SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Joule Financial, LLC

CIK 0001929070 · 998 GOVERNORS LANE SUITE 325, LEXINGTON, KY, 40513 · 8598810777

Reported Value
$283M
Q4 2024
Positions
108
Filings on Record
18
2019–present window
Filed
Jan 15, 2025
original filing

Summary

Joule Financial, LLC reported $283M in U.S.-listed holdings across 108 positions for Q4 2024.

The portfolio is heavily concentrated: Vanguard Bd Index Fds alone accounts for 20.2% of reported value.

Compared with Q3 2024, the fund opened 9 new positions and exited 8.

Portfolio Metrics

Turnover
+2.7%
vs prior filed quarter
Top-10 Concentration
+70.4%
share of reported value
Largest Position
+20.2%
Vanguard Bd Index Fds
New / Exited
9 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $128MQ2 ’22Q3 ’22: $133MQ4 ’22: $151MQ4 ’22Q1 ’23: $186MQ2 ’23: $194MQ2 ’23Q3 ’23: $196MQ4 ’23: $215MQ4 ’23Q1 ’24: $37MQ2 ’24: $37MQ2 ’24Q3 ’24: $275MQ4 ’24: $283MQ4 ’24Q1 ’25: $285MQ2 ’25: $308MQ2 ’25Q3 ’25: $334MQ4 ’25: $334MQ4 ’25Q1 ’26: $343Mfilingsflow.com

Portfolio Composition

By security type
ETP: 84.3%Common Stock: 14.9%Other: 0.5%ADR: 0.2%US DOMESTIC: 0.0%
  • ETP · 84.3% · $238M
  • Common Stock · 14.9% · $42M
  • Other · 0.5% · $1M
  • ADR · 0.2% · $661,956
  • US DOMESTIC · 0.0% · $25,938

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KVUEKENVUE INCNEW+24.5K24.5K+$522,520$522,520
SNOWSNOWFLAKE INCNEW+3.0K3.0K+$468,017$468,017
BEBLOOM ENERGY CORPNEW+15.7K15.7K+$347,609$347,609
SCHWAB STRATEGIC TRNEW+13.7K13.7K+$329,502$329,502
ISHARES TRNEW+8.4K8.4K+$255,848$255,848
GMEGAMESTOP CORP NEWNEW+7.3K7.3K+$228,813$228,813
WMTWALMART INCNEW+2.4K2.4K+$212,659$212,659
BLKBLACKROCK INCNEW+206206+$211,173$211,173

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

33 positions
#IssuerClass% PortfolioValueShares
1VANGUARD BD INDEX FDSTOTAL BND MRKT20.21%$57M795.1K
2SCHWAB STRATEGIC TRUS DIVIDEND EQ · US SML CAP ETF · EMRG MKTEQ ETF · US LRG CAP ETF · US LCAP VA ETF · US BRD MKT ETF · US MID-CAP ETF15.96%$45M1.71M
3ISHARES TRIBOXX INV CP ETF · 7-10 YR TRSY BD · 20 YR TR BD ETF · CORE S&P500 ETF15.40%$44M426.6K
4INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT13.32%$38M215.0K
5VDCVANGUARD WORLD FDFINANCIALS ETF · COMM SRVC ETF · CONSUM STP ETF · INDUSTRIAL ETF · CONSUM DIS ETF · INF TECH ETF · HEALTH CAR ETF · UTILITIES ETF · MATERIALS ETF7.51%$21M103.4K
6GQ9SPDR GOLD TRhistory →GOLD SHS3.64%$10M42.6K
7VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT2.28%$6M134.9K
8VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF2.25%$6M144.2K
9NDQINVESCO QQQ TRhistory →UNIT SER 11.35%$4M7.5K
10TSLATESLA INChistory →COM1.09%$3M7.6K
11GOOGLALPHABET INCCAP STK CL A0.87%$2M13.0K
12XLESELECT SECTOR SPDR TRENERGY0.82%$2M27.0K
13OKLOOKLO INCCOM CL A0.69%$2M92.5K
14EXMOCEXXON MOBIL CORPCOM0.62%$2M16.3K
15IBMINTERNATIONAL BUSINESS MACHSCOM0.59%$2M7.6K
16VANECK ETF TRUSTGOLD MINERS ETF0.56%$2M46.6K
17UBERUBER TECHNOLOGIES INCCOM0.50%$1M23.7K
18GPCGENUINE PARTS COCOM0.46%$1M10.9K
19DISDISNEY WALT COCOM0.45%$1M11.4K
20CCOCAMECO CORPCOM0.44%$1M24.2K
21PAYSPAYSIGN INCCOM0.43%$1M401.0K
22CSCOCISCO SYS INCCOM0.42%$1M20.2K
23MSFTMICROSOFT CORPCOM0.39%$1M2.6K
24PRUPRUDENTIAL FINL INCCOM0.35%$995,3698.4K
25PGPROCTER AND GAMBLE COCOM0.35%$979,8945.8K
26AMZNAMAZON COM INCCOM0.32%$894,2344.1K
27JPMJPMORGAN CHASE & CO.COM0.31%$863,0423.6K
28AAPLAPPLE INCCOM0.30%$837,1853.3K
29PYPLPAYPAL HLDGS INCCOM0.26%$732,3888.6K
30DEDEERE & COCOM0.26%$731,7301.7K
31CMICUMMINS INCCOM0.25%$706,9612.0K
32BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.23%$661,9567.8K
33KRKROGER COCOM0.23%$654,20510.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$343M114Apr 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$334M110Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$334M115Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$308M108Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$285M103Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$283M108Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$275M107Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$37M65Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$37M68May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$215M106Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$196M102Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$194M100Jul 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$186M101Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$151M99Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$133M89Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$128M78Jul 19, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.