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| Name: |
Paul Damon & Associates Inc. |
| City: |
Grand Rapids |
| State: |
MI |
| Zip: |
49503 |
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data |
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| Holdings
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11 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CFO |
Victory CEMP US 500 Enhance... |
23 |
- |
$65.52 |
$1,494,000 |
22,647 |
1.04% |
120,000 |
0 |
0.194 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
36 |
- |
$485.97 |
$568,000 |
1,182 |
0.4% |
52,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
EPS |
WisdomTree Earnings 500 |
38 |
- |
$55.91 |
$554,000 |
10,000 |
0.39% |
53,000 |
0 |
0.011 |
Closed - End Fund - Debt |
|
|
SPLV |
Powershares S&Amp;P 500 Low... |
46 |
- |
$65.98 |
$431,000 |
6,547 |
0.3% |
21,000 |
0 |
0.004 |
N/A |
|
|
MOAT |
VANECK VECTORS ETF TR |
48 |
- |
$53.88 |
$400,000 |
4,451 |
0.28% |
22,000 |
0 |
0.005 |
N/A |
|
|
NEA |
Nuveen Insured Tax Free Adv... |
49 |
- |
$10.97 |
$326,000 |
29,407 |
0.23% |
3,000 |
0 |
0.013 |
Closed - End Fund - Debt |
|
|
VALQ |
American Century Stoxx Us Q... |
59 |
- |
$0.00 |
$261,000 |
4,478 |
0.18% |
23,000 |
0 |
0.05 |
N/A |
|
|
OMFL |
Oppenheimer Russell 1000 Dy... |
60 |
- |
$0.00 |
$250,000 |
4,535 |
0.17% |
17,000 |
0 |
0.005 |
N/A |
|
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PEN |
Penumbra Inc |
63 |
- |
$201.53 |
$223,000 |
1,000 |
0.16% |
-29,000 |
0 |
0.003 |
N/A |
|
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VTV |
Vanguard Value VIPERS |
65 |
- |
$163.21 |
$220,000 |
1,350 |
0.15% |
18,000 |
0 |
0.015 |
Closed - End Fund - E... |
|
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MIY |
Blackrock Muniyield Michiga... |
68 |
- |
$11.33 |
$206,000 |
17,924 |
0.14% |
2,000 |
0 |
0.061 |
Closed - End Fund - Debt |
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