Paul Damon & Associates, Inc. Incresed Positions in Q4 2025

Paul Damon & Associates, Inc.

  • $225 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.93K
+ 464.89%
$600.51 - $631.95 $3.56M - $3.75M
7.21K $4.52B
J P Morgan Exchange Traded F
21K
+ 130.11%
N/A
37.1K $2.47B
FNDB
Schwab Fundamental U S Broad M

ETFs
36.4K
+ 64.63%
$25.06 - $26.31 $912K - $957K
92.7K $2.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
894
+ 3.51%
$653.02 - $687.39 $584K - $615K
26.4K $18B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 36.31%
$72.21 - $75.0 $911K - $947K
47.4K $3.56B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
33K
+ 58.49%
$27.41 - $27.93 $906K - $923K
89.6K $2.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
294
+ 0.8%
$589.5 - $635.77 $173K - $187K
36.9K $22.6B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.34K
+ 11.98%
$98.0 - $102.56 $523K - $548K
49.9K $5.12B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.44K
+ 2.27%
$268.43 - $288.26 $386K - $415K
65K $18B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
14.3K
+ 35.62%
$42.71 - $43.27 $610K - $618K
54.3K $2.31B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.63K
+ 4.57%
$33.05 - $33.87 $318K - $326K
220K $7.54B
AAPL
Apple Inc.

Technology
375
+ 1.69%
$245.27 - $275.25 $92K - $103K
22.6K $6.15B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.1K
+ 11.69%
$44.38 - $44.96 $448K - $454K
96.4K $4.27B
MRK
Merck & Co., Inc.

Healthcare
1.43K
+ 13.37%
$82.49 - $92.93 $118K - $133K
12.1K $1.28B
CAT
Caterpillar Inc

Industrials
335
+ 29.08%
$480.82 - $585.49 $161K - $196K
1.49K $852M
LLY
Eli Lilly & CO

Healthcare
104
+ 17.05%
$799.57 - $1025.28 $83.2K - $107K
714 $767M
AXP
American Express CO

Financial Services
378
+ 10.63%
$316.26 - $372.77 $120K - $141K
3.93K $1.46B
NVDA
Nvidia Corp

Technology
1.33K
+ 13.49%
$179.83 - $207.04 $240K - $276K
11.2K $2.09B
JPM
Jpmorgan Chase & CO

Financial Services
703
+ 48.79%
$294.11 - $320.41 $207K - $225K
2.14K $691M
AMAT
Applied Materials Inc

Technology
33
+ 0.79%
$209.95 - $240.89 $6.93K - $7.95K
4.23K $1.09B
VB
Vanguard Small Cap ETF

ETFs
521
+ 4.36%
$248.1 - $260.08 $129K - $136K
12.5K $3.22B
MUB
Ishares National Muni Bond ETF

ETFs
1.52K
+ 14.77%
$106.36 - $107.61 $162K - $164K
11.8K $1.27B
AVGO
Broadcom Inc.

Technology
245
+ 4.73%
$324.63 - $385.98 $79.5K - $94.6K
5.42K $1.88B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.24K
+ 9.55%
$47.98 - $48.33 $156K - $157K
37.2K $1.79B
SCMB
Schwab Strategic Tr Mun Bd ETF
5.84K
+ 21.47%
N/A
33K $851M
JNJ
Johnson & Johnson

Healthcare
292
+ 9.65%
$185.98 - $199.58 $54.3K - $58.3K
3.32K $686M
JPSE
J P Morgan Diversified Return

ETFs
2.11K
+ 4.1%
$48.44 - $50.76 $102K - $107K
53.5K $2.68B
IGRO
Ishares Tr International Divid

ETFs
788
+ 5.83%
$78.71 - $81.58 $62K - $64.3K
14.3K $1.18B
VEA
Vanguard Ftse Developed Market

ETFs
972
+ 5.53%
$59.18 - $62.09 $57.5K - $60.4K
18.6K $1.16B
ASML
Asml Holding Nv

Technology
7
+ 0.77%
$936.19 - $1075.45 $6.55K - $7.53K
919 $983M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.46K
+ 4.96%
$50.75 - $51.37 $73.8K - $74.7K
30.8K $1.57B
GE
General Electric CO

Industrials
162
+ 23.18%
$291.49 - $314.28 $47.2K - $50.9K
861 $265M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 3.97%
$100.68 - $106.15 $118K - $124K
30.6K $3.13B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
959
+ 1.12%
$54.74 - $57.0 $52.5K - $54.7K
86.9K $4.89B
PEP
Pepsico Inc

Consumer Defensive
146
+ 4.67%
$138.84 - $153.71 $20.3K - $22.4K
3.27K $469M
KO
Coca Cola CO

Consumer Defensive
118
+ 2.0%
$66.1 - $71.61 $7.8K - $8.45K
6.02K $421M
XLK
Technology Sector Spdr

ETFs
3.91K
+ 100.03%
$278.39 - $304.13 $1.09M - $1.19M
7.81K $1.12B
SYY
Sysco Corp

Consumer Defensive
668
+ 17.84%
$72.9 - $83.27 $48.7K - $55.6K
4.41K $325M
ORCL
Oracle Corp

Technology
516
+ 49.9%
$217.57 - $313.0 $112K - $162K
1.55K $302M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.15K
+ 98.83%
$97.07 - $120.61 $402K - $500K
8.34K $440M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11
+ 0.23%
$100.8 - $103.83 $1.11K - $1.14K
4.72K $491M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.18%
$470.44 - $504.26 $470 - $504
562 $274M
PG
Procter & Gamble CO

Consumer Defensive
20
+ 1.09%
$145.5 - $153.18 $2.91K - $3.06K
1.85K $265M
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 10.47%
$358.03 - $397.02 $25.8K - $28.6K
760 $262M
META
Meta Platforms, Inc.

Communication Services
29
+ 2.94%
$609.01 - $751.67 $17.7K - $21.8K
1.02K $671M
MSFT
Microsoft Corp

Technology
196
+ 2.5%
$496.82 - $542.07 $97.4K - $106K
8.05K $3.89B
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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