Paul Damon & Associates, Inc. Sells in Q2 2024

Paul Damon & Associates, Inc.

  • $147 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.23K
- 3.45%
$75.81 - $80.15 $473K - $500K
174K $13.6B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-13.9K
- 12.89%
$42.01 - $43.6 $583K - $605K
93.8K $4.04B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.28K
- 23.77%
$104.54 - $108.46 $448K - $465K
13.7K $1.47B
FVD
First Tr Value Line Divid Inde

ETFs
-6.1K
- 5.11%
$39.94 - $42.43 $244K - $259K
113K $4.61B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-5.96K
- 14.43%
$50.47 - $51.43 $301K - $307K
35.4K $1.81B
ITM
Vaneck Intermediate Muni ETF

ETFs
-5.71K
- 25.88%
$45.32 - $46.3 $259K - $265K
16.4K $750M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.16K
- 9.72%
$59.55 - $59.81 $247K - $249K
38.6K $2.3B
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-2.8K
- 12.36%
$62.28 - $65.65 $174K - $184K
19.8K $1.28B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3K
- 3.88%
$44.06 - $45.49 $132K - $136K
74.1K $3.33B
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-4.05K
- 11.71%
$35.07 - $37.73 $142K - $153K
30.6K $1.14B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-497
- 6.99%
$147.68 - $155.59 $73.4K - $77.3K
6.61K $1.01B
DX
Dynex Capital Inc

Real Estate
-6.56K
- 36.8%
$11.46 - $12.61 $75.1K - $82.7K
11.3K $134M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-66
- 1.82%
$396.73 - $420.24 $26.2K - $27.7K
3.56K $1.45B
VFH
Vanguard Financial ETF

ETFs
-405
- 8.36%
$95.9 - $103.0 $38.8K - $41.7K
4.44K $443M
MA
Mastercard Inc

Financial Services
-21
- 2.52%
$441.1 - $479.43 $9.26K - $10.1K
812 $358M
ITB
Ishares Tr

ETFs
-25
- 0.97%
$100.52 - $113.96 $2.51K - $2.85K
2.54K $257M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-29
- 0.57%
$95.76 - $100.68 $2.78K - $2.92K
5.06K $487M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.89K
- 12.87%
$14.84 - $15.91 $28.1K - $30.1K
12.8K $193M
MUB
Ishares National Muni Bond ETF

ETFs
-123
- 1.73%
$105.37 - $107.16 $13K - $13.2K
7K $746M
TQQQ
Proshares Ultrapro Qqq

ETFs
-923
- 19.84%
$49.48 - $76.9 $45.7K - $71K
3.73K $275M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.68K
- 2.39%
$72.31 - $79.02 $266K - $290K
150K $11.7B
KO
Coca Cola CO

Consumer Defensive
-54
- 1.34%
$58.06 - $64.15 $3.14K - $3.46K
3.96K $252M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.59%
$455.1 - $504.28 $3.19K - $3.53K
1.18K $588M
XLK
Technology Sector Spdr

ETFs
-123
- 3.09%
$192.53 - $231.41 $23.7K - $28.5K
3.85K $871M
MSFT
Microsoft Corp

Technology
-189
- 2.98%
$389.33 - $452.85 $73.6K - $85.6K
6.15K $2.75B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-454
- 4.4%
$316.15 - $367.33 $144K - $167K
9.86K $3.59B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.68K
- 2.78%
$173.67 - $197.85 $291K - $332K
58.7K $11.3B
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.14K
- 1.88%
$183.56 - $216.15 $210K - $247K
59.8K $12.8B
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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