Joule Financial, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$488.82M
13F filings
2
Latest filing
Oct 17, 2024

Top 10 holdings

BND $49.24M
20.02% of AUM
BND $48.34M
19.91% of AUM
RSP $33.75M
13.72% of AUM
RSP $33.49M
13.79% of AUM
LQD $22.12M
9.11% of AUM
LQD $21.88M
8.89% of AUM
SCHD $14.80M
6.02% of AUM
SCHD $14.66M
6.04% of AUM
SCHA $14.65M
6.04% of AUM
SCHA $14.56M
5.92% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Joule Financial, LLC. Reported assets under management total $488.82M.

View live Joule Financial, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Joule Financial, LLC have under management?
Per Joule Financial, LLC's most recent SEC Form 13F filing dated Oct 17, 2024, total assets under management are $488.82M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Joule Financial, LLC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Joule Financial, LLC. Filings are due 45 days after quarter-end.
Where does Joule Financial, LLC's holdings data come from?
Every position shown on this page sources back to Joule Financial, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.