PJ

Paul John Balson

13F
Paul John Balson
Last update 2021-02-17 88 Stocks (16 new)
Value $484.00 Mil Turnover 4 %
Countries:
Portfolio Report
Paul John Balson Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
2,611,743
346552.000
+0.65%
71.630
+0.46%
0.020
+1.44%
+17.02%
3391386.049
Hardware
TSLA
Tesla Inc
60,225
14166.000
-7.06%
2.930
-0.16%
0.000
+57.44%
+31.68%
1051615.545
Vehicles & Parts
QQQ
PowerShares QQQ Trust Ser 1
29,043
9112.000
+3.43%
1.880
+0.06%
0.010
+10.49%
+24.80%
311487.611
 
AMZN
Amazon.com Inc
50,520
8227.000
0%
1.700
0%
0.000
+24.27%
+39.23%
2234334.690
Retail - Cyclical
SPY
S&P 500 ETF TRUST ETF
19,629
7339.000
+10.04%
1.520
+0.14%
0.000
+10.19%
+25.66%
618159.541
 
MSFT
Microsoft Corp
32,695
7272.000
+0.25%
1.500
0%
0.000
+1.56%
+12.22%
3137965.779
Software
MDB
MongoDB Inc
20,206
7255.000
+56.26%
1.500
+0.54%
0.030
+27.72%
-24.09%
23525.944
Software
DIA
SPDR Dow Jones Industrial Average ETF
22,508
6883.000
+13.55%
1.420
+0.17%
0.030
+10.77%
+16.92%
38837.996
 
TWLO
Twilio Inc
17,082
5782.000
+34.59%
1.200
+0.31%
0.010
+60.08%
+29.66%
15115.965
Software
VO
Vanguard Mid-Cap ETF
14,743
3048.000
+13.29%
0.630
+0.07%
0.010
+13.04%
+19.65%
66853.685
 

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Paul John Balson Total Holding History ($B)

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Paul John Balson's Asset Allocation

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Paul John Balson Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Paul John Balson's Hypothetical Growth since 2020-12-31

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