Managing Director

0001172661-23-002509.txt : 20230714 0001172661-23-002509.hdr.sgml : 20230714 20230714095645 ACCESSION NUMBER: 0001172661-23-002509 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230714 DATE AS OF CHANGE: 20230714 EFFECTIVENESS DATE: 20230714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Joule Financial, LLC CENTRAL INDEX KEY: 0001929070 IRS NUMBER: 881272260 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22569 FILM NUMBER: 231088209 BUSINESS ADDRESS: STREET 1: 1216 S. BROADWAY CITY: LEXINGTON STATE: KY ZIP: 40504 BUSINESS PHONE: 8598810777 MAIL ADDRESS: STREET 1: 1216 S. BROADWAY CITY: LEXINGTON STATE: KY ZIP: 40504 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001929070 XXXXXXXX 06-30-2023 06-30-2023 false Joule Financial, LLC

1216 S. Broadway Lexington KY 40504

13F HOLDINGS REPORT 028-22569 000320791 801-125024 N Daniel Czulno Managing Director 859-881-0777 /s/ Daniel Czulno Lexington KY 07-14-2023 0 100 194097605 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 352617 3523 SH SOLE 3523 0 0 ABBVIE INC COM 00287Y109 212334 1576 SH SOLE 1576 0 0 AIRBNB INC COM CL A 009066101 422031 3293 SH SOLE 3293 0 0 ALPHABET INC CAP STK CL A 02079K305 339828 2839 SH SOLE 2839 0 0 AMAZON COM INC COM 023135106 440356 3378 SH SOLE 3378 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 279678 44677 SH SOLE 44677 0 0 APPLE INC COM 037833100 1284602 6623 SH SOLE 6623 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1843463 41764 SH SOLE 41764 0 0 ATI INC COM 01741R102 356892 8069 SH SOLE 8069 0 0 BOSTON SCIENTIFIC CORP COM 101137107 886535 16390 SH SOLE 16390 0 0 CAMECO CORP COM 13321L108 473490 15113 SH SOLE 15113 0 0 CATERPILLAR INC COM 149123101 309531 1258 SH SOLE 1258 0 0 CHEVRON CORP NEW COM 166764100 407064 2587 SH SOLE 2587 0 0 CISCO SYS INC COM 17275R102 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