Joule Financial, LLC Reduced Holdings in Q1 2025

Joule Financial, LLC

  • $283 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-20.1K
- 47.29%
$243.19 - $288.14 $4.89M - $5.8M
22.4K $6.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.81K
- 1.17%
$23.16 - $27.04 $181K - $211K
660K $15.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-62
- 0.81%
$222.15 - $428.22 $13.8K - $26.5K
7.59K $1.97M
CCJ
Cameco Corp

Energy
-674
- 2.79%
$40.64 - $56.86 $27.4K - $38.3K
23.5K $967K
MSFT
Microsoft Corp

Technology
-275
- 10.52%
$375.39 - $447.2 $103K - $123K
2.34K $878K
AMZN
Amazon Com Inc

Consumer Cyclical
-166
- 4.07%
$190.26 - $242.06 $31.6K - $40.2K
3.91K $743K
CMI
Cummins Inc

Industrials
-19
- 0.94%
$312.92 - $386.07 $5.95K - $7.34K
2.01K $629K
EMR
Emerson Electric CO

Industrials
-57
- 1.23%
$108.64 - $131.17 $6.19K - $7.48K
4.56K $500K
TROW
Price T Rowe Group Inc

Financial Services
-43
- 1.44%
$91.57 - $116.93 $3.94K - $5.03K
2.94K $270K
UPS
United Parcel Service Inc

Industrials
-208
- 7.95%
$109.66 - $136.26 $22.8K - $28.3K
2.41K $264K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.16K
- 29.66%
$11.22 - $11.8 $57.9K - $60.8K
12.2K $138K
MRK
Merck & Co., Inc.

Healthcare
-30
- 0.81%
$83.01 - $101.02 $2.49K - $3.03K
3.67K $329K
GIS
General Mills Inc

Consumer Defensive
-31
- 0.67%
$57.56 - $65.3 $1.78K - $2.02K
4.58K $273K
MET
Metlife Inc

Financial Services
-53
- 1.01%
$77.7 - $87.0 $4.12K - $4.61K
5.21K $418K
PFE
Pfizer Inc

Healthcare
-24
- 0.28%
$25.01 - $27.13 $600 - $651
8.44K $213K
PEP
Pepsico Inc

Consumer Defensive
-36
- 1.28%
$142.64 - $156.42 $5.14K - $5.63K
2.78K $417K
WMT
Walmart Inc.

Consumer Defensive
-10
- 0.42%
$84.5 - $105.05 $845 - $1.05K
2.34K $205K
K
Kellogg CO

Consumer Defensive
-105
- 3.93%
$81.06 - $82.9 $8.51K - $8.7K
2.57K $211K
VFH
Vanguard Financial ETF

ETFs
-18
- 0.07%
$114.07 - $127.34 $2.05K - $2.29K
25K $2.95M
ALCC
Alt C Acquisition Corp.

Financial Services
-75K
- 81.13%
N/A
17.4K $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-257
- 1.0%
$21.77 - $22.56 $5.59K - $5.8K
25.3K $567K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-142
- 0.8%
$22.46 - $23.26 $3.19K - $3.3K
17.7K $408K
PG
Procter & Gamble CO

Consumer Defensive
-8
- 0.14%
$158.56 - $176.26 $1.27K - $1.41K
5.84K $994K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.12%
$279.74 - $321.29 $280 - $321
850 $265K
V
Visa Inc.

Financial Services
-10
- 1.24%
$306.92 - $362.71 $3.07K - $3.63K
799 $280K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-8.15K
- 17.47%
$34.58 - $45.97 $282K - $375K
38.5K $1.75M
IBM
International Business Machines Corp

Technology
-55
- 0.73%
$217.4 - $264.74 $12K - $14.6K
7.51K $1.87M
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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