Sponsored

The Analysis of Joule Financial, LLC's Holdings & P&L

Currently, Joule Financial, LLC holds 114 types of securities in its portfolio with a total value $343.3M. In the most recent quarter, they have increased their positions in IEF (+44.1K shares, valued at $4.2M), IGV (+20.4K shares, valued at $1.6M), VEU (+20.6K shares, valued at $1.5M); decreased their positions in CIEN (-4.9K shares, valued at $1.9M), SCHB (-63.7K shares, valued at $1.6M), XLE (-17.8K shares, valued at $1.1M); initiated new positions in IGV (+20.4K shares, valued at $1.6M), IUSB (+24.3K shares, valued at $1.1M), PFE (+36.3K shares, valued at $1.0M).

1M P&L

+7.7M+2.50%

3M P&L

-27.6M-8.08%

HY P&L

-17.7M-5.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A253.0M

85.9%

2Software - Infrastructure4.4M

1.5%

3Communication Equipment3.7M

1.3%

Top Industries by Stock Count

1N/A46 stocks

44.7%

2Drug Manufacturers - General4 stocks

3.9%

3Insurance - Life3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS917.6K shares2.08%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T219.1K shares-0.61%2026-03-312026-04-14

IEF ISHARES TR328.3K shares15.51%2026-03-312026-04-14

LQD ISHARES TR267.2K shares2.11%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR811.3K shares-0.96%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR796.7K shares-0.74%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS135.0K shares-1.46%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F145.8K shares-0.95%2026-03-312026-04-14

Sponsored

TLT ISHARES TR69.5K shares-0.53%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR157.2K shares0.53%2026-03-312026-04-14

VGT VANGUARD WORLD FD6.8K shares-1.69%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR177.6K shares-26.39%2026-03-312026-04-14

VFH VANGUARD WORLD FD30.4K shares29.41%2026-03-312026-04-14

PAYS PAYSIGN INC614.2K shares0.00%2026-03-312026-04-14

VDC VANGUARD WORLD FD15.8K shares2.26%2026-03-312026-04-14

ALPHABET INC ALPHABET INC12.2K shares-3.11%2026-03-312026-04-14

Sponsored

VIS VANGUARD WORLD FD11.1K shares-0.44%2026-03-312026-04-14

VOX VANGUARD WORLD FD18.0K shares-2.34%2026-03-312026-04-14

VHT VANGUARD WORLD FD10.7K shares1.40%2026-03-312026-04-14

VCR VANGUARD WORLD FD7.2K shares5.05%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR38.2K shares-31.80%2026-03-312026-04-14

AAPL APPLE INC8.1K shares54.18%2026-03-312026-04-14

CSCO CISCO SYS INC25.5K shares2.63%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F24.9K shares481.83%2026-03-312026-04-14

Sponsored

BE BLOOM ENERGY CORP12.7K shares-33.06%2026-03-312026-04-14

CIEN CIENA CORP4.4K shares-52.64%2026-03-312026-04-14

BIDU BAIDU INC15.1K shares92.79%2026-03-312026-04-14

IUSV ISHARES TR16.0K shares502.26%2026-03-312026-04-14

IGV ISHARES TR20.4K sharesnew addition2026-03-312026-04-14

TSLA TESLA INC4.2K shares-2.09%2026-03-312026-04-14

VPU VANGUARD WORLD FD7.2K shares0.03%2026-03-312026-04-14

SPYG SPDR SERIES TRUST13.5K shares437.83%2026-03-312026-04-14

Sponsored

SNOW SNOWFLAKE INC7.6K shares2.34%2026-03-312026-04-14

XOM EXXON MOBIL CORP6.7K shares3.07%2026-03-312026-04-14

IUSB ISHARES TR24.3K sharesnew addition2026-03-312026-04-14

CCJ CAMECO CORP10.3K shares-0.53%2026-03-312026-04-14

CMI CUMMINS INC2.0K shares-1.32%2026-03-312026-04-14

PFE PFIZER INC36.3K sharesnew addition2026-03-312026-04-14

BABA ALIBABA GROUP HLDG LTD8.0K shares0.21%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO3.3K shares-6.14%2026-03-312026-04-14

