Fund HoldingsJB Capital LLC

Total Portfolio Value
$1.79B
Total Bought
$122.03M
Total Sold
$90.43M
Net Transaction
+$31.59M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
MSCI USA MMENTM
0159,464+159,464032,9971.85%+32,997
ISHARES GOLD TR(IAU)0185,598+185,59809,1890.51%+9,189
ISHARES TR0946,276+946,276091,6285.13%+91,628
BROADCOM INC(AVGO)114,505113,061-1,44419,75226,2121.47%+6,460
ISHARES TR01,249,531+1,249,5310126,8657.10%+126,865
NVIDIA CORPORATION(NVDA)37,15761,045+23,8884,5128,1980.46%+3,685
BLACKROCK ETF TRUST
ISHARES US EQUIT
2,029,2902,024,950-4,340100,389103,7795.81%+3,390
APPLE INC(AAPL)151,869152,572+70335,38538,2072.14%+2,822
MICRON TECHNOLOGY INC(MU)032,989+32,98902,7760.16%+2,776
ELEVANCE HEALTH INC(ELV)09,384+9,38403,4620.19%+3,462
ISHARES TR
MSCI USA QLT FCT
599,230617,549+18,319107,442109,9736.15%+2,532
JPMORGAN CHASE & CO.(JPM)71,83873,091+1,25315,14817,5210.98%+2,373
ISHARES TR1,569,9591,762,818+192,85990,32092,4955.18%+2,175
TAIWAN SEMICONDUCTOR MFG LTD(TSM)094,905+94,905018,7431.05%+18,743
AKAMAI TECHNOLOGIES INC(AKAM)25,21248,478+23,2662,5454,6370.26%+2,092
WALMART INC(WMT)190,371192,450+2,07915,37317,3880.97%+2,015
ISHARES TR335,835371,962+36,12732,17634,1011.91%+1,925
EMERSON ELEC CO(EMR)88,63592,765+4,1309,69411,4970.64%+1,803
DISNEY WALT CO(DIS)061,147+61,14706,8090.38%+6,809
ISHARES TR304,279322,652+18,37359,99561,5883.45%+1,593
AMAZON COM INC(AMZN)034,441+34,44107,5560.42%+7,556
ALPHABET INC(GOOG)049,689+49,68909,4060.53%+9,406
ISHARES INC
MSCI EMRG CHN
767,012866,588+99,57646,87248,0522.69%+1,180
ISHARES TR034,139+34,13901,0850.06%+1,085
INVESCO QQQ TR27,08827,963+87513,22214,2970.80%+1,075
TESLA INC(TSLA)5,3685,806+4381,4042,3440.13%+940
PNC FINL SVCS GROUP INC(PNC)75,87977,371+1,49214,02614,9210.84%+895
EAST WEST BANCORP INC(EWBC)53,52255,064+1,5424,4285,2730.30%+844
ISHARES TR0261,921+261,921041,7822.34%+41,782
THERMO FISHER SCIENTIFIC INC(TMO)06,996+6,99603,6390.20%+3,639
CHART INDS INC(GTLS)010,302+10,30201,9660.11%+1,966
LUMENTUM HLDGS INC(LITE)32,63033,418+7882,0682,8050.16%+737
ISHARES TR0165,345+165,345014,4390.81%+14,439
BLACKROCK ETF TRUST
ISHARES US LARG
021,599+21,59906530.04%+653
TEXAS PACIFIC LAND CORPORATI(TPL)3,3633,222-1412,9753,5640.20%+588
VISA INC(V)15,41515,145-2704,2384,7870.27%+549
SCHWAB CHARLES CORP(SCHW)049,513+49,51303,6640.21%+3,664
ULTA BEAUTY INC(ULTA)7,7578,178+4213,0183,5570.20%+538
ISHARES TR04,999+4,99905330.03%+533
BAKER HUGHES COMPANY(BKR)76,84580,602+3,7572,7783,3060.19%+528
ISHARES TR0494,879+494,8790291,32516.30%+291,325
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,658+3,65805030.03%+503
PURE STORAGE INC(P)028,708+28,70801,7640.10%+1,764
CITIGROUP INC(C)047,520+47,52003,3450.19%+3,345
ISHARES TR04,638+4,63804290.02%+429
ENTERPRISE PRODS PARTNERS L(EPD)121,510126,253+4,7433,5373,9590.22%+422
PAYPAL HLDGS INC(PYPL)42,15543,456+1,3013,2893,7090.21%+420
