MondegarAI
Joseph Group Capital Management

Q4 2024 · 13F-HR

Joseph Group Capital Managementholdings as filed

Filed 2025-02-12 · accession 0001910383-25-000001

$253.8M
Reported value
86
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$34.7M13.7%753,409CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$23.4M9.20%904,277CommonNONE
921909768VXUSVANGUARD STAR FDS$17.5M6.88%296,355CommonNONE
45782C656PSEPINNOVATOR ETFS TR$16.2M6.38%413,975CommonNONE
97717W877DEWWISDOMTREE TR$11.3M4.44%215,422CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$10.1M3.99%159,494CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$8.5M3.36%312,184CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$7.4M2.93%102,788CommonNONE
037833100AAPLAPPLE INC$5.1M2.02%20,456CommonNONE
02079K305GOOGLALPHABET INC$5.1M2.01%26,992CommonNONE
92826C839VVISA INC$5.0M1.97%15,844CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.8M1.89%20,011CommonNONE
00206R102TAT&T INC$4.7M1.86%207,165CommonNONE
437076102HDHOME DEPOT INC$4.7M1.84%12,026CommonNONE
G29183103ETNEATON CORP PLC$4.6M1.83%13,977CommonNONE
98149E303GLDMWORLD GOLD TR$4.6M1.82%88,998CommonNONE
594918104MSFTMICROSOFT CORP$4.4M1.75%10,553CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.4M1.72%26,101CommonNONE
11135F101AVGOBROADCOM INC$4.1M1.63%17,790CommonNONE
701094104PHPARKER-HANNIFIN CORP$4.1M1.62%6,446CommonNONE
464288414MUBISHARES TR$4.0M1.58%37,526CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.7M1.48%7,408CommonNONE
512807108LRCXEURLAM RESEARCH CORP$3.7M1.44%50,536CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.1M1.22%110,834CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$3.0M1.17%32,173CommonNONE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$3.0M1.16%55,270CommonNONE
749685103RPMRPM INTL INC$3.0M1.16%23,977CommonNONE
79466L302CRMSALESFORCE INC$2.9M1.16%8,805CommonNONE
743315103PGRPROGRESSIVE CORP$2.8M1.10%11,637CommonNONE
316773100FITBFIFTH THIRD BANCORP$2.8M1.09%65,218CommonNONE
56585A102MPCMARATHON PETE CORP$2.7M1.08%19,578CommonNONE
166764100CVXCHEVRON CORP NEW$2.7M1.07%18,728CommonNONE
832696405SJMSMUCKER J M CO$2.6M1.03%23,729CommonNONE
031162100AMGNAMGEN INC$2.6M1.02%9,934CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.6M1.02%6,422CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$2.4M0.96%13,848CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.4M0.95%92,451CommonNONE
46432F859ISTBISHARES TR$2.4M0.95%50,318CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.1M0.82%10,681CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.79%15,784CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.7M0.66%33,998CommonNONE
97717X651DGRSWISDOMTREE TR$1.6M0.62%30,486CommonNONE
46137V662PJPINVESCO EXCHANGE TRADED FD T$1.4M0.57%17,397CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.3M0.49%48,561CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1.2M0.47%3,620CommonNONE
67066G104NVDANVIDIA CORPORATION$671,4500.26%5,000CommonNONE
46429B697USMVISHARES TR$544,3710.21%6,131CommonNONE
37954Y889CATHGLOBAL X FDS$437,2950.17%6,173CommonNONE
78464A839MDYVSPDR SER TR$433,7220.17%5,408CommonNONE
464287622IWBISHARES TR$406,2440.16%1,261CommonNONE
464287465EFAISHARES TR$335,1040.13%4,432CommonNONE
464288372IGFISHARES TR$247,8640.10%4,742CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$219,9390.09%8,957CommonNONE
464287226AGGISHARES TR$198,3540.08%2,047CommonNONE
67092P763NCPBNUSHARES ETF TR$161,5700.06%6,540CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$133,0560.05%2,101CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$130,4600.05%1,523CommonNONE
19761L607MUSTCOLUMBIA ETF TR I$119,8090.05%5,899CommonNONE
922908363VOOVANGUARD INDEX FDS$119,7890.05%222CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$110,0930.04%2,296CommonNONE
464287234EEMISHARES TR$108,5230.04%2,595CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$95,5180.04%3,260CommonNONE
78468R622JNKSPDR SER TR$93,8470.04%983CommonNONE
464289883AOKISHARES TR$83,2910.03%2,233CommonNONE
194162103CLCOLGATE PALMOLIVE CO$63,6370.03%700CommonNONE
92189F676SMHVANECK ETF TRUST$62,9640.02%260CommonNONE
254687106DISDISNEY WALT CO$55,6750.02%500CommonNONE
46434V613IUSBISHARES TR$52,8840.02%1,170CommonNONE
78463X749RWOSPDR INDEX SHS FDS$50,9530.02%1,188CommonNONE
464287515IGVISHARES TR$49,0590.02%490CommonNONE
17259U204CIONCION INVT CORP$47,0930.02%4,131CommonNONE
370334104GISGENERAL MLS INC$41,4510.02%650CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$39,2870.02%966CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$37,3400.01%200CommonNONE
97717X669DGRWWISDOMTREE TR$36,3380.01%449CommonNONE
78463X848CWISPDR INDEX SHS FDS$35,0650.01%1,255CommonNONE
808524706SCHESCHWAB STRATEGIC TR$33,2610.01%1,249CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$29,2630.01%167CommonNONE
464288257ACWIISHARES TR$26,0850.01%222CommonNONE
922908553VNQVANGUARD INDEX FDS$22,8040.01%256CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$22,6980.01%180CommonNONE
464287721IYWISHARES TR$16,9090.01%106CommonNONE
95058W100WENWENDYS CO$14,8000.01%908CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$10,2340.00%340CommonNONE
690742101OCOWENS CORNING NEW$10,2190.00%60CommonNONE
002824100ABTABBOTT LABS$6,7870.00%60CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.