Richard W. Paul & Associates, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $251 Billion distributed in 512 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $12.2B, Ishares Core S&P U.S Growth Et with a value of $12.1B, Ishares Core S&P Sm Cap ETF with a value of $10.9B, Ishares Core U.S. Aggregate Bo with a value of $10B, and Ishares Barclays 20+ Year Trea with a value of $9.93B.
Examining the 13F form we can see an increase of $12.4B in the current position value, from $238B to 251B.
Richard W. Paul & Associates, LLC is based out at Novi, MI
Below you can find more details about Richard W. Paul & Associates, LLC portfolio as well as his latest detailed transactions.
