Daniel Czulno

@Joule Financial, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$282.874M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KVUEKenvue Inc Recent Activity New Position	0.19%	$522,520 24,474 shares@ $21.36 avg price	New Position
SNOWSnowflake Inc Recent Activity New Position	0.17%	$468,017 3,031 shares@ $154.42 avg price	New Position
BEBloom Energy Corp Recent Activity New Position	0.13%	$347,609 15,651 shares@ $22.22 avg price	New Position
SCHOSchwab Strategic Tr Recent Activity New Position	0.12%	$329,502 13,695 shares@ $24.07 avg price	New Position
FXIIshares Tr Recent Activity New Position	0.1%	$255,848 8,405 shares@ $30.44 avg price	New Position
GMEGamestop Corp New Recent Activity New Position	0.09%	$228,813 7,301 shares@ $31.34 avg price	New Position
WMTWalmart Inc Recent Activity New Position	0.08%	$212,659 2,354 shares@ $90.34 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.08%	$211,173 206 shares@ $1025.12 avg price	New Position
SNASnap On Inc Recent Activity New Position	0.08%	$202,330 596 shares@ $339.48 avg price	New Position