Paulson Wealth Management Inc. Purchases in Q3 2024

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
15.3K
+ 7.12%
$173.36 - $189.8 $2.65M - $2.9M
230K $43.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.2K
+ 8.69%
$75.32 - $84.37 $2.88M - $3.22M
478K $40M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.76K
+ 5.48%
$332.02 - $382.76 $2.25M - $2.59M
130K $48.9M
IWM
Ishares Russell 2000 ETF

ETFs
7.48K
+ 7.21%
$200.87 - $224.6 $1.5M - $1.68M
111K $24.6M
MINO
Pimco ETF Tr Municipal Income

ETFs
39K
+ 45.73%
$45.07 - $46.16 $1.76M - $1.8M
124K $5.74M
VEA
Vanguard Ftse Developed Market

ETFs
14.1K
+ 8.71%
$47.6 - $53.31 $670K - $751K
176K $9.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.13K
+ 5.79%
$517.38 - $573.86 $585K - $648K
20.6K $11.8M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.58K
+ 5.66%
$71.19 - $76.59 $540K - $581K
141K $10.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.71K
+ 4.99%
$76.94 - $79.54 $670K - $693K
183K $14.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.19K
+ 8.26%
$114.73 - $120.23 $596K - $624K
68.1K $8.14M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
819
+ 14.03%
$523.84 - $572.02 $429K - $468K
6.66K $3.79M
QPFF
American Centy ETF Tr Quality
9.19K
+ 10.15%
$36.06 - $38.42 $331K - $353K
99.8K $3.8M
MTH
Meritage Homes Corp

Consumer Cyclical
1.12K
New
$152.23 - $213.69 $171K - $240K
1.12K $230K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.46K
New
$109.16 - $155.35 $159K - $227K
1.46K $225K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.38K
+ 70.46%
$75.63 - $84.89 $180K - $202K
5.75K $484K
KBH
Kb Home

Consumer Cyclical
2.43K
New
$65.35 - $89.63 $159K - $218K
2.43K $208K
TT
Trane Technologies PLC

Industrials
530
New
$314.21 - $388.71 $167K - $206K
530 $206K
ORI
Old Republic International Corp

Financial Services
5.84K
New
$29.89 - $35.9 $175K - $210K
5.84K $206K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
846
New
$212.93 - $269.22 $180K - $228K
846 $201K
PRU
Prudential Financial Inc

Financial Services
1.66K
New
$105.53 - $127.32 $175K - $211K
1.66K $200K
MUB
Ishares National Muni Bond ETF

ETFs
1.31K
+ 4.81%
$106.13 - $108.7 $138K - $142K
28.5K $3.09M
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 1.63%
$520.18 - $576.82 $41.6K - $46.1K
4.99K $2.88M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.03K
+ 48.4%
$82.41 - $92.06 $167K - $186K
6.21K $560K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.67K
+ 63.8%
$37.61 - $41.72 $138K - $153K
9.43K $393K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.22%
$460.3 - $584.56 $1.38K - $1.75K
1.35K $789K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
6.37K
+ 18.37%
$23.41 - $23.78 $149K - $152K
41.1K $973K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6.48K
+ 56.89%
$23.15 - $23.58 $150K - $153K
17.9K $421K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.84K
+ 63.29%
$73.86 - $84.2 $136K - $155K
4.75K $392K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
5.96K
+ 17.12%
$24.29 - $24.63 $145K - $147K
40.7K $997K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.61K
+ 16.65%
$23.47 - $23.74 $132K - $133K
39.3K $933K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
5.04K
+ 14.57%
$24.78 - $24.91 $125K - $125K
39.6K $982K
CAT
Caterpillar Inc

Industrials
3
+ 0.14%
$316.8 - $391.12 $950 - $1.17K
2.11K $824K
AVGO
Broadcom Inc.

Technology
7.42K
+ 910.31%
$136.27 - $1745.86 $1.01M - $13M
8.23K $1.42M
GPI
Group 1 Automotive Inc

Consumer Cyclical
3
+ 0.24%
$280.92 - $391.73 $843 - $1.18K
1.28K $489K
V
Visa Inc.

Financial Services
195
+ 4.42%
$253.74 - $291.56 $49.5K - $56.9K
4.61K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.01%
$245.82 - $304.51 $4.92K - $6.09K
2.01K $611K
RSP
Invesco S&P 500 Equal Weight E

ETFs
326
+ 10.58%
$162.83 - $179.16 $53.1K - $58.4K
3.41K $610K
IBM
International Business Machines Corp

Technology
34
+ 1.69%
$175.1 - $223.38 $5.95K - $7.59K
2.04K $451K
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.32%
$66.91 - $81.4 $1.34K - $1.63K
6.27K $506K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
316
+ 8.01%
$53.53 - $71.86 $16.9K - $22.7K
4.26K $299K
ADP
Automatic Data Processing Inc

Industrials
16
+ 0.8%
$233.44 - $279.45 $3.74K - $4.47K
2K $554K
META
Meta Platforms, Inc.

Communication Services
22
+ 2.34%
$453.41 - $572.44 $9.98K - $12.6K
964 $551K
GNW
Genworth Financial Inc

Financial Services
6.67K
+ 27.04%
$5.95 - $6.98 $39.7K - $46.5K
31.3K $214K
MA
Mastercard Inc

Financial Services
3
+ 0.31%
$429.6 - $500.99 $1.29K - $1.5K
964 $476K
UNM
Unum Group

Financial Services
25
+ 0.48%
$49.81 - $59.44 $1.25K - $1.49K
5.28K $314K
T
At&T Inc.

Communication Services
424
+ 3.47%
$18.21 - $22.28 $7.72K - $9.45K
12.6K $278K
EME
Emcor Group, Inc.

Industrials
3
+ 0.46%
$340.22 - $435.6 $1.02K - $1.31K
656 $282K
ABT
Abbott Laboratories

Healthcare
154
+ 6.83%
$100.07 - $118.13 $15.4K - $18.2K
2.41K $274K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40
+ 0.52%
$57.32 - $62.65 $2.29K - $2.51K
7.66K $477K
Activity Summary
Buys All Purchases 73 New Holdings 9 Increased Positions 64 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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