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

Richard W. Paul & Associates, LLC

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-14
- 41.18%
N/A
20 $2.58M
VPN
Global X Fds Data Ctr Reits &

ETFs
-191
- 49.74%
N/A
193 $3.95M
FIW
First Trust Water ETF

ETFs
-30
- 50.85%
$107.54 - $115.08 $3.23K - $3.45K
29 $3.26M
WFC
Wells Fargo & Company

Financial Services
-317
- 4.99%
$77.05 - $85.16 $24.4K - $27K
6.04K $506M
MGNI
Magnite, Inc.

Communication Services
-101
- 40.73%
$21.75 - $26.52 $2.2K - $2.68K
147 $3.2M
IRM
Iron Mountain Inc

Real Estate
-8
- 0.3%
$89.46 - $104.46 $716 - $836
2.69K $274M
TMUS
T Mobile Us, Inc.

Communication Services
-18
- 1.15%
$226.02 - $259.01 $4.07K - $4.66K
1.55K $370M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-99
- 61.88%
$22.91 - $27.85 $2.27K - $2.76K
61 $1.69M
GLD
Spdr Gold Trust

ETFs
-70
- 15.42%
$300.96 - $355.47 $21.1K - $24.9K
384 $137M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-33
- 0.72%
$45.54 - $48.43 $1.5K - $1.6K
4.55K $212M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-11
- 50.0%
$138.08 - $151.2 $1.52K - $1.66K
11 $1.66M
Global X Fds
-42
- 50.6%
N/A
41 $1.37M
FAN
First Tr Exchange Traded Fd Ii
-74
- 48.05%
N/A
80 $1.54M
MAR
Marriott International Inc

Consumer Cyclical
-4
- 50.0%
$255.35 - $282.87 $1.02K - $1.13K
4 $1.04M
Aim ETF Products Trust
-31
- 49.21%
N/A
32 $936K
NGG
National Grid PLC

Utilities
-1
- 0.26%
$67.98 - $74.38 $68 - $74.4
383 $27.8M
HWM
Howmet Aerospace Inc.

Industrials
-5
- 20.83%
$171.0 - $196.23 $855 - $981
19 $3.73M
LIT
Global X Fds Global X Lithium

ETFs
-35
- 51.47%
$38.41 - $56.85 $1.34K - $1.99K
33 $1.88M
NSC
Norfolk Southern Corp

Industrials
-3
- 50.0%
$259.49 - $300.41 $778 - $901
3 $901K
XOM
Exxon Mobil Corp

Energy
-14
- 6.48%
$105.83 - $117.22 $1.48K - $1.64K
202 $22.8M
JCI
Johnson Controls International PLC

Industrials
-5
- 12.5%
$103.24 - $111.73 $516 - $559
35 $3.85M
TPR
Tapestry, Inc.

Consumer Cyclical
-13
- 24.07%
$86.48 - $116.14 $1.12K - $1.51K
41 $4.64M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1
- 1.54%
$19.01 - $19.39 $19 - $19.4
64 $1.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-354
- 5.21%
$52.12 - $55.33 $18.5K - $19.6K
6.44K $356M
O
Realty Income Corp

Real Estate
-1
- 0.3%
$56.13 - $60.79 $56.1 - $60.8
327 $19.9M
AEP
American Electric Power CO Inc

Utilities
-2
- 1.34%
$103.26 - $115.0 $207 - $230
147 $16.5M
Gsk PLC
-13
- 3.0%
N/A
420 $18.1M
TRP
Tc Energy Corp

Energy
-1
- 0.3%
$46.58 - $54.41 $46.6 - $54.4
334 $18.2M
ENB
Enbridge Inc

Energy
-1
- 0.17%
$43.79 - $50.46 $43.8 - $50.5
594 $30M
XEL
Xcel Energy Inc

Utilities
-1
- 0.31%
$67.56 - $80.65 $67.6 - $80.7
318 $25.6M
MMM
3 M CO

Industrials
-16
- 0.38%
$144.41 - $160.2 $2.31K - $2.56K
4.2K $652M
CNP
Centerpoint Energy Inc

Utilities
-31
- 0.46%
$35.77 - $39.16 $1.11K - $1.21K
6.69K $260M
FANG
Diamondback Energy, Inc.

Energy
-6
- 0.24%
$134.53 - $152.5 $807 - $915
2.47K $353M
MSFT
Microsoft Corp

Technology
-344
- 3.68%
$491.09 - $535.64 $169K - $184K
9.01K $4.66B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-144
- 2.37%
$79.76 - $85.78 $11.5K - $12.4K
5.93K $502M
AXP
American Express CO

Financial Services
-11
- 0.68%
$294.27 - $342.31 $3.24K - $3.77K
1.61K $535M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-257
- 2.18%
$134.42 - $141.26 $34.5K - $36.3K
11.5K $1.62B
D
Dominion Energy, Inc

Utilities
-339
- 4.0%
$56.32 - $62.1 $19.1K - $21.1K
8.13K $497M
MCK
Mckesson Corp

Healthcare
-3
- 0.53%
$659.01 - $772.54 $1.98K - $2.32K
567 $438M
SYY
Sysco Corp

Consumer Defensive
-44
- 1.17%
$76.33 - $82.51 $3.36K - $3.63K
3.72K $307M
PEP
Pepsico Inc

Consumer Defensive
-136
- 2.79%
$133.81 - $152.16 $18.2K - $20.7K
4.74K $665M
PPL
Ppl Corp

Utilities
-46
- 0.56%
$33.54 - $37.24 $1.54K - $1.71K
8.23K $306M
VIG
Vanguard Dividend Appreciation

ETFs
-64
- 1.76%
N/A
3.57K $770M
PFE
Pfizer Inc

Healthcare
-694
- 1.76%
$23.29 - $25.88 $16.2K - $18K
38.8K $988M
Ishares Ethereum Tr
-272
- 8.44%
N/A
2.95K $93M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-222
- 2.03%
$62.54 - $68.42 $13.9K - $15.2K
10.7K $724M
MRK
Merck & Co., Inc.

Healthcare
-289
- 2.36%
$77.6 - $87.37 $22.4K - $25.2K
12K $1B
EWW
Ishares Inc Msci Mexico ETF

ETFs
-149
- 2.4%
N/A
6.07K $414M
XLY
Select Sector Spdr Consumer Di

ETFs
-76
- 2.74%
$216.09 - $242.18 $16.4K - $18.4K
2.7K $647M
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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