Fund HoldingsRichard W. Paul & Associates, LLC

Total Portfolio Value
$238.10M
Total Bought
$22.44M
Total Sold
$21.32M
Net Transaction
+$1.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR78,08193,393+15,3127,36510,1104.25%+2,744
ISHARES TR0136,987+136,987011,5524.85%+11,552
ISHARES TR0105,447+105,447010,9774.61%+10,977
COINBASE GLOBAL INC(COIN)013,235+13,23502,3020.97%+2,302
ISHARES TR99,035100,319+1,2848,7839,9204.17%+1,136
VANGUARD SPECIALIZED FUNDS06,627+6,62701,1290.47%+1,129
ALIBABA GROUP HLDG LTD(BABA)013,521+13,52101,0480.44%+1,048
ISHARES TR08,978+8,97809890.42%+989
ISHARES TR
CORE MSCI EAFE
0100,411+100,41107,0642.97%+7,064
VANGUARD WHITEHALL FDS010,497+10,49706980.29%+698
INVESCO QQQ TR015,257+15,25706,2482.62%+6,248
ISHARES TR05,264+5,26407150.30%+715
ISHARES INC016,602+16,60206340.27%+634
MICROSOFT CORP(MSFT)010,168+10,16803,8241.61%+3,824
ISHARES TR50,76652,773+2,0073,4993,9761.67%+478
JPMORGAN CHASE & CO(JPM)6,8538,429+1,5769941,4340.60%+440
ISHARES TR06,889+6,88903,2911.38%+3,291
ISHARES INC
CORE MSCI EMKT
73,47976,396+2,9173,4973,8641.62%+367
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,39416,642+7,2484718360.35%+365
LULULEMON ATHLETICA INC(LULU)12709+69753630.15%+358
CROWDSTRIKE HLDGS INC(CRWD)01,385+1,38503540.15%+354
ISHARES TR49,19850,156+9584,6274,9782.09%+351
RESTAURANT BRANDS INTL INC(QSR)04,461+4,46103490.15%+349
META PLATFORMS INC(META)04,513+4,51301,5970.67%+1,597
SPDR SER TR
ST STR P500GRW
058,598+58,59803,8121.60%+3,812
BROADCOM INC(AVGO)01,322+1,32201,4760.62%+1,476
SELECT SECTOR SPDR TR
ST STR TECHN ETF
15,19214,658-5342,4902,8211.18%+331
PIMCO ETF TR
ENHAN SHRT MA AC
04,289+4,28904280.18%+428
ISHARES TR37,94339,550+1,6072,1432,4481.03%+305
ADVANCED MICRO DEVICES INC(AMD)8,6218,070-5518861,1900.50%+303
APPLE INC(AAPL)022,243+22,24304,2821.80%+4,282
AMAZON COM INC(AMZN)011,345+11,34501,7240.72%+1,724
SERVICENOW INC(NOW)0359+35902540.11%+254
PALO ALTO NETWORKS INC(PANW)0850+85002510.11%+251
FIRST TR NAS100 EQ WEIGHTED27,57626,444-1,1322,8683,1061.30%+238
LINDE PLC(LIN)0549+54902260.09%+226
HUNTINGTON INGALLS INDS INC(HII)0872+87202260.10%+226
NETFLIX INC(NFLX)02,433+2,43301,1850.50%+1,185
CENTERPOINT ENERGY INC(CNP)07,540+7,54002150.09%+215
TWILIO INC(TWLO)015,002+15,00201,1380.48%+1,138
SELECT SECTOR SPDR TR
ST STR DISCR ETF
11,96511,887-781,9262,1250.89%+199
ELI LILLY & CO(LLY)01,167+1,16706800.29%+680
INTEL CORP(INTC)14,14813,747-4015036910.29%+188
ISHARES TR9,3659,169-1961,6551,8400.77%+185
ROKU INC(ROKU)010,246+10,24609390.39%+939
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
11,26810,808-4607439230.39%+180
SELECT SECTOR SPDR TR
ST STR CARE ETF
29,77729,398-3793,8334,0091.68%+176
VANECK ETF TRUST
FALLEN ANGEL HG
79,55180,398+8472,1532,3140.97%+161
VERIZON COMMUNICATIONS INC(VZ)29,53529,634+999571,1170.47%+160
T-MOBILE US INC(TMUS)0957+95701530.06%+153
SELECT SECTOR SPDR TR
