Sponsored

The Analysis of Juno Financial Group LLC's Holdings & P&L

Currently, Juno Financial Group LLC holds 73 types of securities in its portfolio with a total value $282.0M. In the most recent quarter, they have increased their positions in VYM (+43.9K shares, valued at $6.9M), GOVT (+172.4K shares, valued at $3.9M), FBND (+37.3K shares, valued at $1.7M); decreased their positions in SCHD (-228.2K shares, valued at $7.2M), PANW (-8.7K shares, valued at $3.0M), IBTG (-93.3K shares, valued at $2.1M); initiated new positions in N/A (+731 shares, valued at $276.2K), AMD (+389 shares, valued at $226.0K), JNJ (+825 shares, valued at $209.6K).

1M P&L

-160.1K-0.06%

3M P&L

+10.2M+3.93%

HY P&L

+15.6M+6.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A202.9M

75.7%

2Software - Infrastructure11.0M

4.1%

3Farm & Heavy Construction Machinery7.0M

2.6%

Top Industries by Stock Count

1N/A30 stocks

47.6%

2Aerospace & Defense3 stocks

4.8%

3Semiconductors2 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS337.1K shares1.58%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS161.3K shares37.34%2026-06-302026-08-04

FBND FIDELITY MERRIMACK STR TR533.7K shares7.52%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS100.7K shares3.69%2026-06-302026-08-04

GOVT ISHARES TR927.8K shares22.82%2026-06-302026-08-04

RDVY FIRST TR EXCHANGE TRADED FD224.8K shares-2.20%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR442.1K shares1.80%2026-06-302026-08-04

JPLD J P MORGAN EXCHANGE TRADED F177.8K shares6.81%2026-06-302026-08-04

Sponsored

FPE FIRST TR EXCH TRADED FD III350.7K shares8.37%2026-06-302026-08-04

IBTG ISHARES TR271.7K shares-25.57%2026-06-302026-08-04

DE DEERE & CO8.7K shares-2.58%2026-06-302026-08-04

MSFT MICROSOFT CORP14.8K shares5.39%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC16.1K shares-35.21%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.8K shares-0.07%2026-06-302026-08-04

LLY ELI LILLY & CO3.9K shares1.36%2026-06-302026-08-04

PG PROCTER & GAMBLE CO29.6K shares5.87%2026-06-302026-08-04

Sponsored

WMT WALMART INC36.0K shares1.32%2026-06-302026-08-04

TLT ISHARES TR41.8K shares10.95%2026-06-302026-08-04

GOOGL ALPHABET INC10.0K shares1.29%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR105.9K shares-68.30%2026-06-302026-08-04

UBER UBER TECHNOLOGIES INC45.9K shares9.19%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR19.8K shares1.45%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR87.0K shares-0.43%2026-06-302026-08-04

LOW LOWES COS INC12.6K shares5.69%2026-06-302026-08-04

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.6K shares-2.16%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP29.8K shares8.08%2026-06-302026-08-04

PEP PEPSICO INC19.7K shares10.06%2026-06-302026-08-04

CVX CHEVRON CORPORATION15.3K shares3.46%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.31.5K shares7.35%2026-06-302026-08-04

JMUB J P MORGAN EXCHANGE TRADED F43.5K shares-0.45%2026-06-302026-08-04

AMZN AMAZON COM INC9.2K shares1.78%2026-06-302026-08-04

SDVY FIRST TR EXCHANGE TRADED FD49.9K shares1.46%2026-06-302026-08-04

Sponsored

DHR DANAHER CORP DEL11.1K shares2.77%2026-06-302026-08-04

AAPL APPLE INC7.1K shares2.36%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP3.3K shares-0.88%2026-06-302026-08-04

TAFI AB ACTIVE ETFS INC60.6K shares1.92%2026-06-302026-08-04

CAT CATERPILLAR INC1.4K shares-7.18%2026-06-302026-08-04

ISHARES TR ISHARES TR1.7K shares0.23%2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC15.3K shares-5.28%2026-06-302026-08-04

CMI CUMMINS INC1.3K shares-3.54%2026-06-302026-08-04

Sponsored

PM PHILIP MORRIS INTL INC5.2K shares1.49%2026-06-302026-08-04

NVDA NVIDIA CORPORATION3.8K shares16.20%2026-06-302026-08-04

GLW CORNING INC2.9K shares0.91%2026-06-302026-08-04

CIBR FIRST TR EXCHANGE-TRADED FD8.0K shares-7.50%2026-06-302026-08-04

CAVA CAVA GROUP INC9.1K shares0.00%2026-06-302026-08-04

VISA INC VISA INC2.1K shares2.80%2026-06-302026-08-04

QQEW FIRST TR EXCHANGE-TRADED FD4.2K shares-2.85%2026-06-302026-08-04

MO ALTRIA GROUP INC8.2K shares1.76%2026-06-302026-08-04

Sponsored

BINC BLACKROCK ETF TRUST II10.5K shares-3.30%2026-06-302026-08-04

GOOG ALPHABET INC1.5K shares7.44%2026-06-302026-08-04

FULT FULTON FINL CORP PA20.6K shares0.52%2026-06-302026-08-04

ETN EATON CORP PLC1.2K shares0.61%2026-06-302026-08-04

GE GE AEROSPACE1.3K shares2.40%2026-06-302026-08-04

ITA ISHARES TR1.9K shares0.05%2026-06-302026-08-04

VOO VANGUARD INDEX FDS654 shares-1.65%2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.5K shares0.53%2026-06-302026-08-04

