Richard W. Paul & Associates, LLC Portfolio Holdings

Richard W. Paul & Associates, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Billion distributed in 337 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 $14.9B, Ishares Core S&P U.S Growth Et with a value of $12.7B, Ishares Core S&P Sm Cap ETF with a value of $12.1B, Ishares Core U.S. Aggregate Bo with a value of $11.9B, and Ishares Barclays 20+ Year Trea with a value of $10.5B.

Examining the 13F form we can see an decrease of $19.5B in the current position value, from $275B to 255B. Also it can be appreciated an additional of 11 stocks purchases and 1 closed positions.

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.