CIK 1929070
Joule Financial, LLC
Institutional 13F holdings & portfolio
Holdings
110
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–110 of 110
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | 705 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 215 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 643 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| V | VISA INC | 583 | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| — | WISDOMTREE INC | 23K | $15K–$50K | PRN |