Paulson Wealth Management Inc. Sells in Q3 2024

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-21.5K
- 27.42%
$47.01 - $48.2 $1.01M - $1.04M
57K $2.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.84K
- 13.44%
$434.77 - $502.96 $800K - $925K
11.8K $5.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16K
- 15.63%
$61.11 - $67.85 $977K - $1.08M
86.3K $5.86M
SHV
Ishares Tr

ETFs
-4.72K
- 5.18%
$110.05 - $110.63 $519K - $522K
86.3K $9.54M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.19K
- 28.85%
$218.05 - $243.47 $478K - $533K
5.4K $1.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-911
- 32.16%
$475.2 - $527.7 $433K - $481K
1.92K $1.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.14K
- 8.82%
$91.42 - $91.82 $378K - $380K
42.7K $3.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.72K
- 25.13%
$77.02 - $85.06 $441K - $487K
17K $1.44M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.75K
- 22.48%
$179.99 - $201.6 $496K - $555K
9.5K $1.91M
DVY
Ishares Tr

ETFs
-2.98K
- 37.77%
$119.99 - $135.74 $358K - $405K
4.92K $664K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.1K
- 38.55%
$36.98 - $41.55 $262K - $295K
11.3K $465K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-883
- 14.51%
$386.81 - $423.12 $342K - $374K
5.2K $2.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.74K
- 40.32%
$105.53 - $118.34 $184K - $206K
2.58K $301K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.34K
- 29.42%
$149.02 - $167.67 $200K - $225K
3.21K $538K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.53K
- 15.47%
$75.47 - $83.18 $191K - $211K
13.9K $1.15M
GOOGL
Alphabet Inc.

Communication Services
-253
- 5.02%
$148.65 - $191.18 $37.6K - $48.4K
4.79K $793K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 23.16%
$405.19 - $478.57 $142K - $167K
1.16K $534K
MRK
Merck & Co., Inc.

Healthcare
-79
- 1.23%
$111.15 - $128.97 $8.78K - $10.2K
6.32K $718K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.65K
- 14.07%
$37.33 - $40.63 $98.9K - $108K
16.2K $657K
VIG
Vanguard Dividend Appreciation

ETFs
-304
- 15.03%
$182.15 - $182.15 $55.4K - $55.4K
1.72K $312K
AMZN
Amazon Com Inc

Consumer Cyclical
-38
- 0.9%
$161.02 - $200.0 $6.12K - $7.6K
4.19K $780K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.87K
- 10.03%
$46.9 - $51.96 $135K - $149K
25.8K $1.33M
PFFV
Global X Variable Rate Preferr

Technology
-1.16K
- 5.57%
$23.2 - $24.27 $27K - $28.3K
19.7K $474K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-653
- 11.16%
$41.9 - $48.26 $27.4K - $31.5K
5.2K $248K
AMD
Advanced Micro Devices Inc

Technology
-33
- 2.07%
$128.67 - $183.96 $4.25K - $6.07K
1.56K $255K
TXN
Texas Instruments Inc

Technology
-2
- 0.03%
$194.6 - $194.6 $389 - $389
7.48K $1.46M
PFE
Pfizer Inc

Healthcare
-125
- 1.29%
$27.7 - $31.39 $3.46K - $3.92K
9.55K $276K
VO
Vanguard Mid Cap ETF

ETFs
-182
- 7.02%
$237.84 - $263.83 $43.3K - $48K
2.41K $636K
GILD
Gilead Sciences, Inc.

Healthcare
-800
- 15.47%
$66.59 - $83.99 $53.3K - $67.2K
4.37K $366K
AMGN
Amgen Inc

Healthcare
-18
- 0.94%
$309.38 - $337.38 $5.57K - $6.07K
1.89K $608K
VZ
Verizon Communications Inc

Communication Services
-432
- 4.75%
$38.89 - $45.0 $16.8K - $19.4K
8.66K $389K
XOM
Exxon Mobil Corp

Energy
-24
- 0.3%
$109.72 - $119.0 $2.63K - $2.86K
8.03K $940K
HD
Home Depot, Inc.

Consumer Cyclical
-601
- 14.15%
$333.64 - $405.2 $201K - $244K
3.65K $1.48M
VTI
Vanguard Total Stock Market Et

ETFs
-325
- 4.42%
$255.18 - $283.2 $82.9K - $92K
7.03K $1.99M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-56
- 0.7%
$59.93 - $66.52 $3.36K - $3.73K
7.94K $528K
CMCSA
Comcast Corp

Communication Services
-49
- 0.44%
$37.33 - $41.78 $1.83K - $2.05K
11.1K $463K
NEE
Nextera Energy Inc

Utilities
-770
- 10.96%
$69.9 - $84.97 $53.8K - $65.4K
6.26K $528K
PG
Procter & Gamble CO

Consumer Defensive
-34
- 0.62%
$160.76 - $177.82 $5.47K - $6.05K
5.41K $936K
VNQ
Vanguard Specialized Funds Van

ETFs
-41
- 1.15%
$82.97 - $98.97 $3.4K - $4.06K
3.53K $343K
USB
Us Bancorp \De\

Financial Services
-203
- 2.19%
$39.04 - $47.23 $7.93K - $9.59K
9.05K $413K
ABBV
Abb Vie Inc.

Healthcare
-700
- 9.87%
$163.84 - $199.33 $115K - $140K
6.39K $1.26M
KO
Coca Cola CO

Consumer Defensive
-35
- 0.56%
$62.69 - $73.01 $2.19K - $2.56K
6.21K $446K
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 0.26%
$194.9 - $224.8 $5.07K - $5.84K
9.89K $2.09M
CSCO
Cisco Systems, Inc.

Technology
-126
- 0.74%
$44.74 - $53.22 $5.64K - $6.71K
16.8K $895K
JNJ
Johnson & Johnson

Healthcare
-10
- 0.16%
$145.48 - $167.38 $1.45K - $1.67K
6.18K $1M
MMM
3 M CO

Industrials
-9
- 0.3%
$99.69 - $139.42 $897 - $1.25K
2.98K $406K
UNH
Unitedhealth Group Inc

Healthcare
-50
- 1.39%
$488.01 - $604.18 $24.4K - $30.2K
3.55K $2.08M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.47K
- 3.19%
$41.02 - $46.01 $142K - $159K
105K $4.78M
AAPL
Apple Inc.

Technology
-2.03K
- 1.88%
$207.23 - $234.82 $420K - $476K
106K $24.7M
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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