Joule Financial, LLC
Q1 2025 13F Holdings
Location
Lexington, KY
Holdings as of
3/31/2025
Value ($000)
$284,929
Num holdings
103
Date filed
4/11/2025
Form type
13F-HR
Prev filing
1/15/2025
Next filing
SEC
View on sec.gov
Compare Q1 2025 to
2024 Q4
2024 Q3
2024 Q2 - NEW HOLDINGS
2024 Q2
2024 Q1 - NEW HOLDINGS
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type