Paul Damon & Associates, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $20.3B, Spdr S&P 500 ETF Trust with a value of $15.6B, Ishares Tr Russell 200 Growth with a value of $15.6B, Amazon Com Inc with a value of $13.6B, and Schwab Strategic Tr Us Dividen with a value of $13.5B.
Examining the 13F form we can see an increase of $28.7B in the current position value, from $162B to 191B.
Paul Damon & Associates, Inc. is based out at Grand Rapids, MI
Below you can find more details about Paul Damon & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$191 Billion
ETFs: $144 Billion
Consumer Cyclical: $15.2 Billion
Technology: $14.2 Billion
Financial Services: $5.47 Billion
Communication Services: $3.45 Billion
Healthcare: $2.75 Billion
Consumer Defensive: $2.11 Billion
Industrials: $1.47 Billion
Other: $852 Million
Stock Holdings Table Market Cap. of $200 Billions or more
