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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$26.2 Million 7.21% of portfolio
104,764
Q4 2024 Reduced 1.16%
$3.04T
$2.55 Million 0.7% of portfolio
6,057
Q4 2024 Reduced 7.89%
$811B
$2.07 Million 0.57% of portfolio
8,625
Q4 2024 Reduced 12.83%
$490B
$1.66 Million 0.46% of portfolio
3,286
Q4 2024 Reduced 7.46%
$578B
$1.42 Million 0.39% of portfolio
4,488
Q4 2024 Reduced 2.54%
$474B
$1.35 Million 0.37% of portfolio
1,470
Q2 2024 Added 1.94%
$419B
$1.35 Million 0.37% of portfolio
3,459
Q4 2024 Reduced 5.15%
$341B
$1.08 Million 0.3% of portfolio
6,088
Q4 2024 Reduced 4.79%
$346B
$1.02 Million 0.28% of portfolio
7,595
Q4 2024 Reduced 1.95%
$1.11T
$911,000 0.25% of portfolio
4,814
Q4 2024 Added 0.59%
$266B
$897,000 0.25% of portfolio
15,156
Q4 2024 Reduced 9.95%
$386B
$870,000 0.24% of portfolio
5,190
Q4 2024 Reduced 4.03%
$201B
$830,000 0.23% of portfolio
7,454
Q4 2024 Reduced 0.36%
$802B
$848,000 0.23% of portfolio
1,099
Q4 2024 Added 4.07%
$2.33T
$815,000 0.22% of portfolio
3,718
Q4 2024 Reduced 11.29%
$451B
$814,000 0.22% of portfolio
7,574
Q4 2024 Reduced 5.62%
$282B
$652,000 0.18% of portfolio
7,227
Q4 2024 Added 15.28%
$227B
$625,000 0.17% of portfolio
2,156
Q4 2024 Added 7.42%
$1.64T
$570,000 0.16% of portfolio
968
Q4 2024 Added 0.41%
$1.14T
$585,000 0.16% of portfolio
3,076
Q4 2024 Added 0.52%
$624B
$520,000 0.14% of portfolio
1,149
Q4 2024 Reduced 1.03%
$210B
$508,000 0.14% of portfolio
5,109
Q4 2024 Reduced 19.2%
$539B
$496,000 0.14% of portfolio
942
Q4 2024 Reduced 2.28%
$304B
$519,000 0.14% of portfolio
3,586
Q4 2024 Reduced 25.82%
$470B
$482,000 0.13% of portfolio
2,895
Q4 2024 Reduced 2.33%
$298B
$418,000 0.11% of portfolio
6,721
Q4 2024 Added 8.28%
$234B
$407,000 0.11% of portfolio
1,854
Q4 2024 Reduced 9.25%
$235B
$342,000 0.09% of portfolio
2,727
Q4 2023 New
$214B
$278,000 0.08% of portfolio
626
Q4 2024 Reduced 16.42%
$1.12T
$301,000 0.08% of portfolio
747
Q4 2024 New

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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