Joule Financial, LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$333.8B
Holdings
110
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GDGENERAL DYNAMICS CORP | 705 | $237.0M | 0.07% | |
| 102 | MDLZMONDELEZ INTL INC | 4,350 | $234.0M | 0.07% | |
| 103 | BLKBLACKROCK INC | 215 | $230.0M | 0.07% | |
| 104 | HDHOME DEPOT INC | 643 | $221.0M | 0.07% | |
| 105 | VXUSVANGUARD STAR FDS | 2,878 | $217.0M | 0.07% | |
| 106 | WMTWALMART INC | 1,917 | $213.0M | 0.06% | |
| 107 | DYHTARGET CORP | 2,131 | $208.0M | 0.06% | |
| 108 | VVISA INC | 583 | $204.0M | 0.06% | |
| 109 | PGXINVESCO EXCH TRADED FD TR II | 12,381 | $139.0M | 0.04% | |
| 110 | WT 3.25 06/15/26WISDOMTREE INC | 23,000 | $27.0M | 0.01% |
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