Paul Damon & Associates, Inc. Incresed Positions in Q1 2025

Paul Damon & Associates, Inc.

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18.5K
+ 155.23%
$47.35 - $48.24 $875K - $891K
30.4K $1.44B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.67K
+ 266.39%
$65.27 - $71.18 $631K - $688K
13.3K $882M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.03K
+ 12.24%
$90.0 - $96.32 $363K - $388K
37K $3.41B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.84K
+ 15.74%
$40.79 - $42.32 $198K - $205K
35.6K $1.5B
V
Visa Inc.

Financial Services
303
+ 13.95%
$306.92 - $362.71 $93K - $110K
2.48K $867M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.74K
+ 14.92%
$24.66 - $26.1 $166K - $176K
51.9K $1.3B
MA
Mastercard Inc

Financial Services
192
+ 18.73%
$504.67 - $576.31 $96.9K - $111K
1.22K $667M
IGRO
Ishares Tr International Divid

ETFs
868
+ 7.77%
$66.91 - $73.87 $58.1K - $64.1K
12K $872M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.28K
+ 5.67%
$551.42 - $612.93 $704K - $783K
23.8K $13.3B
VEA
Vanguard Ftse Developed Market

ETFs
1.22K
+ 8.3%
$47.4 - $52.99 $57.8K - $64.6K
15.9K $809M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
489
+ 0.57%
$42.4 - $44.11 $20.7K - $21.6K
85.8K $3.76B
MRK
Merck & Co., Inc.

Healthcare
1.14K
+ 43.2%
$83.01 - $101.02 $94.6K - $115K
3.78K $339M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.47K
+ 3.74%
$29.34 - $31.31 $249K - $265K
235K $6.97B
KO
Coca Cola CO

Consumer Defensive
351
+ 8.41%
$60.81 - $72.32 $21.3K - $25.4K
4.52K $324M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
85
+ 0.12%
$44.41 - $45.98 $3.77K - $3.91K
70.9K $3.24B
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 12.28%
$890.62 - $1076.86 $24.9K - $30.2K
256 $242M
XOM
Exxon Mobil Corp

Energy
3
+ 0.12%
$105.44 - $118.93 $316 - $357
2.42K $288M
SCMB
Schwab Strategic Tr Mun Bd ETF
1.03K
+ 4.65%
N/A
23.2K $590M
CAT
Caterpillar Inc

Industrials
102
+ 14.29%
$326.75 - $407.63 $33.3K - $41.6K
816 $269M
MUB
Ishares National Muni Bond ETF

ETFs
184
+ 2.01%
$104.71 - $107.69 $19.3K - $19.8K
9.33K $984M
AVGO
Broadcom Inc.

Technology
1.13K
+ 39.75%
$167.43 - $244.7 $189K - $276K
3.96K $663M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.17%
$507.05 - $563.67 $1.01K - $1.13K
1.18K $606M
JPSE
J P Morgan Diversified Return

ETFs
2.45K
+ 5.38%
$42.78 - $48.51 $105K - $119K
47.9K $2.09B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 4.8%
$89.18 - $104.04 $112K - $131K
27.5K $2.52B
TQQQ
Proshares Ultrapro Qqq

ETFs
210
+ 4.98%
$57.3 - $90.39 $12K - $19K
4.43K $254M
GOOG
Alphabet Inc.

Communication Services
149
+ 4.52%
$156.06 - $207.71 $23.3K - $30.9K
3.45K $539M
TSLA
Tesla, Inc.

Consumer Cyclical
258
+ 21.64%
$222.15 - $428.22 $57.3K - $110K
1.45K $376M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
13
+ 0.02%
$51.3 - $56.76 $667 - $738
84.3K $4.47B
MSFT
Microsoft Corp

Technology
298
+ 4.78%
$375.39 - $447.2 $112K - $133K
6.53K $2.45B
NVDA
Nvidia Corp

Technology
746
+ 6.73%
$106.98 - $149.43 $79.8K - $111K
11.8K $1.28B
GOOGL
Alphabet Inc.

Communication Services
222
+ 3.08%
$154.33 - $206.19 $34.3K - $45.8K
7.44K $1.15B
AAPL
Apple Inc.

Technology
312
+ 1.85%
$209.68 - $247.1 $65.4K - $77.1K
17.2K $3.83B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.32K
+ 2.21%
$210.19 - $243.33 $278K - $322K
61.2K $12.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
436
+ 1.26%
$468.34 - $539.52 $204K - $235K
35K $16.4B
AMZN
Amazon Com Inc

Consumer Cyclical
467
+ 0.79%
$190.26 - $242.06 $88.9K - $113K
59.9K $11.4B
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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