Joule Financial, LLC Portfolio Holdings
Joule Financial, LLC
- $333 Million
- Q4 2025
Joule Financial, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $333 Million distributed in 110 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 $66.7M, Invesco S&P 500 Equal Weight E with a value of $41.3M, Ishares Iboxx $ Investment Gra with a value of $28.9M, Ishares Barclays with a value of $27.4M, and Schwab Strategic Tr Us Dividen with a value of $22.3M.
Examining the 13F form we can see an increase of $286K in the current position value, from $332M to 333M.
Below you can find more details about Joule Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$333 Million
ETFs: $283 Million
Technology: $17.4 Million
Industrials: $7.55 Million
Financial Services: $5.42 Million
Consumer Cyclical: $5.39 Million
Communication Services: $4.91 Million
Consumer Defensive: $3.27 Million
Energy: $3.01 Million
Other: $2.75 Million