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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$24.7 Million 6.66% of portfolio
105,990
Q3 2024 Reduced 1.88%
$3.25T
$2.83 Million 0.76% of portfolio
6,576
Q3 2024 Added 1.99%
$697B
$2.09 Million 0.56% of portfolio
9,894
Q3 2024 Reduced 0.26%
$468B
$2.08 Million 0.56% of portfolio
3,551
Q3 2024 Reduced 1.39%
$402B
$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%
$89.4B
$1.42 Million 0.38% of portfolio
8,234
Q3 2024 Added 910.31%
$422B
$1.3 Million 0.35% of portfolio
1,470
Q2 2024 Added 1.94%
$519B
$1.27 Million 0.34% of portfolio
4,605
Q3 2024 Added 4.42%
$310B
$1.26 Million 0.34% of portfolio
6,394
Q3 2024 Reduced 9.87%
$378B
$1 Million 0.27% of portfolio
6,179
Q3 2024 Reduced 0.16%
$441B
$940,000 0.25% of portfolio
8,025
Q3 2024 Reduced 0.3%
$336B
$940,000 0.25% of portfolio
7,746
Q3 2024 Added 3.43%
$730B
$935,000 0.25% of portfolio
1,056
Q3 2024 Added 0.67%
$398B
$936,000 0.25% of portfolio
5,408
Q3 2024 Reduced 0.62%
$240B
$895,000 0.24% of portfolio
16,831
Q3 2024 Reduced 0.74%
$2.29T
$780,000 0.21% of portfolio
4,191
Q3 2024 Reduced 0.9%
$1.14T
$793,000 0.21% of portfolio
4,786
Q3 2024 Reduced 5.02%
$128B
$789,000 0.21% of portfolio
1,351
Q3 2024 Added 0.22%
$280B
$711,000 0.19% of portfolio
4,834
Q3 2024 Added 0.27%
$204B
$719,000 0.19% of portfolio
7,481
Q3 2024 Added 1.25%
$248B
$718,000 0.19% of portfolio
6,323
Q3 2024 Reduced 1.23%
$84.5B
$623,000 0.17% of portfolio
1,799
Q3 2024 Added 0.17%
$215B
$611,000 0.16% of portfolio
2,007
Q3 2024 Added 1.01%
$141B
$608,000 0.16% of portfolio
1,888
Q3 2024 Reduced 0.94%
$160B
$591,000 0.16% of portfolio
1,145
Q1 2024 New
$1.32T
$551,000 0.15% of portfolio
964
Q3 2024 Added 2.34%
$122B
$554,000 0.15% of portfolio
2,004
Q3 2024 Added 0.8%
$1.17T
$511,000 0.14% of portfolio
3,060
Q4 2023 Reduced 20.73%
$141B
$528,000 0.14% of portfolio
6,258
Q3 2024 Reduced 10.96%
$250B
$506,000 0.14% of portfolio
6,269
Q3 2024 Added 0.32%
$457B
$504,000 0.14% of portfolio
2,964
Q2 2024 Added 3.49%
$590B
$534,000 0.14% of portfolio
1,161
Q3 2024 Reduced 23.16%
$211B
$507,000 0.14% of portfolio
2,986
Q3 2024 Added 2.05%
$172B
$474,000 0.13% of portfolio
2,791
Q3 2024 Added 2.23%
$504B
$476,000 0.13% of portfolio
964
Q3 2024 Added 0.31%
$154B
$478,000 0.13% of portfolio
1,767
Q4 2023 Reduced 26.8%
$6.12B
$489,000 0.13% of portfolio
1,278
Q3 2024 Added 0.24%
$168B
$463,000 0.12% of portfolio
11,105
Q3 2024 Reduced 0.44%
$270B
$446,000 0.12% of portfolio
6,207
Q3 2024 Reduced 0.56%
$200B
$451,000 0.12% of portfolio
2,043
Q3 2024 Added 1.69%
$71.2B
$413,000 0.11% of portfolio
9,049
Q3 2024 Reduced 2.19%
$91.7B
$392,000 0.11% of portfolio
2,880
Q3 2024 Added 3.11%
$71.5B
$406,000 0.11% of portfolio
2,978
Q3 2024 Reduced 0.3%
$168B
$389,000 0.1% of portfolio
8,663
Q3 2024 Reduced 4.75%
$15.9B
$377,000 0.1% of portfolio
1,305
Q3 2024 Added 0.23%
$208B
$387,000 0.1% of portfolio
749
Q3 2024 Added 0.4%
$12.2B
$363,000 0.1% of portfolio
1,740
Q3 2024 Added 0.35%
$76.8B
$385,000 0.1% of portfolio
3,715
Q1 2024 Added 7.28%

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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