J
JQ Index V3

JQIM

Index Performance

+7.05%
JQIM
+6.19%
TMLARGE
+6.72%
QQQ
+11.25%
VO
+7.88%
VUG
+6.71%
VTV
+8.87%
DIA
+6.88%
SPY
Aug 27, 2024Sep 5, 2024Sep 13, 2024Sep 24, 2024Oct 2, 2024Oct 10, 2024Oct 18, 2024Oct 28, 2024Nov 5, 2024Nov 13, 2024Nov 25, 2024-10%0%10%20%

Overview

Description

Large Cap

  • TickerJQIM
  • Inception Date06/20/2023
  • WeightingCustom
  • # of holdings16
What's inside?
Sectors
  • Electronic Technology
    26.14%
  • Retail Trade
    24.62%
  • Technology Services
    18.05%
  • Commercial Services
    7.34%
  • Consumer Non-Durables
    5.86%
  • Energy Minerals
    4.96%
  • Finance
    4.53%
  • Communications
    2.29%
  • Transportation
    2.04%
  • Consumer Services
    1.90%
  • Consumer Durables
    1.55%
  • Health Services
    0.72%

Holdings

All holdings as of November 25, 2024
CSV download
Apple, Inc. (AAPL)24.34%$3.52T2.02%46.21%9.11
Alphabet, Inc. (GOOG)15.69%$1.92T15.07%58.67%5.93
Amazon.com, Inc. (AMZN)14.03%$2.12T11.04%49.03%3.32
Walmart, Inc. (WMT)7.55%$719.42B5.46%24.91%1.07
Visa, Inc. (V)7.34%$541.23B10.02%77.52%15.62
Procter & Gamble Co. (PG)5.86%$417.76B-0.61%52.25%5.39
Exxon Mobil Corp. (XOM)4.96%$527.28B-2.81%22.23%1.61
Bank of America Corp. (BAC)4.53%$364.46B14.11%N/A5.40
Costco Wholesale Corp. (COST)3.03%$425.74B5.02%12.61%1.56
Netflix, Inc. (NFLX)2.35%$370.00B14.46%47.63%8.53
T-Mobile US, Inc. (TMUS)2.29%$278.45B4.73%49.51%4.35
United Parcel Service, Inc. (UPS)2.04%$100.59B5.69%17.07%1.51
McDonald's Corp. (MCD)1.90%$212.26B2.70%56.28%10.46
QUALCOMM, Inc. (QCOM)1.80%$176.45B8.77%56.21%4.99
Honda Motor Co., Ltd. (HMC)1.55%$42.36B4.80%21.32%0.64
Elevance Health, Inc. (ELV)0.72%$94.53B5.36%N/A0.85
Market data by FactSet

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