Paul Damon & Associates, Inc. Purchases 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
J P Morgan Exchange Traded F
14.3K
New
N/A
14.3K $896M
PFE
Pfizer Inc

Healthcare
30.6K
New
$21.59 - $24.84 $661K - $760K
30.6K $742M
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
DOW
Dow Inc.

Basic Materials
22.3K
New
$25.81 - $34.89 $576K - $779K
22.3K $591M
AAPL
Apple Inc.

Technology
3.76K
+ 21.85%
$172.42 - $223.89 $649K - $842K
21K $4.31B
PM
Philip Morris International Inc.

Consumer Defensive
2.49K
New
$149.23 - $184.95 $372K - $461K
2.49K $454M
AXP
American Express CO

Financial Services
1.08K
+ 49.68%
$231.39 - $318.98 $249K - $343K
3.24K $1.03B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 9.75%
$82.17 - $99.96 $220K - $268K
30.2K $2.96B
JNJ
Johnson & Johnson

Healthcare
2.86K
New
$146.36 - $159.82 $419K - $457K
2.86K $437M
PEP
Pepsico Inc

Consumer Defensive
3.04K
New
$128.02 - $151.37 $389K - $460K
3.04K $401M
SPGI
S&P Global Inc.

Financial Services
697
New
$438.31 - $527.29 $306K - $368K
697 $368M
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
MAR
Marriott International Inc

Consumer Cyclical
1.3K
New
$211.12 - $274.14 $274K - $356K
1.3K $354M
SMR
Nuscale Power Corp

Industrials
8.39K
New
$12.6 - $43.24 $106K - $363K
8.39K $332M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.45K
New
$47.89 - $48.65 $309K - $314K
6.45K $314M
DIS
Walt Disney CO

Communication Services
2.48K
New
$81.72 - $124.01 $202K - $307K
2.48K $307M
RTX
Raytheon Technologies Corp

Industrials
1.85K
+ 101.04%
$113.75 - $148.48 $210K - $275K
3.68K $537M
SYY
Sysco Corp

Consumer Defensive
3.82K
New
$68.0 - $75.91 $260K - $290K
3.82K $290M
V
Visa Inc.

Financial Services
771
+ 31.15%
$308.27 - $373.31 $238K - $288K
3.25K $1.15B
MCD
Mcdonalds Corp

Consumer Cyclical
902
New
$285.55 - $321.23 $258K - $290K
902 $264M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.13K
New
$141.37 - $228.57 $159K - $257K
1.13K $255M
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
PG
Procter & Gamble CO

Consumer Defensive
1.52K
New
$157.66 - $172.39 $239K - $261K
1.52K $241M
HD
Home Depot, Inc.

Consumer Cyclical
657
New
$335.24 - $380.78 $220K - $250K
657 $241M
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $220M
META
Meta Platforms, Inc.

Communication Services
180
+ 35.5%
$484.66 - $738.09 $87.2K - $133K
687 $507M
HON
Honeywell International Inc

Industrials
893
New
$182.86 - $232.88 $163K - $208K
893 $208M
ABBV
Abb Vie Inc.

Healthcare
1.29K
+ 89.24%
$170.16 - $206.27 $219K - $265K
2.73K $506M
ORCL
Oracle Corp

Technology
931
New
$122.82 - $218.63 $114K - $204K
931 $204M
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
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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