• 13F History

Joseph Group Capital Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$254M
Signature - Title
Andrew Burkey - Investment Operations Associate
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Joseph Group Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joseph Group Capital Management reported 86 stock holdings with total value $254M as of Q4 2024. Top holdings included JCPB, SCHP, VXUS, PSEP, and DEW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 86 $254M +$37.8M -$15.2M +$22.6M JCPB, SCHP, VXUS, PSEP, DEW 13F-HR 2/12/2025, 01:27 PM
Q3 2024 80 $262M +$60.5M -$3.62M +$56.9M JCPB, SCHP, VXUS, GLDM, PSEP 13F-HR 11/7/2024, 04:07 PM
Q2 2024 73 $193M +$15.2M -$23M -$7.8M SCHP, PSEP, GLDM, VXUS, DEW 13F-HR 8/12/2024, 05:20 PM
Q1 2024 83 $198M +$23.7M -$7.07M +$16.6M SCHP, RSP, GLDM, PSEP, VXUS 13F-HR 5/13/2024, 02:06 PM
Q4 2023 81 $172M +$26M -$5.3M +$20.7M SCHP, RSP, DEW, PSEP, GLDM 13F-HR 2/13/2024, 05:02 PM
Q3 2023 80 $139M +$29.3M -$6.34M +$23M SCHP, DEW, GLDM, PSEP, VXUS 13F-HR 11/13/2023, 05:07 PM
Q2 2023 75 $119M +$11.9M -$7.4M +$4.47M SCHP, GLDM, DEW, PSEP, CIBR 13F-HR 8/10/2023, 04:46 PM
Q1 2023 81 $114M +$14.5M -$8.9M +$5.6M SCHP, GLDM, DEW, PSEP, MUB 13F-HR 5/4/2023, 04:52 PM
Q4 2022 94 $105M +$15.2M -$10.1M +$5.04M GLDM, SCHP, DEW, PSEP, MUB 13F-HR 2/9/2023, 04:06 PM
Q3 2022 82 $91.6M +$9.14M -$2.32M +$6.82M SCHP, GLDM, DEW, XLE, SCHE 13F-HR 11/9/2022, 04:01 PM
Q2 2022 73 $99.8M +$24M -$8.37M +$15.7M GLDM, SCHP, DEW, HYD, XLE 13F-HR 8/10/2022, 11:24 AM
Q1 2022 79 $99.2M +$17.3M -$17.6M -$294K GLDM, SCHP, BJAN, XLE, SCHE 13F-HR 5/11/2022, 02:56 PM
Q4 2021 69 $104M SCHP, PJAN, BJAN, KRE, XLE Restatement 2/11/2022, 01:50 PM