Joule Financial, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $305 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $61.7M, Invesco S&P 500 Equal Weight E with a value of $40M, Ishares Iboxx $ Investment Gra with a value of $26.6M, Schwab Strategic Tr Us Small C with a value of $20.6M, and Schwab Strategic Tr Us Dividen with a value of $20.4M.
Examining the 13F form we can see an increase of $22.4M in the current position value, from $283M to 305M.
Below you can find more details about Joule Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$305 Million
ETFs: $259 Million
Technology: $15 Million
Consumer Cyclical: $6.98 Million
Industrials: $5.83 Million
Financial Services: $5.4 Million
Communication Services: $3.68 Million
Consumer Defensive: $3.49 Million
Energy: $2.89 Million
Other: $3.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
