Richard W. Paul & Associates, LLC - Q42025 Holdings

Richard W. Paul & Associates, LLC holds 293 stocks with a total portfolio value of $ 301.18M as of Q42025. In Q42025, Richard W. Paul & Associates, LLC added 14 new positions, increased stakes in 82 stocks, reduced 143 holdings, and fully exited 36 positions. The largest holding is Ishares Tr (IUSV), representing 5.95% of the total portfolio.