Paul Damon & Associates, Inc. Purchases in Q3 2025

Paul Damon & Associates, Inc.

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
8.39K
+ 13.53%
$211.65 - $238.24 $1.78M - $2M
70.4K $15.5B
IWY
Ishares Tr Russell 200 Growth

ETFs
371
+ 0.59%
$243.93 - $275.62 $90.5K - $102K
63.5K $17.4B
AAPL
Apple Inc.

Technology
1.27K
+ 6.03%
$202.38 - $256.87 $256K - $325K
22.3K $5.67B
SPY
Spdr S&P 500 ETF Trust

ETFs
188
+ 0.74%
$617.65 - $666.84 $116K - $125K
25.5K $17B
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 12.22%
$174.36 - $254.72 $214K - $313K
11.3K $2.74B
NVDA
Nvidia Corp

Technology
2.45K
+ 33.0%
$153.3 - $186.58 $375K - $457K
9.87K $1.84B
FNDB
Schwab Fundamental U S Broad M

ETFs
22.2K
+ 65.2%
$23.83 - $25.77 $529K - $572K
56.3K $1.45B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.85K
+ 29.15%
$70.77 - $73.59 $555K - $577K
34.8K $2.55B
MSFT
Microsoft Corp

Technology
941
+ 13.62%
$491.09 - $535.64 $462K - $504K
7.85K $4.07B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.7K
+ 3.95%
$94.17 - $99.95 $160K - $169K
44.6K $4.45B
TSLA
Tesla, Inc.

Consumer Cyclical
301
+ 17.83%
$293.94 - $444.72 $88.5K - $134K
1.99K $885M
VB
Vanguard Small Cap ETF

ETFs
401
+ 3.47%
$237.58 - $259.17 $95.3K - $104K
12K $3.04B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.89K
+ 2.25%
$53.93 - $57.58 $102K - $109K
86K $4.85B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.82K
New
$96.83 - $101.71 $273K - $286K
2.82K $286M
GOOG
Alphabet Inc.

Communication Services
118
+ 3.25%
$175.16 - $255.24 $20.7K - $30.1K
3.75K $913M
JPSE
J P Morgan Diversified Return

ETFs
1.03K
+ 2.05%
$45.04 - $50.93 $46.5K - $52.6K
51.4K $2.56B
PII
Polaris Inc.

Consumer Cyclical
4.18K
New
$44.87 - $59.95 $187K - $250K
4.18K $243M
LOW
Lowes Companies Inc

Consumer Cyclical
924
New
$215.01 - $273.02 $199K - $252K
924 $232M
DGRO
Ishares Core Dividend Growth E

ETFs
3.31K
New
$64.12 - $68.08 $212K - $225K
3.31K $225M
LMT
Lockheed Martin Corp

Industrials
444
New
$410.74 - $499.21 $182K - $222K
444 $222M
DAL
Delta Air Lines, Inc.

Industrials
3.88K
New
$49.0 - $61.97 $190K - $240K
3.88K $220M
META
Meta Platforms, Inc.

Communication Services
301
+ 43.81%
$695.21 - $791.73 $209K - $238K
988 $726M
RCI
Rogers Communications Inc

Communication Services
6.26K
New
$30.32 - $35.98 $190K - $225K
6.26K $216M
CSGP
Costar Group, Inc.

Real Estate
2.51K
New
$81.42 - $96.83 $204K - $243K
2.51K $211M
ABBV
Abb Vie Inc.

Healthcare
369
+ 13.54%
$184.85 - $231.54 $68.2K - $85.4K
3.09K $716M
GE
General Electric CO

Industrials
699
New
$244.75 - $305.63 $171K - $214K
699 $210M
FITB
Fifth Third Bancorp

Financial Services
4.6K
New
$40.91 - $46.28 $188K - $213K
4.6K $205M
RDVY
First Trust Rising Dividend Ac

ETFs
1.67K
+ 8.38%
$62.38 - $67.29 $104K - $113K
21.6K $1.46B
MRK
Merck & Co., Inc.

Healthcare
1.81K
+ 20.31%
$77.6 - $87.37 $140K - $158K
10.7K $899M
IWL
Ishares Tr Russell 200 ETF

ETFs
2
+ 0.01%
$152.78 - $166.59 $306 - $333
14.7K $2.44B
RTX
Raytheon Technologies Corp

Industrials
581
+ 15.79%
$144.19 - $167.33 $83.8K - $97.2K
4.26K $713M
CAT
Caterpillar Inc

Industrials
144
+ 14.29%
$390.92 - $477.15 $56.3K - $68.7K
1.15K $550M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.9K
+ 9.33%
$47.18 - $48.17 $137K - $140K
33.9K $1.63B
J P Morgan Exchange Traded F
1.81K
+ 12.64%
N/A
16.1K $1.05B
AXP
American Express CO

Financial Services
313
+ 9.65%
$294.27 - $342.31 $92.1K - $107K
3.56K $1.18B
MA
Mastercard Inc

Financial Services
224
+ 13.71%
$550.18 - $598.96 $123K - $134K
1.86K $1.06B
XLK
Technology Sector Spdr

ETFs
68
+ 1.77%
$250.97 - $282.66 $17.1K - $19.2K
3.91K $1.1B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.55K
+ 4.72%
$26.52 - $27.64 $67.5K - $70.3K
56.5K $1.56B
JNJ
Johnson & Johnson

Healthcare
163
+ 5.7%
$155.17 - $185.42 $25.3K - $30.2K
3.03K $561M
JPM
Jpmorgan Chase & CO

Financial Services
295
+ 25.74%
$282.78 - $316.06 $83.4K - $93.2K
1.44K $455M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
187
+ 16.61%
$224.68 - $282.71 $42K - $52.9K
1.31K $367M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
97
+ 8.23%
$567.77 - $614.76 $55.1K - $59.6K
1.28K $781M
LLY
Eli Lilly & CO

Healthcare
143
+ 30.62%
$625.65 - $812.69 $89.5K - $116K
610 $465M
MUB
Ishares National Muni Bond ETF

ETFs
652
+ 6.75%
$103.24 - $106.68 $67.3K - $69.6K
10.3K $1.1B
TQQQ
Proshares Ultrapro Qqq

ETFs
27
+ 0.65%
$80.89 - $104.72 $2.18K - $2.83K
4.19K $434M
ORCL
Oracle Corp

Technology
103
+ 11.06%
$218.96 - $328.33 $22.6K - $33.8K
1.03K $291M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.52K
+ 3.93%
$41.8 - $43.15 $63.4K - $65.4K
40.1K $1.71B
VTV
Vanguard Value ETF

ETFs
369
+ 27.33%
$175.51 - $186.57 $64.8K - $68.8K
1.72K $321M
SCMB
Schwab Strategic Tr Mun Bd ETF
2.67K
+ 10.9%
N/A
27.2K $697M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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