Joseph Group Capital Management Reduced Holdings in Q1 2025

Joseph Group Capital Management

  • $252 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
-23.3K
- 98.12%
$100.41 - $118.41 $2.34M - $2.76M
445 $52K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-14.9K
- 9.34%
$62.72 - $71.92 $934K - $1.07M
145K $9.11M
MUB
Ishares National Muni Bond ETF

ETFs
-4.35K
- 11.58%
$104.71 - $107.69 $455K - $468K
33.2K $3.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.73K
- 5.62%
$23.16 - $27.04 $63.2K - $73.8K
45.8K $1.07M
NVDA
Nvidia Corp

Technology
-461
- 9.22%
$106.98 - $149.43 $49.3K - $68.9K
4.54K $491K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.47K
- 9.29%
$126.11 - $135.06 $185K - $198K
14.3K $1.85M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-33
- 0.11%
$46.12 - $52.9 $1.52K - $1.75K
30.5K $1.42M
VIG
Vanguard Dividend Appreciation

ETFs
-621
- 5.81%
N/A
10.1K $1.83M
GLDM
World Gold Trust

ETFs
-15.4K
- 17.27%
$52.19 - $61.89 $802K - $951K
73.6K $4.56M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-978
- 83.59%
$44.72 - $46.25 $43.7K - $45.2K
192 $8K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-128
- 2.37%
$75.47 - $84.24 $9.66K - $10.8K
5.28K $406K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-570
- 9.3%
$87.68 - $94.52 $50K - $53.9K
5.56K $520K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-271
- 60.36%
$78.0 - $84.37 $21.1K - $22.9K
178 $14K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-550
- 56.94%
$39.18 - $43.52 $21.5K - $23.9K
416 $17K
CATH
Global X Fds Global X S&P 500

ETFs
-4
- 0.06%
$66.14 - $74.2 $265 - $297
6.17K $416K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2
- 0.16%
$302.31 - $337.54 $605 - $675
1.26K $386K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-942
- 1.87%
$47.59 - $48.35 $44.8K - $45.5K
49.4K $2.39M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-164
- 7.81%
$61.91 - $66.79 $10.2K - $11K
1.94K $120K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-131
- 13.33%
$94.86 - $97.12 $12.4K - $12.7K
852 $81K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-55K
- 99.59%
N/A
228 $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-161
- 0.16%
N/A
103K $0
PSEP
Innovator U.S. Equity Power Bu
-412K
- 99.4%
N/A
2.47K $0
Nushares ETF Tr
-240
- 3.67%
N/A
6.3K $0
VUSB
Vanguard Bd Index Fds
-2.97K
- 8.73%
N/A
31K $0
DFIS
Dimensional ETF Tr Dimensional

ETFs
-407
- 4.54%
$23.92 - $26.89 $9.74K - $10.9K
8.55K $220K
EEM
Ishares Msci Emerging Markets

ETFs
-16
- 0.62%
$40.81 - $45.34 $653 - $725
2.58K $112K
V
Visa Inc.

Financial Services
-1.18K
- 7.43%
$306.92 - $362.71 $362K - $427K
14.7K $5.14M
AEP
American Electric Power CO Inc

Utilities
-1.37K
- 4.25%
$90.32 - $109.27 $123K - $149K
30.8K $3.37M
T
At&T Inc.

Communication Services
-25.5K
- 12.3%
$21.56 - $28.28 $550K - $721K
182K $5.14M
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
Track This Portfolio

Track Joseph Group Capital Management Portfolio

Follow Joseph Group Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph Group Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Joseph Group Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email