$134 Million is the total value of Paulson Wealth Management Inc.'s 106 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONVO | Exit | ORGANOVO HLDGS INC | $0 | – | -20,000 | -100.0% | -0.02% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -12,347 | -100.0% | -0.11% | – |
| BA | Exit | BOEING CO | $0 | – | -526 | -100.0% | -0.15% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -1,065 | -100.0% | -0.16% | – |
| TGT | Exit | TARGET CORP | $0 | – | -2,620 | -100.0% | -0.16% | – |
| KAR | Exit | KAR AUCTION SVCS INC | $0 | – | -4,167 | -100.0% | -0.16% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -3,544 | -100.0% | -0.18% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -2,933 | -100.0% | -0.18% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -2,056 | -100.0% | -0.22% | – |
| SLYG | Exit | SPDR SERIES TRUSTs&p 600 smcp grw | $0 | – | -5,224 | -100.0% | -0.24% | – |
| XMLV | Exit | INVESCO EXCHNG TRADED FD TRs&p midcp low | $0 | – | -8,488 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 15.4% |
| ISHARES TR | 24 | Q3 2023 | 14.5% |
| ISHARES TR | 24 | Q3 2023 | 10.9% |
| ISHARES TR | 24 | Q3 2023 | 9.0% |
| APPLE INC | 24 | Q3 2023 | 8.1% |
| ISHARES TR | 24 | Q3 2023 | 7.0% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 6.3% |
| VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 2.8% |
| ISHARES TR | 24 | Q3 2023 | 1.8% |
| SPDR S&P MIDCAP 400 ETF TR | 24 | Q3 2023 | 3.6% |
View Paulson Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-28 |
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.