Sponsored

SCHX SCHWAB STRATEGIC TR36.8K shares-13.11%2026-03-312026-04-14

CAT CATERPILLAR INC1.2K shares-1.13%2026-03-312026-04-14

VAW VANGUARD WORLD FD3.8K shares0.37%2026-03-312026-04-14

KR KROGER CO11.7K shares1.05%2026-03-312026-04-14

DE DEERE & CO1.4K shares-1.40%2026-03-312026-04-14

PG PROCTER & GAMBLE CO5.5K shares1.60%2026-03-312026-04-14

MSFT MICROSOFT CORP2.1K shares-0.61%2026-03-312026-04-14

CVX CHEVRON CORPORATION3.7K shares-0.22%2026-03-312026-04-14

Sponsored

FSLR FIRST SOLAR INC3.8K shares-3.86%2026-03-312026-04-14

SCHM SCHWAB STRATEGIC TR23.0K shares-7.63%2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC8.2K shares0.04%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON2.7K shares-1.99%2026-03-312026-04-14

BKR BAKER HUGHES COMPANY10.9K shares-33.97%2026-03-312026-04-14

AMZN AMAZON COM INC3.1K shares-55.65%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS2.6K shares-47.77%2026-03-312026-04-14

RTX RTX CORPORATION3.2K shares-1.08%2026-03-312026-04-14

Sponsored

SCHV SCHWAB STRATEGIC TR20.0K shares-31.45%2026-03-312026-04-14

SCHI SCHWAB STRATEGIC TR25.3K shares0.00%2026-03-312026-04-14

VO VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-04-14

SPGI S&P GLOBAL INC1.2K shares0.00%2026-03-312026-04-14

GLW CORNING INC3.8K shares-8.83%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC4.3K shares-0.25%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR20.8K shares-11.36%2026-03-312026-04-14

EMR EMERSON ELEC CO3.9K shares-1.30%2026-03-312026-04-14

Sponsored

PRU PRUDENTIAL FINL INC5.1K shares0.59%2026-03-312026-04-14

SNA SNAP ON INC1.4K shares29.03%2026-03-312026-04-14

PEP PEPSICO INC3.1K shares6.10%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL994 shares5.19%2026-03-312026-04-14

VTI VANGUARD INDEX FDS1.4K shares-0.97%2026-03-312026-04-14

TXN TEXAS INSTRS INC2.2K shares-2.27%2026-03-312026-04-14

GLD SPDR GOLD TR992 shares-54.89%2026-03-312026-04-14

KO COCA COLA CO5.5K shares-1.90%2026-03-312026-04-14

Sponsored

MBB ISHARES TR4.2K sharesnew addition2026-03-312026-04-14

OKLO OKLO INC7.8K shares-0.87%2026-03-312026-04-14

NVDA NVIDIA CORPORATION2.2K shares9.02%2026-03-312026-04-14

UNP UNION PAC CORP1.5K shares0.00%2026-03-312026-04-14

ABBV ABBVIE INC1.7K shares-0.58%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO1.2K shares0.00%2026-03-312026-04-14

SCHZ SCHWAB STRATEGIC TR15.0K shares-8.44%2026-03-312026-04-14

USIG ISHARES TR6.7K sharesnew addition2026-03-312026-04-14

Sponsored

FAST FASTENAL CO7.3K shares-0.89%2026-03-312026-04-14

GRMN GARMIN LTD1.5K shares-3.26%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC934 shares-1.58%2026-03-312026-04-14

SCHY SCHWAB STRATEGIC TR10.0K shares-0.72%2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO4.3K shares0.35%2026-03-312026-04-14

AFL AFLAC INC2.9K shares0.00%2026-03-312026-04-14

FITB FIFTH THIRD BANCORP6.7K shares0.71%2026-03-312026-04-14

SYBT STOCK YDS BANCORP INC4.6K shares0.00%2026-03-312026-04-14

Sponsored

LMT LOCKHEED MARTIN CORP507 shares-0.20%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS497 shares0.00%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC5.1K shares16.51%2026-03-312026-04-14

MET METLIFE INC4.1K shares-2.44%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T446 shares18.30%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS1.3K shares2.91%2026-03-312026-04-14

