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Home > Institutional Investor > Richard W. Paul & Associates, Llc > Profile

Instuitional Investor - Richard W. Paul & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Richard W. Paul & Associates, Llc
Portfolio Value $254,965,780
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 161,211 $14,878,134 5.84%
2.
Ishares Trust
 IEF 100,282 $12,743,893 5%
3.
Ishares Trust
 IEF 115,819 $12,111,244 4.75%
4.
Ishares Trust
 IEF 120,280 $11,898,076 4.67%
5.
Ishares Trust
 IEF 115,052 $10,473,173 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)