0001172661-24-001959.txt : 20240501 0001172661-24-001959.hdr.sgml : 20240501 20240430204125 ACCESSION NUMBER: 0001172661-24-001959 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Joule Financial, LLC CENTRAL INDEX KEY: 0001929070 ORGANIZATION NAME: 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: 24899569 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 03-31-2024 03-31-2024 false Joule Financial, LLC

1216 S. Broadway Lexington KY 40504

13F HOLDINGS REPORT 028-22569 000320791 801-125024 N Daniel Czulno 859-881-0777 /s/ Daniel Czulno Lexington KY 04-30-2024 0 68 36725097 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 309934 1702 SH SOLE 1702 0 0 AERCAP HOLDINGS NV SHS N00985106 521634 6002 SH SOLE 6002 0 0 ALPHABET INC CAP STK CL A 02079K305 1887682 12507 SH SOLE 12507 0 0 ALTC ACQUISITION CORP COM CL A 02156V109 415037 36343 SH SOLE 36343 0 0 AMAZON COM INC COM 023135106 709615 3934 SH SOLE 3934 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 278590 20621 SH SOLE 20621 0 0 APPLE INC COM 037833100 471167 2748 SH SOLE 2748 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 214886 511 SH SOLE 511 0 0 BLACKROCK INC COM 09247X101 235103 282 SH SOLE 282 0 0 BOSTON SCIENTIFIC CORP COM 101137107 420734 6143 SH SOLE 6143 0 0 CAMECO CORP COM 13321L108 899410 20762 SH SOLE 20762 0 0 CAPITAL ONE FINL CORP COM 14040H105 565633 3799 SH SOLE 3799 0 0 CATERPILLAR INC COM 149123101 410768 1121 SH SOLE 1121 0 0 CHEVRON CORP NEW COM 166764100 450190 2854 SH SOLE 2854 0 0 CISCO SYS INC COM 17275R102 467333 9364 SH SOLE 9364 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 1067234 46932 SH SOLE 46932 0 0 CLOUDFLARE INC CL A COM 18915M107 202375 2090 SH SOLE 2090 0 0 COCA COLA CO COM 191216100 289831 4700 SH SOLE 4700 0 0 COSTCO WHSL CORP NEW COM 22160K105 570004 778 SH SOLE 778 0 0 CUMMINS INC COM 231021106 570442 1936 SH SOLE 1936 0 0 DENISON MINES CORP COM 248356107 19890 10200 SH SOLE 10200 0 0 DISNEY WALT CO COM 254687106 1233707 10083 SH SOLE 10083 0 0 DOW INC COM 260557103 413794 7143 SH SOLE 7143 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 231169 2390 SH SOLE 2390 0 0 EATON CORP PLC SHS G29183103 510887 1629 SH SOLE 1629 0 0 ELI LILLY & CO COM 532457108 428656 551 SH SOLE 551 0 0 EMERSON ELEC CO COM 291011104 544983 4805 SH SOLE 4805 0 0 EXXON MOBIL CORP COM 30231G102 534412 4597 SH SOLE 4597 0 0 FASTENAL CO COM 311900104 765460 9923 SH SOLE 9923 0 0 FIFTH THIRD BANCORP COM 316773100 238925 6421 SH SOLE 6421 0 0 FRANKLIN RESOURCES INC COM 354613101 311515 11082 SH SOLE 11082 0 0 GARMIN LTD SHS H2906T109 320966 2145 SH SOLE 2145 0 0 GARRETT MOTION INC COM 366505105 162966 16395 SH SOLE 16395 0 0 GENERAL MLS INC COM 370334104 307938 4401 SH SOLE 4401 0 0 GENUINE PARTS CO COM 372460105 1706654 10945 SH SOLE 10945 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 416019 996 SH SOLE 996 0 0 HOME DEPOT INC COM 437076102 232462 606 SH SOLE 606 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1760157 9217 SH SOLE 9217 0 0 JOHNSON & JOHNSON COM 478160104 342165 2163 SH SOLE 2163 0 0 JPMORGAN CHASE & CO COM 46625H100 1704824 8511 SH SOLE 8511 0 0 MCDONALDS CORP COM 580135101 224150 795 SH SOLE 795 0 0 MERCK & CO INC COM 58933Y105 471062 3570 SH SOLE 3570 0 0 META PLATFORMS INC CL A 30303M102 457471 942 SH SOLE 942 0 0 METLIFE INC COM 59156R108 370772 5003 SH SOLE 5003 0 0 MICRON TECHNOLOGY INC COM 595112103 728796 6182 SH SOLE 6182 0 0 MICROSOFT CORP COM 594918104 1569642 3731 SH SOLE 3731 0 0 NEW GOLD INC CDA COM 644535106 17000 10000 SH SOLE 10000 0 0 NUCOR CORP COM 670346105 231543 1170 SH SOLE 1170 0 0 NVIDIA CORPORATION COM 67066G104 230181 255 SH SOLE 255 0 0 OCCIDENTAL PETE CORP COM 674599105 498603 7672 SH SOLE 7672 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 352375 15314 SH SOLE 15314 0 0 PEPSICO INC COM 713448108 443647 2515 SH SOLE 2515 0 0 PFIZER INC COM 717081103 382406 13780 SH SOLE 13780 0 0 PRICE T ROWE GROUP INC COM 74144T108 377263 3094 SH SOLE 3094 0 0 PROCTER AND GAMBLE CO COM 742718109 899660 5545 SH SOLE 5545 0 0 PRUDENTIAL FINL INC COM 744320102 913913 7785 SH SOLE 7785 0 0 RTX CORPORATION COM 75513E101 274254 2812 SH SOLE 2812 0 0 S&P GLOBAL INC COM 78409V104 519900 1222 SH SOLE 1222 0 0 SOUTHWESTERN ENERGY CO COM 845467109 406402 53615 SH SOLE 53615 0 0 STOCK YDS BANCORP INC COM 861025104 228482 4643 SH SOLE 4643 0 0 TARGET CORP COM 87612E106 240579 1358 SH SOLE 1358 0 0 TEXAS INSTRS INC COM 882508104 461134 2647 SH SOLE 2647 0 0 TEXTRON INC COM 883203101 232007 2418 SH SOLE 2418 0 0 UBER TECHNOLOGIES INC COM 90353T100 1677150 21784 SH SOLE 21784 0 0 UNION PAC CORP COM 907818108 396700 1604 SH SOLE 1604 0 0 UNITED PARCEL SERVICE INC CL B 911312106 380643 2561 SH SOLE 2561 0 0 VISA INC COM CL A 92826C839 271545 973 SH SOLE 973 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 322666 4936 SH SOLE 4936 0 0