Joule Financial, LLC Purchases and Sells in Q2 2025

Joule Financial, LLC

$305 Million
Q2 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	155K + 23.54%	$20.42 - $25.3 $3.17M - $3.93M	815K $20.6M
SCHB	147K + 338.86%	$19.1 - $23.83 $2.8M - $3.49M	190K $4.52M
RSP	3.09K + 1.42%	$152.93 - $181.74 $473K - $562K	220K $40M
TLT	23.7K + 74.88%	$83.97 - $92.85 $1.99M - $2.2M	55.4K $4.89M
BND	19K + 2.32%	$72.02 - $73.82 $1.37M - $1.4M	838K $61.7M
AMZN	3.88K + 99.23%	$167.32 - $223.3 $649K - $866K	7.79K $1.71M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	3.51K New	$151.47 - $375.07 $532K - $1.32M	3.51K $1.23M
SOFI	49.6K New	$9.5 - $18.21 $471K - $903K	49.6K $902K
LYFT	48.2K New	$9.97 - $17.21 $481K - $830K	48.2K $760K
NOW	732 New	$721.65 - $1040.18 $528K - $761K	732 $752K
BROS	10.6K New	$51.37 - $73.72 $544K - $780K	10.6K $723K
ABT	4.96K New	$123.95 - $138.08 $615K - $685K	4.96K $674K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-11.2K - 64.01%	$99.93 - $119.04 $1.12M - $1.33M	6.28K $676K
GLD	-5.24K - 23.36%	$273.71 - $316.29 $1.43M - $1.66M	17.2K $5.24M
XLE	-11.2K - 37.38%	$76.44 - $94.13 $853K - $1.05M	18.7K $1.59M
VPU	-6.81K - 48.47%	$158.36 - $178.82 $1.08M - $1.22M	7.24K $1.28M
PRU	-4.24K - 46.73%	$95.12 - $112.71 $403K - $478K	4.83K $519K
TSLA	-2.83K - 37.34%	$221.86 - $362.89 $629K - $1.03M	4.75K $1.51M

Activity Summary All Purchases 66 New Holdings 15 Increased Positions 51 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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