Fund HoldingsJoule Financial, LLC

Total Portfolio Value
$284.93M
Total Bought
$19.45M
Total Sold
$14.94M
Net Transaction
+$4.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD BD INDEX FDS795,057818,858+23,80157,17360,14521.11%+2,973
VANGUARD WORLD FD
INF TECH ETF
3,7617,613+3,8522,3394,1291.45%+1,790
ISHARES TR229,532237,617+8,08524,52325,8279.06%+1,303
ISHARES TR0168,310+168,310016,0525.63%+16,052
SCHWAB STRATEGIC TR732,390746,769+14,37920,00920,8807.33%+871
MICRON TECHNOLOGY INC(MU)5,54113,854+8,3134661,2040.42%+737
MOSAIC CO NEW(MOS)025,331+25,33106840.24%+684
ROKU INC(ROKU)08,955+8,95506310.22%+631
CIENA CORP(CIEN)010,390+10,39006280.22%+628
VANGUARD TAX-MANAGED FDS0137,616+137,61606,9952.45%+6,995
CF INDS HLDGS INC(CF)06,889+6,88905380.19%+538
SELECT SECTOR SPDR TR
ST STR ENERG ETF
27,04529,870+2,8252,3172,7910.98%+475
APPLE INC(AAPL)3,3435,850+2,5078371,2990.46%+462
ALIBABA GROUP HLDG LTD(BABA)7,8078,310+5036621,0990.39%+437
SCHWAB STRATEGIC TR0164,717+164,71704,5411.59%+4,541
VANGUARD WORLD FD
CONSUM STP ETF
13,48314,721+1,2382,8503,2211.13%+371
VANGUARD WORLD FD
HEALTH CAR ETF
9,18410,127+9432,3302,6810.94%+351
VANGUARD INTL EQUITY INDEX F0147,655+147,65506,6832.35%+6,683
EXXON MOBIL CORP16,33717,438+1,1011,7572,0740.73%+317
VANGUARD WORLD FD
UTILITIES ETF
12,75014,041+1,2912,0842,3980.84%+315
BLOOM ENERGY CORP15,65131,249+15,5983486140.22%+267
CISCO SYS INC(CSCO)20,17123,457+3,2861,1941,4480.51%+253
SNOWFLAKE INC(SNOW)3,0314,904+1,8734687170.25%+249
GOLDMAN SACHS PHYSICAL GOLD(AAAU)07,743+7,74302390.08%+239
PAYCHEX INC(PAYX)01,401+1,40102160.08%+216
INTERNATIONAL BUSINESS MACHS(IBM)7,5697,514-551,6641,8680.66%+205
VANECK ETF TRUST
GOLD MINERS ETF
46,63938,491-8,1481,5821,7690.62%+188
ABBVIE INC(ABBV)1,6862,285+5993004790.17%+179
KENVUE INC(KVUE)24,47428,970+4,4965236950.24%+172
ISHARES TR031,670+31,67002,8831.01%+2,883
KROGER CO(KR)10,69811,350+6526547680.27%+114
SCHWAB STRATEGIC TR36,99639,406+2,4109641,0470.37%+83
SCHWAB STRATEGIC TR13,69516,862+3,1673304100.14%+81
DEERE & CO(DE)1,7271,731+47328120.29%+81
CHEVRON CORP NEW(CVX)3,2543,289+354715500.19%+79
VANGUARD WORLD FD
MATERIALS ETF
3,4073,738+3316407060.25%+66
JOHNSON & JOHNSON(JNJ)2,2962,391+953323970.14%+64
COCA COLA CO(KO)5,1195,186+673193740.13%+55
RTX CORPORATION(RTX)3,2563,258+23774320.15%+55
BERKSHIRE HATHAWAY INC DEL499517+182262750.10%+49
SCHWAB STRATEGIC TR27,74327,949+2065135530.19%+40
DUKE ENERGY CORP NEW(DUK)2,3442,394+502532920.10%+39
ELI LILLY & CO(LLY)288312+242222580.09%+35
VANGUARD WORLD FD
FINANCIALS ETF
25,04425,026-182,9572,9901.05%+33
OCCIDENTAL PETE CORP(OXY)9,59510,244+6494745060.18%+32
OXFORD LANE CAP CORP18,77326,794+8,021951260.04%+31
