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Joule Financial, Llc

13F Holdings
Filed: 2025-01-15
Portfolio Value
284.93M arrow_upward 0.73%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001929070
Filing Date
2025-01-15 00:00:00
Address
1216 S. Broadway
Lexington
KY
Prior Value
282.87M
Top 10 Holdings %
lock
Portfolio Value
Joule Financial, Llc
(13F - 2024-12-31)
Vanguard Bd Index Fds
BND
2025-04-11
Value
60.15M
Shares
818.86K
Portfolio %
21.11%
Invesco Exchange Traded Fd T
RSP
2025-04-11
Value
37.63M
Shares
217.21K
Portfolio %
13.21%
Ishares Tr
LQD
2025-04-11
Value
25.83M
Shares
237.62K
Portfolio %
9.06%
Schwab Strategic Tr
SCHD
2025-04-11
Value
20.88M
Shares
746.77K
Portfolio %
7.33%
Ishares Tr
IEF
2025-04-11
Value
16.05M
Shares
168.31K
Portfolio %
5.63%
Schwab Strategic Tr
SCHA
2025-04-11
Value
15.45M
Shares
659.62K
Portfolio %
5.42%
Vanguard Tax-Managed Fds
VEA
2025-04-11
Value
7.00M
Shares
137.62K
Portfolio %
2.45%
Vanguard Intl Equity Index F
VWO
2025-04-11
Value
6.68M
Shares
147.66K
Portfolio %
2.35%
Spdr Gold Tr
GLD
2025-04-11
Value
6.46M
Shares
22.44K
Portfolio %
2.27%
Schwab Strategic Tr
SCHE
2025-04-11
Value
4.54M
Shares
164.72K
Portfolio %
1.59%
Top Increases | Joule Financial, Llc
(2024-12-31 → 2024-12-31)
Vanguard Bd Index Fds
BND
2025-04-11
Value Change
arrow_upward 2.97M
Shares
arrow_upward 23.80K
Portfolio % Change
arrow_upward 0.90%
Portfolio %
21.11%
Vanguard World Fd
VGT
2025-04-11
Value Change
arrow_upward 1.79M
Shares
arrow_upward 3.85K
Portfolio % Change
arrow_upward 0.62%
Portfolio %
1.45%
Ishares Tr
LQD
2025-04-11
Value Change
arrow_upward 1.30M
Shares
arrow_upward 8.09K
Portfolio % Change
arrow_upward 0.39%
Portfolio %
9.06%
Ishares Tr
IEF
2025-04-11
Value Change
arrow_upward 891.98K
Shares
arrow_upward 4.33K
Portfolio % Change
arrow_upward 0.27%
Portfolio %
5.63%
Micron Technology Inc
MU
2025-04-11
Value Change
arrow_upward 737.44K
Shares
arrow_upward 8.31K
Portfolio % Change
arrow_upward 0.26%
Portfolio %
0.42%
Schwab Strategic Tr
SCHD
2025-04-11
Value Change
arrow_upward 870.78K
Shares
arrow_upward 14.38K
Portfolio % Change
arrow_upward 0.25%
Portfolio %
7.33%
Vanguard Tax-Managed Fds
VEA
2025-04-11
Value Change
arrow_upward 544.29K
Shares
arrow_upward 2.72K
Portfolio % Change
arrow_upward 0.17%
Portfolio %
2.45%
Select Sector Spdr Tr
XLE
2025-04-11
Value Change
arrow_upward 474.66K
Shares
arrow_upward 2.83K
Portfolio % Change
arrow_upward 0.16%
Portfolio %
0.98%
Apple Inc
AAPL
2025-04-11
Value Change
arrow_upward 462.19K
Shares
arrow_upward 2.51K
Portfolio % Change
arrow_upward 0.16%
Portfolio %
0.46%
Alibaba Group Hldg Ltd
BABA
2025-04-11
Value Change
arrow_upward 436.88K
Shares
arrow_upward 503.00
Portfolio % Change
arrow_upward 0.15%
Portfolio %
0.39%
Top Decreases | Joule Financial, Llc
(2024-12-31 → 2024-12-31)
Meta Platforms Inc
META
2025-04-11
Value Change
arrow_downward 1.91K
Shares
arrow_downward 15.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.15%
Wisdomtree Inc
-
2025-04-11
Value Change
