Paul Damon & Associates, Inc. Reduced Holdings in Q3 2025

Paul Damon & Associates, Inc.

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-55.6K
- 10.93%
$26.38 - $27.95 $1.47M - $1.55M
453K $12.4B
MSTR
Microstrategy Inc

Technology
-219
- 4.7%
$300.7 - $455.9 $65.9K - $99.8K
4.44K $1.43B
DOW
Dow Inc.

Basic Materials
-3.16K
- 14.16%
$20.87 - $30.37 $66K - $96K
19.2K $439M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-9.3K
- 7.09%
$84.28 - $89.46 $784K - $832K
122K $10.8B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.89K
- 6.04%
$49.32 - $50.93 $93K - $96K
29.3K $1.49B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-722
- 7.29%
$107.66 - $112.36 $77.7K - $81.1K
9.18K $1.02B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-818
- 2.37%
$59.81 - $60.11 $48.9K - $49.2K
33.7K $2.02B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.43K
- 1.63%
$43.36 - $44.8 $62.1K - $64.2K
86.3K $3.84B
ITM
Vaneck Intermediate Muni ETF

ETFs
-334
- 2.97%
$45.2 - $46.71 $15.1K - $15.6K
10.9K $509M
IGRO
Ishares Tr International Divid

ETFs
-76
- 0.56%
$75.97 - $80.24 $5.77K - $6.1K
13.5K $1.08B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-34
- 0.55%
$172.72 - $179.11 $5.87K - $6.09K
6.15K $1.1B
SYY
Sysco Corp

Consumer Defensive
-80
- 2.09%
$76.33 - $82.51 $6.11K - $6.6K
3.74K $308M
PFE
Pfizer Inc

Healthcare
-625
- 2.04%
$23.29 - $25.88 $14.6K - $16.2K
30K $764M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-30
- 0.13%
$35.21 - $37.43 $1.06K - $1.12K
23.8K $886M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 0.47%
$459.11 - $506.91 $7.35K - $8.11K
3.4K $1.71B
AMAT
Applied Materials Inc

Technology
-76
- 1.78%
$156.25 - $204.95 $11.9K - $15.6K
4.19K $859M
FVD
First Tr Value Line Divid Inde

ETFs
-1.39K
- 1.31%
$44.73 - $46.86 $62.4K - $65.3K
105K $4.85B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-777
- 2.57%
$98.53 - $107.1 $76.6K - $83.2K
29.4K $3.09B
ASML
Asml Holding Nv

Technology
-35
- 3.7%
$689.63 - $968.09 $24.1K - $33.9K
912 $883M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.55K
- 1.66%
$31.79 - $33.42 $113K - $118K
210K $7.03B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-245
- 2.57%
$420.11 - $472.68 $103K - $116K
9.28K $4.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-243
- 0.66%
$546.99 - $602.2 $133K - $146K
36.6K $22B
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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