Richard W. Paul & Associates, LLC - Q12026 Holdings

Richard W. Paul & Associates, LLC holds 299 stocks with a total portfolio value of $ 297.12M as of Q12026. In Q12026, Richard W. Paul & Associates, LLC added 12 new positions, increased stakes in 92 stocks, reduced 115 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IUSV), representing 6.27% of the total portfolio.