J
JQ Index V3

JQIM

Index Performance

+7.52%
JQIM
+4.20%
TMLARGE
+6.38%
QQQ
+2.09%
VO
+6.86%
VUG
-1.06%
VTV
+0.95%
DIA
+2.96%
SPY
Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 29, 2024Dec 9, 2024Dec 17, 2024Dec 26, 2024Jan 6, 2025Jan 17, 2025-10%0%10%20%

Overview

Description

Large Cap

  • TickerJQIM
  • Inception Date06/20/2023
  • WeightingCustom
  • # of holdings16
What's inside?
Sectors
  • Electronic Technology
    25.05%
  • Retail Trade
    24.32%
  • Technology Services
    18.50%
  • Commercial Services
    7.13%
  • Consumer Non-Durables
    5.82%
  • Energy Minerals
    5.37%
  • Finance
    4.29%
  • Consumer Durables
    2.39%
  • Transportation
    2.09%
  • Communications
    2.01%
  • Consumer Services
    1.94%
  • Health Services
    1.07%

Holdings

All holdings as of January 17, 2025
CSV download
Apple, Inc. (AAPL)22.88%$3.46T2.02%46.21%9.11
Alphabet, Inc. (GOOG)16.59%$2.41T15.07%58.67%5.93
Amazon.com, Inc. (AMZN)14.24%$2.38T11.04%49.03%3.32
Visa, Inc. (V)7.13%$626.79B10.02%77.52%15.62
Walmart, Inc. (WMT)7.08%$738.59B5.46%24.91%1.07
Procter & Gamble Co. (PG)5.82%$379.47B-0.61%52.25%5.39
Exxon Mobil Corp. (XOM)5.37%$493.66B-2.81%22.23%1.61
Bank of America Corp. (BAC)4.29%$354.13B9.96%N/A5.22
Costco Wholesale Corp. (COST)3.00%$418.68B7.53%12.94%1.64
Honda Motor Co., Ltd. (HMC)2.39%$45.29B4.80%21.32%0.64
QUALCOMM, Inc. (QCOM)2.18%$182.83B8.77%56.21%4.99
United Parcel Service, Inc. (UPS)2.09%$110.71B5.69%17.07%1.51
T-Mobile US, Inc. (TMUS)2.01%$254.11B4.73%49.51%4.35
McDonald's Corp. (MCD)1.94%$201.33B2.70%56.28%10.46
Netflix, Inc. (NFLX)1.91%$366.80B14.46%47.63%8.53
Elevance Health, Inc. (ELV)1.07%$89.36B5.36%N/A0.85
Market data by FactSet

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