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CIK: 0001731878
Total reported value
$471.4M
$471.4M
149 檔
38.6%
At the close of Q3 2024, Paulson Wealth Management Inc. disclosed equity holdings valued at approximately $471.4M, spread across 149 reported holdings.
During Q3 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 | 13.08% | +0.60% | +5.48% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 11.67% | -0.67% | +7.12% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.70% | -0.67% | +8.69% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.61% | +0.19% | -1.88% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.58% | +0.14% | +7.21% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.89% | -0.25% | +4.99% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.17% | +0.10% | +5.79% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.90% | +0.13% | +5.66% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.55% | — | -5.18% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.48% | +0.19% | +8.71% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.18% | -0.09% | +8.26% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.57% | +0.02% | -15.63% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.12% | -13.44% | |
| 14 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.53% | -0.11% | +45.73% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.28% | +0.30% | -3.19% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.05% | -0.05% | -8.82% | |
| 17 | ✓ | Stock-Other | 1.02% | — | +10.15% | ||
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | +0.27% | +14.03% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | -0.01% | +4.81% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.01% | +1.63% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.04% | +1.99% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.75% | +0.01% | -16.68% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.73% | -0.22% | -27.42% | |
| 24 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.73% | -0.05% | +37.91% | |
| 25 | LAZ | Lazard Inc | Stock-Financials | 0.66% | -0.06% | — | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | +0.01% | -14.51% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | — | -0.26% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.01% | -1.39% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.01% | -4.42% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | — | -22.48% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.09% | -0.03% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.01% | -14.15% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | -0.02% | -25.13% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.04% | +910.31% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.35% | +0.03% | -10.03% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.35% | +0.01% | -28.85% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.06% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.01% | +4.42% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.01% | -9.87% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.31% | — | -15.47% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -32.16% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.01% | -0.16% | |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.27% | — | +17.12% | |
| 44 | BSMO | Invesco Bulletshares 2024 Mb | ETF-Other | 0.26% | — | +14.57% | |
| 45 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.26% | -0.05% | +18.37% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.07% | -0.30% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.02% | +3.43% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | — | -0.62% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.04% | +0.67% | |
| 50 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.25% | -0.05% | +16.65% |
According to official SEC Form 13F filings, Paulson Wealth Management Inc. reported a total U.S. public equity portfolio value of $471.4M across 149 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, EFA) accounted for 38.6% of total reported equity market value during Q3 2024.
During Q3 2024, Paulson Wealth Management Inc.'s top holdings by market value included IWF (13.1%)、IWD (11.7%)、EFA (10.7%). The largest single position, IWF, represented 13.1% of total portfolio value.
In Q3 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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