Richard W. Paul & Associates, LLC Purchases in Q3 2025

Richard W. Paul & Associates, LLC

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5
+ 0.39%
$67.48 - $71.55 $337 - $358
1.29K $91.7M
Elevation Series Trust
79
+ 47.88%
N/A
244 $6.02M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10
+ 0.44%
$45.72 - $47.27 $457 - $473
2.3K $108M
Elevation Series Trust
67
+ 98.53%
N/A
135 $3.58M
Elevation Series Trust
45
New
N/A
45 $1.83M
Pimco ETF Tr
18
+ 72.0%
N/A
43 $4.31M
GLW
Corning Inc

Technology
20
New
$51.6 - $82.03 $1.03K - $1.64K
20 $1.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5
+ 0.4%
$76.16 - $78.59 $381 - $393
1.25K $97.2M
Global X Fds
40
New
N/A
40 $1.28M
GPC
Genuine Parts CO

Consumer Cyclical
6
+ 26.09%
$122.23 - $142.77 $733 - $857
29 $4.02M
OXY
Occidental Petroleum Corp

Energy
25
New
$42.54 - $48.1 $1.06K - $1.2K
25 $1.18M
BNDX
Vanguard Total International B

ETFs
26
+ 0.63%
$49.0 - $49.51 $1.27K - $1.29K
4.13K $204M
AMGN
Amgen Inc

Healthcare
3
+ 3.95%
$271.18 - $309.22 $814 - $928
79 $22.3M
WEC
Wec Energy Group, Inc.

Utilities
1
+ 1.25%
$103.66 - $114.59 $104 - $115
81 $9.28M
HBAN
Huntington Bancshares Inc

Financial Services
25
+ 2.6%
$15.87 - $17.88 $397 - $447
988 $17.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 22.22%
$135.0 - $146.02 $540 - $584
22 $3.2M
CTVA
Corteva, Inc.

Basic Materials
10
New
$67.08 - $77.12 $671 - $771
10 $676K
TUA
Simpl Exch Traded Fds Sht Term
30
+ 12.88%
N/A
263 $5.75M
Aim ETF Products Trust
1
+ 0.45%
N/A
221 $7.29M
WMB
Williams Companies, Inc.

Energy
2
+ 1.67%
$56.52 - $64.01 $113 - $128
122 $7.73M
SPGI
S&P Global Inc.

Financial Services
120
+ 8.34%
$484.94 - $564.15 $58.2K - $67.7K
1.56K $759M
BUZZ
Vaneck ETF Tr Vaneck Social Se
0
New
N/A
0 $2K
T
At&T Inc.

Communication Services
834
+ 2.44%
$26.94 - $29.62 $22.5K - $24.7K
35.1K $991M
SNY
Sanofi

Healthcare
2
+ 0.41%
$45.07 - $51.35 $90.1 - $103
488 $23M
KMB
Kimberly Clark Corp

Consumer Defensive
42
+ 1.92%
$121.72 - $136.77 $5.11K - $5.74K
2.23K $278M
NOW
Service Now, Inc.

Technology
1
+ 0.29%
$850.86 - $1044.69 $851 - $1.04K
346 $318M
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 3.48%
$915.95 - $994.57 $44.9K - $48.7K
1.46K $1.35B
TXN
Texas Instruments Inc

Technology
157
+ 4.89%
N/A
3.37K $619M
PM
Philip Morris International Inc.

Consumer Defensive
562
+ 7.58%
$157.77 - $183.27 $88.7K - $103K
7.97K $1.29B
SBUX
Starbucks Corp

Consumer Cyclical
16
+ 0.18%
$81.9 - $96.86 $1.31K - $1.55K
9.1K $770M
TGT
Target Corp

Consumer Defensive
126
+ 1.45%
$86.56 - $107.43 $10.9K - $13.5K
8.81K $790M
ISRG
Intuitive Surgical Inc

Healthcare
151
+ 10.48%
$433.66 - $544.47 $65.5K - $82.2K
1.59K $712M
Activity Summary
Buys All Purchases 133 New Holdings 20 Increased Positions 113 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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