Paulson Wealth Management Inc. Sells in Q4 2024

Paulson Wealth Management Inc.

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-83.6K
- 17.5%
$75.1 - $82.99 $6.28M - $6.94M
394K $29.8M
VEA
Vanguard Ftse Developed Market

ETFs
-10.9K
- 6.21%
$47.57 - $52.44 $519K - $572K
165K $7.88M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-9.14K
- 21.38%
$91.29 - $91.8 $834K - $839K
33.6K $3.07M
VB
Vanguard Small Cap ETF

ETFs
-2.64K
- 22.4%
$233.76 - $261.58 $617K - $690K
9.14K $2.2M
MINO
Pimco ETF Tr Municipal Income

ETFs
-9.27K
- 7.46%
$44.94 - $46.07 $417K - $427K
115K $5.18M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.05K
- 21.63%
$197.36 - $217.3 $405K - $446K
7.44K $1.48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.01K
- 19.38%
$417.69 - $450.94 $421K - $455K
4.19K $1.78M
UNH
Unitedhealth Group Inc

Healthcare
-265
- 7.46%
$485.52 - $625.25 $129K - $166K
3.29K $1.66M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.97K
- 12.23%
$47.26 - $48.18 $329K - $336K
50K $2.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.68K
- 31.11%
$241.48 - $274.89 $406K - $462K
3.72K $944K
MSFT
Microsoft Corp

Technology
-519
- 7.89%
$406.35 - $454.46 $211K - $236K
6.06K $2.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
-840
- 4.07%
$567.81 - $607.81 $477K - $511K
19.8K $11.6M
MUB
Ishares National Muni Bond ETF

ETFs
-1.63K
- 5.71%
$105.78 - $108.7 $172K - $177K
26.8K $2.86M
DVY
Ishares Tr

ETFs
-1.56K
- 31.69%
$129.55 - $143.41 $202K - $223K
3.36K $440K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-437
- 22.74%
$521.84 - $558.82 $228K - $244K
1.49K $800K
MRK
Merck & Co., Inc.

Healthcare
-1.21K
- 19.2%
$96.31 - $114.76 $117K - $139K
5.11K $508K
JNJ
Johnson & Johnson

Healthcare
-688
- 11.13%
$143.34 - $165.86 $98.6K - $114K
5.49K $794K
CVX
Chevron Corp

Energy
-1.25K
- 25.82%
$141.15 - $162.53 $176K - $203K
3.59K $519K
ABBV
Abb Vie Inc.

Healthcare
-306
- 4.79%
$164.99 - $203.87 $50.5K - $62.4K
6.09K $1.08M
AMGN
Amgen Inc

Healthcare
-232
- 12.29%
$258.78 - $328.31 $60K - $76.2K
1.66K $431K
PFFV
Global X Variable Rate Preferr

Technology
-6.95K
- 35.27%
$23.57 - $24.48 $164K - $170K
12.8K $300K
UPS
United Parcel Service Inc

Industrials
-935
- 32.47%
$122.65 - $138.35 $115K - $129K
1.95K $245K
LMT
Lockheed Martin Corp

Industrials
-23
- 1.7%
$479.66 - $614.62 $11K - $14.1K
1.33K $645K
CAT
Caterpillar Inc

Industrials
-209
- 9.92%
$360.37 - $416.88 $75.3K - $87.1K
1.9K $688K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-2.2K
- 1.98%
$23.79 - $24.6 $52.3K - $54K
109K $2.59M
HD
Home Depot, Inc.

Consumer Cyclical
-188
- 5.15%
$385.02 - $431.37 $72.4K - $81.1K
3.46K $1.35M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-715
- 41.09%
$193.7 - $235.05 $138K - $168K
1.03K $234K
CI
Cigna Corp

Healthcare
-3
- 0.17%
$265.59 - $358.58 $797 - $1.08K
1.8K $495K
XOM
Exxon Mobil Corp

Energy
-451
- 5.62%
$105.51 - $125.37 $47.6K - $56.5K
7.57K $814K
VTI
Vanguard Total Stock Market Et

ETFs
-571
- 8.12%
$280.04 - $302.45 $160K - $173K
6.46K $1.87M
TXN
Texas Instruments Inc

Technology
-570
- 7.62%
N/A
6.91K $1.34M
ADBE
Adobe Inc.

Technology
-123
- 16.42%
$437.39 - $552.96 $53.8K - $68K
626 $278K
RS
Reliance Steel & Aluminum CO

Basic Materials
-267
- 20.46%
$264.2 - $326.32 $70.5K - $87.1K
1.04K $279K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-921
- 14.83%
$89.01 - $96.24 $82K - $88.6K
5.29K $474K
NEE
Nextera Energy Inc

Utilities
-87
- 1.39%
$69.77 - $85.43 $6.07K - $7.43K
6.17K $442K
CMCSA
Comcast Corp

Communication Services
-948
- 8.54%
$37.39 - $45.14 $35.4K - $42.8K
10.2K $381K
MMM
3 M CO

Industrials
-417
- 14.0%
$124.74 - $137.12 $52K - $57.2K
2.56K $330K
LOW
Lowes Companies Inc

Consumer Cyclical
-129
- 7.3%
$244.52 - $284.07 $31.5K - $36.6K
1.64K $404K
VNQ
Vanguard Specialized Funds Van

ETFs
-488
- 13.84%
$87.85 - $98.6 $42.9K - $48.1K
3.04K $270K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-326
- 9.57%
$174.22 - $187.62 $56.8K - $61.2K
3.08K $540K
VZ
Verizon Communications Inc

Communication Services
-619
- 7.15%
$39.6 - $45.21 $24.5K - $28K
8.04K $321K
PG
Procter & Gamble CO

Consumer Defensive
-218
- 4.03%
$161.05 - $179.7 $35.1K - $39.2K
5.19K $870K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-666
- 5.62%
$481.22 - $538.17 $320K - $358K
11.2K $5.72M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-3.15K
- 2.23%
$76.21 - $82.24 $240K - $259K
138K $10.8M
GILD
Gilead Sciences, Inc.

Healthcare
-1.06K
- 24.16%
$83.95 - $97.9 $88.7K - $103K
3.32K $306K
QCOM
Qualcomm Inc

Technology
-77
- 2.76%
$150.4 - $178.04 $11.6K - $13.7K
2.71K $416K
IBM
International Business Machines Corp

Technology
-189
- 9.25%
$204.9 - $238.04 $38.7K - $45K
1.85K $407K
VOE
Vanguard Mid Cap Value Index F

ETFs
-129
- 4.02%
$160.89 - $176.18 $20.8K - $22.7K
3.08K $498K
VO
Vanguard Mid Cap ETF

ETFs
-137
- 5.68%
$261.5 - $284.63 $35.8K - $39K
2.28K $600K
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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