Paul Damon & Associates, Inc. Portfolio Holdings

Paul Damon & Associates, Inc.

  • $155 Billion
  • Q3 2024

Paul Damon & Associates, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 68 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 $16.5B, Schwab Strategic Tr Us Dividen with a value of $14.5B, Ishares Tr Russell 200 Growth with a value of $13.3B, Wisdomtree Tr Us Quality Divid with a value of $12.3B, and Spdr S&P 500 ETF Trust with a value of $12.3B.

Examining the 13F form we can see an increase of $8.48B in the current position value, from $147B to 155B.

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 $155 Billion
ETFs: $126 Billion
Consumer Cyclical: $11.3 Billion
Technology: $11 Billion
Financial Services: $3.72 Billion
Communication Services: $1.7 Billion
Industrials: $416 Million
Consumer Defensive: $290 Million
Energy: $283 Million
Other: $382 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$560M
$145 Million 0.09% of portfolio
11,327
Q3 2024 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $155 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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