Richard W. Paul & Associates, LLC Reduced Holdings in Q3 2024

Richard W. Paul & Associates, LLC

  • $278 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-67
- 1.78%
$239.25 - $280.76 $16K - $18.8K
3.69K $1.02B
KO
Coca Cola CO

Consumer Defensive
-17
- 0.14%
$62.69 - $73.01 $1.07K - $1.24K
12.2K $875M
IRM
Iron Mountain Inc

Real Estate
-205
- 4.73%
$89.69 - $119.32 $18.4K - $24.5K
4.13K $490M
MA
Mastercard Inc

Financial Services
-33
- 1.46%
$429.6 - $500.99 $14.2K - $16.5K
2.23K $1.1B
PH
Parker Hannifin Corp

Industrials
-16
- 1.71%
$501.01 - $635.92 $8.02K - $10.2K
917 $579M
PHM
Pultegroup Inc

Consumer Cyclical
-88
- 2.33%
$103.95 - $144.98 $9.15K - $12.8K
3.69K $530M
ZTS
Zoetis Inc.

Healthcare
-79
- 1.16%
$172.58 - $196.48 $13.6K - $15.5K
6.71K $1.31B
LMT
Lockheed Martin Corp

Industrials
-5
- 0.42%
$460.3 - $584.56 $2.3K - $2.92K
1.17K $686M
META
Meta Platforms, Inc.

Communication Services
-216
- 5.55%
$453.41 - $572.44 $97.9K - $124K
3.67K $2.1B
NEE
Nextera Energy Inc

Utilities
-158
- 1.4%
$69.9 - $84.97 $11K - $13.4K
11.2K $944M
XLI
Industrial Sector Spdr

ETFs
-219
- 1.62%
$120.56 - $135.44 $26.4K - $29.7K
13.3K $1.8B
XLP
Consumer Staples Sector Spdr

ETFs
-1.01K
- 2.73%
$76.04 - $76.04 $77K - $77K
36.1K $3B
SHW
Sherwin Williams CO

Basic Materials
-95
- 4.13%
$294.65 - $384.0 $28K - $36.5K
2.21K $842M
ABBV
Abb Vie Inc.

Healthcare
-146
- 1.92%
$163.84 - $199.33 $23.9K - $29.1K
7.45K $1.47B
XLY
Select Sector Spdr Consumer Di

ETFs
-107
- 0.92%
$170.05 - $200.86 $18.2K - $21.5K
11.5K $2.31B
PM
Philip Morris International Inc.

Consumer Defensive
-283
- 2.56%
$101.25 - $127.45 $28.7K - $36.1K
10.8K $1.31B
SBUX
Starbucks Corp

Consumer Cyclical
-68
- 0.67%
$72.51 - $98.6 $4.93K - $6.7K
10K $979M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.06%
$333.64 - $405.2 $667 - $810
3.23K $1.31B
MMM
3 M CO

Industrials
-186
- 2.67%
$99.69 - $139.42 $18.5K - $25.9K
6.78K $927M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.03%
$191.76 - $263.26 $192 - $263
3.46K $905M
AAPL
Apple Inc.

Technology
-630
- 2.74%
$207.23 - $234.82 $131K - $148K
22.4K $5.21B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-832
- 3.75%
$57.22 - $80.08 $47.6K - $66.6K
21.3K $1.67B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-739
- 0.68%
$116.79 - $133.54 $86.3K - $98.7K
107K $14.2B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-141
- 0.96%
$72.18 - $107.33 $10.2K - $15.1K
14.5K $1.54B
MCHI
Ishares Msci China ETF

ETFs
-72
- 0.1%
$40.43 - $50.98 $2.91K - $3.67K
70.9K $3.61B
Activity Summary
Buys All Purchases 141 New Holdings 33 Increased Positions 108 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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