Paul Damon & Associates, Inc.
Q3 2023 13F Holdings
- Locationgrand rapids, MI
- Num holdings
81
- Value ($000)
$151,504
- Date Filed10/26/2023
- Form type13F-HR
- CIK0001964344
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $15.88M | 11 % | 224,361 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $13.84M | 9 % | 217,916 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.45M | 8 % | 31,964 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $9.68M | 6 % | 62,914 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.17M | 5 % | 64,231 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $7.47M | 5 % | 177,660 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $7.43M | 5 % | 198,829 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $7.35M | 5 % | 123,625 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.36M | 4 % | 14,869 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $5.76M | 4 % | 132,146 |
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