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
+3.26%
+16.28%
3366596.100
Hardware
TSLA
Tesla Inc
60,225
14166.000
-7.06%
2.930
-0.16%
0.000
+71.89%
+38.35%
1116490.848
Vehicles & Parts
QQQ
PowerShares QQQ Trust Ser 1
29,043
9112.000
+3.43%
1.880
+0.06%
0.010
+14.12%
+25.52%
310365.445
 
AMZN
Amazon.com Inc
50,520
8227.000
0%
1.700
0%
0.000
+23.52%
+35.71%
2168721.022
Retail - Cyclical
SPY
S&P 500 ETF TRUST ETF
19,629
7339.000
+10.04%
1.520
+0.14%
0.000
+12.45%
+26.10%
619715.987
 
MSFT
Microsoft Corp
32,695
7272.000
+0.25%
1.500
0%
0.000
+3.27%
+11.92%
3112426.963
Software
MDB
MongoDB Inc
20,206
7255.000
+56.26%
1.500
+0.54%
0.030
+21.85%
-29.99%
21382.983
Software
DIA
SPDR Dow Jones Industrial Average ETF
22,508
6883.000
+13.55%
1.420
+0.17%
0.030
+12.39%
+17.84%
37624.431
 
TWLO
Twilio Inc
17,082
5782.000
+34.59%
1.200
+0.31%
0.010
+56.65%
+24.73%
14724.834
Software
VO
Vanguard Mid-Cap ETF
14,743
3048.000
+13.29%
0.630
+0.07%
0.010
+14.22%
+20.12%
70712.624
 

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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

Paul John Balson's Yearly Returns

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