Joule Financial, LLC Reduced Holdings in Q2 2025

Joule Financial, LLC

  • $305 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-11.2K
- 64.01%
$99.93 - $119.04 $1.12M - $1.33M
6.28K $676K
GLD
Spdr Gold Trust

ETFs
-5.24K
- 23.36%
$273.71 - $316.29 $1.43M - $1.66M
17.2K $5.24M
XLE
Energy Sector Spdr

ETFs
-11.2K
- 37.38%
$76.44 - $94.13 $853K - $1.05M
18.7K $1.59M
VPU
Vanguard Utilities ETF

ETFs
-6.81K
- 48.47%
$158.36 - $178.82 $1.08M - $1.22M
7.24K $1.28M
PRU
Prudential Financial Inc

Financial Services
-4.24K
- 46.73%
$95.12 - $112.71 $403K - $478K
4.83K $519K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.83K
- 37.34%
$221.86 - $362.89 $629K - $1.03M
4.75K $1.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-138
- 1.66%
$99.37 - $134.05 $13.7K - $18.5K
8.17K $926K
AAPL
Apple Inc.

Technology
-250
- 4.27%
$172.42 - $223.89 $43.1K - $56K
5.6K $1.15M
ABBV
Abb Vie Inc.

Healthcare
-435
- 19.04%
$170.16 - $206.27 $74K - $89.7K
1.85K $343K
TXN
Texas Instruments Inc

Technology
-683
- 22.69%
N/A
2.33K $452K
PG
Procter & Gamble CO

Consumer Defensive
-188
- 3.22%
$157.66 - $172.39 $29.6K - $32.4K
5.65K $899K
MET
Metlife Inc

Financial Services
-1.06K
- 20.39%
$68.42 - $82.49 $72.7K - $87.7K
4.15K $333K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-699
- 3.96%
$22.68 - $23.28 $15.9K - $16.3K
17K $392K
ETN
Eaton Corp PLC

Industrials
-338
- 26.57%
$246.52 - $356.99 $83.3K - $121K
934 $333K
V
Visa Inc.

Financial Services
-26
- 3.25%
$308.27 - $373.31 $8.02K - $9.71K
773 $274K
ALCC
Alt C Acquisition Corp.

Financial Services
-218
- 1.25%
N/A
17.2K $0
FITB
Fifth Third Bancorp

Financial Services
-221
- 3.22%
$33.32 - $41.51 $7.36K - $9.17K
6.65K $273K
DE
Deere & CO

Industrials
-116
- 6.7%
$412.99 - $531.48 $47.9K - $61.7K
1.62K $821K
WMT
Walmart Inc.

Consumer Defensive
-130
- 5.55%
$81.79 - $99.98 $10.6K - $13K
2.21K $216K
TROW
Price T Rowe Group Inc

Financial Services
-20
- 0.68%
$80.27 - $98.06 $1.61K - $1.96K
2.92K $282K
CAT
Caterpillar Inc

Industrials
-119
- 10.29%
$273.94 - $388.21 $32.6K - $46.2K
1.04K $402K
EMR
Emerson Electric CO

Industrials
-654
- 14.34%
$94.15 - $133.33 $61.6K - $87.2K
3.91K $521K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-317
- 1.13%
$17.76 - $22.1 $5.63K - $7.01K
27.6K $610K
META
Meta Platforms, Inc.

Communication Services
-47
- 6.21%
$484.66 - $738.09 $22.8K - $34.7K
710 $524K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.18K
- 2.44%
$19.6 - $24.44 $23.2K - $28.9K
47.3K $1.16M
NVDA
Nvidia Corp

Technology
-5
- 0.22%
$94.31 - $157.99 $472 - $790
2.26K $356K
JPM
Jpmorgan Chase & CO

Financial Services
-38
- 1.05%
$210.28 - $289.91 $7.99K - $11K
3.59K $1.04M
MSFT
Microsoft Corp

Technology
-33
- 1.41%
$354.56 - $497.45 $11.7K - $16.4K
2.31K $1.15M
IBM
International Business Machines Corp

Technology
-245
- 3.26%
$221.03 - $294.78 $54.2K - $72.2K
7.27K $2.14M
SNOW
Snowflake Inc.

Technology
-34
- 0.69%
$130.53 - $223.77 $4.44K - $7.61K
4.87K $1.09M
CCJ
Cameco Corp

Energy
-436
- 1.86%
$36.68 - $74.46 $16K - $32.5K
23.1K $1.71M
VEA
Vanguard Ftse Developed Market

ETFs
-795
- 0.58%
$45.65 - $57.01 $36.3K - $45.3K
137K $7.8M
PAYS
Paysign, Inc.

Technology
-3.05K
- 0.75%
$1.94 - $7.2 $5.92K - $22K
401K $2.89M
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
Track This Portfolio

Track Joule Financial, LLC Portfolio

Follow Joule Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email