Paul Damon & Associates, Inc. Incresed Positions in Q2 2025

Paul Damon & Associates, Inc.

  • $191 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.81K
+ 5.17%
$416.06 - $551.64 $753K - $998K
36.8K $20.3B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.96K
+ 3.2%
$187.5 - $246.51 $368K - $483K
63.1K $15.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.49K
+ 6.25%
$496.48 - $617.85 $739K - $920K
25.3K $15.6B
AMZN
Amazon Com Inc

Consumer Cyclical
2.16K
+ 3.6%
$167.32 - $223.3 $361K - $481K
62K $13.6B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
13.6K
+ 102.38%
$59.24 - $71.39 $807K - $972K
26.9K $1.92B
MSFT
Microsoft Corp

Technology
380
+ 5.82%
$354.56 - $497.45 $135K - $189K
6.91K $3.44B
AVGO
Broadcom Inc.

Technology
947
+ 23.9%
$146.29 - $275.65 $139K - $261K
4.91K $1.35B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.87K
+ 15.86%
$81.46 - $94.63 $478K - $555K
42.9K $4.06B
GOOGL
Alphabet Inc.

Communication Services
2.61K
+ 35.07%
$144.7 - $178.6 $377K - $466K
10K $1.77B
AAPL
Apple Inc.

Technology
3.76K
+ 21.85%
$172.42 - $223.89 $649K - $842K
21K $4.31B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 9.75%
$82.17 - $99.96 $220K - $268K
30.2K $2.96B
MRK
Merck & Co., Inc.

Healthcare
5.12K
+ 135.54%
$73.47 - $87.12 $376K - $446K
8.9K $705M
FNDB
Schwab Fundamental U S Broad M

ETFs
14.2K
+ 71.83%
$20.36 - $23.98 $290K - $342K
34.1K $817M
RTX
Raytheon Technologies Corp

Industrials
1.85K
+ 101.04%
$113.75 - $148.48 $210K - $275K
3.68K $537M
V
Visa Inc.

Financial Services
771
+ 31.15%
$308.27 - $373.31 $238K - $288K
3.25K $1.15B
VB
Vanguard Small Cap ETF

ETFs
344
+ 3.07%
$193.73 - $237.37 $66.6K - $81.7K
11.6K $2.74B
MA
Mastercard Inc

Financial Services
417
+ 34.26%
$479.92 - $590.74 $200K - $246K
1.63K $918M
META
Meta Platforms, Inc.

Communication Services
180
+ 35.5%
$484.66 - $738.09 $87.2K - $133K
687 $507M
ABBV
Abb Vie Inc.

Healthcare
1.29K
+ 89.24%
$170.16 - $206.27 $219K - $265K
2.73K $506M
JPSE
J P Morgan Diversified Return

ETFs
2.4K
+ 5.02%
$38.2 - $45.49 $91.8K - $109K
50.3K $2.29B
IGRO
Ishares Tr International Divid

ETFs
1.54K
+ 12.82%
$66.32 - $80.17 $102K - $124K
13.6K $1.07B
XLK
Technology Sector Spdr

ETFs
14
+ 0.37%
$179.73 - $253.23 $2.52K - $3.55K
3.84K $972M
VEA
Vanguard Ftse Developed Market

ETFs
1.19K
+ 7.45%
$45.65 - $57.01 $54.1K - $67.6K
17.1K $974M
AMAT
Applied Materials Inc

Technology
12
+ 0.28%
$126.95 - $183.52 $1.52K - $2.2K
4.27K $782M
TSLA
Tesla, Inc.

Consumer Cyclical
238
+ 16.41%
$221.86 - $362.89 $52.8K - $86.4K
1.69K $536M
LLY
Eli Lilly & CO

Healthcare
212
+ 83.14%
$713.71 - $898.95 $151K - $191K
467 $364M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.03K
+ 3.92%
$23.45 - $26.56 $47.7K - $54K
54K $1.43B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.95K
+ 8.28%
$41.1 - $42.37 $121K - $125K
38.6K $1.63B
CAT
Caterpillar Inc

Industrials
192
+ 23.53%
$273.94 - $388.21 $52.6K - $74.5K
1.01K $391M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.16K
+ 3.05%
$44.68 - $45.96 $96.6K - $99.4K
73.1K $3.34B
GOOG
Alphabet Inc.

Communication Services
185
+ 5.37%
$146.58 - $180.01 $27.1K - $33.3K
3.63K $644M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.94K
+ 2.26%
$42.72 - $44.24 $82.7K - $85.7K
87.8K $3.85B
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 28.52%
$908.13 - $1056.85 $66.3K - $77.2K
329 $326M
KO
Coca Cola CO

Consumer Defensive
1.1K
+ 24.21%
$68.37 - $73.9 $74.9K - $80.9K
5.62K $397M
SCMB
Schwab Strategic Tr Mun Bd ETF
1.28K
+ 5.5%
N/A
24.5K $618M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
672
+ 2.21%
$46.77 - $47.89 $31.4K - $32.2K
31K $1.47B
MUB
Ishares National Muni Bond ETF

ETFs
323
+ 3.46%
$102.31 - $105.8 $33K - $34.2K
9.65K $1.01B
XOM
Exxon Mobil Corp

Energy
3
+ 0.12%
$99.93 - $119.04 $300 - $357
2.42K $261M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.2K
+ 1.64%
$24.32 - $27.87 $199K - $228K
509K $13.5B
Activity Summary
Buys All Purchases 59 New Holdings 19 Increased Positions 40 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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