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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$26.2 Million 7.21% of portfolio
104,764
Q4 2024 Reduced 1.16%
$2.92T
$2.55 Million 0.7% of portfolio
6,057
Q4 2024 Reduced 7.89%
$714B
$2.07 Million 0.57% of portfolio
8,625
Q4 2024 Reduced 12.83%
$392B
$1.66 Million 0.46% of portfolio
3,286
Q4 2024 Reduced 7.46%
$77.9B
$1.53 Million 0.42% of portfolio
6,618
Q4 2024 Reduced 19.63%
$548B
$1.42 Million 0.39% of portfolio
4,488
Q4 2024 Reduced 2.54%
$432B
$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%
$366B
$1.35 Million 0.37% of portfolio
3,459
Q4 2024 Reduced 5.15%
$329B
$1.08 Million 0.3% of portfolio
6,088
Q4 2024 Reduced 4.79%
$277B
$1.02 Million 0.28% of portfolio
7,595
Q4 2024 Reduced 1.95%
$967B
$911,000 0.25% of portfolio
4,814
Q4 2024 Added 0.59%
$233B
$897,000 0.25% of portfolio
15,156
Q4 2024 Reduced 9.95%
$382B
$870,000 0.24% of portfolio
5,190
Q4 2024 Reduced 4.03%
$165B
$830,000 0.23% of portfolio
7,454
Q4 2024 Reduced 0.36%
$840B
$848,000 0.23% of portfolio
1,099
Q4 2024 Added 4.07%
$452B
$814,000 0.22% of portfolio
7,574
Q4 2024 Reduced 5.62%
$404B
$794,000 0.22% of portfolio
5,491
Q4 2024 Reduced 11.13%
$162B
$688,000 0.19% of portfolio
1,898
Q4 2024 Reduced 9.92%
$125B
$645,000 0.18% of portfolio
1,328
Q4 2024 Reduced 1.7%
$258B
$652,000 0.18% of portfolio
7,227
Q4 2024 Added 15.28%
$233B
$625,000 0.17% of portfolio
2,156
Q4 2024 Added 7.42%
$1.23T
$570,000 0.16% of portfolio
968
Q4 2024 Added 0.41%
$121B
$586,000 0.16% of portfolio
2,004
Q3 2024 Added 0.8%
$156B
$583,000 0.16% of portfolio
1,172
Q4 2024 Added 2.36%
$997B
$585,000 0.16% of portfolio
3,076
Q4 2024 Added 0.52%
$5.93B
$534,000 0.15% of portfolio
1,267
Q4 2024 Reduced 0.86%
$184B
$503,000 0.14% of portfolio
3,309
Q4 2024 Added 10.82%
$691B
$520,000 0.14% of portfolio
1,149
Q4 2024 Reduced 1.03%
$210B
$508,000 0.14% of portfolio
5,109
Q4 2024 Reduced 19.2%
$509B
$496,000 0.14% of portfolio
942
Q4 2024 Reduced 2.28%
$272B
$519,000 0.14% of portfolio
3,586
Q4 2024 Reduced 25.82%
$102B
$495,000 0.14% of portfolio
1,796
Q4 2024 Reduced 0.17%
$373B
$482,000 0.13% of portfolio
2,895
Q4 2024 Reduced 2.33%
$59.3B
$422,000 0.12% of portfolio
8,824
Q4 2024 Reduced 2.49%
$150B
$431,000 0.12% of portfolio
1,656
Q4 2024 Reduced 12.29%
$130B
$442,000 0.12% of portfolio
6,171
Q4 2024 Reduced 1.39%
$137B
$404,000 0.11% of portfolio
1,638
Q4 2024 Reduced 7.3%
$311B
$418,000 0.11% of portfolio
6,721
Q4 2024 Added 8.28%
$208B
$407,000 0.11% of portfolio
1,854
Q4 2024 Reduced 9.25%
$167B
$416,000 0.11% of portfolio
2,714
Q4 2024 Reduced 2.76%
$149B
$381,000 0.1% of portfolio
10,157
Q4 2024 Reduced 8.54%
$10.1B
$328,000 0.09% of portfolio
1,773
Q4 2024 Added 2.78%
$176B
$321,000 0.09% of portfolio
8,044
Q4 2024 Reduced 7.15%
$78.3B
$337,000 0.09% of portfolio
3,715
Q1 2024 Added 7.28%
$62.3B
$332,000 0.09% of portfolio
2,682
Q4 2024 Added 0.3%
$75.9B
$330,000 0.09% of portfolio
2,561
Q4 2024 Reduced 14.0%
$133B
$314,000 0.09% of portfolio
4,462
Q4 2024 Reduced 8.88%
$197B
$342,000 0.09% of portfolio
2,727
Q4 2023 New

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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