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

About Jbglobal.Com LLC

Investment Activity

  • Jbglobal.Com LLC has $98.17 million in total holdings as of September 30, 2025.
  • Jbglobal.Com LLC owns shares of 29 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 2.94% of the portfolio was purchased this quarter.
  • About 4.64% of the portfolio was sold this quarter.
  • This quarter, Jbglobal.Com LLC has purchased 28 new stocks and bought additional shares in 8 stocks.
  • Jbglobal.Com LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

437076102 - Home Depot
$202,595 Holding
91324P102 - UnitedHealth Group
$200,965 Holding

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
19,460 shares (about $1.56M)
Home Depot
500 shares (about $202.60K)
UnitedHealth Group
582 shares (about $200.97K)
Apple
1 shares (about $254.62)

Largest Sales this Quarter

Schwab U.S. Large-Cap Value ETF
42,774 shares (about $1.25M)
Vanguard Small-Cap Value ETF
5,713 shares (about $1.19M)
Vanguard Intermediate-Term Corporate Bond ETF
9,438 shares (about $793.83K)
iShares MSCI Emerging Markets ex China ETF
7,272 shares (about $490.94K)
WisdomTree Japan Hedged Equity Fund
3,323 shares (about $425.44K)

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
$22,572,254$1,555,439 7.4%282,40023.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$19,648,835$924,525 4.9%370,52320.0%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$17,128,349$1,245,151 -6.8%588,40117.4%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$10,316,425$425,445 -4.0%80,57810.5%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$9,738,597$1,192,358 -10.9%46,6619.9%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$5,104,720$793,830 -13.5%60,6915.2%ETF
Apple Inc. stock logo
AAPL
Apple
$2,321,095$255 0.0%9,1162.4%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,712,3850.0%21,8501.7%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,275,016$490,941 -27.8%18,8861.3%Manufacturing
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$810,810$251 0.0%3,2260.8%Retail/Wholesale
Paychex, Inc. stock logo
PAYX
Paychex
$792,687$22,692 -2.8%6,2530.8%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$696,0540.0%12,9210.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$586,0320.0%2,6690.6%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$536,782$9,685 -1.8%1,8290.5%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$435,689$9,523 -2.1%6,4970.4%Business Services
Capital One Financial Corporation stock logo
COF
Capital One Financial
$432,422$213 0.0%2,0340.4%Finance
BLOCK INC
$421,623$10,479 -2.4%5,8340.4%CL A
Etsy, Inc. stock logo
ETSY
Etsy
$408,431$7,170 -1.7%6,1520.4%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$392,640$13,574 -3.3%7810.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$379,1390.0%7320.4%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$371,2160.0%3,6570.4%Financial Services
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$338,0260.0%13,1480.3%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$305,497$254 0.1%3,6110.3%Retail/Wholesale
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$300,762$16,443 -5.2%1,4450.3%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$250,385$25 0.0%9,8270.3%Medical
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$248,703$130 0.1%9,5510.3%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$244,409$110,594 -31.2%2,9260.2%Transportation
The Home Depot, Inc. stock logo
HD
Home Depot
$202,595$202,595 New Holding5000.2%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$200,965$200,965 New Holding5820.2%Medical
Novartis AG stock logo
NVS
Novartis
$0$204,386 -100.0%00.0%Medical

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