Joule Financial, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$275M
Signature - Title
Daniel Czulno - Managing Director
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Joule Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joule Financial, LLC reported 107 stock holdings with total value $275M as of Q3 2024. Top holdings included BND, RSP, LQD, SCHD, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 107 $275M +$24.4M -$11.8M +$12.6M BND, RSP, LQD, SCHD, SCHA 13F-HR 10/17/2024, 04:50 PM
Q2 2024 102 $246M $0 $0 BND, RSP, LQD, SCHD, SCHA New Holdings 10/17/2024, 04:49 PM
Q2 2024 102 $246M +$22M -$18.1M +$3.94M BND, RSP, LQD, SCHD, SCHA 13F-HR 7/23/2024, 03:51 PM
Q1 2024 106 $243M $0 $0 BND, RSP, LQD, SCHD, SCHA New Holdings 10/17/2024, 04:48 PM
Q1 2024 106 $243M +$33.5M -$16.3M +$17.2M BND, RSP, LQD, SCHD, SCHA 13F-HR 4/30/2024, 08:41 PM
Q4 2023 101 $215M +$14.5M -$13M +$1.5M BND, RSP, LQD, QQQ, SCHA 13F-HR 1/11/2024, 05:10 PM
Q3 2023 98 $196M +$20.1M -$9.9M +$10.2M BND, RSP, LQD, QQQ, SCHA 13F-HR 10/26/2023, 05:06 PM
Q2 2023 98 $194M +$12.6M -$9.25M +$3.32M BND, RSP, LQD, QQQ, SCHA 13F-HR 7/14/2023, 09:56 AM
Q1 2023 101 $186M +$59.3M -$31.6M +$27.8M BND, LQD, RSP, QQQ, SCHD 13F-HR 4/13/2023, 08:37 AM
Q4 2022 99 $151M +$31.6M -$20.1M +$11.5M BND, QQQ, SCHD, GLD, LQD 13F-HR 1/13/2023, 02:54 PM
Q3 2022 89 $133M +$19.4M -$8.37M +$11M QQQ, BSCN, PGX, SCHD, BSJM 13F-HR 10/19/2022, 12:51 PM
Q2 2022 77 $128M $0 $0 GLD, BSCN, PGX, BSJM, VGT 13F-HR 7/19/2022, 02:19 PM