Joule Financial, LLC Incresed Positions in Q4 2024

Joule Financial, LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
53.8K
+ 7.26%
$71.75 - $75.11 $3.86M - $4.04M
795K $57.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
359K
+ 116.32%
$25.33 - $51.16 $9.09M - $18.4M
667K $17.3M
XOM
Exxon Mobil Corp

Energy
9.99K
+ 157.4%
$105.51 - $125.37 $1.05M - $1.25M
16.3K $1.76M
XLE
Energy Sector Spdr

ETFs
9.47K
+ 53.87%
$83.32 - $97.27 $789K - $921K
27K $2.32M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 22.49%
$161.86 - $196.66 $387K - $470K
13K $2.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.22K
+ 3.97%
$174.22 - $187.62 $1.43M - $1.54M
215K $37.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
502K
+ 217.78%
$26.93 - $84.95 $13.5M - $42.6M
732K $20M
IBM
International Business Machines Corp

Technology
2.16K
+ 39.93%
$204.9 - $238.04 $443K - $514K
7.57K $1.66M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.4K
+ 7.68%
$106.56 - $113.11 $1.74M - $1.85M
230K $24.5M
VOX
Vanguard Communication Service

ETFs
1.05K
+ 5.93%
$144.31 - $163.57 $152K - $172K
18.8K $2.92M
VFH
Vanguard Financial ETF

ETFs
929
+ 3.85%
$108.87 - $126.2 $101K - $117K
25K $2.96M
CCJ
Cameco Corp

Energy
3.68K
+ 17.94%
$48.64 - $61.14 $179K - $225K
24.2K $1.24M
VCR
Vanguard Consumer Discretionar

ETFs
29
+ 0.43%
$328.51 - $401.37 $9.53K - $11.6K
6.71K $2.52M
VGT
Vanguard Information Technolog

ETFs
167
+ 4.65%
$571.78 - $647.97 $95.5K - $108K
3.76K $2.34M
DIS
Walt Disney CO

Communication Services
488
+ 4.48%
$92.39 - $117.6 $45.1K - $57.4K
11.4K $1.27M
DE
Deere & CO

Industrials
342
+ 24.69%
$389.45 - $466.0 $133K - $159K
1.73K $731K
SCHV
Schwab Strategic Tr Us Large C

ETFs
26.9K
+ 265.61%
$25.79 - $80.4 $693K - $2.16M
37K $964K
JPM
Jpmorgan Chase & CO

Financial Services
190
+ 5.57%
$205.18 - $250.29 $39K - $47.6K
3.6K $862K
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 9.47%
$570.51 - $610.59 $98.1K - $105K
1.99K $1.17M
AAPL
Apple Inc.

Technology
189
+ 5.99%
$221.69 - $259.02 $41.9K - $49K
3.34K $837K
VIS
Vanguard Industrial ETF

ETFs
579
+ 5.98%
$254.39 - $279.7 $147K - $162K
10.3K $2.61M
VDC
Vanguard Consumer Staples ETF

ETFs
842
+ 6.66%
$210.96 - $223.62 $178K - $188K
13.5K $2.85M
KR
Kroger CO

Consumer Defensive
638
+ 6.34%
$55.21 - $63.3 $35.2K - $40.4K
10.7K $654K
EMR
Emerson Electric CO

Industrials
12
+ 0.26%
$108.13 - $134.33 $1.3K - $1.61K
4.62K $572K
GRMN
Garmin LTD

Technology
7
+ 0.36%
$161.91 - $220.77 $1.13K - $1.55K
1.93K $398K
OXY
Occidental Petroleum Corp

Energy
1.42K
+ 17.4%
$45.36 - $55.91 $64.5K - $79.5K
9.6K $474K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16K
+ 135.39%
$18.41 - $40.87 $294K - $652K
27.7K $513K
VPU
Vanguard Utilities ETF

ETFs
899
+ 7.59%
$160.52 - $179.11 $144K - $161K
12.8K $2.08M
LOW
Lowes Companies Inc

Consumer Cyclical
163
+ 19.13%
$244.52 - $284.07 $39.9K - $46.3K
1.02K $250K
FAST
Fastenal CO

Industrials
223
+ 5.62%
$69.99 - $84.35 $15.6K - $18.8K
4.19K $301K
PRU
Prudential Financial Inc

Financial Services
293
+ 3.62%
$114.59 - $129.52 $33.6K - $37.9K
8.4K $995K
TROW
Price T Rowe Group Inc

Financial Services
7
+ 0.23%
$106.48 - $124.69 $745 - $873
2.99K $337K
AFL
Aflac Inc

Financial Services
274
+ 14.55%
$100.37 - $115.27 $27.5K - $31.6K
2.16K $223K
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.2K
+ 195.8%
$22.4 - $68.28 $722K - $2.2M
48.7K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.79%
$280.04 - $302.45 $2.24K - $2.42K
1.02K $296K
TXN
Texas Instruments Inc

Technology
47
+ 1.63%
N/A
2.94K $571K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.04K
+ 17.77%
$33.77 - $44.09 $238K - $310K
46.6K $1.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.7K
+ 194.11%
$22.01 - $66.82 $610K - $1.85M
42K $953K
CVX
Chevron Corp

Energy
62
+ 1.94%
$141.15 - $162.53 $8.75K - $10.1K
3.25K $471K
MET
Metlife Inc

Financial Services
19
+ 0.36%
$78.15 - $88.25 $1.48K - $1.68K
5.27K $431K
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
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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