Paul John Balson holdings history

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102 is the total number of securities Paul John Balson has owned. The longest Paul John Balson has owned a single stock is 4 quarters.

Paul John Balson historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC4464.61%69.29%74.45%Q1 2020Q4 20204
QQQ INVESCO QQQ TRUST ETF441.88%2.38%3.01%Q1 2020Q4 20204
AMZN AMAZON COM INC441.69%2.21%2.62%Q1 2020Q4 20204
SPY SPDR S&P 500 ETF TR441.48%1.92%2.54%Q1 2020Q4 20204
MSFT MICROSOFT CORP441.50%1.87%2.18%Q1 2020Q4 20204
DIA SPDR DOW JONES INDL AV...441.36%1.71%2.38%Q1 2020Q4 20204
TSLA TESLA MOTORS INC440.54%1.61%2.92%Q1 2020Q4 20204
MDB MONGO DB INC440.74%1.20%1.70%Q1 2020Q4 20204
TWLO TWILIO INC440.78%0.98%1.19%Q1 2020Q4 20204
VIG VANGUARD DIVIDEND APPR...440.59%0.83%1.20%Q1 2020Q4 20204
VO VANGUARD MID CAP ETF440.57%0.77%1.02%Q1 2020Q4 20204
IWR ISHARES RUSSELL MID CA...440.52%0.73%1.00%Q1 2020Q4 20204
VUG VANGUARD GROWTH ETF440.59%0.70%0.82%Q1 2020Q4 20204
IWM ISHARES RUSSELL 2000 ETF440.43%0.65%0.88%Q1 2020Q4 20204
SDY SPDR S&P DIVIDEND ETF TR440.43%0.64%0.92%Q1 2020Q4 20204
IWB ISHRES RUSSELL 1000 ETF440.45%0.59%0.78%Q1 2020Q4 20204
BRKB BERKSHIRE HATHAWAY INC...440.36%0.59%1.15%Q1 2020Q4 20204
IYH ISHARES US HEALTHCARE ETF440.37%0.56%0.81%Q1 2020Q4 20204
VTV VANGUARD VALUE ETF440.38%0.52%0.64%Q1 2020Q4 20204
ARKK ARK ETF TRUST440.44%0.48%0.53%Q1 2020Q4 20204
DVY ISHARES SELECT DIVIDEN...440.30%0.48%0.74%Q1 2020Q4 20204
IJH ISHARES CORE S&P MID C...440.38%0.47%0.56%Q1 2020Q4 20204
VBR VANGUARD SMALL CAP VAL...440.24%0.37%0.60%Q1 2020Q4 20204
EFA ISHARES MSCI EAFE ETF440.26%0.37%0.51%Q1 2020Q4 20204
IWP ISHARES RUSSELL MID CA...440.26%0.33%0.40%Q1 2020Q4 20204
IGV ISHARES EXPANDED TECH ...440.28%0.32%0.38%Q1 2020Q4 20204
DIS WALT DISNEY CO440.15%0.31%0.47%Q1 2020Q4 20204
MGC VANGUARD MEGA CAP ETF440.24%0.30%0.35%Q1 2020Q4 20204
SPLV INVESCO S&P 500 LOW VO...440.15%0.27%0.43%Q1 2020Q4 20204
SHOP SHOPIFY INC440.19%0.27%0.33%Q1 2020Q4 20204
NVDA NVIDIA CORP440.20%0.26%0.30%Q1 2020Q4 20204
TDOC TELADOC INC440.20%0.24%0.28%Q1 2020Q4 20204
GOOG ALPHABET INC440.20%0.24%0.29%Q1 2020Q4 20204
MA MASTERCARD INCORPORATED440.16%0.23%0.32%Q1 2020Q4 20204
UNH UNITEDHEALTH GROUP INC440.12%0.22%0.35%Q1 2020Q4 20204
SQ SQUARE INC440.16%0.22%0.25%Q1 2020Q4 20204
PRF INVESCO FTSE RAFI US 1...440.15%0.20%0.27%Q1 2020Q4 20204
IDU ISHARES US UTILITIES ETF440.10%0.19%0.36%Q1 2020Q4 20204
NOBL PROSHARES S&P500 DIV A...440.14%0.19%0.26%Q1 2020Q4 20204
CRM SALESFORCE.COM440.12%0.18%0.24%Q1 2020Q4 20204
EEM ISHARES MSCI EMERGING ...440.10%0.18%0.25%Q1 2020Q4 20204
IBB ISHARES NASDAQ BIOTECH...440.12%0.15%0.21%Q1 2020Q4 20204
VYM VANGUARD HIGH DIVIDEND...440.09%0.14%0.20%Q1 2020Q4 20204
VBK VANGUARD SMALL CAP GRO...440.07%0.13%0.21%Q1 2020Q4 20204
V VISA INC440.09%0.13%0.17%Q1 2020Q4 20204
PYPL PAYPAL INC440.12%0.13%0.15%Q1 2020Q4 20204
INTU INTUIT440.11%0.12%0.14%Q1 2020Q4 20204
ADBE ADOBE SYS INC440.09%0.12%0.15%Q1 2020Q4 20204
XLI SPDR SELECT SECTOR IND...440.09%0.11%0.14%Q1 2020Q4 20204
XSD SPDR S&P SEMICONDUCTOR...440.08%0.10%0.12%Q1 2020Q4 20204
VOT VANGUARD MID CAP GROWT...440.08%0.10%0.12%Q1 2020Q4 20204