arrow_downward -2008.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Vanguard Index Fds
VTI
2025-04-11
Value Change
arrow_downward -1723.00
Shares
arrow_downward 49.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.10%
Kellanova
K
2025-04-11
Value Change
arrow_downward -4597.00
Shares
arrow_downward -105.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Walmart Inc
WMT
2025-04-11
Value Change
arrow_downward -6904.00
Shares
arrow_downward -10.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Pfizer Inc
PFE
2025-04-11
Value Change
arrow_downward -10667.00
Shares
arrow_downward -24.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Stock Yds Bancorp Inc
SYBT
2025-04-11
Value Change
arrow_downward -10400.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Texas Instrs Inc
TXN
2025-04-11
Value Change
arrow_downward -9445.00
Shares
arrow_downward 75.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.19%
Vanguard Index Fds
VOO
2025-04-11
Value Change
arrow_downward -12400.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.09%
Pepsico Inc
PEP
2025-04-11
Value Change
arrow_downward -11374.00
Shares
arrow_downward -36.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.15%
Joule Financial, Llc (13F - 2024-12-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Joule Financial, Llc
(2024-12-31 → 2024-12-31)
Mosaic Co New
MOS
2025-04-11
Value
add_circle 684.19K
Shares
25.33K
Portfolio %
0.24%
% Change
0.24%
Roku Inc
ROKU
2025-04-11
Value
add_circle 630.79K
Shares
8.96K
Portfolio %
0.22%
% Change
0.22%
Ciena Corp
CIEN
2025-04-11
Value
add_circle 627.87K
Shares
10.39K
Portfolio %
0.22%
% Change
0.22%
Cf Inds Hldgs Inc
CF
2025-04-11
Value
add_circle 538.38K
Shares
6.89K
Portfolio %
0.19%
% Change
0.19%
Goldman Sachs Physical Gold
AAAU
2025-04-11
Value
add_circle 239.10K
Shares
7.74K
Portfolio %
0.08%
% Change
0.08%
Paychex Inc
PAYX
2025-04-11
Value
add_circle 216.15K
Shares
1.40K
Portfolio %
0.08%
% Change
0.08%
Closed Positions | Joule Financial, Llc
(2024-12-31 → 2024-12-31)
Target Corp
-
2025-01-15
Value
remove_circle 226.05K
Shares
1.67K
Previous %
0.01%
% Change
-0.01%
Uber Technologies Inc
-
2025-01-15
Value
remove_circle 1.43M
Shares
23.66K
Previous %
0.01%
% Change
-0.01%
Aercap Holdings Nv
-
2025-01-15
Value
remove_circle 526.25K
Shares
5.50K
Previous %
0.01%
% Change
-0.01%
Blackrock Inc
-
2025-01-15
Value
remove_circle 211.17K
Shares
206.00
Previous %
0.01%
% Change
-0.01%
First Solar Inc
-
2025-01-15
Value
remove_circle 578.24K
Shares
3.28K
Previous %
0.01%
% Change
-0.01%
Gamestop Corp New
-
2025-01-15
Value
remove_circle 228.81K
Shares
7.30K
Previous %
0.01%
% Change
-0.01%
Goldman Sachs Group Inc
-
2025-01-15
Value
remove_circle 312.65K
Shares
546.00
Previous %
0.01%
% Change
-0.01%
Ishares Tr
-
2025-01-15
Value
remove_circle 255.85K
Shares
8.40K
Previous %
0.01%
% Change
-0.01%
Lockheed Martin Corp
-
2025-01-15
Value
remove_circle 207.50K
Shares
427.00
Previous %
0.01%
% Change
-0.01%
Palantir Technologies Inc
-
2025-01-15
Value
remove_circle 225.30K
Shares
2.98K
Previous %
0.01%
% Change
-0.01%