Joseph Group Capital Management Portfolio Holdings
Joseph Group Capital Management
- $275 Million
- Q2 2025
Joseph Group Capital Management has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $36.8M, Schwab Strategic Us Tips ETF with a value of $24.8M, Vanguard Star Fd Vanguard Tota with a value of $20.8M, Wisdomtree Tr Global High Divi with a value of $12.5M, and Vaneck Morningstar Wide Moat E with a value of $11.3M.
Joseph Group Capital Management is based out at Columbus, OH
Below you can find more details about Joseph Group Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $163 Million
Technology: $26.9 Million
Financial Services: $18.2 Million
Consumer Cyclical: $12.5 Million
Industrials: $11.3 Million
Communication Services: $11.1 Million
Consumer Defensive: $8.91 Million
Healthcare: $8.58 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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