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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 $327,014,179
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 184,588 $20,332,361 6.22%
2.
Ishares Trust
 IEF 100,700 $18,940,729 5.79%
3.
Ishares Trust
 IEF 134,132 $11,591,662 3.54%
4.
J P Morgan Exchange Traded F - INCOME ETF
 247,862 $11,414,056 3.49%
5.
Ishares Trust
 HYG 117,424 $11,340,842 3.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.