ST STR INDL ETF
13,41913,264-1551,3601,5120.64%+152
BRISTOL-MYERS SQUIBB CO(BMY)011,791+11,79106050.25%+605
ETF SER SOLUTIONS
DISTILLATE US
28,08528,446+3611,2541,4040.59%+151
ISHARES INC
MSCI EMRG CHN
029,407+29,40701,6290.68%+1,629
HOME DEPOT INC(HD)3,2063,216+109691,1150.47%+146
CHIPOTLE MEXICAN GRILL INC(CMG)0412+41209420.40%+942
SPDR SER TR
ST INTER ETF
05,006+5,00601430.06%+143
ADOBE INC(ADBE)02,629+2,62901,5680.66%+1,568
NVIDIA CORPORATION(NVDA)2,4892,463-261,0831,2200.51%+137
VANECK ETF TRUST
MRNGSTR WDE MOAT
01,654+1,65401400.06%+140
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,16014,468-6922,1482,2830.96%+135
ISHARES TR44,63045,401+7711,6941,8260.77%+132
QUALCOMM INC(QCOM)3,9613,951-104405710.24%+131
PULTE GROUP INC(PHM)4,3504,343-73224480.19%+126
SPDR SER TR
ST STR AGGRE ETF
05,331+5,33101370.06%+137
COSTCO WHSL CORP NEW(COST)1,9711,869-1021,1141,2340.52%+120
SELECT SECTOR SPDR TR
ST STR SVC ETF
13,80214,007+2059051,0180.43%+113
3M CO(MMM)6,6296,698+696217320.31%+112
SPDR SER TR
ST STR P500ETF
030,546+30,54601,7080.72%+1,708
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
44,66244,712+501,7521,8590.78%+107
INTUIT(INTU)1,4021,316-867168230.35%+106
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
027,656+27,65601,3810.58%+1,381
ZOETIS INC(ZTS)06,055+6,05501,1950.50%+1,195
SHERWIN WILLIAMS CO(SHW)01,851+1,85105770.24%+577
AMERICAN TOWER CORP NEW(AMT)02,094+2,09404520.19%+452
SELECT SECTOR SPDR TR
ST STR FINL ETF
25,69325,129-5648529450.40%+93
SPDR S&P 500 ETF TR(SPY)03,169+3,16901,5060.63%+1,506
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,8987,448-4501,1641,2550.53%+91
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
59,23858,235-1,0032,6202,7101.14%+90
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
32,49233,232+7401,7401,8270.77%+87
SELECT SECTOR SPDR TR
ST STR STAPL ETF
36,59136,116-4752,5182,6011.09%+84
VERTIV HOLDINGS CO(VRT)08,911+8,91104280.18%+428
S&P GLOBAL INC(SPGI)01,319+1,31905810.24%+581
NEXTERA ENERGY INC(NEE)010,656+10,65606470.27%+647
AT&T INC(T)50,74150,084-6577628400.35%+78
SALESFORCE INC(CRM)01,400+1,40003680.15%+368
VANGUARD INDEX FDS02,081+2,08104940.21%+494
WORKDAY INC(WDAY)01,219+1,21903370.14%+337
SSGA ACTIVE TR
ST STR SECTO ETF
05,844+5,84401520.06%+152
VERALTO CORP(VLTO)0834+8340690.03%+69
J P MORGAN EXCHANGE TRADED F
INCOME ETF
14,01615,071+1,0556226870.29%+65
MCDONALDS CORP(MCD)01,882+1,88205580.23%+558
AMERICAN EXPRESS CO(AXP)01,873+1,87303510.15%+351
MERCK & CO INC(MRK)09,711+9,71101,0590.44%+1,059
LINCOLN ELEC HLDGS INC(LECO)1,8141,791-233303900.16%+60
INTUITIVE SURGICAL INC01,648+1,64805560.23%+556
BANK NEW YORK MELLON CORP07,011+7,01103650.15%+365
PARKER-HANNIFIN CORP(PH)0979+97904510.19%+451
WELLS FARGO CO NEW(WFC)07,142+7,14203520.15%+352
LOCKHEED MARTIN CORP(LMT)1,0951,102+74485000.21%+52
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