Joule Financial, LLC Incresed Positions in Q1 2025

Joule Financial, LLC

  • $283 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.8K
+ 2.99%
$71.17 - $73.66 $1.69M - $1.75M
819K $60M
VGT
Vanguard Information Technolog

ETFs
3.85K
+ 102.42%
$542.38 - $646.34 $2.09M - $2.49M
7.61K $4.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.09K
+ 3.52%
$105.1 - $109.61 $850K - $886K
238K $25.8M
IEF
Ishares Barclays

ETFs
4.33K
+ 2.64%
$91.17 - $95.39 $395K - $413K
168K $16M
MU
Micron Technology Inc

Technology
8.31K
+ 150.03%
$86.89 - $109.38 $722K - $909K
13.9K $1.2M
VEA
Vanguard Ftse Developed Market

ETFs
2.72K
+ 2.02%
$47.4 - $52.99 $129K - $144K
138K $7.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4K
+ 1.96%
$27.01 - $28.54 $388K - $410K
747K $20.6M
AAPL
Apple Inc.

Technology
2.51K
+ 74.99%
$209.68 - $247.1 $526K - $619K
5.85K $1.3M
XLE
Energy Sector Spdr

ETFs
2.83K
+ 10.45%
$85.7 - $93.96 $242K - $265K
29.9K $2.76M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
503
+ 6.44%
$80.53 - $147.57 $40.5K - $74.2K
8.31K $1.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.43K
+ 2.38%
$42.5 - $46.71 $146K - $160K
148K $6.69M
VHT
Vanguard Health Care ETF

ETFs
943
+ 10.27%
$254.06 - $273.83 $240K - $258K
10.1K $2.66M
VDC
Vanguard Consumer Staples ETF

ETFs
1.24K
+ 9.18%
$206.54 - $226.16 $256K - $280K
14.7K $3.17M
XOM
Exxon Mobil Corp

Energy
1.1K
+ 6.74%
$105.44 - $118.93 $116K - $131K
17.4K $2.07M
VPU
Vanguard Utilities ETF

ETFs
1.29K
+ 10.13%
$161.24 - $173.33 $208K - $224K
14K $2.37M
BE
Bloom Energy Corp

Industrials
15.6K
+ 99.66%
$19.66 - $29.81 $307K - $465K
31.2K $635K
CSCO
Cisco Systems, Inc.

Technology
3.29K
+ 16.29%
$58.74 - $64.87 $193K - $213K
23.5K $1.45M
SNOW
Snowflake Inc.

Technology
1.87K
+ 61.79%
$146.16 - $192.78 $274K - $361K
4.9K $716K
ABBV
Abb Vie Inc.

Healthcare
599
+ 35.53%
$169.2 - $216.66 $101K - $130K
2.29K $478K
TLT
Ishares Barclays 20+ Year Trea

ETFs
610
+ 1.96%
$85.29 - $92.57 $52K - $56.5K
31.7K $2.85M
KR
Kroger CO

Consumer Defensive
652
+ 6.09%
$58.36 - $67.72 $38.1K - $44.2K
11.4K $768K
DE
Deere & CO

Industrials
4
+ 0.23%
$408.57 - $509.27 $1.63K - $2.04K
1.73K $812K
SCHO
Schwab Short Term Us Treasury

ETFs
3.17K
+ 23.13%
$24.1 - $24.34 $76.3K - $77.1K
16.9K $410K
CVX
Chevron Corp

Energy
35
+ 1.08%
$146.71 - $167.97 $5.13K - $5.88K
3.29K $550K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.41K
+ 6.51%
$25.77 - $27.6 $62.1K - $66.5K
39.4K $1.04M
JNJ
Johnson & Johnson

Healthcare
95
+ 4.14%
$142.06 - $167.7 $13.5K - $15.9K
2.39K $396K
VAW
Vanguard Materials ETF

ETFs
331
+ 9.72%
$185.71 - $202.46 $61.5K - $67K
3.74K $699K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.06%
$114.1 - $135.66 $228 - $271
3.26K $431K
KO
Coca Cola CO

Consumer Defensive
67
+ 1.31%
$60.81 - $72.32 $4.07K - $4.85K
5.19K $371K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 3.61%
$442.66 - $534.52 $7.97K - $9.62K
517 $271K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
206
+ 0.74%
$18.36 - $20.51 $3.78K - $4.23K
27.9K $557K
DUK
Duke Energy Corp

Utilities
50
+ 2.13%
$105.87 - $121.97 $5.29K - $6.1K
2.39K $291K
LLY
Eli Lilly & CO

Healthcare
24
+ 8.33%
$725.72 - $929.72 $17.4K - $22.3K
312 $257K
OXY
Occidental Petroleum Corp

Energy
649
+ 6.76%
$45.45 - $52.7 $29.5K - $34.2K
10.2K $505K
OXLC
Oxford Lane Capital Corp.

Financial Services
8.02K
+ 42.73%
$4.3 - $5.17 $34.5K - $41.5K
26.8K $124K
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 0.69%
$225.19 - $279.95 $5.63K - $7K
3.63K $889K
FAST
Fastenal CO

Industrials
3
+ 0.07%
$71.11 - $79.98 $213 - $240
4.19K $325K
GRMN
Garmin LTD

Technology
1
+ 0.05%
$204.55 - $241.93 $205 - $242
1.93K $419K
PRU
Prudential Financial Inc

Financial Services
675
+ 8.04%
$105.04 - $122.33 $70.9K - $82.6K
9.07K $1.01M
TXN
Texas Instruments Inc

Technology
75
+ 2.56%
N/A
3.01K $585K
SNA
Snap On Inc

Industrials
20
+ 3.36%
$324.09 - $358.62 $6.48K - $7.17K
616 $207K
Kenvue Inc
4.5K
+ 18.37%
N/A
29K $0
META
Meta Platforms, Inc.

Communication Services
15
+ 2.02%
$576.36 - $736.67 $8.65K - $11.1K
757 $436K
VTI
Vanguard Total Stock Market Et

ETFs
49
+ 4.79%
$271.18 - $303.12 $13.3K - $14.9K
1.07K $293K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.1%
$222.66 - $268.42 $223 - $268
1.02K $236K
FITB
Fifth Third Bancorp

Financial Services
8
+ 0.12%
$37.48 - $44.96 $300 - $360
6.87K $269K
NVDA
Nvidia Corp

Technology
282
+ 14.24%
$106.98 - $149.43 $30.2K - $42.1K
2.26K $245K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.22K
+ 2.9%
$21.23 - $23.75 $25.9K - $29K
43.2K $927K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
182
+ 0.74%
$25.58 - $29.24 $4.66K - $5.32K
24.8K $647K
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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