Managing Director

0001172661-23-001681.txt : 20230413 0001172661-23-001681.hdr.sgml : 20230413 20230413083757 ACCESSION NUMBER: 0001172661-23-001681 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 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: 23817155 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 03-31-2023 03-31-2023 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 04-10-2023 0 101 186303485 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 243995 1531 SH SOLE 1531 0 0 AIRBNB INC COM CL A 009066101 889336 7149 SH SOLE 7149 0 0 ALPHABET INC CAP STK CL A 02079K305 257562 2483 SH SOLE 2483 0 0 AMAZON COM INC COM 023135106 306565 2968 SH SOLE 2968 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 104018 21185 SH SOLE 21185 0 0 APPLE INC COM 037833100 1172406 7110 SH SOLE 7110 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1556519 38585 SH SOLE 38585 0 0 ATI INC COM 01741R102 318403 8069 SH SOLE 8069 0 0 BOSTON SCIENTIFIC CORP COM 101137107 735041 14692 SH SOLE 14692 0 0 CAMECO CORP COM 13321L108 397575 15192 SH SOLE 15192 0 0 CATERPILLAR INC COM 149123101 277354 1212 SH SOLE 1212 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 377266 36033 SH SOLE 36033 0 0 CHEVRON CORP NEW COM 166764100 389789 2389 SH SOLE 2389 0 0 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