CSX CSX CORP7.0K shares0.00%2026-03-312026-04-14

LLY ELI LILLY & CO310 shares-1.27%2026-03-312026-04-14

Sponsored

LRGF ISHARES TR4.3K sharesnew addition2026-03-312026-04-14

ALPHABET INC ALPHABET INC963 shares0.10%2026-03-312026-04-14

LOW LOWES COS INC1.2K shares0.00%2026-03-312026-04-14

MCD MCDONALDS CORP858 shares-0.35%2026-03-312026-04-14

VWOB VANGUARD WHITEHALL FDS3.8K sharesnew addition2026-03-312026-04-14

IUSG ISHARES TR1.6K sharesnew addition2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP705 shares0.00%2026-03-312026-04-14

TROW PRICE T ROWE GROUP INC2.6K shares0.00%2026-03-312026-04-14

Sponsored

META META PLATFORMS INC408 shares-4.90%2026-03-312026-04-14

TGT TARGET CORP1.9K shares-9.71%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-22.89%2026-03-312026-04-14

WMT WALMART INC1.9K shares-3.34%2026-03-312026-04-14

VXUS VANGUARD STAR FDS2.9K shares0.00%2026-03-312026-04-14

HD HOME DEPOT INC652 shares1.40%2026-03-312026-04-14

IVV ISHARES TR320 shares-78.13%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-03-312026-04-14

