Joule Financial, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Lexington, KY
CIK
0001929070
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 65 37,288 GOOGL, UBER, MSFT, IBM 13F-HR 7/23/2024 000117266124002865
Q1 2024 68 36,725 GOOGL, IBM, GPC, JPM 13F-HR 4/30/2024 000117266124001959
Q4 2023 106 215,284 BND, RSP, LQD, QQQ 13F-HR 1/11/2024 000117266124000208
Q3 2023 102 195,866 BND, RSP, LQD, QQQ 13F-HR 10/26/2023 000117266123003508
Q2 2023 100 194,097 BND, RSP, LQD, QQQ 13F-HR 7/14/2023 000117266123002509
Q1 2023 101 186,303 BND, LQD, RSP, QQQ 13F-HR 4/13/2023 000117266123001681
Q4 2022 99 150,842 BND, QQQ, SCHD, GLD 13F-HR 1/13/2023 000117266123000176
Q3 2022 89 133,321 QQQ, BSCN, PGX, SCHD 13F-HR 10/19/2022 000117266122002212
Q2 2022 78 128,114 GLD, BSCN, PGX, BSJM 13F-HR 7/19/2022 000117266122001643