Joule Financial, LLC Portfolio Holdings

Joule Financial, LLC

  • $305 Million
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $305 Million
  • Prior Value $283 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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