Richard W. Paul & Associates, LLC Incresed Positions in Q2 2025

Richard W. Paul & Associates, LLC

  • $277 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAN
First Tr Exchange Traded Fd Ii
22
+ 16.67%
N/A
154 $2.79M
TRP
Tc Energy Corp

Energy
6
+ 1.82%
$44.48 - $51.4 $267 - $308
335 $16.3M
ENB
Enbridge Inc

Energy
4
+ 0.68%
$41.09 - $47.16 $164 - $189
595 $27M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 4.76%
$101.69 - $139.02 $102 - $139
22 $3.06M
EDOC
Global X Fds Telemedicine & Di

ETFs
19
+ 8.37%
$8.53 - $9.49 $162 - $180
246 $2.68M
WMB
Williams Companies, Inc.

Energy
1
+ 0.84%
$54.33 - $62.87 $54.3 - $62.9
120 $7.54M
AMGN
Amgen Inc

Healthcare
9
+ 13.43%
$262.28 - $309.85 $2.36K - $2.79K
76 $21.2M
Global X Fds
5
+ 6.41%
N/A
83 $2.65M
POR
Portland General Electric CO

Utilities
7
+ 17.07%
$39.96 - $44.75 $280 - $313
48 $1.95M
DEO
Diageo PLC

Consumer Defensive
4
+ 4.08%
$99.86 - $115.75 $399 - $463
102 $10.3M
XEL
Xcel Energy Inc

Utilities
8
+ 2.57%
$65.65 - $72.39 $525 - $579
319 $21.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
56
+ 1400.0%
$87.84 - $1441.89 $4.92K - $80.7K
60 $5.41M
SHW
Sherwin Williams CO

Basic Materials
30
+ 1.62%
$313.51 - $363.51 $9.41K - $10.9K
1.89K $647M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.68%
$98.59 - $109.11 $98.6 - $109
149 $15.5M
FISV
Fiserv Inc

Technology
2
+ 6.25%
N/A
34 $5.86M
TTE
Total Energies Se

Energy
3
+ 0.69%
N/A
435 $26.7M
Kenvue Inc
5
+ 0.94%
N/A
539 $11.3M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5
+ 3.85%
$67.83 - $92.33 $339 - $462
135 $9.81M
CVX
Chevron Corp

Energy
3
+ 2.0%
$133.73 - $168.51 $401 - $506
153 $21.9M
SNY
Sanofi

Healthcare
4
+ 0.83%
$47.62 - $55.44 $190 - $222
486 $23.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
8
+ 0.83%
$430.72 - $497.52 $3.45K - $3.98K
970 $437M
LLY
Eli Lilly & CO

Healthcare
61
+ 5.24%
$713.71 - $898.95 $43.5K - $54.8K
1.23K $955M
ZTS
Zoetis Inc.

Healthcare
317
+ 4.23%
$144.41 - $170.3 $45.8K - $54K
7.81K $1.22B
KMB
Kimberly Clark Corp

Consumer Defensive
62
+ 2.91%
$126.84 - $145.22 $7.86K - $9K
2.19K $282M
PG
Procter & Gamble CO

Consumer Defensive
107
+ 2.01%
$157.66 - $172.39 $16.9K - $18.4K
5.42K $863M
PEP
Pepsico Inc

Consumer Defensive
301
+ 6.59%
$128.02 - $151.37 $38.5K - $45.6K
4.87K $643M
XLV
Select Sector Spdr Fund Health

ETFs
205
+ 2.34%
$128.77 - $144.3 $26.4K - $29.6K
8.98K $1.21B
BMY
Bristol Myers Squibb CO

Healthcare
2.05K
+ 17.9%
$44.12 - $59.6 $90.4K - $122K
13.5K $625M
Abacus Global Mgmt Inc
2.51K
+ 5.63%
N/A
47.1K $242M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
92
+ 2.8%
$225.56 - $335.19 $20.8K - $30.8K
3.38K $803M
AAPL
Apple Inc.

Technology
720
+ 3.99%
$172.42 - $223.89 $124K - $161K
18.7K $3.85B
Activity Summary
Buys All Purchases 154 New Holdings 22 Increased Positions 132 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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