Joule Financial, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 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 $57.2M, Invesco S&P 500 Equal Weight E with a value of $37.7M, Ishares Iboxx $ Investment Gra with a value of $24.5M, Schwab Strategic Tr Us Dividen with a value of $20M, and Schwab Strategic Tr Us Small C with a value of $17.3M.
Examining the 13F form we can see an increase of $6.89M in the current position value, from $273M to 280M.
Below you can find more details about Joule Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
ETFs: $238 Million
Technology: $10.4 Million
Consumer Cyclical: $6.88 Million
Financial Services: $5.7 Million
Industrials: $5.54 Million
Communication Services: $4.17 Million
Energy: $3.94 Million
Consumer Defensive: $3.33 Million
Other: $1.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
