM
World Gold Trust

ETFs
-1.22K
- 2.01%
$64.73 - $76.45 $78.8K - $93K
59.2K $4.53M
LRCX
Lam Research Corp

Technology
-11.4K
- 19.46%
$94.84 - $133.9 $1.08M - $1.53M
47.2K $6.32M
GOOGL
Alphabet Inc.

Communication Services
-2.96K
- 9.36%
$174.36 - $254.72 $517K - $755K
28.7K $6.98M
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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