GENUINE PARTS CO(GPC)010,945+10,94501,3150.46%+1,315
JPMORGAN CHASE & CO.(JPM)3,6003,625+258638890.31%+26
VISA INC(V)809799-102562800.10%+24
FASTENAL CO(FAST)4,1914,194+33013250.11%+24
GARMIN LTD(GRMN)1,9301,931+13984190.15%+21
MCDONALDS CORP(MCD)851850-12472660.09%+19
PRUDENTIAL FINL INC(PFH)8,3989,073+6759951,0130.36%+18
AFLAC INC(AFL)2,1572,15702232400.08%+17
PROCTER AND GAMBLE CO(PG)5,8455,837-89809950.35%+15
UNION PAC CORP(UNP)1,7651,76504024170.15%+14
S&P GLOBAL INC(SPGI)1,2331,23306146260.22%+12
SNAP ON INC(SNA)596616+202022080.07%+5
SCHWAB STRATEGIC TR17,80017,658-1424044090.14%+5
SCHWAB STRATEGIC TR25,58225,325-2575655690.20%+4
META PLATFORMS INC(META)742757+154354370.15%+2
VANGUARD INDEX FDS1,0241,073+492972950.10%-2
WISDOMTREE INC(WT)23,00023,000026240.01%-2
KELLANOVA2,6742,569-1052172120.07%-5
WALMART INC(WMT)2,3542,344-102132060.07%-7
TEXAS INSTRS INC(TXN)2,9353,010+755505410.19%-9
STOCK YDS BANCORP INC(SYBT)4,6434,64303323220.11%-10
PFIZER INC(PFE)8,4598,435-242242140.08%-11
PEPSICO INC(PEP)2,8192,783-364294170.15%-11
VANGUARD INDEX FDS49849802682560.09%-12
METLIFE INC(MET)5,2675,214-534314190.15%-13
HOME DEPOT INC(HD)59459402312180.08%-13
LOWES COS INC(LOW)1,0151,016+12512370.08%-14
GENERAL MLS INC(GIS)4,6084,577-312942740.10%-20
NVIDIA CORPORATION(NVDA)1,9812,263+2822662450.09%-21
FIFTH THIRD BANCORP(FITB)6,8646,872+82902690.09%-21
SCHWAB STRATEGIC TR42,02543,245+1,2209549310.33%-23
SCHWAB STRATEGIC TR24,57724,759+1826816490.23%-32
CATERPILLAR INC(CAT)1,1541,156+24193810.13%-37
MERCK & CO INC(MRK)3,6963,666-303683290.12%-39
VANGUARD WORLD FD
INDUSTRIAL ETF
10,26710,362+952,6122,5650.90%-47
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
215,000217,207+2,20737,67437,62713.21%-48
ISHARES TR1,9881,98801,1701,1170.39%-53
SCHWAB STRATEGIC TR48,71848,484-2341,1291,0710.38%-59
INVESCO EXCH TRADED FD TR II17,38512,229-5,1562001370.05%-63
UNITED PARCEL SERVICE INC(UPS)2,6172,409-2083302650.09%-65
PRICE T ROWE GROUP INC(TROW)2,9872,944-433382700.09%-67
EMERSON ELEC CO(EMR)4,6194,562-575725000.18%-72
DISNEY WALT CO(DIS)11,38912,106+7171,2681,1950.42%-73
EATON CORP PLC(ETN)1,2721,27204223460.12%-76
CUMMINS INC(CMI)2,0282,009-197076300.22%-77
VANGUARD WORLD FD
COMM SRVC ETF
18,83818,953+1152,9192,8120.99%-107
AMAZON COM INC(AMZN)4,0763,910-1668947440.26%-150
LOCKHEED MARTIN CORP(LMT)4270-4272070-207
BLACKROCK INC(BLK)2060-2062110-211
MICROSOFT CORP(MSFT)02,339+2,33908780.31%+878
PALANTIR TECHNOLOGIES INC(PLTR)2,9790-2,9792250-225
TARGET CORP(TGT)1,6720-1,6722260-226
GAMESTOP CORP NEW(GME)7,3010-7,3012290-229
ISHARES TR8,4050-8,4052560-256
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