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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.9 Million 13.19% of portfolio
130,277
Q3 2024 Added 5.48%
$0
$43.6 Million 11.77% of portfolio
229,861
Q3 2024 Added 7.12%
$0
$40 Million 10.79% of portfolio
478,110
Q3 2024 Added 8.69%
$0
$24.6 Million 6.63% of portfolio
111,324
Q3 2024 Added 7.21%
$0
$14.5 Million 3.92% of portfolio
183,138
Q3 2024 Added 4.99%
$0
$11.8 Million 3.2% of portfolio
20,644
Q3 2024 Added 5.79%
$0
$10.8 Million 2.92% of portfolio
141,408
Q3 2024 Added 5.66%
$0
$9.54 Million 2.57% of portfolio
86,254
Q3 2024 Reduced 5.18%
$0
$9.28 Million 2.5% of portfolio
175,677
Q3 2024 Added 8.71%
$0
$8.14 Million 2.2% of portfolio
68,054
Q3 2024 Added 8.26%
$0
$5.86 Million 1.58% of portfolio
86,311
Q3 2024 Reduced 15.63%
$0
$5.78 Million 1.56% of portfolio
11,846
Q3 2024 Reduced 13.44%
$0
$5.74 Million 1.55% of portfolio
124,260
Q3 2024 Added 45.73%
$0
$4.78 Million 1.29% of portfolio
105,050
Q3 2024 Reduced 3.19%
$0
$3.92 Million 1.06% of portfolio
42,742
Q3 2024 Reduced 8.82%
$0
$3.8 Million 1.03% of portfolio
99,778
Q3 2024 Added 10.15%
$0
$3.09 Million 0.83% of portfolio
28,453
Q3 2024 Added 4.81%
$0
$2.88 Million 0.78% of portfolio
4,986
Q3 2024 Added 1.63%
$0
$2.79 Million 0.75% of portfolio
11,777
Q3 2024 Reduced 16.68%
$0
$2.74 Million 0.74% of portfolio
57,005
Q3 2024 Reduced 27.42%
$0
$2.72 Million 0.73% of portfolio
110,700
Q3 2024 Added 37.91%
$0
$2.2 Million 0.59% of portfolio
5,201
Q3 2024 Reduced 14.51%
$0
$1.99 Million 0.54% of portfolio
7,031
Q3 2024 Reduced 4.42%
$0
$1.91 Million 0.51% of portfolio
9,497
Q3 2024 Reduced 22.48%
$0
$1.44 Million 0.39% of portfolio
17,044
Q3 2024 Reduced 25.13%
$0
$1.33 Million 0.36% of portfolio
25,753
Q3 2024 Reduced 10.03%
$0
$1.32 Million 0.35% of portfolio
5,403
Q3 2024 Reduced 28.85%
$0
$1.15 Million 0.31% of portfolio
13,851
Q3 2024 Reduced 15.47%
$0
$997,000 0.27% of portfolio
40,739
Q3 2024 Added 17.12%
$0
$1.01 Million 0.27% of portfolio
1,922
Q3 2024 Reduced 32.16%
$0
$973,000 0.26% of portfolio
41,068
Q3 2024 Added 18.37%
$0
$982,000 0.26% of portfolio
39,596
Q3 2024 Added 14.57%
$0
$933,000 0.25% of portfolio
39,325
Q3 2024 Added 16.65%
$0
$757,000 0.2% of portfolio
4,222
Q1 2024 Reduced 0.17%
$0
$664,000 0.18% of portfolio
4,916
Q3 2024 Reduced 37.77%
$0
$657,000 0.18% of portfolio
16,185
Q3 2024 Reduced 14.07%
$0
$636,000 0.17% of portfolio
2,412
Q3 2024 Reduced 7.02%
$0
$610,000 0.16% of portfolio
3,408
Q3 2024 Added 10.58%
$0
$582,000 0.16% of portfolio
2,188
Q4 2023 Reduced 5.97%
$0
$560,000 0.15% of portfolio
6,209
Q3 2024 Added 48.4%
$0
$538,000 0.15% of portfolio
3,212
Q3 2024 Reduced 29.42%
$0
$534,000 0.14% of portfolio
7,628
Q2 2024 Added 7.72%
$0
$528,000 0.14% of portfolio
7,940
Q3 2024 Reduced 0.7%
$0
$465,000 0.13% of portfolio
11,311
Q3 2024 Reduced 38.55%
$0
$481,000 0.13% of portfolio
1,900
Q3 2022 New
$0
$474,000 0.13% of portfolio
19,716
Q3 2024 Reduced 5.57%
$0
$477,000 0.13% of portfolio
7,664
Q3 2024 Added 0.52%
$0
$484,000 0.13% of portfolio
5,753
Q3 2024 Added 70.46%
$0
$452,000 0.12% of portfolio
2,714
Q1 2024 Reduced 7.02%

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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