Matthew Paul

@Richard W. Paul & Associates, Llc

Latest period2024 - Q3

Reported3mo 2d ago

Managed Assets$278.372M

Total holdings506

Assets growth rate7.45%

Assets growth rate (2-Q avg)5.43%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Richard W. Paul & Associates, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 506 positions.

Assets under management

The assets under management (AUM) of Richard W. Paul & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 278.372M in assets, with a quarterly growth rate of 7.45% and a 2-quarter average growth rate of 5.43%. The portfolio is managed by Matthew Paul, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SIRISiriusxm Holdings Inc Recent Activity New Position	0.01%	$237 10 shares@ $23.7 avg price	New Position
OTRKOntrak Inc Recent Activity New Position	0.01%	$5 2 shares@ $2.5 avg price	New Position
BUZZVaneck Etf Trust Recent Activity New Position	0.01%	$1 0 shares@ $0.0 avg price	New Position