• 13F History

Joule Financial, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$285M
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 103 stock holdings with total value $285M as of Q1 2025. Top holdings included BND, RSP, LQD, SCHD, and IEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 103 $285M +$13.8M -$13.2M +$593K BND, RSP, LQD, SCHD, IEF 13F-HR 4/11/2025, 03:10 PM
Q4 2024 108 $283M +$42.7M -$5.31M +$37.4M BND, RSP, LQD, SCHD, SCHA 13F-HR 1/15/2025, 05:03 PM
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 106 $215M +$14.5M -$13M +$1.5M BND, RSP, LQD, QQQ, SCHA 13F-HR 1/11/2024, 05:10 PM
Q3 2023 102 $196M +$20.3M -$6.99M +$13.3M BND, RSP, LQD, QQQ, SCHA 13F-HR 10/26/2023, 05:06 PM
Q2 2023 100 $194M +$12.7M -$5.66M +$7.07M BND, RSP, LQD, QQQ, SCHA 13F-HR 7/14/2023, 09:56 AM
Q1 2023 101 $186M +$59.3M -$27.4M +$32M BND, LQD, RSP, QQQ, SCHD 13F-HR 4/13/2023, 08:37 AM
Q4 2022 99 $151M +$31.6M -$9.71M +$21.8M BND, QQQ, SCHD, GLD, LQD 13F-HR 1/13/2023, 01:54 PM
Q3 2022 89 $133M +$19.4M -$6.97M +$12.4M QQQ, BSCN, PGX, SCHD, BSJM 13F-HR 10/19/2022, 12:51 PM
Q2 2022 78 $128M GLD, BSCN, PGX, BSJM, VGT 13F-HR 7/19/2022, 02:19 PM