MondegarAI
Joseph Group Capital Management

Q1 2025 · 13F-HR

Joseph Group Capital Managementholdings as filed

Filed 2025-04-30 · accession 0001910383-25-000002

$261.6M
Reported value
97
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$36.1M13.8%766,495CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$24.7M9.45%919,554CommonNONE
921909768VXUSVANGUARD STAR FDS$18.7M7.13%300,343CommonNONE
97717W877DEWWISDOMTREE TR$12.2M4.65%216,989CommonNONE
92189F643MOATVANECK ETF TRUST$11.0M4.22%125,342CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$9.1M3.48%144,604CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9.0M3.45%322,668CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$7.4M2.84%102,627CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.2M2.00%21,360CommonNONE
92826C839VVISA INC$5.1M1.96%14,666CommonNONE
00206R102TAT&T INC$5.1M1.96%181,674CommonNONE
037833100AAPLAPPLE INC$5.0M1.91%22,503CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M1.90%9,477CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.0M1.90%29,095CommonNONE
701094104PHPARKER-HANNIFIN CORP$4.9M1.88%8,109CommonNONE
437076102HDHOME DEPOT INC$4.9M1.86%13,281CommonNONE
G29183103ETNEATON CORP PLC$4.8M1.85%17,816CommonNONE
594918104MSFTMICROSOFT CORP$4.7M1.80%12,549CommonNONE
02079K305GOOGLALPHABET INC$4.6M1.76%29,723CommonNONE
98149E303GLDMWORLD GOLD TR$4.6M1.74%73,627CommonNONE
512807108LRCXEURLAM RESEARCH CORP$4.2M1.60%57,517CommonNONE
166764100CVXCHEVRON CORP NEW$3.7M1.40%21,910CommonNONE
743315103PGRPROGRESSIVE CORP$3.6M1.39%12,845CommonNONE
501044101KRKROGER CO$3.5M1.35%52,153CommonNONE
464288414MUBISHARES TR$3.5M1.34%33,181CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.5M1.32%7,126CommonNONE
031162100AMGNAMGEN INC$3.4M1.32%11,046CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$3.4M1.29%30,807CommonNONE
11135F101AVGOBROADCOM INC$3.2M1.22%19,035CommonNONE
56585A102MPCMARATHON PETE CORP$3.2M1.22%21,837CommonNONE
749685103RPMRPM INTL INC$3.1M1.19%26,857CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$3.1M1.17%17,831CommonNONE
023135106AMZNAMAZON COM INC$3.0M1.16%16,011CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$3.0M1.13%111,708CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.9M1.11%116,429CommonNONE
316773100FITBFIFTH THIRD BANCORP$2.9M1.11%74,091CommonNONE
79466L302CRMSALESFORCE INC$2.7M1.03%10,073CommonNONE
46432F859ISTBISHARES TR$2.4M0.91%49,376CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.0M0.75%10,060CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.8M0.71%14,317CommonNONE
46137V662PJPINVESCO EXCHANGE TRADED FD T$1.7M0.64%19,335CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.5M0.59%31,029CommonNONE
97717X651DGRSWISDOMTREE TR$1.4M0.54%30,453CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1.3M0.49%4,173CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.1M0.41%45,833CommonNONE
46429B697USMVISHARES TR$520,8430.20%5,561CommonNONE
67066G104NVDANVIDIA CORPORATION$491,9370.19%4,539CommonNONE
37954Y889CATHGLOBAL X FDS$416,6540.16%6,169CommonNONE
78464A839MDYVSPDR SER TR$406,8240.16%5,280CommonNONE
464287622IWBISHARES TR$386,1860.15%1,259CommonNONE
464287465EFAISHARES TR$301,3390.12%3,687CommonNONE
464288372IGFISHARES TR$291,2270.11%5,327CommonNONE
464287226AGGISHARES TR$242,9480.09%2,456CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$220,9320.08%8,550CommonNONE
67092P763NCPBNUSHARES ETF TR$158,3820.06%6,300CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$142,3240.05%1,523CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$120,9080.05%1,937CommonNONE
19761L607MUSTCOLUMBIA ETF TR I$119,0780.05%5,914CommonNONE
922908363VOOVANGUARD INDEX FDS$115,3800.04%225CommonNONE
464287234EEMISHARES TR$112,7020.04%2,579CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$107,0670.04%2,296CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$106,7410.04%1,609CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$96,9850.04%3,260CommonNONE
45782C656PSEPINNOVATOR ETFS TR$94,7960.04%2,468CommonNONE
464289883AOKISHARES TR$84,0280.03%2,233CommonNONE
78468R622JNKSPDR SER TR$81,1960.03%852CommonNONE
194162103CLCOLGATE PALMOLIVE CO$65,5900.03%700CommonNONE
78463X749RWOSPDR INDEX SHS FDS$56,4700.02%1,294CommonNONE
92189F676SMHVANECK ETF TRUST$54,9820.02%260CommonNONE
832696405SJMSMUCKER J M CO$52,6920.02%445CommonNONE
254687106DISDISNEY WALT CO$49,3500.02%500CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$45,5840.02%200CommonNONE
464287515IGVISHARES TR$43,6050.02%490CommonNONE
17259U204CIONCION INVT CORP$42,7560.02%4,131CommonNONE
78463X848CWISPDR INDEX SHS FDS$40,4650.02%1,368CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$38,8780.01%1,880CommonNONE
370334104GISGENERAL MLS INC$38,8640.01%650CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$36,2970.01%330CommonNONE
808524706SCHESCHWAB STRATEGIC TR$34,4350.01%1,249CommonNONE
464288257ACWIISHARES TR$30,6110.01%263CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$28,9290.01%167CommonNONE
922908553VNQVANGUARD INDEX FDS$23,1780.01%256CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$17,4100.01%416CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$16,6220.01%151CommonNONE
464288513HYGISHARES TR$16,1720.01%205CommonNONE
464287721IYWISHARES TR$14,8870.01%106CommonNONE
97717X669DGRWWISDOMTREE TR$14,2150.01%178CommonNONE
95058W100WENWENDYS CO$13,2840.01%908CommonNONE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$11,3770.00%228CommonNONE
464287523SOXXISHARES TR$11,2900.00%60CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$10,4790.00%340CommonNONE
46435G532SDGISHARES TR$9,1210.00%126CommonNONE
46434V613IUSBISHARES TR$8,8470.00%192CommonNONE
690742101OCOWENS CORNING NEW$8,5690.00%60CommonNONE
002824100ABTABBOTT LABS$7,9590.00%60CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$7,1300.00%200CommonNONE
53578P105LNKBLINKBANCORP INC$6,6850.00%986CommonNONE

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.