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.
Portfolio value
$255 Billion
ETFs: $156 Billion
Technology: $23.3 Billion
Healthcare: $12.1 Billion
Consumer Cyclical: $10.8 Billion
Communication Services: $9.94 Billion
Financial Services: $8.66 Billion
Consumer Defensive: $8.53 Billion
Industrials: $3.63 Billion
Other: $4.67 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
