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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 $238,096,058
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 136,987 $11,552,155 4.85%
2.
Ishares Trust
 IEF 105,447 $10,977,051 4.61%
3.
Ishares Trust
 IEF 93,393 $10,109,821 4.24%
4.
Ishares Trust
 IEF 100,319 $9,919,534 4.16%
5.
Spdr Ser Tr
 104,392 $9,540,412 4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)