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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
AMZNAmazon Com Inc
Recent Activity
Decreased -0.89%
0.32%
$894,234
4,076 shares@ $219.4 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 5.58%
0.31%
$863,042
3,600 shares@ $239.74 avg price
AAPLApple Inc
Recent Activity
Increased 6%
0.3%
$837,185
3,343 shares@ $250.43 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -9.89%
0.26%
$732,388
8,581 shares@ $85.35 avg price
DEDeere & Co
Recent Activity
Increased 24.7%
0.26%
$731,730
1,727 shares@ $423.71 avg price
CMICummins Inc
Recent Activity
0.25%
$706,961
2,028 shares@ $348.61 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 197.66%
0.25%
$681,016
24,577 shares@ $27.71 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 1.83%
0.24%
$661,956
7,807 shares@ $84.8 avg price
KRKroger Co
Recent Activity
Increased 6.35%
0.24%
$654,205
10,698 shares@ $61.16 avg price
VAWVanguard World Fd
Recent Activity
Increased 4.26%
0.23%
$639,946
3,407 shares@ $187.84 avg price