Richard W. Paul & Associates, LLC Incresed Positions in Q4 2024

Richard W. Paul & Associates, LLC

  • $275 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
45
+ 1.53%
N/A
2.98K $559M
INTC
Intel Corp

Technology
402
+ 2.22%
$19.07 - $26.23 $7.67K - $10.5K
18.5K $372M
VEA
Vanguard Ftse Developed Market

ETFs
546
+ 3.36%
$47.57 - $52.44 $26K - $28.6K
16.8K $804M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
289
+ 0.74%
$49.87 - $52.46 $14.4K - $15.2K
39.5K $1.97B
PFE
Pfizer Inc

Healthcare
607
+ 1.92%
$24.8 - $30.19 $15.1K - $18.3K
32.3K $857M
JEPI
J P Morgan Exchange Traded Fd

ETFs
124
+ 0.36%
$57.53 - $60.83 $7.13K - $7.54K
34.6K $1.99B
UPS
United Parcel Service Inc

Industrials
78
+ 1.08%
$122.65 - $138.35 $9.57K - $10.8K
7.33K $925M
Abacus Life Inc
2.93K
+ 7.54%
N/A
41.8K $328M
SHW
Sherwin Williams CO

Basic Materials
46
+ 2.09%
$338.75 - $399.71 $15.6K - $18.4K
2.25K $765M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.17K
+ 1.72%
$45.07 - $47.1 $52.6K - $54.9K
68.8K $3.11B
MRK
Merck & Co., Inc.

Healthcare
655
+ 6.16%
$96.31 - $114.76 $63.1K - $75.2K
11.3K $1.12B
AMT
American Tower Corp

Real Estate
140
+ 6.24%
$179.4 - $232.01 $25.1K - $32.5K
2.38K $437M
ABBV
Abb Vie Inc.

Healthcare
307
+ 4.12%
$164.99 - $203.87 $50.7K - $62.6K
7.75K $1.38B
JNJ
Johnson & Johnson

Healthcare
100
+ 1.55%
$143.34 - $165.86 $14.3K - $16.6K
6.57K $950M
KO
Coca Cola CO

Consumer Defensive
259
+ 2.13%
$61.74 - $71.71 $16K - $18.6K
12.4K $775M
ALGN
Align Technology Inc

Healthcare
111
+ 3.95%
$205.03 - $245.32 $22.8K - $27.2K
2.92K $609M
LMT
Lockheed Martin Corp

Industrials
19
+ 1.62%
$479.66 - $614.62 $9.11K - $11.7K
1.19K $580M
DHR
Danaher Corp

Healthcare
210
+ 5.7%
$226.16 - $274.52 $47.5K - $57.6K
3.9K $895M
VZ
Verizon Communications Inc

Communication Services
383
+ 1.28%
$39.6 - $45.21 $15.2K - $17.3K
30.4K $1.22B
XLRE
Select Sector Spdr Tr Real Est

ETFs
68
+ 0.19%
$40.06 - $45.21 $2.72K - $3.07K
35.1K $1.43B
ADBE
Adobe Inc.

Technology
124
+ 4.64%
$437.39 - $552.96 $54.2K - $68.6K
2.8K $1.24B
ZTS
Zoetis Inc.

Healthcare
398
+ 5.93%
$162.24 - $194.42 $64.6K - $77.4K
7.11K $1.16B
UNH
Unitedhealth Group Inc

Healthcare
18
+ 0.82%
$485.52 - $625.25 $8.74K - $11.3K
2.22K $1.12B
STX
Seagate Technology Holdings PLC

Technology
139
+ 1.52%
$86.31 - $112.64 $12K - $15.7K
9.26K $799M
CVS
Cvs Health Corp

Healthcare
1.31K
+ 8.57%
$43.78 - $67.46 $57.1K - $88K
16.5K $742M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.14K
+ 2.65%
$60.13 - $67.31 $68.3K - $76.5K
44K $2.67B
EEM
Ishares Msci Emerging Markets

ETFs
156
+ 0.26%
$41.82 - $47.36 $6.52K - $7.39K
60.4K $2.52B
AMD
Advanced Micro Devices Inc

Technology
420
+ 5.41%
$118.88 - $172.8 $49.9K - $72.6K
8.18K $988M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
206
+ 1.42%
$82.28 - $117.52 $16.9K - $24.2K
14.7K $1.25B
IEMG
Ishares Inc

ETFs
1.05K
+ 1.24%
N/A
85.3K $4.45B
EFA
Ishares Tr Msci Eafe ETF

ETFs
880
+ 1.42%
$75.1 - $82.99 $66.1K - $73K
62.8K $4.75B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
163
+ 0.1%
$91.94 - $100.02 $15K - $16.3K
161K $14.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
115
+ 0.1%
$96.64 - $101.23 $11.1K - $11.6K
114K $11.1B
IEFA
Ishares Tr

ETFs
3.37K
+ 3.13%
$70.06 - $77.43 $236K - $261K
111K $7.79B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.84K
+ 1.66%
$87.1 - $98.49 $160K - $181K
113K $9.87B
Activity Summary
Buys All Purchases 167 New Holdings 31 Increased Positions 136 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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