Paul Damon & Associates, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 100 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 $22B, Ishares Tr Russell 200 Growth with a value of $17.4B, Spdr S&P 500 ETF Trust with a value of $17B, Amazon Com Inc with a value of $15.5B, and Schwab Strategic Tr Us Dividen with a value of $12.4B.
Examining the 13F form we can see an increase of $18.6B in the current position value, from $191B to 209B.
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
$209 Billion
ETFs: $152 Billion
Consumer Cyclical: $18 Billion
Technology: $17.1 Billion
Financial Services: $6.2 Billion
Communication Services: $5.14 Billion
Healthcare: $3.41 Billion
Industrials: $2.43 Billion
Consumer Defensive: $2.24 Billion
Other: $930 Million
Stock Holdings Table Market Cap. of $200 Billions or more
