JF
Joule Financial Portfolio holdings
AUM
$334M
1-Year Est. Return
15.75%
1 Year Est. Return
+15.75%
AUM
$308M
AUM Growth
+$23.1M
(+8.1%)
Holding
118
Top Buys
| 1 | +$3.93M | |
| 2 | +$3.49M | |
| 3 | +$2.09M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.4M |
| 5 |
Coinbase
COIN
|
+$1.23M |
Top Sells
| 1 | +$1.77M | |
| 2 | +$1.6M | |
| 3 | +$1.2M | |
| 4 |
Exxon Mobil
XOM
|
+$1.2M |
| 5 |
Vanguard Utilities ETF
VPU
|
+$1.2M |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Consumer Discretionary | 2.55% |
| 3 | Financials | 2.23% |
| 4 | Industrials | 1.81% |
| 5 | Consumer Staples | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$291B
| $1.69M | 0.55% |
24,343
+886
|
|
||
27
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.59M | 0.52% |
18,706
-11,164
|
|
||
28
Tesla
TSLA
$1.43T
| $1.51M | 0.49% |
4,754
-2,833
|
|
||
29
Genuine Parts
GPC
$17.7B
| $1.4M | 0.46% |
11,483
+538
|
|
||
|
30
Vanguard Utilities ETF
VPU
$7.89B
| $1.28M | 0.41% |
7,236
-6,805
|
|
||
31
iShares Core S&P 500 ETF
IVV
$679B
| $1.23M | 0.4% |
1,988
|
|
||
|
32
Coinbase
COIN
$82B
| $1.23M | 0.4% |
+3,513
|
|
||
33
Schwab US Large- Cap ETF
SCHX
$62.4B
| $1.16M | 0.38% |
47,301
-1,183
|
|
||
34
Apple
AAPL
$4.04T
| $1.15M | 0.37% |
5,600
-250
|
|
||
35
Microsoft
MSFT
$3.8T
| $1.15M | 0.37% |
2,306
-33
|
|
||
36
Schwab US Large-Cap Value ETF
SCHV
$14.2B
| $1.11M | 0.36% |
40,070
+664
|
|
||
37
Snowflake
SNOW
$91.4B
| $1.09M | 0.35% |
4,870
-34
|
|
||
38
JPMorgan Chase
JPM
$872B
| $1.04M | 0.34% |
3,587
-38
|
|
||
|
OKLO
39
Oklo
OKLO
$16.4B
| $965K | 0.31% |
17,228
-218
|
|
||
40
Alibaba
BABA
$377B
| $927K | 0.3% |
8,172
-138
|
|
||
41
The Mosaic Company
MOS
$8.08B
| $926K | 0.3% |
25,372
+41
|
|
||
42
SoFi Technologies
SOFI
$38.8B
| $903K | 0.29% |
+49,576
|
|
||
43
Procter & Gamble
PG
$346B
| $900K | 0.29% |
5,649
-188
|
|
||
44
Ciena
CIEN
$29.6B
| $869K | 0.28% |
10,690
+300
|
|
||
45
CAVA Group
CAVA
$5.65B
| $850K | 0.28% |
+10,096
|
|
||
46
Kroger
KR
$43.3B
| $840K | 0.27% |
11,704
+354
|
|
||
47
Deere & Co
DE
$130B
| $821K | 0.27% |
1,615
-116
|
|
||
48
Bloom Energy
BE
$30B
| $802K | 0.26% |
33,525
+2,276
|
|
||
49
Lyft
LYFT
$9.81B
| $760K | 0.25% |
+48,225
|
|
||
50
ServiceNow
NOW
$180B
| $753K | 0.24% |
+732
|
|