Paul Damon & Associates, Inc. Incresed Positions in Q4 2024

Paul Damon & Associates, Inc.

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
128K
+ 130.24%
$29.73 - $30.81 $3.81M - $3.94M
226K $6.9B
AMZN
Amazon Com Inc

Consumer Cyclical
184
+ 0.31%
$180.88 - $232.93 $33.3K - $42.9K
59.4K $13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
662
+ 1.95%
$481.22 - $538.17 $319K - $356K
34.6K $17.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
+ 4.99%
$567.81 - $607.81 $608K - $650K
22.5K $13.2B
MSTR
Microstrategy Inc

Technology
100
+ 1.5%
$162.69 - $473.83 $16.3K - $47.4K
6.76K $1.96B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.44K
+ 15.58%
$91.94 - $100.02 $408K - $444K
33K $3.05B
AAPL
Apple Inc.

Technology
48
+ 0.28%
$221.69 - $259.02 $10.6K - $12.4K
16.9K $4.23B
AVGO
Broadcom Inc.

Technology
503
+ 21.57%
$159.67 - $250.0 $80.3K - $126K
2.84K $657M
VB
Vanguard Small Cap ETF

ETFs
799
+ 7.66%
$233.76 - $261.58 $187K - $209K
11.2K $2.7B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.02K
+ 21.59%
$24.94 - $25.74 $200K - $207K
45.2K $1.15B
GOOGL
Alphabet Inc.

Communication Services
264
+ 3.8%
$161.86 - $196.66 $42.7K - $51.9K
7.21K $1.37B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.8K
+ 11.93%
$98.47 - $109.35 $275K - $306K
26.2K $2.58B
NVDA
Nvidia Corp

Technology
292
+ 2.71%
$117.0 - $148.88 $34.2K - $43.5K
11.1K $1.49B
V
Visa Inc.

Financial Services
216
+ 11.04%
$273.87 - $320.91 $59.2K - $69.3K
2.17K $686M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.22K
+ 15.88%
$41.17 - $43.34 $174K - $183K
30.8K $1.27B
MA
Mastercard Inc

Financial Services
167
+ 19.46%
$491.3 - $536.15 $82K - $89.5K
1.03K $540M
MUB
Ishares National Muni Bond ETF

ETFs
1.17K
+ 14.62%
$105.78 - $108.7 $123K - $127K
9.15K $975M
JPSE
J P Morgan Diversified Return

ETFs
3.4K
+ 8.07%
$46.77 - $51.7 $159K - $176K
45.5K $2.13B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.31K
+ 24.07%
$47.65 - $48.6 $110K - $112K
11.9K $569M
SCMB
Schwab Strategic Tr Mun Bd ETF
13.3K
+ 149.51%
N/A
22.2K $570M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
3.93K
+ 4.88%
$54.15 - $58.81 $213K - $231K
84.3K $4.58B
AXP
American Express CO

Financial Services
205
+ 14.4%
$267.35 - $305.57 $54.8K - $62.6K
1.63K $484M
CAT
Caterpillar Inc

Industrials
168
+ 30.77%
$360.37 - $416.88 $60.5K - $70K
714 $259M
VUG
Vanguard Growth ETF

ETFs
72
+ 12.88%
$378.79 - $428.11 $27.3K - $30.8K
631 $259M
VEA
Vanguard Ftse Developed Market

ETFs
2.12K
+ 16.9%
$47.57 - $52.44 $101K - $111K
14.7K $702M
IGRO
Ishares Tr International Divid

ETFs
1.47K
+ 15.16%
$67.76 - $74.48 $99.7K - $110K
11.2K $759M
MRK
Merck & Co., Inc.

Healthcare
552
+ 26.45%
$96.31 - $114.76 $53.2K - $63.3K
2.64K $263M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.17%
$521.84 - $558.82 $1.04K - $1.12K
1.18K $634M
XOM
Exxon Mobil Corp

Energy
3
+ 0.12%
$105.51 - $125.37 $317 - $376
2.42K $260M
KO
Coca Cola CO

Consumer Defensive
134
+ 3.32%
$61.74 - $71.71 $8.27K - $9.61K
4.17K $260M
MSFT
Microsoft Corp

Technology
41
+ 0.66%
$406.35 - $454.46 $16.7K - $18.6K
6.23K $2.63B
ASML
Asml Holding Nv

Technology
75
+ 8.25%
$658.43 - $872.27 $49.4K - $65.4K
984 $682M
AMAT
Applied Materials Inc

Technology
149
+ 3.58%
$161.44 - $213.89 $24.1K - $31.9K
4.31K $700M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
337K
+ 196.45%
$26.93 - $84.95 $9.07M - $28.6M
508K $13.9B
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Paul Damon & Associates, Inc. Portfolio

Follow Paul Damon & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paul Damon & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paul Damon & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email