Richard W. Paul & Associates, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 513 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 $14.4B, Ishares Core S&P Sm Cap ETF with a value of $13.2B, Ishares Core U.S. Aggregate Bo with a value of $11.1B, and Ishares Barclays 20+ Year Trea with a value of $9.87B.
Examining the 13F form we can see an decrease of $3.86B in the current position value, from $278B to 275B.
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
$275 Billion
ETFs: $163 Billion
Technology: $28.8 Billion
Consumer Cyclical: $13.2 Billion
Healthcare: $12.3 Billion
Communication Services: $11.3 Billion
Financial Services: $9.87 Billion
Consumer Defensive: $8.46 Billion
Industrials: $4.6 Billion
Other: $5.71 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
