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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$800,000 0.22% of portfolio
1,485
Q4 2024 Reduced 22.74%
$428B
$794,000 0.22% of portfolio
5,491
Q4 2024 Reduced 11.13%
$0
$751,000 0.21% of portfolio
4,222
Q1 2024 Reduced 0.17%
$177B
$688,000 0.19% of portfolio
1,898
Q4 2024 Reduced 9.92%
$0
$652,000 0.18% of portfolio
16,185
Q3 2024 Reduced 14.07%
$115B
$645,000 0.18% of portfolio
1,328
Q4 2024 Reduced 1.7%
$233B
$652,000 0.18% of portfolio
7,227
Q4 2024 Added 15.28%
$225B
$625,000 0.17% of portfolio
2,156
Q4 2024 Added 7.42%
$0
$623,000 0.17% of portfolio
26,719
Q4 2024 Added 49.64%
$1.34T
$570,000 0.16% of portfolio
968
Q4 2024 Added 0.41%
$123B
$586,000 0.16% of portfolio
2,004
Q3 2024 Added 0.8%
$162B
$583,000 0.16% of portfolio
1,172
Q4 2024 Added 2.36%
$1.01T
$585,000 0.16% of portfolio
3,076
Q4 2024 Added 0.52%
$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%
$5.84B
$534,000 0.15% of portfolio
1,267
Q4 2024 Reduced 0.86%
$0
$540,000 0.15% of portfolio
3,082
Q4 2024 Reduced 9.57%
$200B
$503,000 0.14% of portfolio
3,309
Q4 2024 Added 10.82%
$0
$493,000 0.14% of portfolio
1,900
Q3 2022 New
$679B
$520,000 0.14% of portfolio
1,149
Q4 2024 Reduced 1.03%
$0
$498,000 0.14% of portfolio
3,083
Q4 2024 Reduced 4.02%
$236B
$508,000 0.14% of portfolio
5,109
Q4 2024 Reduced 19.2%
$511B
$496,000 0.14% of portfolio
942
Q4 2024 Reduced 2.28%
$322B
$519,000 0.14% of portfolio
3,586
Q4 2024 Reduced 25.82%
$96.6B
$495,000 0.14% of portfolio
1,796
Q4 2024 Reduced 0.17%
$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%
$410B
$482,000 0.13% of portfolio
2,895
Q4 2024 Reduced 2.33%
$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%
$63.7B
$422,000 0.12% of portfolio
8,824
Q4 2024 Reduced 2.49%
$169B
$431,000 0.12% of portfolio
1,656
Q4 2024 Reduced 12.29%
$139B
$442,000 0.12% of portfolio
6,171
Q4 2024 Reduced 1.39%
$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%
$141B
$404,000 0.11% of portfolio
1,638
Q4 2024 Reduced 7.3%
$0
$382,000 0.11% of portfolio
9,704
Q4 2024 Added 2.91%
$297B
$418,000 0.11% of portfolio
6,721
Q4 2024 Added 8.28%
$219B
$407,000 0.11% of portfolio
1,854
Q4 2024 Reduced 9.25%
$176B
$416,000 0.11% of portfolio
2,714
Q4 2024 Reduced 2.76%
$0
$379,000 0.1% of portfolio
1,631
Q4 2024 Reduced 7.96%
$0
$365,000 0.1% of portfolio
3,640
Q4 2024 New
$162B
$381,000 0.1% of portfolio
10,157
Q4 2024 Reduced 8.54%
$10.9B
$328,000 0.09% of portfolio
1,773
Q4 2024 Added 2.78%
$185B
$321,000 0.09% of portfolio
8,044
Q4 2024 Reduced 7.15%
$0
$331,000 0.09% of portfolio
4,609
Q4 2024 Added 3.18%
$0
$318,000 0.09% of portfolio
17,190
Q4 2024 Added 51.98%
$75.3B
$337,000 0.09% of portfolio
3,715
Q1 2024 Added 7.28%

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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