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Size ($ in 1000's)
At 12/31/2023: $312,081
At 09/30/2023: $286,008
Paulson Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Paulson Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Paulson Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Paulson Wealth Management Inc..
In the Paulson Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Paulson Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Paulson Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IWF) |
117,868 |
-12,563 |
$35,734 | | IWF | 117,868 | -12,563 | $35,734 | | ISHARES TR (IWD) |
200,830 |
+3,868 |
$33,187 | | IWD | 200,830 | +3,868 | $33,187 | | ISHARES TR (EFA) |
415,245 |
+58,134 |
$31,289 | | EFA | 415,245 | +58,134 | $31,289 | | APPLE INC |
107,903 |
-785 |
$20,775 | | AAPL | 107,903 | -785 | $20,775 | | ISHARES TR (IWM) |
95,351 |
+1,133 |
$19,138 | | IWM | 95,351 | +1,133 | $19,138 | | VANGUARD SCOTTSDALE FDS (VCSH) |
157,283 |
-49,969 |
$12,169 | | VCSH | 157,283 | -49,969 | $12,169 | | ISHARES TR (SHV) |
87,806 |
+6,689 |
$9,670 | | SHV | 87,806 | +6,689 | $9,670 | | SPDR S&P 500 ETF TR (SPY) |
19,316 |
-273 |
$9,181 | | SPY | 19,316 | -273 | $9,181 | | SPDR SER TR (CWB) |
125,272 |
+844 |
$9,038 | | CWB | 125,272 | +844 | $9,038 | | VANGUARD TAX MANAGED FDS (VEA) |
148,445 |
+29,113 |
$7,110 | | VEA | 148,445 | +29,113 | $7,110 | | SCHWAB STRATEGIC TR |
112,255 |
-3,970 |
$6,331 | | SCHX | 112,255 | -3,970 | $6,331 | | INVESCO QQQ TR |
14,781 |
-86 |
$6,053 | | QQQ | 14,781 | -86 | $6,053 | | ISHARES TR (IEI) |
47,206 |
+47,206 |
$5,529 | | IEI | 47,206 | +47,206 | $5,529 | | SPDR SER TR (BIL) |
59,404 |
-15,716 |
$5,429 | | BIL | 59,404 | -15,716 | $5,429 | | SPDR SER TR (SPSM) |
117,969 |
+26,015 |
$4,976 | | SPSM | 117,969 | +26,015 | $4,976 | | SPDR SER TR (SHM) |
90,807 |
-3,696 |
$4,340 | | SHM | 90,807 | -3,696 | $4,340 | | PIMCO ETF TR (MINO) |
83,071 |
+7,894 |
$3,773 | | MINO | 83,071 | +7,894 | $3,773 | | VANGUARD INDEX FDS (VB) |
16,245 |
-189 |
$3,465 | | VB | 16,245 | -189 | $3,465 | | ISHARES TR (MUB) |
27,205 |
+2,238 |
$2,949 | | MUB | 27,205 | +2,238 | $2,949 | | AMERICAN CENTY ETF TR (QPFF) |
74,738 |
+74,738 |
$2,680 | | QPFF | 74,738 | +74,738 | $2,680 | | SPDR DOW JONES INDL AVERAGE (DIA) |
7,096 |
-392 |
$2,674 | | DIA | 7,096 | -392 | $2,674 | | VANGUARD INDEX FDS (VBR) |
14,480 |
-4,934 |
$2,606 | | VBR | 14,480 | -4,934 | $2,606 | | MICROSOFT CORP |
6,432 |
-262 |
$2,419 | | MSFT | 6,432 | -262 | $2,419 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,679 |
+708 |
$2,374 | | MDY | 4,679 | +708 | $2,374 | | ISHARES TR (IVV) |
4,869 |
+64 |
$2,326 | | IVV | 4,869 | +64 | $2,326 | | SCHWAB STRATEGIC TR |
28,846 |
-4,422 |
$2,196 | | SCHD | 28,846 | -4,422 | $2,196 | | VANGUARD INDEX FDS (VTI) |
9,176 |
+2,429 |
$2,177 | | VTI | 9,176 | +2,429 | $2,177 | | INDEXIQ ACTIVE ETF TR (MMIN) |
88,136 |
-415 |
$2,165 | | MMIN | 88,136 | -415 | $2,165 | | VANGUARD INDEX FDS (VOT) |
9,148 |
-267 |
$2,009 | | VOT | 9,148 | -267 | $2,009 | | UNITEDHEALTH GROUP INC |
3,498 |
+17 |
$1,842 | | UNH | 3,498 | +17 | $1,842 | | JPMORGAN CHASE & CO |
10,095 |
-2,113 |
$1,717 | | JPM | 10,095 | -2,113 | $1,717 | | LAZARD LTD |
48,762 |
UNCH |
$1,697 | | LAZ | 48,762 | UNCH | $1,697 | | SCHWAB STRATEGIC TR |
35,810 |
-1,487 |
$1,692 | | SCHA | 35,810 | -1,487 | $1,692 | | HOME DEPOT INC |
4,238 |
+447 |
$1,469 | | HD | 4,238 | +447 | $1,469 | | SCHWAB STRATEGIC TR |
19,401 |
+2,400 |
$1,461 | | SCHM | 19,401 | +2,400 | $1,461 | | TEXAS INSTRS INC |
8,264 |
+760 |
$1,409 | | TXN | 8,264 | +760 | $1,409 | | VANGUARD INDEX FDS (VOO) |
2,978 |
-23 |
$1,301 | | VOO | 2,978 | -23 | $1,301 | | VISA INC |
4,501 |
+1,170 |
$1,172 | | V | 4,501 | +1,170 | $1,172 | | ABBVIE INC |
7,398 |
-1,108 |
$1,146 | | ABBV | 7,398 | -1,108 | $1,146 | | PROCTER AND GAMBLE CO |
7,506 |
+840 |
$1,100 | | PG | 7,506 | +840 | $1,100 | | ISHARES TR (DVY) |
9,230 |
-6,269 |
$1,082 | | DVY | 9,230 | -6,269 | $1,082 | | MARSH & MCLENNAN COS INC |
5,170 |
-45 |
$980 | | MMC | 5,170 | -45 | $980 | | JOHNSON & JOHNSON |
6,193 |
-285 |
$971 | | JNJ | 6,193 | -285 | $971 | | COSTCO WHSL CORP NEW |
1,442 |
-45 |
$952 | | COST | 1,442 | -45 | $952 | | BROADCOM INC |
852 |
-9 |
$951 | | AVGO | 852 | -9 | $951 | | VANGUARD INDEX FDS (VOE) |
6,438 |
-690 |
$934 | | VOE | 6,438 | -690 | $934 | | EXXON MOBIL CORP |
9,046 |
-1,512 |
$904 | | XOM | 9,046 | -1,512 | $904 | | SCHWAB STRATEGIC TR |
23,499 |
+2 |
$869 | | SCHF | 23,499 | +2 | $869 | | CISCO SYS INC |
16,813 |
-72 |
$849 | | CSCO | 16,813 | -72 | $849 | | MERCK & CO INC |
6,665 |
-929 |
$727 | | MRK | 6,665 | -929 | $727 |
See Full List: All Stocks Held By Paulson Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Paulson Wealth Management Inc.
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