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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$193B
$824,000 0.22% of portfolio
2,107
Q3 2024 Added 0.14%
$128B
$789,000 0.21% of portfolio
1,351
Q3 2024 Added 0.22%
$84.5B
$623,000 0.17% of portfolio
1,799
Q3 2024 Added 0.17%
$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
$122B
$554,000 0.15% of portfolio
2,004
Q3 2024 Added 0.8%
$141B
$528,000 0.14% of portfolio
6,258
Q3 2024 Reduced 10.96%
$172B
$474,000 0.13% of portfolio
2,791
Q3 2024 Added 2.23%
$154B
$478,000 0.13% of portfolio
1,767
Q4 2023 Reduced 26.8%
$168B
$463,000 0.12% of portfolio
11,105
Q3 2024 Reduced 0.44%
$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%
$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%
$116B
$366,000 0.1% of portfolio
4,371
Q3 2024 Reduced 15.47%
$13.9B
$320,000 0.09% of portfolio
1,470
Q3 2024 Added 0.41%
$22.2B
$282,000 0.08% of portfolio
656
Q3 2024 Added 0.46%
$73.4B
$292,000 0.08% of portfolio
2,674
Q1 2024 Reduced 1.36%
$134B
$306,000 0.08% of portfolio
4,897
Q3 2024 Added 1.28%
$19.5B
$308,000 0.08% of portfolio
2,571
Q2 2024 Reduced 1.04%
$162B
$278,000 0.08% of portfolio
12,641
Q3 2024 Added 3.47%
$14.4B
$314,000 0.08% of portfolio
5,283
Q3 2024 Added 0.48%
$12.3B
$267,000 0.07% of portfolio
1,725
Q3 2024 Added 101.05%
$192B
$255,000 0.07% of portfolio
1,560
Q3 2024 Reduced 2.07%
$148B
$276,000 0.07% of portfolio
9,545
Q3 2024 Reduced 1.29%
$87.4B
$206,000 0.06% of portfolio
530
Q3 2024 New
$11.1B
$206,000 0.06% of portfolio
5,842
Q3 2024 New
$15.8B
$223,000 0.06% of portfolio
1,265
Q3 2024 Added 0.56%
$53.1B
$205,000 0.06% of portfolio
1,564
Q1 2024 Reduced 3.22%
$26.2B
$220,000 0.06% of portfolio
2,028
Q1 2024 Added 4.91%
$10.1B
$211,000 0.06% of portfolio
495
Q2 2024 New
$14.2B
$225,000 0.06% of portfolio
1,461
Q3 2024 New
$11.2B
$216,000 0.06% of portfolio
1,806
Q3 2024 Added 0.84%
$43.8B
$200,000 0.05% of portfolio
1,659
Q3 2024 New

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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