Joule Financial, LLC Sells 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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-22.6K
Closed
$39.47 - $49.4 $891K - $1.12M
0 $0
COST
Costco Wholesale Corp

Consumer Defensive
-778
Closed
$801.83 - $917.05 $624K - $713K
0 $0
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
SWN
Southwestern Energy CO

Energy
-55.4K
Closed
$6.0 - $7.15 $333K - $396K
0 $0
BEN
Franklin Resources Inc

Financial Services
-13.1K
Closed
$19.13 - $23.97 $250K - $313K
0 $0
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
KMB
Kimberly Clark Corp

Consumer Defensive
-1.45K
Closed
$135.05 - $148.35 $196K - $216K
0 $0
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
PFE
Pfizer Inc

Healthcare
-4.57K
- 33.53%
$27.7 - $31.39 $127K - $143K
9.06K $262K
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
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
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