Joule Financial, LLC Purchases in Q4 2024

Joule Financial, LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
55
+ 0.81%
$41.76 - $48.44 $2.3K - $2.66K
6.86K $290K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.71%
$385.02 - $431.37 $3.85K - $4.31K
594 $231K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.3K
+ 197.65%
$27.54 - $83.04 $449K - $1.36M
24.6K $681K
RTX
Raytheon Technologies Corp

Industrials
97
+ 3.07%
$114.45 - $127.21 $11.1K - $12.3K
3.26K $376K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
166
+ 0.96%
$11.42 - $12.5 $1.9K - $2.08K
17.4K $200K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.24%
$288.47 - $316.54 $577 - $633
851 $246K
PG
Procter & Gamble CO

Consumer Defensive
106
+ 1.85%
$161.05 - $179.7 $17.1K - $19K
5.85K $979K
TGT
Target Corp

Consumer Defensive
113
+ 7.25%
$121.59 - $160.69 $13.7K - $18.2K
1.67K $226K
SPGI
S&P Global Inc.

Financial Services
7
+ 0.57%
$480.36 - $529.17 $3.36K - $3.7K
1.23K $614K
UNP
Union Pacific Corp

Industrials
24
+ 1.38%
$223.15 - $249.32 $5.36K - $5.98K
1.77K $402K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.8K
+ 100.0%
$22.02 - $46.16 $282K - $590K
25.6K $564K
GIS
General Mills Inc

Consumer Defensive
127
+ 2.83%
$62.78 - $74.62 $7.97K - $9.48K
4.61K $293K
LMT
Lockheed Martin Corp

Industrials
9
+ 2.15%
$479.66 - $614.62 $4.32K - $5.53K
427 $207K
KO
Coca Cola CO

Consumer Defensive
31
+ 0.61%
$61.74 - $71.71 $1.91K - $2.22K
5.12K $318K
PEP
Pepsico Inc

Consumer Defensive
21
+ 0.75%
$151.29 - $176.1 $3.18K - $3.7K
2.82K $428K
VAW
Vanguard Materials ETF

ETFs
139
+ 4.25%
$186.91 - $215.32 $26K - $29.9K
3.41K $639K
VHT
Vanguard Health Care ETF

ETFs
577
+ 6.7%
$250.81 - $283.3 $145K - $163K
9.18K $2.33M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
140
+ 1.83%
$82.28 - $117.52 $11.5K - $16.5K
7.81K $661K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.98K
+ 5.08%
$44.04 - $49.49 $307K - $345K
144K $6.35M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.24K
+ 2.79%
$26.63 - $30.23 $113K - $128K
156K $4.16M
UBER
Uber Technologies, Inc

Technology
729
+ 3.18%
$59.93 - $86.34 $43.7K - $62.9K
23.7K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
6.09K
+ 4.73%
$47.57 - $52.44 $290K - $320K
135K $6.45M
IEF
Ishares Barclays

ETFs
4.5K
+ 2.82%
$92.08 - $98.18 $415K - $442K
164K $15.2M
Activity Summary
Buys All Purchases 74 New Holdings 9 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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