Managing Director

0001172661-23-000176.txt : 20230113 0001172661-23-000176.hdr.sgml : 20230113 20230113145402 ACCESSION NUMBER: 0001172661-23-000176 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230113 EFFECTIVENESS DATE: 20230113 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: 23528463 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 12-31-2022 12-31-2022 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 01-13-2023 0 99 150842843 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 260532 2373 SH SOLE 2373 0 0 AIRBNB INC COM CL A 009066101 239742 2804 SH SOLE 2804 0 0 ALPHABET INC CAP STK CL A 02079K305 231163 2620 SH SOLE 2620 0 0 AMAZON COM INC COM 023135106 459312 5468 SH SOLE 5468 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 78134 21232 SH SOLE 21232 0 0 APPLE INC COM 037833100 362482 2790 SH SOLE 2790 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1032919 33064 SH SOLE 33064 0 0 ATI INC COM 01741R102 242941 8136 SH SOLE 8136 0 0 BOX INC CL A 10316T104 280326 9005 SH SOLE 9005 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 350684 4874 SH SOLE 4874 0 0 CAMECO CORP COM 13321L108 324000 14292 SH SOLE 14292 0 0 CATERPILLAR INC COM 149123101 267828 1118 SH SOLE 1118 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 180498 18940 SH SOLE 18940 0 0 CHEVRON CORP 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