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Jbglobal.Com LLC Top Holdings and 13F Report (2025)

About Jbglobal.Com LLC

Investment Activity

  • Jbglobal.Com LLC has $96.18 million in total holdings as of March 31, 2025.
  • Jbglobal.Com LLC owns shares of 32 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 8.54% of the portfolio was purchased this quarter.
  • About 6.37% of the portfolio was sold this quarter.
  • This quarter, Jbglobal.Com LLC has purchased 31 new stocks and bought additional shares in 14 stocks.
  • Jbglobal.Com LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

02079K107 - Alphabet
$792,165 Holding
911312106 - United Parcel Service
$353,728 Holding
92189F205 - VanEck Steel ETF
$209,715 Holding

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
50,300 shares (about $3.97M)
Alphabet
5,123 shares (about $792.17K)
United Parcel Service
3,216 shares (about $353.73K)
Etsy
5,206 shares (about $245.62K)

Largest Sales this Quarter

Vanguard Small-Cap Value ETF
6,950 shares (about $1.29M)
iShares MSCI Emerging Markets ex China ETF
19,574 shares (about $1.08M)
Schwab U.S. Large-Cap Value ETF
38,341 shares (about $1.02M)
WisdomTree Japan Hedged Equity Fund
7,036 shares (about $775.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJbglobal.Com LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$19,951,633$3,970,686 24.8%252,74420.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$17,228,549$2,379,380 16.0%210,72117.9%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$17,074,801$1,019,103 -5.6%642,39317.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$13,640,712$1,294,715 -8.7%73,22314.2%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$9,716,145$775,229 -7.4%88,18410.1%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,320,777$56,926 2.5%44,3152.4%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$2,033,036$9,552 -0.5%9,1522.1%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,819,580$1,078,339 -37.2%33,0291.9%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,784,4900.0%21,8501.9%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$991,629$7,252 -0.7%6,4271.0%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$792,165$792,165 New Holding5,1230.8%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$751,692$466 0.1%3,2230.8%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$643,5950.0%12,9210.7%ETF
Etsy, Inc. stock logo
ETSY
Etsy
$605,650$245,619 68.2%12,8370.6%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$568,811$305 0.1%1,8620.6%Business Services
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$567,314$70,233 14.1%18,6430.6%Consumer Staples
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$527,155$19,771 3.9%8,0790.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$507,804$10,655 2.1%2,6690.5%Retail/Wholesale
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$507,612$26,939 -5.0%11,0420.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$443,107$86,811 -16.4%8320.5%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$416,972$71,358 20.6%16,4550.4%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$353,728$353,728 New Holding3,2160.4%Transportation
Starbucks Co. stock logo
SBUX
Starbucks
$353,606$196 0.1%3,6050.4%Retail/Wholesale
Discover Financial Services stock logo
DFS
Discover Financial Services
$340,740$171 0.1%1,9960.4%Finance
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$336,459$32,335 10.6%1,5400.3%Computer and Technology
iShares MSCI Global Metals & Mining Producers ETF stock logo
PICK
iShares MSCI Global Metals & Mining Producers ETF
$329,845$358,800 -52.1%9,1930.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$304,8230.0%5820.3%Medical
Citigroup Inc. stock logo
C
Citigroup
$297,972$3,692 1.3%4,1970.3%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$283,0690.0%13,1480.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$274,7850.0%7320.3%Computer and Technology
SLX
VanEck Steel ETF
$209,715$209,715 New Holding3,4100.2%ETF
BLOCK INC
$202,597$270,781 -57.2%3,7290.2%CL A
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$992,780 -100.0%00.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$202,315 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data