Paul Damon & Associates, Inc. Incresed Positions in Q3 2024

Paul Damon & Associates, Inc.

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
979
+ 4.78%
$517.38 - $573.86 $507K - $562K
21.5K $12.3B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.01K
+ 2.56%
$50.64 - $55.7 $102K - $112K
80.4K $4.48B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.76K
+ 10.72%
$87.56 - $95.49 $242K - $264K
28.5K $2.72B
QQQ
Invesco Qqq Trust, Series 1

ETFs
306
+ 0.91%
$434.77 - $502.96 $133K - $154K
33.9K $16.5B
IWY
Ishares Tr Russell 200 Growth

ETFs
397
+ 0.66%
$194.66 - $225.97 $77.3K - $89.7K
60.2K $13.3B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.36K
+ 11.18%
$94.31 - $103.26 $222K - $243K
23.4K $2.4B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
11.8K
+ 46.59%
$23.78 - $25.04 $281K - $296K
37.2K $931M
VB
Vanguard Small Cap ETF

ETFs
339
+ 3.36%
$214.77 - $237.72 $72.8K - $80.6K
10.4K $2.47B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.56K
+ 5.99%
$28.1 - $29.89 $156K - $166K
98.3K $2.94B
JPSE
J P Morgan Diversified Return

ETFs
1.03K
+ 2.51%
$43.03 - $48.28 $44.3K - $49.7K
42.1K $2.02B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.99K
+ 12.7%
$41.34 - $43.55 $124K - $130K
26.6K $1.15B
IGRO
Ishares Tr International Divid

ETFs
942
+ 10.76%
$66.7 - $75.25 $62.8K - $70.9K
9.7K $724M
MUB
Ishares National Muni Bond ETF

ETFs
978
+ 13.97%
$106.13 - $108.7 $104K - $106K
7.98K $867M
VEA
Vanguard Ftse Developed Market

ETFs
1.33K
+ 11.86%
$47.6 - $53.31 $63.4K - $71K
12.6K $664M
SCMB
Schwab Strategic Tr Mun Bd ETF
1.88K
+ 26.77%
N/A
8.9K $468M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.04K
+ 26.93%
$47.7 - $48.54 $97.1K - $98.8K
9.59K $466M
AVGO
Broadcom Inc.

Technology
2.15K
+ 1147.06%
$136.27 - $1745.86 $292K - $3.74M
2.33K $402M
MA
Mastercard Inc

Financial Services
46
+ 5.67%
$429.6 - $500.99 $19.8K - $23K
858 $424M
AXP
American Express CO

Financial Services
8
+ 0.56%
$225.92 - $271.17 $1.81K - $2.17K
1.42K $386M
V
Visa Inc.

Financial Services
89
+ 4.77%
$253.74 - $291.56 $22.6K - $25.9K
1.96K $538M
TQQQ
Proshares Ultrapro Qqq

ETFs
613
+ 16.44%
$53.19 - $84.93 $32.6K - $52.1K
4.34K $315M
KO
Coca Cola CO

Consumer Defensive
75
+ 1.89%
$62.69 - $73.01 $4.7K - $5.48K
4.04K $290M
NVDA
Nvidia Corp

Technology
446
+ 4.31%
$98.91 - $134.91 $44.1K - $60.2K
10.8K $1.31B
DX
Dynex Capital Inc

Real Estate
64
+ 0.57%
$11.71 - $12.96 $749 - $829
11.3K $145M
XOM
Exxon Mobil Corp

Energy
3
+ 0.12%
$109.72 - $119.0 $329 - $357
2.41K $283M
XLK
Technology Sector Spdr

ETFs
21
+ 0.55%
$197.34 - $237.68 $4.14K - $4.99K
3.87K $874M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
45
+ 0.35%
$13.62 - $15.59 $613 - $702
12.9K $177M
MRK
Merck & Co., Inc.

Healthcare
24
+ 1.16%
$111.15 - $128.97 $2.67K - $3.1K
2.09K $237M
MSFT
Microsoft Corp

Technology
40
+ 0.65%
$395.15 - $467.56 $15.8K - $18.7K
6.19K $2.66B
GOOGL
Alphabet Inc.

Communication Services
125
+ 1.83%
$148.65 - $191.18 $18.6K - $23.9K
6.95K $1.15B
AMAT
Applied Materials Inc

Technology
4
+ 0.1%
$174.88 - $254.97 $700 - $1.02K
4.16K $840M
ASML
Asml Holding Nv

Technology
15
+ 1.68%
$749.82 - $1098.95 $11.2K - $16.5K
909 $757M
AMZN
Amazon Com Inc

Consumer Cyclical
494
+ 0.84%
$161.02 - $200.0 $79.5K - $98.8K
59.2K $11B
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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