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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$215B
$824,000 0.22% of portfolio
2,107
Q3 2024 Added 0.14%
$2.39T
$780,000 0.21% of portfolio
4,191
Q3 2024 Reduced 0.9%
$1.2T
$793,000 0.21% of portfolio
4,786
Q3 2024 Reduced 5.02%
$130B
$789,000 0.21% of portfolio
1,351
Q3 2024 Added 0.22%
$0
$757,000 0.2% of portfolio
4,222
Q1 2024 Reduced 0.17%
$305B
$711,000 0.19% of portfolio
4,834
Q3 2024 Added 0.27%
$204B
$719,000 0.19% of portfolio
7,481
Q3 2024 Added 1.25%
$242B
$718,000 0.19% of portfolio
6,323
Q3 2024 Reduced 1.23%
$0
$664,000 0.18% of portfolio
4,916
Q3 2024 Reduced 37.77%
$0
$657,000 0.18% of portfolio
16,185
Q3 2024 Reduced 14.07%
$89.6B
$623,000 0.17% of portfolio
1,799
Q3 2024 Added 0.17%
$0
$636,000 0.17% of portfolio
2,412
Q3 2024 Reduced 7.02%
$210B
$611,000 0.16% of portfolio
2,007
Q3 2024 Added 1.01%
$147B
$608,000 0.16% of portfolio
1,888
Q3 2024 Reduced 0.94%
$0
$610,000 0.16% of portfolio
3,408
Q3 2024 Added 10.58%
$167B
$591,000 0.16% of portfolio
1,145
Q1 2024 New
$1.46T
$551,000 0.15% of portfolio
964
Q3 2024 Added 2.34%
$0
$560,000 0.15% of portfolio
6,209
Q3 2024 Added 48.4%
$123B
$554,000 0.15% of portfolio
2,004
Q3 2024 Added 0.8%
$0
$538,000 0.15% of portfolio
3,212
Q3 2024 Reduced 29.42%
$1.23T
$511,000 0.14% of portfolio
3,060
Q4 2023 Reduced 20.73%
$143B
$528,000 0.14% of portfolio
6,258
Q3 2024 Reduced 10.96%
$257B
$506,000 0.14% of portfolio
6,269
Q3 2024 Added 0.32%
$495B
$504,000 0.14% of portfolio
2,964
Q2 2024 Added 3.49%
$0
$534,000 0.14% of portfolio
7,628
Q2 2024 Added 7.72%
$603B
$534,000 0.14% of portfolio
1,161
Q3 2024 Reduced 23.16%
$205B
$507,000 0.14% of portfolio
2,986
Q3 2024 Added 2.05%
$0
$528,000 0.14% of portfolio
7,940
Q3 2024 Reduced 0.7%
$193B
$474,000 0.13% of portfolio
2,791
Q3 2024 Added 2.23%
$0
$465,000 0.13% of portfolio
11,311
Q3 2024 Reduced 38.55%
$0
$481,000 0.13% of portfolio
1,900
Q3 2022 New
$509B
$476,000 0.13% of portfolio
964
Q3 2024 Added 0.31%
$0
$474,000 0.13% of portfolio
19,716
Q3 2024 Reduced 5.57%
$163B
$478,000 0.13% of portfolio
1,767
Q4 2023 Reduced 26.8%
$6.56B
$489,000 0.13% of portfolio
1,278
Q3 2024 Added 0.24%
$0
$477,000 0.13% of portfolio
7,664
Q3 2024 Added 0.52%
$0
$484,000 0.13% of portfolio
5,753
Q3 2024 Added 70.46%
$0
$452,000 0.12% of portfolio
2,714
Q1 2024 Reduced 7.02%
$166B
$463,000 0.12% of portfolio
11,105
Q3 2024 Reduced 0.44%
$268B
$446,000 0.12% of portfolio
6,207
Q3 2024 Reduced 0.56%
$201B
$451,000 0.12% of portfolio
2,043
Q3 2024 Added 1.69%
$72.9B
$413,000 0.11% of portfolio
9,049
Q3 2024 Reduced 2.19%
$97B
$392,000 0.11% of portfolio
2,880
Q3 2024 Added 3.11%
$0
$400,000 0.11% of portfolio
1,772
Q4 2020 Reduced 2.85%
$0
$393,000 0.11% of portfolio
9,430
Q3 2024 Added 63.8%
$0
$392,000 0.11% of portfolio
4,750
Q3 2024 Added 63.29%
$82.6B
$406,000 0.11% of portfolio
2,978
Q3 2024 Reduced 0.3%
$0
$421,000 0.11% of portfolio
17,856
Q3 2024 Added 56.89%
$166B
$389,000 0.1% of portfolio
8,663
Q3 2024 Reduced 4.75%

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
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