Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $364 Million
  • Q4 2024

Paulson Wealth Management Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $364 Million distributed in 138 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 $53.6M, Ishares Russell 1000 Val ETF with a value of $48.3M, Ishares Tr Msci Eafe ETF with a value of $29.8M, Ishares Russell 2000 ETF with a value of $27.6M, and Apple Inc. with a value of $26.2M.

Examining the 13F form we can see an decrease of $6.98M in the current position value, from $371M to 364M.

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

Portfolio value $364 Million
ETFs: $289 Million
Technology: $36.4 Million
Financial Services: $7.95 Million
Healthcare: $6.13 Million
Consumer Cyclical: $5.09 Million
Consumer Defensive: $4.13 Million
Communication Services: $3.86 Million
Industrials: $3.52 Million
Other: $2.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.6 Million 14.73% of portfolio
133,357
Q4 2024 Added 2.36%
$0
$48.3 Million 13.28% of portfolio
260,846
Q4 2024 Added 13.48%
$0
$29.8 Million 8.2% of portfolio
394,462
Q4 2024 Reduced 17.5%
$0
$27.6 Million 7.58% of portfolio
124,747
Q4 2024 Added 12.06%
$3.79T
$26.2 Million 7.21% of portfolio
104,764
Q4 2024 Reduced 1.16%
$0
$14.8 Million 4.08% of portfolio
190,183
Q4 2024 Added 3.85%
$0
$11.6 Million 3.19% of portfolio
19,804
Q4 2024 Reduced 4.07%
$0
$10.8 Million 2.96% of portfolio
138,259
Q4 2024 Reduced 2.23%
$0
$10.1 Million 2.76% of portfolio
91,280
Q4 2024 Added 5.83%
$0
$8.93 Million 2.46% of portfolio
77,298
Q4 2024 Added 13.58%
$0
$7.88 Million 2.17% of portfolio
164,762
Q4 2024 Reduced 6.21%
$0
$5.72 Million 1.57% of portfolio
11,180
Q4 2024 Reduced 5.62%
$0
$5.54 Million 1.52% of portfolio
239,152
Q4 2024 Added 177.08%
$0
$5.18 Million 1.42% of portfolio
114,989
Q4 2024 Reduced 7.46%
$0
$4.47 Million 1.23% of portfolio
99,422
Q4 2024 Reduced 5.36%
$0
$4.42 Million 1.22% of portfolio
122,905
Q4 2024 Added 23.18%
$0
$3.07 Million 0.84% of portfolio
33,605
Q4 2024 Reduced 21.38%
$0
$2.91 Million 0.8% of portfolio
4,939
Q4 2024 Reduced 0.94%
$0
$2.86 Million 0.79% of portfolio
26,828
Q4 2024 Reduced 5.71%
$0
$2.59 Million 0.71% of portfolio
108,503
Q4 2024 Reduced 1.98%
$2.99T
$2.55 Million 0.7% of portfolio
6,057
Q4 2024 Reduced 7.89%
$0
$2.37 Million 0.65% of portfolio
50,036
Q4 2024 Reduced 12.23%
$0
$2.2 Million 0.6% of portfolio
9,139
Q4 2024 Reduced 22.4%
$738B
$2.07 Million 0.57% of portfolio
8,625
Q4 2024 Reduced 12.83%
$0
$1.87 Million 0.51% of portfolio
6,460
Q4 2024 Reduced 8.12%
$0
$1.78 Million 0.49% of portfolio
4,193
Q4 2024 Reduced 19.38%
$445B
$1.66 Million 0.46% of portfolio
3,286
Q4 2024 Reduced 7.46%
$77.6B
$1.53 Million 0.42% of portfolio
6,618
Q4 2024 Reduced 19.63%
$0
$1.48 Million 0.41% of portfolio
7,443
Q4 2024 Reduced 21.63%
$577B
$1.42 Million 0.39% of portfolio
4,488
Q4 2024 Reduced 2.54%
$464B
$1.35 Million 0.37% of portfolio
1,470
Q2 2024 Added 1.94%
$177B
$1.34 Million 0.37% of portfolio
6,909
Q4 2024 Reduced 7.62%
$396B
$1.35 Million 0.37% of portfolio
3,459
Q4 2024 Reduced 5.15%
$0
$1.28 Million 0.35% of portfolio
46,833
Q4 2024 Added 174.78%
$0
$1.23 Million 0.34% of portfolio
47,509
Q4 2024 Added 84.48%
$374B
$1.08 Million 0.3% of portfolio
6,088
Q4 2024 Reduced 4.79%
$0
$1.07 Million 0.29% of portfolio
43,552
Q4 2024 Added 6.9%
$0
$1.03 Million 0.28% of portfolio
43,627
Q4 2024 Added 6.23%
$0
$1.01 Million 0.28% of portfolio
42,816
Q4 2024 Added 8.88%
$292B
$1.02 Million 0.28% of portfolio
7,595
Q4 2024 Reduced 1.95%
$0
$969,000 0.27% of portfolio
34,981
Q4 2024 Added 152.55%
$0
$944,000 0.26% of portfolio
3,722
Q4 2024 Reduced 31.11%
$1.02T
$911,000 0.25% of portfolio
4,814
Q4 2024 Added 0.59%
$263B
$897,000 0.25% of portfolio
15,156
Q4 2024 Reduced 9.95%
$414B
$870,000 0.24% of portfolio
5,190
Q4 2024 Reduced 4.03%
$199B
$830,000 0.23% of portfolio
7,454
Q4 2024 Reduced 0.36%
$883B
$848,000 0.23% of portfolio
1,099
Q4 2024 Added 4.07%
$2.12T
$815,000 0.22% of portfolio
3,718
Q4 2024 Reduced 11.29%
$439B
$814,000 0.22% of portfolio
7,574
Q4 2024 Reduced 5.62%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $364 Million
  • Prior Value $371 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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