Sponsored

BA BOEING CO1.8K shares0.91%2026-06-302026-08-04

VXF VANGUARD INDEX FDS1.5K shares0.20%2026-06-302026-08-04

SHY ISHARES TR4.3K shares0.88%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T1.7K shares-5.00%2026-06-302026-08-04

UNP UNION PAC CORP1.1K shares-2.86%2026-06-302026-08-04

IBB ISHARES TR1.5K shares0.00%2026-06-302026-08-04

VGT VANGUARD WORLD FD2.3K shares700.00%2026-06-302026-08-04

BROADCOM INC BROADCOM INC731 sharesnew addition2026-06-302026-08-04

Sponsored

ETR ENTERGY CORP NEW2.3K shares0.60%2026-06-302026-08-04

IBMO ISHARES TR10.2K shares0.59%2026-06-302026-08-04

IBMP ISHARES TR10.3K shares0.62%2026-06-302026-08-04

GLD SPDR GOLD TR656 shares0.00%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC389 sharesnew addition2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP1.6K shares-8.14%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON825 sharesnew addition2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO2.2K shares1.54%2026-06-302026-08-04

Sponsored

GEV GE VERNOVA INC172 sharesnew addition2026-06-302026-08-04

VXUS

VANGUARD STAR FDS

1.58%

Shares337.1K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

37.34%

Shares161.3K

Event2026-06-30

Filed2026-08-04

FBND

FIDELITY MERRIMACK STR TR

7.52%

Shares533.7K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

3.69%

Shares100.7K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

22.82%

Shares927.8K

Event2026-06-30

Filed2026-08-04

RDVY

FIRST TR EXCHANGE TRADED FD

-2.20%

Shares224.8K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

1.80%

Shares442.1K

Event2026-06-30

Filed2026-08-04

JPLD

J P MORGAN EXCHANGE TRADED F

6.81%

Shares177.8K

Event2026-06-30

Filed2026-08-04

FPE

FIRST TR EXCH TRADED FD III

8.37%

Shares350.7K

Event2026-06-30

Filed2026-08-04

IBTG

ISHARES TR

-25.57%

Shares271.7K

Event2026-06-30

Filed2026-08-04

DEERE & CO

-2.58%

Shares8.7K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

5.39%

Shares14.8K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

-35.21%

Shares16.1K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-0.07%

Shares14.8K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

1.36%

Shares3.9K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

5.87%

Shares29.6K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

1.32%

Shares36.0K

Event2026-06-30

Filed2026-08-04

TLT

ISHARES TR

10.95%

Shares41.8K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

1.29%

Shares10.0K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

-68.30%

Shares105.9K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

9.19%

Shares45.9K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

1.45%

Shares19.8K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

-0.43%

Shares87.0K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

5.69%

Shares12.6K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

-2.16%

Shares3.6K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

8.08%

Shares29.8K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

10.06%

Shares19.7K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

3.46%

Shares15.3K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

7.35%

Shares31.5K

Event2026-06-30

Filed2026-08-04

JMUB

J P MORGAN EXCHANGE TRADED F

-0.45%

Shares43.5K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

1.78%

Shares9.2K

Event2026-06-30

Filed2026-08-04

SDVY

FIRST TR EXCHANGE TRADED FD

1.46%

Shares49.9K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

2.77%

Shares11.1K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

2.36%

Shares7.1K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

-0.88%

Shares3.3K

Event2026-06-30

Filed2026-08-04

TAFI

AB ACTIVE ETFS INC

1.92%

Shares60.6K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

-7.18%

Shares1.4K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.23%

Shares1.7K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

-5.28%

Shares15.3K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

-3.54%

Shares1.3K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

1.49%

Shares5.2K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

16.20%

Shares3.8K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

0.91%

Shares2.9K

Event2026-06-30

Filed2026-08-04

CIBR

FIRST TR EXCHANGE-TRADED FD

-7.50%

Shares8.0K

Event2026-06-30

Filed2026-08-04

CAVA

CAVA GROUP INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-04

VISA INC

2.80%

Shares2.1K

Event2026-06-30

Filed2026-08-04

QQEW

FIRST TR EXCHANGE-TRADED FD

-2.85%

Shares4.2K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

1.76%

Shares8.2K

Event2026-06-30

Filed2026-08-04

BINC

BLACKROCK ETF TRUST II

-3.30%

Shares10.5K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

7.44%

Shares1.5K

Event2026-06-30

Filed2026-08-04

FULT

FULTON FINL CORP PA

0.52%

Shares20.6K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

0.61%

Shares1.2K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

2.40%

Shares1.3K

Event2026-06-30

Filed2026-08-04

ITA

ISHARES TR

0.05%

Shares1.9K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

-1.65%

Shares654

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

0.53%

Shares8.5K

Event2026-06-30

Filed2026-08-04

BOEING CO

0.91%

Shares1.8K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

0.20%

Shares1.5K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

0.88%

Shares4.3K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

-5.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

-2.86%

Shares1.1K

Event2026-06-30

Filed2026-08-04

IBB

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

700.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

New

Shares731

Event2026-06-30

Filed2026-08-04

ETR

ENTERGY CORP NEW

0.60%

Shares2.3K

Event2026-06-30

Filed2026-08-04

IBMO

ISHARES TR

0.59%

Shares10.2K

Event2026-06-30

Filed2026-08-04

IBMP

ISHARES TR

0.62%

Shares10.3K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

0.00%

Shares656

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

New

Shares389

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-8.14%

Shares1.6K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

New

Shares825

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

1.54%

Shares2.2K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

New

Shares172

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available