CERN CERNER CORP440.06%0.10%0.15%Q1 2020Q4 20204
WAT WATERS CORP440.06%0.10%0.20%Q1 2020Q4 20204
FB FACEBOOK INC440.07%0.09%0.11%Q1 2020Q4 20204
ILMN ILLUMINA, INC440.06%0.08%0.11%Q1 2020Q4 20204
BDX BECTON DICKINSON & CO440.04%0.08%0.13%Q1 2020Q4 20204
CRWD CROWDSTRIKE HOLDINGS INC330.19%0.26%0.34%Q2 2020Q4 20203
ARKW ARK ETF TRUST330.20%0.23%0.29%Q2 2020Q4 20203
ARKG ARK ETF TRUST330.13%0.17%0.24%Q2 2020Q4 20203
VB VANGUARD SMAL CAP ETF330.09%0.16%0.23%Q2 2020Q4 20203
TTD THE TRADE DESK INC330.10%0.16%0.22%Q2 2020Q4 20203
ARKF ARK ETF TRUST330.12%0.14%0.17%Q2 2020Q4 20203
OKTA OKTA INC330.11%0.12%0.16%Q2 2020Q4 20203
ZM ZOOM VIDEO COMMUNICATIONS330.07%0.10%0.13%Q2 2020Q4 20203
GLD SPDR GOLD SHARES330.06%0.10%0.16%Q2 2020Q4 20203
DDOG DATADOG INC330.08%0.09%0.10%Q2 2020Q4 20203
NFLX NETFLIX INC330.05%0.07%0.10%Q2 2020Q4 20203
NOW SERVICENOW220.14%0.15%0.15%Q3 2020Q4 20202
ADP AUTOMATIC DATA PROCESS...220.11%0.12%0.14%Q1 2020Q2 20202
BRKA BERKSHIRE HATHAWAY INC...220.10%0.12%0.15%Q1 2020Q2 20202
VT VANGUARD TOTAL WORLD S...220.09%0.11%0.13%Q1 2020Q2 20202
FSLY FASTLY INC220.10%0.11%0.12%Q3 2020Q4 20202
JNJ JOHNSON & JOHNSON220.09%0.11%0.12%Q1 2020Q2 20202
NICE NICE LTD220.08%0.08%0.08%Q3 2020Q4 20202
DXCM DEXCOM INC220.06%0.07%0.09%Q2 2020Q3 20202
DKNG DRAFTKINGS INC220.07%0.07%0.08%Q3 2020Q4 20202
AMD ADVANCED MICRO DEVICES220.07%0.07%0.07%Q3 2020Q4 20202
TSM TAIWAN SEMICONDUCTOR220.05%0.05%0.06%Q3 2020Q4 20202
NVTA INVITAE CORP220.04%0.05%0.06%Q3 2020Q4 20202
LMND LEMONADE INC110.21%0.21%0.21%Q4 2020Q4 20201
ICF ISHARES COHEN AND STEE...110.17%0.17%0.17%Q1 2020Q1 20201
LQD ISHARES IBOXX INVT GRA...110.12%0.12%0.12%Q1 2020Q1 20201
JPM JP MORGAN CHASE & CO110.12%0.12%0.12%Q1 2020Q1 20201
LVGO LIVONGO HEALTH INC110.11%0.11%0.11%Q3 2020Q3 20201
IWN ISHARES RUSSELL 2000 V...110.10%0.10%0.10%Q4 2020Q4 20201
VFH VANGUARD FINANCIALS ETF110.09%0.09%0.09%Q4 2020Q4 20201
VIS VANGUARD INDUSTRIALS ETF110.08%0.08%0.08%Q4 2020Q4 20201
VAW VANGUARD MATERIALS ETF110.08%0.08%0.08%Q4 2020Q4 20201
VOE VANGUARD MID CAP VALUE...110.08%0.08%0.08%Q2 2020Q2 20201
PAYC PAYCOM SOFTWARE INC110.08%0.08%0.08%Q2 2020Q2 20201
IEMG ISHARES CORE MSCI EMER...110.07%0.07%0.07%Q4 2020Q4 20201
VIGI VANGUARD INTERNATIONAL...110.05%0.05%0.05%Q4 2020Q4 20201
MSCI MSCI INC110.05%0.05%0.05%Q4 2020Q4 20201
ZS ZSCALER INC110.05%0.05%0.05%Q4 2020Q4 20201
GE GENERAL ELECTRIC CO110.05%0.05%0.05%Q1 2020Q1 20201
DEO DIAGEO PLC110.05%0.05%0.05%Q4 2020Q4 20201
LRCX LAM RESEARCH CORP110.05%0.05%0.05%Q4 2020Q4 20201
SBUX STARBUCKS CORP110.05%0.05%0.05%Q4 2020Q4 20201
SYK STRYKER CORP110.04%0.04%0.04%Q4 2020Q4 20201
ADSK AUTODESK110.04%0.04%0.04%Q4 2020Q4 20201
FVRR FIVERR INTERNATIONAL LTD110.04%0.04%0.04%Q4 2020Q4 20201
SNPS SYNOPSIS INC110.04%0.04%0.04%Q4 2020Q4 20201
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The securities at the top of the list , including APPLE INC, INVESCO QQQ TRUST ETF, and AMAZON COM INC, are the highest-conviction holdings of Paul John Balson.

The conviction is calculated by counting the number of quarters a security has been reported by Paul John Balson. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Paul John Balson owns currently or has owned in the past.