Joule Financial, LLC Incresed Positions in Q2 2025

Joule Financial, LLC

  • $305 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
155K
+ 23.54%
$20.42 - $25.3 $3.17M - $3.93M
815K $20.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
147K
+ 338.86%
$19.1 - $23.83 $2.8M - $3.49M
190K $4.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.09K
+ 1.42%
$152.93 - $181.74 $473K - $562K
220K $40M
TLT
Ishares Barclays 20+ Year Trea

ETFs
23.7K
+ 74.88%
$83.97 - $92.85 $1.99M - $2.2M
55.4K $4.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19K
+ 2.32%
$72.02 - $73.82 $1.37M - $1.4M
838K $61.7M
AMZN
Amazon Com Inc

Consumer Cyclical
3.88K
+ 99.23%
$167.32 - $223.3 $649K - $866K
7.79K $1.71M
VGT
Vanguard Information Technolog

ETFs
9
+ 0.12%
$470.37 - $663.28 $4.23K - $5.97K
7.62K $5.06M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.17K
+ 2.17%
$105.23 - $109.61 $544K - $566K
243K $26.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 0.5%
$416.06 - $551.64 $15.8K - $21K
7.59K $4.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
490
+ 0.33%
$39.89 - $49.46 $19.5K - $24.2K
148K $7.33M
VIS
Vanguard Industrial ETF

ETFs
602
+ 5.81%
$220.04 - $280.07 $132K - $169K
11K $3.07M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.07K
+ 1.25%
$24.38 - $30.18 $50.3K - $62.3K
167K $5.03M
VCR
Vanguard Consumer Discretionar

ETFs
309
+ 4.6%
$290.42 - $364.35 $89.7K - $113K
7.03K $2.55M
GOOGL
Alphabet Inc.

Communication Services
66
+ 0.47%
$144.7 - $178.6 $9.55K - $11.8K
14.2K $2.5M
VFH
Vanguard Financial ETF

ETFs
664
+ 2.65%
$104.87 - $127.3 $69.6K - $84.5K
25.7K $3.27M
CIEN
Ciena Corp

Technology
300
+ 2.89%
$53.5 - $83.89 $16.1K - $25.2K
10.7K $869K
CSCO
Cisco Systems, Inc.

Technology
886
+ 3.78%
$53.19 - $69.38 $47.1K - $61.5K
24.3K $1.69M
MOS
Mosaic CO

Basic Materials
41
+ 0.16%
$22.76 - $36.95 $933 - $1.51K
25.4K $925K
IEF
Ishares Barclays

ETFs
1.1K
+ 0.65%
$93.15 - $96.56 $102K - $106K
169K $16.2M
VDC
Vanguard Consumer Staples ETF

ETFs
680
+ 4.62%
$204.89 - $224.73 $139K - $153K
15.4K $3.37M
BE
Bloom Energy Corp

Industrials
2.28K
+ 7.28%
$16.32 - $23.92 $37.1K - $54.4K
33.5K $801K
SNA
Snap On Inc

Industrials
349
+ 56.66%
$292.36 - $342.2 $102K - $119K
965 $300K
GPC
Genuine Parts CO

Consumer Cyclical
538
+ 4.92%
$105.54 - $129.09 $56.8K - $69.5K
11.5K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
227
+ 43.91%
$483.48 - $539.8 $110K - $123K
744 $361K
RTX
Raytheon Technologies Corp

Industrials
223
+ 6.84%
$113.75 - $148.48 $25.4K - $33.1K
3.48K $508K
SCHV
Schwab Strategic Tr Us Large C

ETFs
664
+ 1.69%
$23.55 - $27.67 $15.6K - $18.4K
40.1K $1.11M
KR
Kroger CO

Consumer Defensive
354
+ 3.12%
$64.62 - $74.0 $22.9K - $26.2K
11.7K $839K
PAYX
Paychex Inc

Industrials
460
+ 32.83%
$137.01 - $159.78 $63K - $73.5K
1.86K $270K
VAW
Vanguard Materials ETF

ETFs
119
+ 3.18%
$163.82 - $196.64 $19.5K - $23.4K
3.86K $751K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
120
+ 0.48%
$22.92 - $28.05 $2.75K - $3.37K
24.9K $697K
AFL
Aflac Inc

Financial Services
572
+ 26.52%
$99.77 - $112.45 $57.1K - $64.3K
2.73K $287K
CMI
Cummins Inc

Industrials
25
+ 1.24%
$267.12 - $336.65 $6.68K - $8.42K
2.03K $666K
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.75%
$243.75 - $303.93 $1.95K - $2.43K
1.08K $328K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 1.61%
$456.74 - $568.03 $3.65K - $4.54K
506 $287K
JNJ
Johnson & Johnson

Healthcare
368
+ 15.39%
$146.36 - $159.82 $53.9K - $58.8K
2.76K $421K
MRK
Merck & Co., Inc.

Healthcare
684
+ 18.66%
$73.47 - $87.12 $50.3K - $59.6K
4.35K $344K
LOW
Lowes Companies Inc

Consumer Cyclical
98
+ 9.65%
$210.83 - $235.28 $20.7K - $23.1K
1.11K $247K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 3.37%
$335.24 - $380.78 $6.7K - $7.62K
614 $225K
UNP
Union Pacific Corp

Industrials
66
+ 3.74%
$208.27 - $238.46 $13.7K - $15.7K
1.83K $421K
Kenvue Inc
105
+ 0.36%
N/A
29.1K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
91
+ 0.74%
$10.78 - $11.28 $981 - $1.03K
12.3K $137K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.19%
$68.37 - $73.9 $684 - $739
5.2K $367K
DUK
Duke Energy Corp

Utilities
1
+ 0.04%
$112.46 - $124.05 $112 - $124
2.4K $282K
UPS
United Parcel Service Inc

Industrials
124
+ 5.15%
$91.92 - $110.2 $11.4K - $13.7K
2.53K $255K
PEP
Pepsico Inc

Consumer Defensive
274
+ 9.85%
$128.02 - $151.37 $35.1K - $41.5K
3.06K $403K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.59%
$285.55 - $321.23 $1.43K - $1.61K
855 $249K
FAST
Fastenal CO

Industrials
3.14K
+ 74.92%
$40.65 - $83.16 $128K - $261K
7.34K $308K
CVX
Chevron Corp

Energy
250
+ 7.6%
$133.73 - $168.51 $33.4K - $42.1K
3.54K $506K
VHT
Vanguard Health Care ETF

ETFs
407
+ 4.02%
$236.71 - $261.92 $96.3K - $107K
10.5K $2.62M
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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