Joule Financial, LLC Reduced Holdings in Q4 2024

Joule Financial, LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FSLR
First Solar, Inc.

Technology
-800
- 19.6%
$175.88 - $240.66 $141K - $193K
3.28K $578K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-541
- 1.71%
$87.1 - $98.49 $47.1K - $53.3K
31.1K $2.71M
MSFT
Microsoft Corp

Technology
-685
- 20.76%
$406.35 - $454.46 $278K - $311K
2.61K $1.1M
PAYS
Paysign, Inc.

Technology
-1.81K
- 0.45%
$2.93 - $4.08 $5.32K - $7.4K
401K $1.23M
GS
Goldman Sachs Group Inc

Financial Services
-436
- 44.4%
$486.1 - $608.57 $212K - $265K
546 $312K
MU
Micron Technology Inc

Technology
-313
- 5.35%
$84.16 - $113.41 $26.3K - $35.5K
5.54K $466K
LLY
Eli Lilly & CO

Healthcare
-119
- 29.24%
$727.2 - $932.06 $86.5K - $111K
288 $222K
PLTR
Palantir Technologies Inc.

Technology
-6.35K
- 68.07%
$36.46 - $82.38 $232K - $523K
2.98K $225K
ABBV
Abb Vie Inc.

Healthcare
-207
- 10.94%
$164.99 - $203.87 $34.2K - $42.2K
1.69K $299K
MRK
Merck & Co., Inc.

Healthcare
-118
- 3.09%
$96.31 - $114.76 $11.4K - $13.5K
3.7K $367K
NVDA
Nvidia Corp

Technology
-637
- 24.33%
$117.0 - $148.88 $74.5K - $94.8K
1.98K $266K
JNJ
Johnson & Johnson

Healthcare
-28
- 1.2%
$143.34 - $165.86 $4.01K - $4.64K
2.3K $332K
PFE
Pfizer Inc

Healthcare
-602
- 6.64%
$24.8 - $30.19 $14.9K - $18.2K
8.46K $224K
CAT
Caterpillar Inc

Industrials
-3
- 0.26%
$360.37 - $416.88 $1.08K - $1.25K
1.15K $418K
DUK
Duke Energy Corp

Utilities
-1
- 0.04%
$105.76 - $120.76 $106 - $121
2.34K $252K
META
Meta Platforms, Inc.

Communication Services
-49
- 6.19%
$554.08 - $632.68 $27.1K - $31K
742 $437K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-24
- 4.59%
$442.29 - $483.08 $10.6K - $11.6K
499 $226K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-942
- 9.89%
$77.25 - $91.3 $72.8K - $86K
8.58K $732K
AER
Aer Cap Holdings N.V.

Industrials
-131
- 2.33%
$91.85 - $100.3 $12K - $13.1K
5.5K $526K
ETN
Eaton Corp PLC

Industrials
-18
- 1.4%
$326.96 - $377.52 $5.89K - $6.8K
1.27K $422K
ALCC
Alt C Acquisition Corp.

Financial Services
-41.8K
- 31.14%
N/A
92.5K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 1.39%
$521.84 - $558.82 $3.65K - $3.91K
498 $268K
CSCO
Cisco Systems, Inc.

Technology
-2.18K
- 9.76%
$52.45 - $60.02 $114K - $131K
20.2K $1.19M
V
Visa Inc.

Financial Services
-62
- 7.12%
$273.87 - $320.91 $17K - $19.9K
809 $255K
AMZN
Amazon Com Inc

Consumer Cyclical
-37
- 0.9%
$180.88 - $232.93 $6.69K - $8.62K
4.08K $894K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-43
- 0.57%
$481.22 - $538.17 $20.7K - $23.1K
7.47K $3.82M
TSLA
Tesla, Inc.

Consumer Cyclical
-78
- 1.01%
$213.65 - $479.86 $16.7K - $37.4K
7.65K $3.09M
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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