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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
VOOVanguard Index Fds
Recent Activity
Decreased -1.38%
0.1%
$268,327
498 shares@ $538.81 avg price
NVDANvidia Corporation
Recent Activity
Decreased -24.33%
0.1%
$265,968
1,981 shares@ $134.26 avg price
VVisa Inc
Recent Activity
Decreased -7.11%
0.1%
$255,676
809 shares@ $316.04 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.04%
0.09%
$252,518
2,344 shares@ $107.73 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -4.58%
0.08%
$226,187
499 shares@ $453.29 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -68.07%
0.08%
$225,302
2,979 shares@ $75.64 avg price
PFEPfizer Inc
Recent Activity
Decreased -6.64%
0.08%
$224,408
8,459 shares@ $26.53 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -29.23%
0.08%
$222,336
288 shares@ $772.0 avg price