Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024

Paulson Wealth Management Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $371 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $48.9M, Ishares Russell 1000 Val ETF with a value of $43.6M, Ishares Tr Msci Eafe ETF with a value of $40M, Apple Inc. with a value of $24.7M, and Ishares Russell 2000 ETF with a value of $24.6M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $341M to 371M.

Below you can find more details about Paulson Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $371 Million
ETFs: $293 Million
Technology: $36.2 Million
Healthcare: $8.14 Million
Financial Services: $7.69 Million
Consumer Cyclical: $5.63 Million
Consumer Defensive: $4.08 Million
Industrials: $3.97 Million
Communication Services: $3.7 Million
Other: $3.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.9 Million 13.19% of portfolio
130,277
Q3 2024 Added 5.48%
$0
$43.6 Million 11.77% of portfolio
229,861
Q3 2024 Added 7.12%
$0
$40 Million 10.79% of portfolio
478,110
Q3 2024 Added 8.69%
$3.68T
$24.7 Million 6.66% of portfolio
105,990
Q3 2024 Reduced 1.88%
$0
$24.6 Million 6.63% of portfolio
111,324
Q3 2024 Added 7.21%
$0
$14.5 Million 3.92% of portfolio
183,138
Q3 2024 Added 4.99%
$0
$11.8 Million 3.2% of portfolio
20,644
Q3 2024 Added 5.79%
$0
$10.8 Million 2.92% of portfolio
141,408
Q3 2024 Added 5.66%
$0
$9.54 Million 2.57% of portfolio
86,254
Q3 2024 Reduced 5.18%
$0
$9.28 Million 2.5% of portfolio
175,677
Q3 2024 Added 8.71%
$0
$8.14 Million 2.2% of portfolio
68,054
Q3 2024 Added 8.26%
$0
$5.86 Million 1.58% of portfolio
86,311
Q3 2024 Reduced 15.63%
$0
$5.78 Million 1.56% of portfolio
11,846
Q3 2024 Reduced 13.44%
$0
$5.74 Million 1.55% of portfolio
124,260
Q3 2024 Added 45.73%
$0
$4.78 Million 1.29% of portfolio
105,050
Q3 2024 Reduced 3.19%
$0
$3.92 Million 1.06% of portfolio
42,742
Q3 2024 Reduced 8.82%
$0
$3.79 Million 1.02% of portfolio
6,658
Q3 2024 Added 14.03%
$0
$3.09 Million 0.83% of portfolio
28,453
Q3 2024 Added 4.81%
$0
$2.88 Million 0.78% of portfolio
4,986
Q3 2024 Added 1.63%
$3.1T
$2.83 Million 0.76% of portfolio
6,576
Q3 2024 Added 1.99%
$0
$2.79 Million 0.75% of portfolio
11,777
Q3 2024 Reduced 16.68%
$0
$2.74 Million 0.74% of portfolio
57,005
Q3 2024 Reduced 27.42%
$0
$2.72 Million 0.73% of portfolio
110,700
Q3 2024 Added 37.91%
$0
$2.2 Million 0.59% of portfolio
5,201
Q3 2024 Reduced 14.51%
$706B
$2.09 Million 0.56% of portfolio
9,894
Q3 2024 Reduced 0.26%
$562B
$2.08 Million 0.56% of portfolio
3,551
Q3 2024 Reduced 1.39%
$0
$1.99 Million 0.54% of portfolio
7,031
Q3 2024 Reduced 4.42%
$0
$1.91 Million 0.51% of portfolio
9,497
Q3 2024 Reduced 22.48%
$409B
$1.48 Million 0.4% of portfolio
3,647
Q3 2024 Reduced 14.15%
$177B
$1.46 Million 0.39% of portfolio
7,479
Q3 2024 Reduced 0.03%
$0
$1.44 Million 0.39% of portfolio
17,044
Q3 2024 Reduced 25.13%
$66.1B
$1.42 Million 0.38% of portfolio
8,234
Q3 2024 Added 910.31%
$0
$1.33 Million 0.36% of portfolio
25,753
Q3 2024 Reduced 10.03%
$411B
$1.3 Million 0.35% of portfolio
1,470
Q2 2024 Added 1.94%
$0
$1.32 Million 0.35% of portfolio
5,403
Q3 2024 Reduced 28.85%
$503B
$1.27 Million 0.34% of portfolio
4,605
Q3 2024 Added 4.42%
$297B
$1.26 Million 0.34% of portfolio
6,394
Q3 2024 Reduced 9.87%
$0
$1.15 Million 0.31% of portfolio
13,851
Q3 2024 Reduced 15.47%
$400B
$1 Million 0.27% of portfolio
6,179
Q3 2024 Reduced 0.16%
$0
$997,000 0.27% of portfolio
40,739
Q3 2024 Added 17.12%
$0
$1.01 Million 0.27% of portfolio
1,922
Q3 2024 Reduced 32.16%
$0
$973,000 0.26% of portfolio
41,068
Q3 2024 Added 18.37%
$0
$982,000 0.26% of portfolio
39,596
Q3 2024 Added 14.57%
$501B
$940,000 0.25% of portfolio
8,025
Q3 2024 Reduced 0.3%
$364B
$940,000 0.25% of portfolio
7,746
Q3 2024 Added 3.43%
$716B
$935,000 0.25% of portfolio
1,056
Q3 2024 Added 0.67%
$405B
$936,000 0.25% of portfolio
5,408
Q3 2024 Reduced 0.62%
$0
$933,000 0.25% of portfolio
39,325
Q3 2024 Added 16.65%
$236B
$895,000 0.24% of portfolio
16,831
Q3 2024 Reduced 0.74%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $371 Million
  • Prior Value $341 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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