SCHWAB STRATEGIC TR017,799+17,79904120.02%+412
FIDELITY WISE ORIGIN BITCOIN(FBTC)5,1608,361+3,2012876820.04%+396
BLACKROCK ETF TRUST II281,184296,860+15,67615,05215,4430.86%+391
HUNTINGTON BANCSHARES INC(HBAN)190,745195,909+5,1642,8043,1870.18%+383
CYBERARK SOFTWARE LTD6,1176,497+3801,7842,1640.12%+381
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,622+1,62203640.02%+364
ISHARES TR
A RATE CP BD ETF
28,76437,619+8,8551,4141,7600.10%+346
META PLATFORMS INC(META)11,67611,965+2896,6827,0060.39%+323
ISHARES TR
CORE DIV GRWTH
029,293+29,29301,7970.10%+1,797
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,671+3,67103150.02%+315
ISHARES TR
HIGH YLD SYSTM B
06,627+6,62703120.02%+312
ISHARES TR
ESG AWR MSCI USA
06,375+6,37508210.05%+821
SOUNDHOUND AI INC(SOUN)014,519+14,51902880.02%+288
YUM CHINA HLDGS INC(YUMC)65,43267,043+1,6112,9463,2290.18%+284
US FOODS HLDG CORP(USFD)27,28929,065+1,7761,6781,9610.11%+282
BERKSHIRE HATHAWAY INC DEL7,8548,550+6963,6143,8750.22%+261
INCYTE CORP(INCY)46,62848,356+1,7283,0823,3400.19%+258
ISHARES TR011,804+11,80401,2610.07%+1,261
LISTED FD TR
ROUN MA SEVE ETF
04,576+4,57602490.01%+249
GE VERNOVA INC(GEV)0733+73302410.01%+241
PALANTIR TECHNOLOGIES INC(PLTR)03,172+3,17202400.01%+240
GLOBAL X FDS
RBTCS ARTFL INTE
07,443+7,44302380.01%+238
FS KKR CAP CORP(FSK)010,936+10,93602380.01%+238
ISHARES INC
ESG AWR MSCI EM
07,036+7,03602350.01%+235
ORACLE CORP(ORCL)01,342+1,34202240.01%+224
ISHARES TR03,458+3,45802230.01%+223
SERVICENOW INC(NOW)0206+20602190.01%+219
CARPENTER TECHNOLOGY CORP(CRS)13,80814,265+4572,2032,4210.14%+217
DELTA AIR LINES INC DEL(DAL)03,533+3,53302140.01%+214
FAIR ISAAC CORP(FICO)0102+10202040.01%+204
LULULEMON ATHLETICA INC(LULU)0531+53102030.01%+203
EOG RES INC(EOG)021,441+21,44102,6280.15%+2,628
BLOCK INC(XYZ)06,397+6,39705440.03%+544
ISHARES TR
CONV BD ETF
07,392+7,39206280.04%+628
ISHARES TR06,890+6,89003430.02%+343
NETFLIX INC(NFLX)0529+52904720.03%+472
EATON CORP PLC(ETN)11,50411,801+2973,8133,9160.22%+104
BLACKROCK ETF TRUST
ISHA US AWAR ETF
06,939+6,93904440.02%+444
FEDERAL RLTY INVT TR NEW(FRT)14,56015,798+1,2381,6741,7690.10%+94
ISHARES TR
CORE HIGH DV ETF
06,721+6,72107540.04%+754
ISHARES TR
ESG AWRE USD ETF
016,620+16,62003780.02%+378
ISHARES TR
ESG AWR US AGRGT
07,281+7,28103380.02%+338
MARRIOTT INTL INC NEW(MAR)02,719+2,71907590.04%+759
GENERAL DYNAMICS CORP(GD)01,526+1,52604020.02%+402
TYSON FOODS INC(TSN)57,86861,384+3,5163,4473,5260.20%+79
ALPHABET INC(GOOG)03,063+3,06305830.03%+583
VANGUARD WORLD FD
INF TECH ETF
01,882+1,88201,1700.07%+1,170
HONEYWELL INTL INC(HON)03,152+3,15207120.04%+712
VANGUARD INDEX FDS02,876+2,87608340.05%+834
ISHARES TR02,890+2,89003190.02%+319
AUTONATION INC(AN)09,570+9,57001,6250.09%+1,625
HOME DEPOT INC(HD)6,7657,205+4402,7412,8020.16%+61
VANGUARD INDEX FDS01,430+1,43005870.03%+587
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