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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
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
OKLOOklo Inc
Recent Activity
Decreased -31.13%
0.7%
$1.963M
92,460 shares@ $21.24 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 157.4%
0.63%
$1.757M
16,337 shares@ $107.57 avg price
IBMInternational Business Machs
Recent Activity
Increased 39.94%
0.59%
$1.664M
7,569 shares@ $219.82 avg price
GDXVaneck Etf Trust
Recent Activity
Increased 17.77%
0.56%
$1.582M
46,639 shares@ $33.92 avg price
UBERUber Technologies Inc
Recent Activity
Increased 3.18%
0.51%
$1.427M
23,664 shares@ $60.32 avg price
GPCGenuine Parts Co
Recent Activity
0.46%
$1.289M
10,945 shares@ $117.76 avg price
DISDisney Walt Co
Recent Activity
Increased 4.48%
0.45%
$1.268M
11,389 shares@ $111.35 avg price