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Daniel Czulno

@Joule Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$282.874MTotal holdings108
Assets growth rate2.95%Assets growth rate (2-Q avg)319.94%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Joule Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Joule Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 282.874M in assets, with a quarterly growth rate of 2.95% and a 2-quarter average growth rate of 319.94%. The portfolio is managed by Daniel Czulno, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.57%
1.35%
$3.818M
7,469 shares@ $511.25 avg price
TSLATesla Inc
Recent Activity
Decreased -1%
1.1%
$3.089M
7,649 shares@ $403.85 avg price
TLTIshares Tr
Recent Activity
Decreased -1.71%
0.96%
$2.712M
31,060 shares@ $87.34 avg price
OKLOOklo Inc
Recent Activity
Decreased -31.13%
0.7%
$1.963M
92,460 shares@ $21.24 avg price
PAYSPaysign Inc
Recent Activity
Decreased -0.45%
0.43%
$1.211M
400,969 shares@ $3.02 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -9.76%
0.43%
$1.194M
20,171 shares@ $59.2 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -20.76%
0.39%
$1.102M
2,614 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.89%
0.32%
$894,234
4,076 shares@ $219.4 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -9.89%
0.26%
$732,388
8,581 shares@ $85.35 avg price
FSLRFirst Solar Inc
Recent Activity
Decreased -19.6%
0.21%
$578,243
3,281 shares@ $176.24 avg price