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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.6 Million 14.73% of portfolio
133,357
Q4 2024 Added 2.36%
$0
$48.3 Million 13.28% of portfolio
260,846
Q4 2024 Added 13.48%
$0
$29.8 Million 8.2% of portfolio
394,462
Q4 2024 Reduced 17.5%
$0
$27.6 Million 7.58% of portfolio
124,747
Q4 2024 Added 12.06%
$0
$14.8 Million 4.08% of portfolio
190,183
Q4 2024 Added 3.85%
$0
$11.6 Million 3.19% of portfolio
19,804
Q4 2024 Reduced 4.07%
$0
$10.8 Million 2.96% of portfolio
138,259
Q4 2024 Reduced 2.23%
$0
$10.1 Million 2.76% of portfolio
91,280
Q4 2024 Added 5.83%
$0
$8.93 Million 2.46% of portfolio
77,298
Q4 2024 Added 13.58%
$0
$7.88 Million 2.17% of portfolio
164,762
Q4 2024 Reduced 6.21%
$0
$5.72 Million 1.57% of portfolio
11,180
Q4 2024 Reduced 5.62%
$0
$5.54 Million 1.52% of portfolio
239,152
Q4 2024 Added 177.08%
$0
$5.18 Million 1.42% of portfolio
114,989
Q4 2024 Reduced 7.46%
$0
$4.47 Million 1.23% of portfolio
99,422
Q4 2024 Reduced 5.36%
$0
$4.42 Million 1.22% of portfolio
122,905
Q4 2024 Added 23.18%
$0
$3.91 Million 1.08% of portfolio
6,871
Q4 2024 Added 3.2%
$0
$2.91 Million 0.8% of portfolio
4,939
Q4 2024 Reduced 0.94%
$0
$2.86 Million 0.79% of portfolio
26,828
Q4 2024 Reduced 5.71%
$0
$2.59 Million 0.71% of portfolio
108,503
Q4 2024 Reduced 1.98%
$0
$2.37 Million 0.65% of portfolio
50,036
Q4 2024 Reduced 12.23%
$0
$2.2 Million 0.6% of portfolio
9,139
Q4 2024 Reduced 22.4%
$0
$1.87 Million 0.51% of portfolio
6,460
Q4 2024 Reduced 8.12%
$0
$1.78 Million 0.49% of portfolio
4,193
Q4 2024 Reduced 19.38%
$0
$1.48 Million 0.41% of portfolio
7,443
Q4 2024 Reduced 21.63%
$0
$1.28 Million 0.35% of portfolio
46,833
Q4 2024 Added 174.78%
$0
$1.23 Million 0.34% of portfolio
47,509
Q4 2024 Added 84.48%
$0
$1.07 Million 0.29% of portfolio
43,552
Q4 2024 Added 6.9%
$0
$1.03 Million 0.28% of portfolio
43,627
Q4 2024 Added 6.23%
$0
$1.01 Million 0.28% of portfolio
42,816
Q4 2024 Added 8.88%
$0
$969,000 0.27% of portfolio
34,981
Q4 2024 Added 152.55%
$0
$944,000 0.26% of portfolio
3,722
Q4 2024 Reduced 31.11%
$0
$800,000 0.22% of portfolio
1,485
Q4 2024 Reduced 22.74%
$0
$751,000 0.21% of portfolio
4,222
Q1 2024 Reduced 0.17%
$0
$652,000 0.18% of portfolio
16,185
Q3 2024 Reduced 14.07%
$0
$623,000 0.17% of portfolio
26,719
Q4 2024 Added 49.64%
$0
$582,000 0.16% of portfolio
2,188
Q4 2023 Reduced 5.97%
$0
$600,000 0.16% of portfolio
2,275
Q4 2024 Reduced 5.68%
$0
$544,000 0.15% of portfolio
7,624
Q4 2024 Reduced 0.05%
$0
$540,000 0.15% of portfolio
3,082
Q4 2024 Reduced 9.57%
$0
$493,000 0.14% of portfolio
1,900
Q3 2022 New
$0
$498,000 0.14% of portfolio
3,083
Q4 2024 Reduced 4.02%
$0
$474,000 0.13% of portfolio
5,288
Q4 2024 Reduced 14.83%
$0
$490,000 0.13% of portfolio
21,607
Q4 2024 Added 172.13%
$0
$469,000 0.13% of portfolio
7,529
Q4 2024 Reduced 1.76%
$0
$440,000 0.12% of portfolio
3,358
Q4 2024 Reduced 31.69%
$0
$445,000 0.12% of portfolio
2,714
Q1 2024 Reduced 7.02%
$0
$450,000 0.12% of portfolio
5,914
Q4 2024 Added 2.8%
$0
$418,000 0.11% of portfolio
4,872
Q4 2024 Added 2.57%
$0
$382,000 0.11% of portfolio
9,704
Q4 2024 Added 2.91%

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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