Juno Financial Group

Latest statistics and disclosures from Juno Financial Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Juno Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Juno Financial Group

Juno Financial Group holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 9.8 $25M 326k 75.44
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 8.3 $21M 95k 219.78
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.5 $19M 405k 46.04
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 6.7 $17M 730k 23.02
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 6.6 $17M 115k 143.52
 View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY) 6.4 $16M 231k 69.47
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.4 $13M 410k 32.62
 View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG) 4.2 $11M 460k 22.88
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.8 $9.6M 181k 52.77
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $8.9M 324k 27.43
 View chart
Microsoft Corporation (MSFT) 2.7 $6.7M 14k 483.62
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.2 $5.6M 305k 18.22
 View chart
JPMorgan Chase & Co. (JPM) 2.0 $5.0M 15k 322.22
 View chart
Eli Lilly & Co. (LLY) 1.7 $4.2M 3.9k 1074.80
 View chart
Deere & Company (DE) 1.7 $4.1M 8.9k 465.59
 View chart
Wal-Mart Stores (WMT) 1.6 $4.0M 36k 111.41
 View chart
Procter & Gamble Company (PG) 1.5 $3.7M 26k 143.31
 View chart
Uber Technologies (UBER) 1.3 $3.2M 40k 81.71
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.1M 10k 312.99
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $3.1M 35k 87.16
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 1.2 $3.0M 20k 154.80
 View chart
Chevron Corporation (CVX) 1.2 $3.0M 20k 152.41
 View chart
Lowe's Companies (LOW) 1.1 $2.9M 12k 241.15
 View chart
Palo Alto Networks (PANW) 1.1 $2.7M 15k 184.20
 View chart
Charles Schwab Corporation (SCHW) 1.0 $2.6M 26k 99.91
 View chart
Netflix (NFLX) 1.0 $2.5M 27k 93.76
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $2.4M 85k 28.48
 View chart
Pepsi (PEP) 0.9 $2.3M 16k 143.52
 View chart
Amazon (AMZN) 0.9 $2.3M 10k 230.82
 View chart
Danaher Corporation (DHR) 0.9 $2.2M 9.7k 228.93
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.8 $2.0M 39k 50.50
 View chart
Apple (AAPL) 0.8 $1.9M 7.0k 271.87
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.7 $1.8M 46k 38.32
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.7 $1.6M 3.5k 468.76
 View chart
Lockheed Martin Corporation (LMT) 0.6 $1.5M 3.1k 483.68
 View chart
Ab Active Etfs Tax Aware Shrt (TAFI) 0.5 $1.3M 51k 25.21
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 1.7k 685.00
 View chart
Dominion Resources (D) 0.4 $969k 17k 58.59
 View chart
Cummins (CMI) 0.4 $883k 1.7k 510.31
 View chart
Caterpillar (CAT) 0.4 $878k 1.5k 572.76
 View chart
Philip Morris International (PM) 0.3 $811k 5.1k 160.40
 View chart
Visa Com Cl A (V) 0.3 $700k 2.0k 350.65
 View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.3 $651k 4.6k 142.13
 View chart
NVIDIA Corporation (NVDA) 0.2 $617k 3.3k 186.51
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $617k 8.6k 71.45
 View chart
Cava Group Ord (CAVA) 0.2 $537k 9.1k 58.69
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $494k 787.00 627.30
 View chart
Altria (MO) 0.2 $457k 7.9k 57.66
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.2 $438k 2.0k 214.71
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $436k 1.4k 313.90
 View chart
Ge Aerospace Com New (GE) 0.2 $399k 1.3k 307.97
 View chart
Fulton Financial (FULT) 0.2 $392k 20k 19.33
 View chart
Boeing Company (BA) 0.2 $385k 1.8k 217.12
 View chart
Eaton Corp SHS (ETN) 0.1 $369k 1.2k 318.51
 View chart
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $359k 8.4k 42.69
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $354k 4.3k 82.83
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $337k 1.8k 191.56
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $319k 1.5k 209.11
 View chart
Union Pacific Corporation (UNP) 0.1 $265k 1.1k 231.33
 View chart
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $260k 10k 25.64
 View chart
Ishares Tr Ishares Biotech (IBB) 0.1 $259k 1.5k 168.72
 View chart
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $258k 10k 25.39
 View chart
Walt Disney Company (DIS) 0.1 $253k 2.2k 113.77
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $252k 636.00 396.31
 View chart
Corning Incorporated (GLW) 0.1 $247k 2.8k 87.57
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $218k 290.00 752.58
 View chart
Broadcom (AVGO) 0.1 $215k 622.00 345.87
 View chart
Entergy Corporation (ETR) 0.1 $214k 2.3k 92.44
 View chart
Exxon Mobil Corporation (XOM) 0.1 $206k 1.7k 120.33
 View chart

Past Filings by Juno Financial Group

SEC 13F filings are viewable for Juno Financial Group going back to 2025