Notify me when Joule Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 110 | $333,787,627 | +$7,845,743 | -$9,047,565 | -$1,201,822 | BND, RSP, LQD, IEF, SCHA | 13F-HR | 20 Jan 2026, 14:34 |
| Q3 2025 | 115 | $333,834,906 | +$27,886,659 | -$20,663,198 | +$7,223,461 | BND, RSP, LQD, IEF, SCHA | 13F-HR | 03 Nov 2025, 15:01 |
| Q2 2025 | 108 | $308,010,912 | +$23,772,825 | -$14,232,764 | +$9,540,061 | BND, RSP, LQD, SCHA, SCHD | 13F-HR | 22 Jul 2025, 15:22 |
| Q1 2025 | 103 | $284,929,492 | +$13,839,087 | -$13,246,582 | +$592,505 | BND, RSP, LQD, SCHD, IEF | 13F-HR | 11 Apr 2025, 15:10 |
| Q4 2024 | 108 | $282,874,332 | +$42,679,072 | -$5,313,448 | +$37,365,624 | BND, RSP, LQD, SCHD, SCHA | 13F-HR | 15 Jan 2025, 17:03 |
| Q3 2024 | 107 | $274,788,572 | +$24,357,396 | -$11,778,914 | +$12,578,482 | BND, RSP, LQD, SCHD, SCHA | 13F-HR | 17 Oct 2024, 16:50 |
| Q2 2024 | 102 | $245,998,577 | $0 | $0 | $0 | BND, RSP, LQD, SCHD, SCHA | New Holdings | 17 Oct 2024, 16:49 |
| Q2 2024 | 102 | $245,998,577 | +$22,042,575 | -$18,105,650 | +$3,936,925 | BND, RSP, LQD, SCHD, SCHA | 13F-HR | 23 Jul 2024, 15:51 |
| Q1 2024 | 106 | $242,817,175 | $0 | $0 | $0 | BND, RSP, LQD, SCHD, SCHA | New Holdings | 17 Oct 2024, 16:48 |
| Q1 2024 | 106 | $242,817,175 | +$33,469,129 | -$16,252,775 | +$17,216,354 | BND, RSP, LQD, SCHD, SCHA | 13F-HR | 30 Apr 2024, 20:41 |
| Q4 2023 | 101 | $214,966,399 | +$14,521,492 | -$13,019,699 | +$1,501,793 | BND, RSP, LQD, QQQ, SCHA | 13F-HR | 11 Jan 2024, 17:10 |
| Q3 2023 | 98 | $195,656,045 | +$20,102,671 | -$9,896,396 | +$10,206,275 | BND, RSP, LQD, QQQ, SCHA | 13F-HR | 26 Oct 2023, 17:06 |
| Q2 2023 | 98 | $193,930,185 | +$12,562,506 | -$9,245,114 | +$3,317,392 | BND, RSP, LQD, QQQ, SCHA | 13F-HR | 14 Jul 2023, 09:56 |
| Q1 2023 | 101 | $186,303,485 | +$59,343,102 | -$31,575,293 | +$27,767,809 | BND, LQD, RSP, QQQ, SCHD | 13F-HR | 13 Apr 2023, 08:37 |
| Q4 2022 | 99 | $150,842,843 | +$31,561,827 | -$20,054,943 | +$11,506,884 | BND, QQQ, SCHD, GLD, LQD | 13F-HR | 13 Jan 2023, 14:54 |
| Q3 2022 | 89 | $133,321,000 | +$19,379,471 | -$8,369,012 | +$11,010,459 | QQQ, BSCN, PGX, SCHD, BSJM | 13F-HR | 19 Oct 2022, 12:51 |
| Q2 2022 | 77 | $127,796,000 | $0 | $0 | $0 | GLD, BSCN, PGX, BSJM, VGT | 13F-HR | 19 Jul 2022, 14:19 |