Richard W. Paul & Associates, LLC Portfolio Holdings
Richard W. Paul & Associates, LLC
- $278 Billion
- Q3 2024
Richard W. Paul & Associates, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $278 Billion distributed in 506 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 $15.4B, Ishares Core S&P U.S Growth Et with a value of $14.2B, Ishares Core S&P Sm Cap ETF with a value of $13.5B, Ishares Core U.S. Aggregate Bo with a value of $11.5B, and Ishares Barclays 20+ Year Trea with a value of $10.9B.
Examining the 13F form we can see an increase of $19.3B in the current position value, from $259B to 278B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 506
- Current Value $278 Billion
- Prior Value $259 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 33 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 176 stocks