Joule Financial, LLC Purchases and Sells in Q1 2025

Joule Financial, LLC

$283 Million
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	23.8K + 2.99%	$71.17 - $73.66 $1.69M - $1.75M	819K $60M
VGT	3.85K + 102.42%	$542.38 - $646.34 $2.09M - $2.49M	7.61K $4.14M
LQD	8.09K + 3.52%	$105.1 - $109.61 $850K - $886K	238K $25.8M
IEF	4.33K + 2.64%	$91.17 - $95.39 $395K - $413K	168K $16M
MU	8.31K + 150.03%	$86.89 - $109.38 $722K - $909K	13.9K $1.2M
VEA	2.72K + 2.02%	$47.4 - $52.99 $129K - $144K	138K $7.05M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOS	25.3K New	$23.08 - $28.8 $585K - $730K	25.3K $684K
ROKU	8.96K New	$67.36 - $99.07 $603K - $887K	8.96K $630K
CIEN	10.4K New	$60.43 - $98.18 $628K - $1.02M	10.4K $627K
CF	6.89K New	$75.03 - $97.25 $517K - $670K	6.89K $538K
AAAU	7.74K New	$26.05 - $30.88 $202K - $239K	7.74K $235K
PAYX	1.4K New	$136.06 - $154.52 $191K - $216K	1.4K $216K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	-20.1K - 47.29%	$243.19 - $288.14 $4.89M - $5.8M	22.4K $6.46M
SCHA	-7.81K - 1.17%	$23.16 - $27.04 $181K - $211K	660K $15.5M
TSLA	-62 - 0.81%	$222.15 - $428.22 $13.8K - $26.5K	7.59K $1.97M
CCJ	-674 - 2.79%	$40.64 - $56.86 $27.4K - $38.3K	23.5K $967K
MSFT	-275 - 10.52%	$375.39 - $447.2 $103K - $123K	2.34K $878K
AMZN	-166 - 4.07%	$190.26 - $242.06 $31.6K - $40.2K	3.91K $743K

Activity Summary All Purchases 65 New Holdings 6 Increased Positions 59 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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