Paul Damon & Associates, Inc. Portfolio Holdings

Paul Damon & Associates, Inc.

  • $147 Billion
  • Q2 2024

Paul Damon & Associates, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $16.1B, Schwab Strategic Tr Us Dividen with a value of $13.6B, Ishares Tr Russell 200 Growth with a value of $12.8B, Wisdomtree Tr Us Quality Divid with a value of $11.7B, and Amazon Com Inc with a value of $11.3B.

Examining the 13F form we can see an increase of $3.19B in the current position value, from $143B to 147B.

Paul Damon & Associates, Inc. is based out at Grand Rapids, MI

Below you can find more details about Paul Damon & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $118 Billion
Consumer Cyclical: $11.6 Billion
Technology: $10.7 Billion
Financial Services: $3.36 Billion
Communication Services: $1.88 Billion
Energy: $277 Million
Consumer Defensive: $275 Million
Healthcare: $255 Million
Other: $134 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $147 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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