Sponsored

BLACKROCK INC BLACKROCK INC212 shares-1.40%2026-03-312026-04-14

PGX INVESCO EXCH TRADED FD TR II12.5K shares0.81%2026-03-312026-04-14

BND

VANGUARD BD INDEX FDS

2.08%

Shares917.6K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-0.61%

Shares219.1K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

15.51%

Shares328.3K

Event2026-03-31

Filed2026-04-14

LQD

ISHARES TR

2.11%

Shares267.2K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-0.96%

Shares811.3K

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

-0.74%

Shares796.7K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-1.46%

Shares135.0K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.95%

Shares145.8K

Event2026-03-31

Filed2026-04-14

TLT

ISHARES TR

-0.53%

Shares69.5K

Event2026-03-31

Filed2026-04-14

SCHE

SCHWAB STRATEGIC TR

0.53%

Shares157.2K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

-1.69%

Shares6.8K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

-26.39%

Shares177.6K

Event2026-03-31

Filed2026-04-14

VFH

VANGUARD WORLD FD

29.41%

Shares30.4K

Event2026-03-31

Filed2026-04-14

PAYS

PAYSIGN INC

0.00%

Shares614.2K

Event2026-03-31

Filed2026-04-14

VDC

VANGUARD WORLD FD

2.26%

Shares15.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-3.11%

Shares12.2K

Event2026-03-31

Filed2026-04-14

VIS

VANGUARD WORLD FD

-0.44%

Shares11.1K

Event2026-03-31

Filed2026-04-14

VOX

VANGUARD WORLD FD

-2.34%

Shares18.0K

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD WORLD FD

1.40%

Shares10.7K

Event2026-03-31

Filed2026-04-14

VCR

VANGUARD WORLD FD

5.05%

Shares7.2K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

-31.80%

Shares38.2K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

54.18%

Shares8.1K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

2.63%

Shares25.5K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

481.83%

Shares24.9K

Event2026-03-31

Filed2026-04-14

BLOOM ENERGY CORP

-33.06%

Shares12.7K

Event2026-03-31

Filed2026-04-14

CIEN

CIENA CORP

-52.64%

Shares4.4K

Event2026-03-31

Filed2026-04-14

BIDU

BAIDU INC

92.79%

Shares15.1K

Event2026-03-31

Filed2026-04-14

IUSV

ISHARES TR

502.26%

Shares16.0K

Event2026-03-31

Filed2026-04-14

IGV

ISHARES TR

New

Shares20.4K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

-2.09%

Shares4.2K

Event2026-03-31

Filed2026-04-14

VPU

VANGUARD WORLD FD

0.03%

Shares7.2K

Event2026-03-31

Filed2026-04-14

SPYG

SPDR SERIES TRUST

437.83%

Shares13.5K

Event2026-03-31

Filed2026-04-14

SNOW

SNOWFLAKE INC

2.34%

Shares7.6K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

3.07%

Shares6.7K

Event2026-03-31

Filed2026-04-14

IUSB

ISHARES TR

New

Shares24.3K

Event2026-03-31

Filed2026-04-14

CCJ

CAMECO CORP

-0.53%

Shares10.3K

Event2026-03-31

Filed2026-04-14

CMI

CUMMINS INC

-1.32%

Shares2.0K

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC

New

Shares36.3K

Event2026-03-31

Filed2026-04-14

BABA

ALIBABA GROUP HLDG LTD

0.21%

Shares8.0K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-6.14%

Shares3.3K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

-13.11%

Shares36.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-1.13%

Shares1.2K

Event2026-03-31

Filed2026-04-14

VAW

VANGUARD WORLD FD

0.37%

Shares3.8K

Event2026-03-31

Filed2026-04-14

KROGER CO

1.05%

Shares11.7K

Event2026-03-31

Filed2026-04-14

DEERE & CO

-1.40%

Shares1.4K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

1.60%

Shares5.5K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-0.61%

Shares2.1K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

-0.22%

Shares3.7K

Event2026-03-31

Filed2026-04-14

FSLR

FIRST SOLAR INC

-3.86%

Shares3.8K

Event2026-03-31

Filed2026-04-14

SCHM

SCHWAB STRATEGIC TR

-7.63%

Shares23.0K

Event2026-03-31

Filed2026-04-14

MEDTRONIC PLC

0.04%

Shares8.2K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-1.99%

Shares2.7K

Event2026-03-31

Filed2026-04-14

BKR

BAKER HUGHES COMPANY

-33.97%

Shares10.9K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-55.65%

Shares3.1K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-47.77%

Shares2.6K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-1.08%

Shares3.2K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

-31.45%

Shares20.0K

Event2026-03-31

Filed2026-04-14

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares25.3K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

New

Shares1.9K

Event2026-03-31

Filed2026-04-14

SPGI

S&P GLOBAL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

GLW

CORNING INC

-8.83%

Shares3.8K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-0.25%

Shares4.3K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

-11.36%

Shares20.8K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

-1.30%

Shares3.9K

Event2026-03-31

Filed2026-04-14

PRU

PRUDENTIAL FINL INC

0.59%

Shares5.1K

Event2026-03-31

Filed2026-04-14

SNA

SNAP ON INC

29.03%

Shares1.4K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

6.10%

Shares3.1K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

5.19%

Shares994

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-0.97%

Shares1.4K

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC

-2.27%

Shares2.2K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

-54.89%

Shares992

Event2026-03-31

Filed2026-04-14

COCA COLA CO

-1.90%

Shares5.5K

Event2026-03-31

Filed2026-04-14

MBB

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-14

OKLO

OKLO INC

-0.87%

Shares7.8K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

9.02%

Shares2.2K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-0.58%

Shares1.7K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

SCHZ

SCHWAB STRATEGIC TR

-8.44%

Shares15.0K

Event2026-03-31

Filed2026-04-14

USIG

ISHARES TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-14

FAST

FASTENAL CO

-0.89%

Shares7.3K

Event2026-03-31

Filed2026-04-14

GRMN

GARMIN LTD

-3.26%

Shares1.5K

Event2026-03-31

Filed2026-04-14

EATON CORP PLC

-1.58%

Shares934

Event2026-03-31

Filed2026-04-14

SCHY

SCHWAB STRATEGIC TR

-0.72%

Shares10.0K

Event2026-03-31

Filed2026-04-14

ADM

ARCHER DANIELS MIDLAND CO

0.35%

Shares4.3K

Event2026-03-31

Filed2026-04-14

AFL

AFLAC INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-14

FITB

FIFTH THIRD BANCORP

0.71%

Shares6.7K

Event2026-03-31

Filed2026-04-14

SYBT

STOCK YDS BANCORP INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-14

LMT

LOCKHEED MARTIN CORP

-0.20%

Shares507

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares497

Event2026-03-31

Filed2026-04-14

MDLZ

MONDELEZ INTL INC

16.51%

Shares5.1K

Event2026-03-31

Filed2026-04-14

MET

METLIFE INC

-2.44%

Shares4.1K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

18.30%

Shares446

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

2.91%

Shares1.3K

Event2026-03-31

Filed2026-04-14

CSX

CSX CORP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-1.27%

Shares310

Event2026-03-31

Filed2026-04-14

LRGF

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.10%

Shares963

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

-0.35%

Shares858

Event2026-03-31

Filed2026-04-14

VWOB

VANGUARD WHITEHALL FDS

New

Shares3.8K

Event2026-03-31

Filed2026-04-14

IUSG

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

GENERAL DYNAMICS CORP

0.00%

Shares705

Event2026-03-31

Filed2026-04-14

TROW

PRICE T ROWE GROUP INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14