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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.86B
$489,000 0.13% of portfolio
1,278
Q3 2024 Added 0.24%
$7.51B
$299,000 0.08% of portfolio
4,260
Q3 2024 Added 8.01%
$9.1B
$308,000 0.08% of portfolio
8,741
Q1 2024 Reduced 1.44%
$7.01B
$241,000 0.07% of portfolio
4,386
Q3 2024 Added 0.83%
$7.32B
$250,000 0.07% of portfolio
1,883
Q3 2024 Added 0.7%
$7.95B
$262,000 0.07% of portfolio
2,422
Q4 2023 New
$4.93B
$267,000 0.07% of portfolio
4,931
Q3 2024 Added 0.55%
$5.27B
$247,000 0.07% of portfolio
1,150
Q4 2023 New
$6.52B
$230,000 0.06% of portfolio
1,122
Q3 2024 New
$4.48B
$221,000 0.06% of portfolio
3,235
Q2 2024 Reduced 6.39%
$6.67B
$208,000 0.06% of portfolio
2,434
Q3 2024 New
$3.77B
$214,000 0.06% of portfolio
31,310
Q3 2024 Added 27.04%
$5.54B
$201,000 0.05% of portfolio
846
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
Track This Portfolio

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email