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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
CCJCameco Corp
Recent Activity
Increased 17.95%
0.44%
$1.242M
24,175 shares@ $51.39 avg price
PAYSPaysign Inc
Recent Activity
Decreased -0.45%
0.43%
$1.211M
400,969 shares@ $3.02 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -9.76%
0.43%
$1.194M
20,171 shares@ $59.2 avg price
IVVIshares Tr
Recent Activity
Increased 9.48%
0.42%
$1.17M
1,988 shares@ $588.73 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 195.8%
0.4%
$1.129M
48,718 shares@ $23.18 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -20.76%
0.39%
$1.102M
2,614 shares@ $421.51 avg price
PRUPrudential Finl Inc
Recent Activity
Increased 3.62%
0.36%
$995,369
8,398 shares@ $118.53 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.85%
0.35%
$979,894
5,845 shares@ $167.65 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 265.61%
0.35%
$964,488
36,996 shares@ $26.08 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 194.11%
0.34%
$953,968
42,025 shares@ $22.71 avg price