Joule Financial, LLC Incresed Positions in Q3 2025

Joule Financial, LLC

  • $332 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
110K
+ 64.72%
$93.91 - $97.26 $10.3M - $10.7M
279K $26.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
42.3K
+ 5.05%
$72.57 - $74.72 $3.07M - $3.16M
880K $65.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.5K
+ 1.54%
$25.29 - $28.33 $317K - $355K
827K $23.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.07K
+ 1.4%
$181.56 - $190.33 $558K - $585K
223K $42.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.4K
+ 5.12%
$107.66 - $112.36 $1.34M - $1.4M
255K $28.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.9K
+ 4.68%
$26.38 - $27.95 $948K - $1M
804K $21.9M
LYFT
Lyft, Inc.

Technology
50.8K
+ 105.44%
$13.41 - $22.93 $682K - $1.17M
99.1K $2.18M
XLE
Energy Sector Spdr

ETFs
11.2K
+ 60.12%
$84.25 - $91.99 $947K - $1.03M
30K $2.68M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.79K
+ 17.67%
$85.01 - $90.35 $832K - $884K
65.2K $5.82M
PAYS
Paysign, Inc.

Technology
213K
+ 53.17%
$5.12 - $8.56 $1.09M - $1.83M
614K $3.79M
SNOW
Snowflake Inc.

Technology
2.99K
+ 61.4%
$191.73 - $241.0 $573K - $721K
7.86K $1.77M
VEA
Vanguard Ftse Developed Market

ETFs
3.4K
+ 2.48%
$56.02 - $60.3 $190K - $205K
140K $8.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
172
+ 2.1%
$103.83 - $179.9 $17.9K - $30.9K
8.34K $1.49M
BIDU
Baidu, Inc.

Communication Services
717
+ 9.42%
$85.86 - $137.83 $61.6K - $98.8K
8.33K $1.1M
VCR
Vanguard Consumer Discretionar

ETFs
69
+ 0.98%
$359.61 - $401.35 $24.8K - $27.7K
7.1K $2.81M
VIS
Vanguard Industrial ETF

ETFs
178
+ 1.62%
$281.0 - $296.29 $50K - $52.7K
11.1K $3.3M
VHT
Vanguard Health Care ETF

ETFs
322
+ 3.06%
$239.12 - $259.95 $77K - $83.7K
10.9K $2.82M
SCHO
Schwab Short Term Us Treasury

ETFs
8.25K
+ 48.95%
$24.23 - $24.42 $200K - $202K
25.1K $612K
CMI
Cummins Inc

Industrials
12
+ 0.59%
$327.85 - $426.39 $3.93K - $5.12K
2.05K $864K
CAT
Caterpillar Inc

Industrials
193
+ 18.61%
$390.92 - $477.15 $75.4K - $92.1K
1.23K $586K
GLW
Corning Inc

Technology
103
+ 2.52%
$51.6 - $82.03 $5.31K - $8.45K
4.19K $343K
SPY
Spdr S&P 500 ETF Trust

ETFs
81
+ 14.06%
$617.65 - $666.84 $50K - $54K
657 $437K
NVDA
Nvidia Corp

Technology
50
+ 2.21%
$153.3 - $186.58 $7.67K - $9.33K
2.31K $430K
VTI
Vanguard Total Stock Market Et

ETFs
99
+ 9.16%
$303.93 - $329.86 $30.1K - $32.7K
1.18K $387K
VAW
Vanguard Materials ETF

ETFs
95
+ 2.46%
$193.21 - $210.15 $18.4K - $20K
3.95K $809K
CVX
Chevron Corp

Energy
55
+ 1.55%
$145.57 - $161.83 $8.01K - $8.9K
3.59K $558K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
211
+ 0.85%
$28.15 - $30.13 $5.94K - $6.36K
25.1K $743K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 6.45%
$459.11 - $506.91 $22K - $24.3K
792 $398K
SNA
Snap On Inc

Industrials
8
+ 0.83%
$313.01 - $346.53 $2.5K - $2.77K
973 $337K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 1.08%
$215.01 - $273.02 $2.58K - $3.28K
1.13K $282K
ADM
Archer Daniels Midland CO

Consumer Defensive
60
+ 1.47%
$53.54 - $64.21 $3.21K - $3.85K
4.13K $246K
PEP
Pepsico Inc

Consumer Defensive
26
+ 0.85%
$133.81 - $152.16 $3.48K - $3.96K
3.08K $432K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.81%
$357.4 - $423.42 $1.79K - $2.12K
619 $250K
VDC
Vanguard Consumer Staples ETF

ETFs
472
+ 3.06%
$212.64 - $225.25 $100K - $106K
15.9K $3.39M
AFL
Aflac Inc

Financial Services
4
+ 0.15%
$98.09 - $111.7 $392 - $447
2.73K $305K
CSCO
Cisco Systems, Inc.

Technology
498
+ 2.05%
$66.2 - $71.79 $33K - $35.8K
24.8K $1.7M
KO
Coca Cola CO

Consumer Defensive
286
+ 5.5%
$65.67 - $71.67 $18.8K - $20.5K
5.48K $363K
MDLZ
Mondelez International, Inc.

Consumer Defensive
77
+ 1.56%
$60.9 - $70.75 $4.69K - $5.45K
5.02K $313K
TGT
Target Corp

Consumer Defensive
5
+ 0.22%
$86.56 - $107.43 $433 - $537
2.26K $202K
UPS
United Parcel Service Inc

Industrials
12
+ 0.47%
$82.58 - $105.54 $991 - $1.27K
2.55K $212K
COIN
Coinbase Global, Inc.

Technology
5
+ 0.14%
$297.99 - $419.78 $1.49K - $2.1K
3.52K $1.19M
BROS
Dutch Bros Inc.

Consumer Cyclical
85
+ 0.8%
$52.34 - $74.24 $4.45K - $6.31K
10.7K $558K
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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