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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
VFHVanguard World Fd
Recent Activity
Increased 3.86%
1.05%
$2.957M
25,044 shares@ $118.08 avg price
VOXVanguard World Fd
Recent Activity
Increased 5.93%
1.04%
$2.919M
18,838 shares@ $154.96 avg price
VDCVanguard World Fd
Recent Activity
Increased 6.67%
1.01%
$2.85M
13,483 shares@ $211.38 avg price
VISVanguard World Fd
Recent Activity
Increased 5.98%
0.93%
$2.612M
10,267 shares@ $254.41 avg price
VCRVanguard World Fd
Recent Activity
Increased 0.44%
0.89%
$2.517M
6,705 shares@ $375.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 22.49%
0.88%
$2.466M
13,028 shares@ $189.31 avg price
VGTVanguard World Fd
Recent Activity
Increased 4.65%
0.83%
$2.339M
3,761 shares@ $621.82 avg price
VHTVanguard World Fd
Recent Activity
Increased 6.71%
0.83%
$2.33M
9,184 shares@ $253.69 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 53.87%
0.82%
$2.317M
27,045 shares@ $85.67 avg price
VPUVanguard World Fd
Recent Activity
Increased 7.59%
0.74%
$2.084M
12,750 shares@ $163.42 avg price