0001172661-22-001643.txt : 20220719
0001172661-22-001643.hdr.sgml : 20220719
20220719141937
ACCESSION NUMBER: 0001172661-22-001643
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220719
DATE AS OF CHANGE: 20220719
EFFECTIVENESS DATE: 20220719
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: 221091187
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
13F-HR
LIVE
false
false
false
0001929070
XXXXXXXX
06-30-2022
06-30-2022
false
Joule Financial, LLC
1216 S. Broadway
Lexington
KY
40504
13F HOLDINGS REPORT
028-22569
N
Daniel Czulno
Managing Director
859-881-0777
/s/ Daniel Czulno
Lexington
KY
07-19-2022
0
78
128114
INFORMATION TABLE
2
infotable.xml
AIRBNB INC
COM CL A
009066101
300
3372
SH
SOLE
3372
0
0
AMAZON COM INC
COM
023135106
952
8960
SH
SOLE
8960
0
0
AMERICAN SUPERCONDUCTOR CORP
SHS NEW
030111207
109
21010
SH
SOLE
21010
0
0
APPLE INC
COM
037833100
376
2752
SH
SOLE
2752
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
725
18173
SH
SOLE
18173
0
0
CAMECO CORP
COM
13321L108
324
15420
SH
SOLE
15420
0
0
CAPITAL ONE FINL CORP
COM
14040H105
229
2194
SH
SOLE
2194
0
0
CHECKPOINT THERAPEUTICS INC
COM
162828107
19
18816
SH
SOLE
18816
0
0
CHEVRON CORP NEW
COM
166764100
208
1440
SH
SOLE
1440
0
0
CISCO SYS INC
COM
17275R102
593
13903
SH
SOLE
13903
0
0
COCA COLA CO
COM
191216100
440
6953
SH
SOLE
6953
0
0
COMMERCE BANCSHARES INC
COM
200525103
1561
23784
SH
SOLE
23784
0
0
COMMERCIAL METALS CO
COM
201723103
224
6779
SH
SOLE
6779
0
0
CORNING INC
COM
219350105
295
9361
SH
SOLE
9361
0
0
CVS HEALTH CORP
COM
126650100
818
8825
SH
SOLE
8825
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
445
4153
SH
SOLE
4153
0
0
EMERSON ELEC CO
COM
291011104
264
3321
SH
SOLE
3321
0
0
FIRST SOLAR INC
COM
336433107
572
8394
SH
SOLE
8394
0
0
GENERAL MLS INC
COM
370334104
207
2742
SH
SOLE
2742
0
0
GENUINE PARTS CO
COM
372460105
2148
16043
SH
SOLE
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0
HUNTINGTON BANCSHARES INC
COM
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145
11870
SH
SOLE
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0
INTEL CORP
COM
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318
8500
SH
Call
SOLE
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0
INTEL CORP
COM
458140100
221
5910
SH
SOLE
5910
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0
INVESCO EXCH TRADED FD TR II
PFD ETF
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8253
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INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
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227
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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8750
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BULSHS 2022 CB
46138J882
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BULSHS 2022 HY
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INVESCO QQQ TR
UNIT SER 1
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6516
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ISHARES TR
CORE S&P500 ETF
464287200
432
1140
SH
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1140
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
1342
12196
SH
SOLE
12196
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0
ISHARES TR
20 YR TR BD ETF
464287432
987
8595
SH
SOLE
8595
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ISHARES TR
7-10 YR TRSY BD
464287440
772
7543
SH
SOLE
7543
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
480
9583
SH
SOLE
9583
0
0
JOHNSON & JOHNSON
COM
478160104
590
3322
SH
SOLE
3322
0
0
JPMORGAN CHASE & CO
COM
46625H100
457
4061
SH
SOLE
4061
0
0
LILLY ELI & CO
COM
532457108
332
1025
SH
SOLE
1025
0
0
MCDONALDS CORP
COM
580135101
322
1305
SH
SOLE
1305
0
0
MERCK & CO INC
COM
58933Y105
577
6280
SH
SOLE
6280
0
0
META PLATFORMS INC
CL A
30303M102
594
3683
SH
SOLE
3683
0
0
MICROSOFT CORP
COM
594918104
368
1432
SH
SOLE
1432
0
0
MITEK SYS INC
COM NEW
606710200
123
13260
SH
SOLE
13260
0
0
MORGAN STANLEY
COM NEW
617446448
270
3545
SH
SOLE
3545
0
0
PEPSICO INC
COM
713448108
301
1805
SH
SOLE
1805
0
0
PFIZER INC
COM
717081103
1339
25548
SH
SOLE
25548
0
0
PROCTER AND GAMBLE CO
COM
742718109
525
3654
SH
SOLE
3654
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
213
2213
SH
SOLE
2213
0
0
S&P GLOBAL INC
COM
78409V104
993
2946
SH
SOLE
2946
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1219
27574
SH
SOLE
27574
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
4905
125810
SH
SOLE
125810
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
5129
71601
SH
SOLE
71601
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1057
23677
SH
SOLE
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0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1292
50893
SH
SOLE
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0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
740
11851
SH
SOLE
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0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
417
13253
SH
SOLE
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0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
618
9857
SH
SOLE
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SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
743
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SH
SOLE
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0
SPDR GOLD TR
GOLD SHS
78463V107
12443
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SH
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0
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SPDR SER TR
S&P REGL BKG
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249
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SH
SOLE
4281
0
0
STOCK YDS BANCORP INC
COM
861025104
279
4643
SH
SOLE
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0
0
TESLA INC
COM
88160R101
334
495
SH
SOLE
495
0
0
UBER TECHNOLOGIES INC
COM
90353T100
232
11331
SH
SOLE
11331
0
0
UNION PAC CORP
COM
907818108
458
2147
SH
SOLE
2147
0
0
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
649
23705
SH
SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
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SH
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VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
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VANGUARD WORLD FDS
HEALTH CAR ETF
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VANGUARD WORLD FDS
INF TECH ETF
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SH
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VANGUARD WORLD FDS
COMM SRVC ETF
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VANGUARD WORLD FDS
CONSUM DIS ETF
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VANGUARD WORLD FDS
FINANCIALS ETF
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VANGUARD WORLD FDS
UTILITIES ETF
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VANGUARD WORLD FDS
MATERIALS ETF
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CONSUM STP ETF
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VERIZON COMMUNICATIONS INC
COM
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253
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WOLFSPEED INC
COM
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ZOOM VIDEO COMMUNICATIONS IN
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