| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 15.4% |
| ISHARES TR | 27 | Q2 2024 | 14.5% |
| ISHARES TR | 27 | Q2 2024 | 10.9% |
| ISHARES TR | 27 | Q2 2024 | 9.0% |
| APPLE INC | 27 | Q2 2024 | 8.1% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 6.3% |
| VANGUARD TAX-MANAGED INTL FD | 27 | Q2 2024 | 2.8% |
| ISHARES TR | 27 | Q2 2024 | 1.8% |
| SPDR S&P MIDCAP 400 ETF TR | 27 | Q2 2024 | 3.6% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 0.8% |
View Paulson Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
View Paulson Wealth Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.