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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
COFCapital One Finl Corp
Recent Activity
Exited
0%
$567,327
3,789 shares@ $149.74 avg price
ETDEthan Allen Interiors Inc
Recent Activity
Exited
0%
$565,541
17,734 shares@ $31.9 avg price
7434⤦Proshares Tr
Recent Activity
Exited
0%
$457,620
42,177 shares@ $10.85 avg price
DOWDow Inc
Recent Activity
Exited
0%
$438,843
8,033 shares@ $54.64 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$244,169
3,404 shares@ $71.74 avg price
PSQProshares Tr
Recent Activity
Exited
0%
$233,682
5,925 shares@ $39.44 avg price
NGDNew Gold Inc Cda
Recent Activity
Exited
0%
$28,800
10,000 shares@ $2.88 avg price
DNNDenison Mines Corp
Recent Activity
Exited
0%
$18,666
10,200 shares@ $1.83 avg price