Joule Financial, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlexington, KY
- CIK0001929070
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
108 | $282.88M | BND, RSP, LQD, SCHD | 13F-HR | Jan 15, 2025 | 000117266125000201 | ||
107 | $274.79M | BND, RSP, LQD, SCHD | 13F-HR | Oct 17, 2024 | 000117266124004300 | ||
102 | $246.00M | BND, RSP, LQD, SCHD | NEW HOLDINGS | Oct 17, 2024 | 000117266124004299 | ||
65 | $37.29M | GOOGL, UBER, MSFT, IBM | 13F-HR | Jul 23, 2024 | 000117266124002865 | ||
106 | $242.82M | BND, RSP, LQD, SCHD | NEW HOLDINGS | Oct 17, 2024 | 000117266124004298 | ||
68 | $36.73M | GOOGL, IBM, GPC, JPM | 13F-HR | May 1, 2024 | 000117266124001959 | ||
106 | $215.28M | BND, RSP, LQD, NDQ | 13F-HR | Jan 11, 2024 | 000117266124000208 | ||
102 | $195.87M | BND, RSP, LQD, NDQ | 13F-HR | Oct 26, 2023 | 000117266123003508 | ||
100 | $194.10M | BND, RSP, LQD, NDQ | 13F-HR | Jul 14, 2023 | 000117266123002509 | ||
101 | $186.30M | BND, LQD, RSP, NDQ | 13F-HR | Apr 13, 2023 | 000117266123001681 | ||
99 | $150.84M | BND, NDQ, SCHD, GQ9 | 13F-HR | Jan 13, 2023 | 000117266123000176 | ||
89 | $133.32M | NDQ, BSCN, PGX, SCHD | 13F-HR | Oct 19, 2022 | 000117266122002212 | ||
78 | $128.11M | GQ9, BSCN, PGX, BSJM | 13F-HR | Jul 19, 2022 | 000117266122001643 |