Joule Financial, LLC Sells in Q3 2025

Joule Financial, LLC

  • $332 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-14.8K
- 86.03%
$300.96 - $355.47 $4.45M - $5.26M
2.4K $854K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.14K
- 94.07%
$546.99 - $602.2 $3.91M - $4.3M
450 $270K
CCJ
Cameco Corp

Energy
-11.8K
- 51.35%
$70.47 - $86.89 $835K - $1.03M
11.2K $940K
IBM
International Business Machines Corp

Technology
-2.22K
- 30.57%
$234.77 - $292.47 $522K - $650K
5.05K $1.42M
SOFI
So Fi Technologies, Inc.

Financial Services
-27K
- 54.52%
$17.64 - $29.81 $477K - $806K
22.5K $595K
IVV
Ishares Core S&P 500 ETF

ETFs
-525
- 26.41%
$620.67 - $670.08 $326K - $352K
1.46K $979K
DE
Deere & CO

Industrials
-143
- 8.85%
$457.26 - $524.37 $65.4K - $75K
1.47K $673K
MOS
Mosaic CO

Basic Materials
-903
- 3.56%
$30.93 - $37.81 $27.9K - $34.1K
24.5K $848K
V
Visa Inc.

Financial Services
-168
- 21.73%
$332.09 - $358.86 $55.8K - $60.3K
605 $206K
UNP
Union Pacific Corp

Industrials
-331
- 18.08%
$214.91 - $237.16 $71.1K - $78.5K
1.5K $354K
AMZN
Amazon Com Inc

Consumer Cyclical
-273
- 3.5%
$211.65 - $238.24 $57.8K - $65K
7.52K $1.65M
PAYX
Paychex Inc

Industrials
-172
- 9.24%
$126.69 - $147.99 $21.8K - $25.5K
1.69K $214K
PG
Procter & Gamble CO

Consumer Defensive
-154
- 2.73%
$150.47 - $161.22 $23.2K - $24.8K
5.5K $844K
MSFT
Microsoft Corp

Technology
-186
- 8.07%
$491.09 - $535.64 $91.3K - $99.6K
2.12K $1.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.46K
- 9.43%
$24.46 - $26.5 $109K - $118K
42.8K $1.13M
PRU
Prudential Financial Inc

Financial Services
-29
- 0.6%
$100.68 - $109.89 $2.92K - $3.19K
4.8K $498K
TXN
Texas Instruments Inc

Technology
-76
- 3.27%
N/A
2.25K $438K
META
Meta Platforms, Inc.

Communication Services
-12
- 1.69%
$695.21 - $791.73 $8.34K - $9.5K
698 $512K
DUK
Duke Energy Corp

Utilities
-126
- 5.26%
$116.31 - $125.93 $14.7K - $15.9K
2.27K $280K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-306
- 1.8%
$22.9 - $23.58 $7.01K - $7.22K
16.7K $390K
ALCC
Alt C Acquisition Corp.

Financial Services
-8.88K
- 51.53%
N/A
8.35K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-29
- 0.24%
$11.15 - $11.87 $323 - $344
12.3K $142K
MRK
Merck & Co., Inc.

Healthcare
-173
- 3.98%
$77.6 - $87.37 $13.4K - $15.1K
4.18K $350K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.08K
- 3.92%
$21.69 - $23.34 $23.5K - $25.3K
26.6K $618K
WMT
Walmart Inc.

Consumer Defensive
-33
- 1.49%
$94.4 - $104.27 $3.12K - $3.44K
2.18K $224K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.58%
$291.67 - $316.99 $1.46K - $1.58K
850 $258K
TROW
Price T Rowe Group Inc

Financial Services
-38
- 1.3%
$98.67 - $111.52 $3.75K - $4.24K
2.89K $296K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.42K
- 3.54%
$27.61 - $29.15 $39.2K - $41.3K
38.7K $1.13M
VFH
Vanguard Financial ETF

ETFs
-632
- 2.46%
$125.23 - $132.78 $79.1K - $83.9K
25.1K $3.29M
XOM
Exxon Mobil Corp

Energy
-66
- 1.05%
$105.83 - $117.22 $6.98K - $7.74K
6.21K $700K
JPM
Jpmorgan Chase & CO

Financial Services
-190
- 5.3%
$282.78 - $316.06 $53.7K - $60.1K
3.4K $1.07M
RTX
Raytheon Technologies Corp

Industrials
-240
- 6.89%
$144.19 - $167.33 $34.6K - $40.2K
3.24K $542K
ABBV
Abb Vie Inc.

Healthcare
-135
- 7.3%
$184.85 - $231.54 $25K - $31.3K
1.72K $397K
VPU
Vanguard Utilities ETF

ETFs
-80
- 1.11%
$175.25 - $189.41 $14K - $15.2K
7.16K $1.36M
JNJ
Johnson & Johnson

Healthcare
-18
- 0.65%
$155.17 - $185.42 $2.79K - $3.34K
2.74K $508K
AAPL
Apple Inc.

Technology
-497
- 8.88%
$202.38 - $256.87 $101K - $128K
5.1K $1.3M
VOX
Vanguard Communication Service

ETFs
-545
- 2.8%
$169.0 - $192.17 $92.1K - $105K
18.9K $3.55M
VGT
Vanguard Information Technolog

ETFs
-444
- 5.83%
$656.44 - $753.15 $291K - $334K
7.18K $5.36M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.03K
- 1.07%
$23.82 - $25.84 $48.4K - $52.5K
188K $4.83M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.88K
- 2.33%
$30.13 - $33.37 $117K - $130K
163K $5.44M
TSLA
Tesla, Inc.

Consumer Cyclical
-48
- 1.01%
$293.94 - $444.72 $14.1K - $21.3K
4.71K $2.09M
CIEN
Ciena Corp

Technology
-708
- 6.62%
$77.75 - $145.67 $55K - $103K
9.98K $1.45M
GOOGL
Alphabet Inc.

Communication Services
-413
- 2.91%
$174.36 - $254.72 $72K - $105K
13.8K $3.35M
BE
Bloom Energy Corp

Industrials
-13K
- 38.77%
$22.13 - $86.27 $288K - $1.12M
20.5K $1.74M
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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