test

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
RTXRtx Corporation
Recent Activity
Increased 3.08%
0.14%
$376,765
3,256 shares@ $115.72 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.09%
0.13%
$367,678
3,696 shares@ $99.48 avg price
BEBloom Energy Corp
Recent Activity
New Position
0.13%
$347,609
15,651 shares@ $22.22 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Increased 0.24%
0.12%
$337,765
2,987 shares@ $113.08 avg price
SYBTStock Yds Bancorp Inc
Recent Activity
0.12%
$332,485
4,643 shares@ $71.61 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.2%
0.12%
$332,048
2,296 shares@ $144.63 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.03%
0.12%
$329,950
2,617 shares@ $126.08 avg price
SCHOSchwab Strategic Tr
Recent Activity
New Position
0.12%
$329,502
13,695 shares@ $24.07 avg price
KOCoca Cola Co
Recent Activity
Increased 0.61%
0.12%
$318,680
5,119 shares@ $62.26 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -44.39%
0.12%
$312,651
546 shares@ $572.63 avg price