Joule Financial, LLC Reduced Holdings in Q3 2024

Joule Financial, LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-2.95K
- 45.04%
$514.43 - $606.85 $1.51M - $1.79M
3.59K $2.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.54K
- 32.05%
$434.77 - $502.96 $1.54M - $1.78M
7.51K $3.67M
GOOGL
Alphabet Inc.

Communication Services
-1.77K
- 14.24%
$148.65 - $191.18 $263K - $338K
10.6K $1.76M
VFH
Vanguard Financial ETF

ETFs
-7.03K
- 22.56%
$99.27 - $111.21 $697K - $781K
24.1K $2.65M
IBM
International Business Machines Corp

Technology
-4.06K
- 42.86%
$175.1 - $223.38 $711K - $906K
5.41K $1.2M
MSFT
Microsoft Corp

Technology
-416
- 11.2%
$395.15 - $467.56 $164K - $195K
3.3K $1.42M
MU
Micron Technology Inc

Technology
-413
- 6.59%
$86.27 - $136.82 $35.6K - $56.5K
5.85K $607K
GLD
Spdr Gold Trust

ETFs
-6.31K
- 13.31%
$215.56 - $246.98 $1.36M - $1.56M
41.1K $9.99M
LLY
Eli Lilly & CO

Healthcare
-144
- 26.13%
$772.14 - $960.02 $111K - $138K
407 $360K
UBER
Uber Technologies, Inc

Technology
-2.5K
- 9.82%
$58.48 - $77.47 $146K - $193K
22.9K $1.72M
CCJ
Cameco Corp

Energy
-1.03K
- 4.78%
$36.9 - $53.72 $38K - $55.3K
20.5K $978K
NVDA
Nvidia Corp

Technology
-571
- 17.91%
$98.91 - $134.91 $56.5K - $77K
2.62K $317K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.1K
- 11.31%
$61.11 - $67.85 $128K - $143K
16.5K $1.12M
ETN
Eaton Corp PLC

Industrials
-307
- 19.22%
$272.52 - $333.02 $83.7K - $102K
1.29K $427K
AMZN
Amazon Com Inc

Consumer Cyclical
-191
- 4.44%
$161.02 - $200.0 $30.8K - $38.2K
4.11K $766K
TROW
Price T Rowe Group Inc

Financial Services
-365
- 10.91%
$101.71 - $120.75 $37.1K - $44.1K
2.98K $324K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.57K
- 13.42%
$73.43 - $80.37 $115K - $126K
10.1K $813K
EMR
Emerson Electric CO

Industrials
-394
- 7.88%
$98.19 - $118.87 $38.7K - $46.8K
4.61K $503K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.55K
- 9.79%
$59.93 - $66.52 $93K - $103K
14.3K $950K
TXN
Texas Instruments Inc

Technology
-211
- 6.81%
$194.6 - $194.6 $41.1K - $41.1K
2.89K $562K
AER
Aer Cap Holdings N.V.

Industrials
-454
- 7.46%
$86.24 - $98.28 $39.2K - $44.6K
5.63K $533K
VAW
Vanguard Materials ETF

ETFs
-468
- 12.53%
$189.89 - $213.71 $88.9K - $100K
3.27K $691K
GRMN
Garmin LTD

Technology
-248
- 11.42%
$161.1 - $183.29 $40K - $45.5K
1.92K $338K
JPM
Jpmorgan Chase & CO

Financial Services
-166
- 4.64%
$194.9 - $224.8 $32.4K - $37.3K
3.41K $718K
V
Visa Inc.

Financial Services
-47
- 5.12%
$253.74 - $291.56 $11.9K - $13.7K
871 $239K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-327
- 3.49%
$45.2 - $47.87 $14.8K - $15.7K
9.06K $430K
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 3.63%
$333.64 - $405.2 $7.34K - $8.91K
584 $236K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-461
- 2.61%
$11.52 - $12.52 $5.31K - $5.77K
17.2K $212K
META
Meta Platforms, Inc.

Communication Services
-84
- 9.6%
$453.41 - $572.44 $38.1K - $48.1K
791 $452K
PRU
Prudential Financial Inc

Financial Services
-78
- 0.95%
$105.53 - $127.32 $8.23K - $9.93K
8.11K $981K
COF
Capital One Financial Corp

Financial Services
-93
- 2.4%
$131.42 - $153.05 $12.2K - $14.2K
3.79K $567K
GIS
General Mills Inc

Consumer Defensive
-214
- 4.56%
$62.5 - $75.15 $13.4K - $16.1K
4.48K $330K
GS
Goldman Sachs Group Inc

Financial Services
-20
- 2.0%
$459.02 - $510.25 $9.18K - $10.2K
982 $486K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-140
- 1.67%
$75.47 - $83.18 $10.6K - $11.6K
8.26K $686K
FAST
Fastenal CO

Industrials
-4
- 0.1%
$62.09 - $71.83 $248 - $287
3.97K $283K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 0.97%
$160.76 - $177.82 $9K - $9.96K
5.74K $993K
FITB
Fifth Third Bancorp

Financial Services
-5
- 0.07%
$36.01 - $43.64 $180 - $218
6.81K $291K
PLTR
Palantir Technologies Inc.

Technology
-2.59K
- 21.72%
$24.09 - $37.95 $62.3K - $98.2K
9.33K $347K
MET
Metlife Inc

Financial Services
-36
- 0.68%
$67.96 - $82.48 $2.45K - $2.97K
5.25K $432K
CAT
Caterpillar Inc

Industrials
-7
- 0.6%
$316.8 - $391.12 $2.22K - $2.74K
1.16K $452K
VOX
Vanguard Communication Service

ETFs
-304
- 1.68%
$129.82 - $145.39 $39.5K - $44.2K
17.8K $2.59M
CMI
Cummins Inc

Industrials
-10
- 0.49%
$266.63 - $326.4 $2.67K - $3.26K
2.03K $655K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-554
- 5.5%
$57.22 - $80.08 $31.7K - $44.4K
9.52K $743K
VIS
Vanguard Industrial ETF

ETFs
-301
- 3.01%
$232.12 - $260.07 $69.9K - $78.3K
9.69K $2.52M
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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