Richard W. Paul & Associates, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 316 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $16.5B, Ishares Core S&P U.S Growth Et with a value of $16.4B, Ishares Core S&P Sm Cap ETF with a value of $12.9B, Ishares Core U.S. Aggregate Bo with a value of $12.7B, and Ishares Barclays 20+ Year Trea with a value of $11.1B.
Examining the 13F form we can see an increase of $16.3B in the current position value, from $277B to 293B.
Richard W. Paul & Associates, LLC is based out at Novi, MI
Below you can find more details about Richard W. Paul & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$293 Billion
ETFs: $174 Billion
Technology: $32.4 Billion
Healthcare: $14.5 Billion
Communication Services: $11.9 Billion
Consumer Cyclical: $10.1 Billion
Financial Services: $9.81 Billion
Consumer Defensive: $8.75 Billion
Industrials: $5.07 Billion
Other: $5.59 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
