Richard W. Paul & Associates, LLC Portfolio Holdings

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.