Paul Damon & Associates, Inc. Sells in Q4 2025

Paul Damon & Associates, Inc.

  • $225 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-927
- 20.88%
$199.75 - $359.69 $185K - $333K
3.51K $534M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-34.8K
- 7.69%
$26.44 - $27.53 $921K - $959K
418K $11.5B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6.6K
- 5.41%
$87.0 - $90.6 $574K - $598K
115K $10.3B
MA
Mastercard Inc

Financial Services
-340
- 18.3%
$536.85 - $580.45 $183K - $197K
1.52K $867M
PM
Philip Morris International Inc.

Consumer Defensive
-1.12K
- 39.89%
$144.33 - $160.86 $162K - $180K
1.69K $271M
V
Visa Inc.

Financial Services
-591
- 16.8%
$325.75 - $352.42 $193K - $208K
2.93K $1.03B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.31K
- 6.87%
$59.91 - $60.13 $139K - $139K
31.4K $1.88B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-400
- 30.46%
$280.66 - $305.09 $112K - $122K
913 $277M
PFE
Pfizer Inc

Healthcare
-2.81K
- 9.38%
$24.23 - $27.37 $68.1K - $77K
27.2K $677M
DIS
Walt Disney CO

Communication Services
-441
- 16.74%
$105.69 - $116.65 $46.6K - $51.4K
2.19K $250M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-141
- 2.29%
$171.48 - $177.68 $24.2K - $25.1K
6.01K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 3.02%
$910.94 - $954.99 $10.9K - $11.5K
386 $333M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-201
- 2.19%
$110.25 - $112.92 $22.2K - $22.7K
8.98K $990M
ITM
Vaneck Intermediate Muni ETF

ETFs
-695
- 6.36%
$46.53 - $47.21 $32.3K - $32.8K
10.2K $482M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-629
- 2.65%
$37.2 - $38.31 $23.4K - $24.1K
23.2K $867M
VTV
Vanguard Value ETF

ETFs
-108
- 6.28%
$182.87 - $189.72 $19.7K - $20.5K
1.61K $308M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.59%
$475.68 - $513.11 $9.51K - $10.3K
3.38K $1.7B
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.03%
$211.96 - $244.38 $212 - $244
3.09K $707M
VFH
Vanguard Financial ETF

ETFs
-123
- 2.73%
$125.75 - $131.12 $15.5K - $16.1K
4.38K $584M
TSLA
Tesla, Inc.

Consumer Cyclical
-31
- 1.56%
$401.99 - $468.37 $12.5K - $14.5K
1.96K $881M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-66
- 0.35%
$71.89 - $74.08 $4.74K - $4.89K
18.8K $1.39B
RTX
Raytheon Technologies Corp

Industrials
-389
- 9.13%
$157.0 - $179.44 $61.1K - $69.8K
3.87K $710M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-98
- 1.06%
$459.47 - $491.71 $45K - $48.2K
9.18K $4.35B
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.21%
$293.81 - $310.11 $588 - $620
948 $290M
XOM
Exxon Mobil Corp

Energy
-23
- 0.93%
$110.64 - $119.78 $2.54K - $2.75K
2.46K $296M
PII
Polaris Inc.

Consumer Cyclical
-27
- 0.65%
$56.3 - $71.19 $1.52K - $1.92K
4.15K $262M
MAR
Marriott International Inc

Consumer Cyclical
-136
- 9.37%
$259.04 - $291.9 $35.2K - $39.7K
1.32K $408M
RDVY
First Trust Rising Dividend Ac

ETFs
-99
- 0.46%
$65.02 - $68.31 $6.44K - $6.76K
21.5K $1.5B
DAL
Delta Air Lines, Inc.

Industrials
-100
- 2.58%
$55.65 - $62.32 $5.57K - $6.23K
3.78K $262M
IWL
Ishares Tr Russell 200 ETF

ETFs
-3
- 0.02%
$163.11 - $172.47 $489 - $517
14.7K $2.51B
GOOG
Alphabet Inc.

Communication Services
-31
- 0.83%
$237.49 - $291.74 $7.36K - $9.04K
3.72K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-143
- 0.2%
$213.04 - $254.0 $30.5K - $36.3K
70.3K $16.2B
GOOGL
Alphabet Inc.

Communication Services
-33
- 0.29%
$236.57 - $291.31 $7.81K - $9.61K
11.2K $3.52B
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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