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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
SNOWSnowflake Inc
Recent Activity
New Position
0.17%
$468,017
3,031 shares@ $154.42 avg price
MUMicron Technology Inc
Recent Activity
Decreased -5.34%
0.17%
$466,331
5,541 shares@ $84.17 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -6.19%
0.16%
$434,651
742 shares@ $585.79 avg price
METMetlife Inc
Recent Activity
Increased 0.37%
0.16%
$431,262
5,267 shares@ $81.89 avg price
PEPPepsico Inc
Recent Activity
Increased 0.76%
0.16%
$428,657
2,819 shares@ $152.06 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -1.39%
0.15%
$422,139
1,272 shares@ $331.88 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.25%
0.15%
$418,625
1,154 shares@ $362.76 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 96.58%
0.15%
$404,060
17,800 shares@ $22.7 avg price
UNPUnion Pac Corp
Recent Activity
Increased 1.38%
0.15%
$402,491
1,765 shares@ $228.05 avg price
GRMNGarmin Ltd
Recent Activity
Increased 0.37%
0.15%
$398,121
1,930 shares@ $206.29 avg price