Managing Director

0001172661-23-003508.txt : 20231026 0001172661-23-003508.hdr.sgml : 20231026 20231026170642 ACCESSION NUMBER: 0001172661-23-003508 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231026 EFFECTIVENESS DATE: 20231026 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: 231350937 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 09-30-2023 09-30-2023 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 10-26-2023 0 102 195866146 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 360811 3854 SH SOLE 3854 0 0 ABBVIE INC COM 00287Y109 278742 1870 SH SOLE 1870 0 0 AIRBNB INC COM CL A 009066101 532649 3882 SH SOLE 3882 0 0 ALPHABET INC CAP STK CL A 02079K305 717113 5480 SH SOLE 5480 0 0 ALPHABET INC CAP STK CL A 02079K305 79109 600 SH Call SOLE 600 0 0 AMAZON COM INC COM 023135106 435132 3423 SH SOLE 3423 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 166447 22046 SH SOLE 22046 0 0 APPLE INC COM 037833100 51360 300 SH Call SOLE 300 0 0 APPLE INC COM 037833100 1288454 7526 SH SOLE 7526 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1814069 45729 SH SOLE 45729 0 0 ATI INC COM 01741R102 351586 8544 SH SOLE 8544 0 0 BECTON DICKINSON & CO COM 075887109 494826 1914 SH SOLE 1914 0 0 BOSTON SCIENTIFIC CORP COM 101137107 716179 13564 SH SOLE 13564 0 0 CAMECO CORP COM 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