PJ

Paul John Balson

13F
Paul John Balson
Last update 2021-02-17 88 Stocks (16 new)
Value $484.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(71.63%)TSLA(2.93%)QQQ(1.88%)AMZN(1.70%)SPY(1.52%)
Summary Stock Picks Current Portfolio
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
346,552.0
+0.65%
71.630
+0.46%
0.020
+5.24%
-14.52%
3,189,545.6
Hardware
TSLA
Tesla Inc
60,225
14,166.0
-7.06%
2.930
-0.16%
0.000
+17.98%
-21.91%
1,015,728.5
Vehicles & Parts
QQQ
PowerShares QQQ Trust Ser 1
29,043
9,112.0
+3.43%
1.880
+0.06%
0.010
+23.56%
+9.08%
357,232.3
 
AMZN
Amazon.com Inc
50,520
8,227.0
0%
1.700
0%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
SPY
S&P 500 ETF TRUST ETF
19,629
7,339.0
+10.04%
1.520
+0.14%
0.000
+16.86%
+7.34%
643,153.0
 
MSFT
Microsoft Corp
32,695
7,272.0
+0.25%
1.500
0%
0.000
+33.94%
+18.80%
3,707,650.2
Software
MDB
MongoDB Inc
20,206
7,255.0
+56.26%
1.500
+0.54%
0.030
+29.39%
-9.22%
17,269.5
Software
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
22,508
6,883.0
+13.55%
1.420
+0.17%
0.030
+11.03%
+6.14%
38,845.8
 
TWLO
Twilio Inc
17,082
5,782.0
+34.59%
1.200
+0.31%
0.010
+34.33%
+11.28%
18,362.1
Software
VO
Vanguard Mid-Cap ETF
14,743
3,048.0
+13.29%
0.630
+0.07%
0.010
+14.26%
+8.28%
76,168.6
 

Paul John Balson's Historical Top Holdings Breakdowns

Paul John Balson Total Holding History ($B)

To

Paul John Balson's Asset Allocation

To

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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Paul John Balson's Holdings Heat Map

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