Richard W. Paul & Associates, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $278 Billion distributed in 506 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 $15.4B, Ishares Core S&P U.S Growth Et with a value of $14.2B, Ishares Core S&P Sm Cap ETF with a value of $13.5B, Ishares Core U.S. Aggregate Bo with a value of $11.5B, and Ishares Barclays 20+ Year Trea with a value of $10.9B.
Examining the 13F form we can see an increase of $19.3B in the current position value, from $259B to 278B.
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
$278 Billion
ETFs: $169 Billion
Technology: $28.1 Billion
Healthcare: $13.7 Billion
Consumer Cyclical: $12.3 Billion
Communication Services: $10.8 Billion
Financial Services: $9.19 Billion
Consumer Defensive: $8.66 Billion
Industrials: $5.07 Billion
Other: $5.81 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
