Paulson Wealth Management Inc. Portfolio Holdings
Paulson Wealth Management Inc.
- $353 Million
- Q1 2025
Paulson Wealth Management Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $353 Million distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $51.2M, Ishares Russell 1000 Gr ETF with a value of $50.4M, Ishares Tr Msci Eafe ETF with a value of $33M, Ishares Russell 2000 ETF with a value of $26.1M, and Apple Inc. with a value of $22.7M.
Examining the 13F form we can see an decrease of $10.7M in the current position value, from $364M to 353M.
Below you can find more details about Paulson Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$353 Million
ETFs: $286 Million
Technology: $31.4 Million
Financial Services: $7.41 Million
Healthcare: $6.65 Million
Consumer Defensive: $4.12 Million
Consumer Cyclical: $4.12 Million
Communication Services: $3.22 Million
Industrials: $2.64 Million
Other: $2.61 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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