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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
SPGIS&p Global Inc
Recent Activity
Increased 0.58%
0.22%
$614,071
1,233 shares@ $498.04 avg price
FSLRFirst Solar Inc
Recent Activity
Decreased -19.6%
0.21%
$578,243
3,281 shares@ $176.24 avg price
EMREmerson Elec Co
Recent Activity
Increased 0.27%
0.21%
$572,433
4,619 shares@ $123.94 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 100%
0.2%
$564,595
25,582 shares@ $22.08 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1.63%
0.2%
$550,342
2,935 shares@ $187.52 avg price
AERAercap Holdings Nv
Recent Activity
Decreased -2.32%
0.19%
$526,254
5,499 shares@ $95.7 avg price
KVUEKenvue Inc
Recent Activity
New Position
0.19%
$522,520
24,474 shares@ $21.36 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 135.39%
0.19%
$513,254
27,743 shares@ $18.51 avg price
OXYOccidental Pete Corp
Recent Activity
Increased 17.4%
0.17%
$474,089
9,595 shares@ $49.42 avg price
CVXChevron Corp New
Recent Activity
Increased 1.95%
0.17%
$471,309
3,254 shares@ $144.84 avg price