Paulson Wealth Management Inc. Incresed Positions in Q4 2024

Paulson Wealth Management Inc.

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
31K
+ 13.48%
$183.23 - $199.79 $5.68M - $6.19M
261K $48.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.08K
+ 2.36%
$370.24 - $418.94 $1.14M - $1.29M
133K $53.6M
IWM
Ishares Russell 2000 ETF

ETFs
13.4K
+ 12.06%
$216.13 - $242.4 $2.9M - $3.25M
125K $27.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.24K
+ 13.58%
$115.08 - $119.55 $1.06M - $1.11M
77.3K $8.93M
QPFF
American Centy ETF Tr Quality
23.1K
+ 23.18%
$35.78 - $38.29 $827K - $886K
123K $4.42M
SHV
Ishares Tr

ETFs
5.03K
+ 5.83%
$109.92 - $110.57 $552K - $556K
91.3K $10.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.05K
+ 3.85%
$77.86 - $79.27 $549K - $558K
190K $14.8M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
8.86K
+ 49.64%
$23.26 - $23.6 $206K - $209K
26.7K $623K
WMT
Walmart Inc.

Consumer Defensive
958
+ 15.28%
$79.1 - $95.7 $75.8K - $91.7K
7.23K $652K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
213
+ 3.2%
$563.99 - $620.12 $120K - $132K
6.87K $3.91M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
3.49K
+ 8.88%
$23.48 - $23.73 $82K - $82.8K
42.8K $1.01M
GOOG
Alphabet Inc.

Communication Services
16
+ 0.52%
$163.08 - $198.16 $2.61K - $3.17K
3.08K $585K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.81K
+ 6.9%
$24.45 - $24.62 $68.8K - $69.3K
43.6K $1.07M
WSM
Williams Sonoma Inc

Consumer Cyclical
48
+ 2.78%
$129.13 - $198.21 $6.2K - $9.51K
1.77K $328K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.56K
+ 6.23%
$23.55 - $23.9 $60.3K - $61.2K
43.6K $1.03M
EMR
Emerson Electric CO

Industrials
8
+ 0.3%
$108.13 - $134.33 $865 - $1.07K
2.68K $332K
PRU
Prudential Financial Inc

Financial Services
298
+ 17.96%
$114.59 - $129.52 $34.1K - $38.6K
1.96K $231K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
122
+ 2.57%
$81.6 - $90.89 $9.96K - $11.1K
4.87K $418K
SNX
Td Synnex Corp

Technology
249
+ 13.79%
$114.71 - $125.79 $28.6K - $31.3K
2.06K $241K
TROW
Price T Rowe Group Inc

Financial Services
138
+ 6.8%
$106.48 - $124.69 $14.7K - $17.2K
2.17K $244K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.41%
$554.08 - $632.68 $2.22K - $2.53K
968 $570K
MCD
Mcdonalds Corp

Consumer Cyclical
149
+ 7.42%
$288.47 - $316.54 $43K - $47.2K
2.16K $625K
AVT
Avnet Inc

Technology
312
+ 6.33%
$52.09 - $57.69 $16.3K - $18K
5.24K $274K
ESIX
Ssga Active Tr Spdr S&P Smallc
199
+ 3.02%
N/A
6.79K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11
+ 0.43%
$113.92 - $127.38 $1.25K - $1.4K
2.59K $298K
PEP
Pepsico Inc

Consumer Defensive
323
+ 10.82%
$151.29 - $176.1 $48.9K - $56.9K
3.31K $503K
BND
Vanguard Bd Index Fd Inc Total

ETFs
142
+ 3.18%
$71.75 - $75.11 $10.2K - $10.7K
4.61K $331K
SPGI
S&P Global Inc.

Financial Services
27
+ 2.36%
$480.36 - $529.17 $13K - $14.3K
1.17K $583K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
274
+ 2.91%
$38.96 - $43.28 $10.7K - $11.9K
9.7K $382K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
313
+ 7.35%
$59.24 - $74.8 $18.5K - $23.4K
4.57K $279K
CMC
Commercial Metals CO

Basic Materials
59
+ 1.35%
$49.22 - $63.32 $2.9K - $3.74K
4.45K $220K
KO
Coca Cola CO

Consumer Defensive
514
+ 8.28%
$61.74 - $71.71 $31.7K - $36.9K
6.72K $418K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
161
+ 2.8%
$75.65 - $83.47 $12.2K - $13.4K
5.91K $450K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.7K
+ 172.13%
$22.01 - $66.82 $301K - $913K
21.6K $490K
LLY
Eli Lilly & CO

Healthcare
43
+ 4.07%
$727.2 - $932.06 $31.3K - $40.1K
1.1K $848K
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.8K
+ 84.48%
$25.33 - $51.16 $551K - $1.11M
47.5K $1.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.88K
+ 51.98%
$18.41 - $40.87 $108K - $240K
17.2K $318K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.8K
+ 174.78%
$26.93 - $84.95 $802K - $2.53M
46.8K $1.28M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.1K
+ 152.55%
$27.54 - $83.04 $582K - $1.75M
35K $969K
SCHX
Schwab Strategic Tr Us Large C

ETFs
153K
+ 177.08%
$22.4 - $68.28 $3.42M - $10.4M
239K $5.54M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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