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CIK: 0001731878
Total reported value
$471.4M
$471.4M
143 檔
32.9%
In Q1 2024, Paulson Wealth Management Inc.'s U.S. equity holdings reached a combined market value of $471.4M, distributed across 143 disclosed stock positions.
During Q1 2024, Paulson Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.28% | +0.60% | +5.15% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 11.19% | -0.67% | +5.77% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.39% | -0.67% | +6.52% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.27% | +0.14% | +6.40% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.46% | +0.19% | +0.38% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.82% | -0.25% | +6.74% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.29% | +0.10% | +10.70% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.93% | — | +2.58% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.83% | +0.13% | +5.10% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.39% | +0.19% | +9.28% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.01% | +0.02% | -1.98% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | +0.12% | -2.54% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.86% | -0.09% | +15.70% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.55% | +0.30% | +3.81% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.43% | -0.05% | -11.02% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.18% | -0.22% | -6.62% | |
| 17 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.14% | -0.11% | +2.14% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | +0.01% | -7.26% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.97% | +0.27% | +26.29% | |
| 20 | ✓ | Stock-Other | 0.94% | — | +14.73% | ||
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | -0.01% | -4.09% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.81% | +0.01% | -2.64% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.04% | +0.58% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.01% | -0.62% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | — | -12.50% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.02% | -3.03% | |
| 27 | LAZ | Lazard Inc | Stock-Financials | 0.60% | -0.06% | — | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.60% | +0.01% | -6.11% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | -0.94% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.01% | -16.27% | |
| 31 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.57% | -0.05% | -10.01% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.01% | +3.46% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.49% | +0.03% | -5.03% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | -1.58% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | +0.09% | -0.11% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | — | -13.05% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | -4.73% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | -0.97% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.01% | +0.53% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.04% | -2.35% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.06% | — | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.31% | — | -7.65% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.01% | +0.19% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.07% | -10.44% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | — | -23.38% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.27% | -0.10% | EXIT | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | — | -1.32% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.10% | +0.92% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.25% | — | -16.71% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | -1.87% |
According to official SEC Form 13F filings, Paulson Wealth Management Inc. reported a total U.S. public equity portfolio value of $471.4M across 143 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, EFA) accounted for 32.9% of total reported equity market value during Q1 2024.
During Q1 2024, Paulson Wealth Management Inc.'s top holdings by market value included IWF (12.3%)、IWD (11.2%)、EFA (10.4%). The largest single position, IWF, represented 12.3% of total portfolio value.
In Q1 2024, Paulson Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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