Joule Financial, LLC Incresed Positions in Q3 2024

Joule Financial, LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
57.8K
+ 8.45%
$71.45 - $75.64 $4.13M - $4.37M
741K $55.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.1K
+ 22.38%
$77.02 - $85.06 $3.25M - $3.58M
230K $19.5M
IEF
Ishares Barclays

ETFs
31.5K
+ 24.57%
$92.67 - $99.14 $2.91M - $3.12M
159K $15.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.34K
+ 0.65%
$162.83 - $179.16 $218K - $240K
207K $37M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.94K
+ 4.38%
$106.11 - $113.72 $949K - $1.02M
213K $24.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.67K
+ 0.87%
$46.9 - $51.96 $125K - $139K
309K $15.9M
VPU
Vanguard Utilities ETF

ETFs
6.57K
+ 124.28%
$146.64 - $174.54 $963K - $1.15M
11.9K $2.06M
VDC
Vanguard Consumer Staples ETF

ETFs
4.6K
+ 57.19%
$201.77 - $221.32 $928K - $1.02M
12.6K $2.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.1K
+ 46.92%
$89.91 - $101.33 $907K - $1.02M
31.6K $3.1M
CSCO
Cisco Systems, Inc.

Technology
13.2K
+ 143.26%
$44.74 - $53.22 $589K - $701K
22.4K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
620
+ 8.72%
$191.76 - $263.26 $119K - $163K
7.73K $2.02M
VHT
Vanguard Health Care ETF

ETFs
1.7K
+ 24.56%
$261.88 - $288.1 $444K - $489K
8.61K $2.43M
VEA
Vanguard Ftse Developed Market

ETFs
3.03K
+ 2.41%
$47.6 - $53.31 $144K - $161K
129K $6.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10.3K
+ 34.99%
$33.89 - $41.64 $348K - $427K
39.6K $1.58M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.76K
+ 4.65%
$25.45 - $29.53 $172K - $200K
152K $4.43M
XLE
Energy Sector Spdr

ETFs
4.09K
+ 30.35%
$84.35 - $93.39 $345K - $382K
17.6K $1.54M
VCR
Vanguard Consumer Discretionar

ETFs
285
+ 4.46%
$291.88 - $341.94 $83.2K - $97.5K
6.68K $2.27M
FSLR
First Solar, Inc.

Technology
477
+ 13.24%
$205.36 - $255.78 $98K - $122K
4.08K $1.02M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.82K
+ 11.42%
$26.55 - $32.42 $48.3K - $58.9K
17.7K $565K
IVV
Ishares Core S&P 500 ETF

ETFs
49
+ 2.77%
$520.18 - $576.82 $25.5K - $28.3K
1.82K $1.05M
AAPL
Apple Inc.

Technology
108
+ 3.55%
$207.23 - $234.82 $22.4K - $25.4K
3.15K $734K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.33%
$446.32 - $527.38 $1.79K - $2.11K
1.23K $633K
RTX
Raytheon Technologies Corp

Industrials
213
+ 7.23%
$99.55 - $123.34 $21.2K - $26.3K
3.16K $382K
UNP
Union Pacific Corp

Industrials
212
+ 13.87%
$221.78 - $256.09 $47K - $54.3K
1.74K $428K
DE
Deere & CO

Industrials
55
+ 4.14%
$344.84 - $418.0 $19K - $23K
1.39K $578K
JNJ
Johnson & Johnson

Healthcare
173
+ 8.04%
$145.48 - $167.38 $25.2K - $29K
2.32K $376K
ABBV
Abb Vie Inc.

Healthcare
62
+ 3.39%
$163.84 - $199.33 $10.2K - $12.4K
1.89K $373K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
657
+ 5.9%
$36.98 - $41.55 $24.3K - $27.3K
11.8K $484K
KO
Coca Cola CO

Consumer Defensive
221
+ 4.54%
$62.69 - $73.01 $13.9K - $16.1K
5.09K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 3.41%
$245.82 - $304.51 $6.88K - $8.53K
849 $258K
DOW
Dow Inc.

Basic Materials
660
+ 8.95%
$50.15 - $55.41 $33.1K - $36.6K
8.03K $438K
XOM
Exxon Mobil Corp

Energy
234
+ 3.83%
$109.72 - $119.0 $25.7K - $27.8K
6.35K $743K
TGT
Target Corp

Consumer Defensive
172
+ 12.4%
$133.47 - $159.25 $23K - $27.4K
1.56K $243K
PEP
Pepsico Inc

Consumer Defensive
139
+ 5.23%
$161.9 - $179.3 $22.5K - $24.9K
2.8K $475K
DUK
Duke Energy Corp

Utilities
1
+ 0.04%
$99.35 - $117.71 $99.4 - $118
2.35K $270K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
284
+ 2.27%
$43.73 - $46.29 $12.4K - $13.1K
12.8K $590K
OXLC
Oxford Lane Capital Corp.

Financial Services
6.54K
+ 53.49%
$5.15 - $5.67 $33.7K - $37.1K
18.8K $98K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 5.87%
$475.2 - $527.7 $13.3K - $14.8K
505 $266K
DIS
Walt Disney CO

Communication Services
593
+ 5.75%
$85.6 - $98.61 $50.8K - $58.5K
10.9K $1.05M
UPS
United Parcel Service Inc

Industrials
153
+ 5.62%
$123.32 - $147.38 $18.9K - $22.5K
2.88K $392K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.99%
$255.18 - $283.2 $2.55K - $2.83K
1.02K $287K
MRK
Merck & Co., Inc.

Healthcare
318
+ 9.1%
$111.15 - $128.97 $35.3K - $41K
3.81K $433K
CVX
Chevron Corp

Energy
190
+ 6.33%
$137.88 - $161.97 $26.2K - $30.8K
3.19K $469K
ALCC
Alt C Acquisition Corp.

Financial Services
75.3K
+ 127.67%
N/A
134K $0
OXY
Occidental Petroleum Corp

Energy
310
+ 3.94%
$49.91 - $63.73 $15.5K - $19.8K
8.17K $421K
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 51 Reductions 45 Sold out 6 Options Calls 0 Puts 0
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