$111 Million is the total value of Paulson Wealth Management Inc.'s 125 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTMF | New | WISDOMTREE TRfutre strat fd | $1,145,000 | – | 28,523 | +100.0% | 1.03% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $729,000 | – | 7,968 | +100.0% | 0.65% | – |
| SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $599,000 | – | 18,155 | +100.0% | 0.54% | – |
| CI | New | CIGNA CORPORATION | $583,000 | – | 2,775 | +100.0% | 0.52% | – |
| GOVT | New | ISHARES TRus treas bd etf | $404,000 | – | 16,747 | +100.0% | 0.36% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $368,000 | – | 4,766 | +100.0% | 0.33% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $341,000 | – | 6,695 | +100.0% | 0.31% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $328,000 | – | 13,076 | +100.0% | 0.29% | – |
| WTFC | New | WINTRUST FINL CORP | $259,000 | – | 3,408 | +100.0% | 0.23% | – |
| SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $257,000 | – | 9,407 | +100.0% | 0.23% | – |
| LLY | New | LILLY ELI & CO | $249,000 | – | 2,261 | +100.0% | 0.22% | – |
| WMT | New | WALMART INC | $229,000 | – | 2,342 | +100.0% | 0.20% | – |
| PG | New | PROCTER AND GAMBLE CO | $215,000 | – | 2,469 | +100.0% | 0.19% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $204,000 | – | 1,569 | +100.0% | 0.18% | – |
| ACN | New | ACCENTURE PLC IRELAND | $204,000 | – | 1,293 | +100.0% | 0.18% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $201,000 | – | 5,942 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-26
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.