Joule-Financial
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", "TROW", "MOS", "SNOW", "MU", "ABBV", "BABA", "GOOGL", null, null, null, "CAT", "LOW", "CMI", "DUK", "ROKU", null, "FITB", "GIS", "HD", "MCD", "UNP", "SYBT", "EMR", "META", "PAYS", null, null, "OXLC", null, "MSFT", "GPC", "OXY", "FAST", "KR", "PAYX", "VHT", "PEP", "IVV", "AAPL", "NVDA", "PRU", "PFE", "PG", "MRK", "KVUE", null, "SPGI", null, "SCHX", null, "SNA", "RTX", "GLD", null, "IBM", "TXN", "UPS", "MET", "VWO", null, "IEF", "K", "AFL", "AMZN", "SCHB", null, null, null, "VGT", null, "VFH", "VEA", "BND", "VOO", null, "V", "WMT", "GRMN", "SCHD", null, "SCHF", "SCHA", "BRK-B", "BE", "CCJ", "CF", "CVX", "CIEN", "CSCO", "KO", "DE", "RSP", "QQQ", "DIS", "ETN", "XOM", "JNJ", "LLY", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 103
- Total Value
- 284929492
- Accession Number
- 0001172661-25-001487
- Form Type
- 13F-HR
- Manager Name
- Joule-Financial
Data Enrichment
82% identified84 identified19 unidentified
Holdings
103 positions • $284.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip46138E511)✕ | 12.2K | All Managers (Combined) | $137.2K | 0.0% ($137.2K/$284.9M) | ||
26.8K | YoY NEW(+26.8K) | All Managers (Combined) | $126.5K | 0.0% ($126.5K/$284.9M) | YoY NEW(+$126.5K) | |
(cusip97717PAD6)✕ | 23.0K | QoQ 0.00% (-0)YoY NEW(+23.0K) | All Managers (Combined) | $23.9K | 0.0% ($23.9K/$284.9M) | YoY NEW(+$23.9K) |