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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Joule Financial LLC
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|---|---|
| CRD # | 320791 |
| SEC # | 801-125024 |
| CIK # | 0001929070 |
| AUM | $411.2 M (2025-03-20) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 859-881-0777 |
| Address | 998 Governors Ln Lexington, KY 40513 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 5.2 | ||
| 3PEA International Inc | 2.9 | ||
| Alphabet Inc | 2.5 | ||
| International Business Machines Corp | 2.1 | ||
| Cameco Corp | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Cisco Systems Inc | 1.7 | ||
| Tesla Motors Inc | 1.5 | ||
| Genuine Parts Co | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 148.8 |
| (b) Individuals (high net worth individuals) | 127 | 250.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 0 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,065 | 411.2 |
| By Discretionary | ||
| Discretionary | 2,065 | 411.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,065 | 411.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.2 | |
| Total | 2,065 | 411.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929070] |
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|---|---|---|
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CA | 0.4 |
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Adirondack Financial Services Corp
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Wealthvalues LLC
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|
Moseley Investment Management Inc
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FL | 0.4 |
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CRUX Wealth Advisors
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