$224 Million is the total value of Paulson Wealth Management Inc.'s 88 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $14,448,000 | – | 316,641 | +100.0% | 6.45% | – |
| PFFV | New | GLOBAL X FDSrate preferred | $3,538,000 | – | 127,538 | +100.0% | 1.58% | – |
| New | PIMCO ETF TR | $3,433,000 | – | 68,672 | +100.0% | 1.53% | – | |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $640,000 | – | 28,941 | +100.0% | 0.29% | – |
| CVX | New | CHEVRON CORP NEW | $333,000 | – | 2,840 | +100.0% | 0.15% | – |
| GILD | New | GILEAD SCIENCES INC | $314,000 | – | 4,325 | +100.0% | 0.14% | – |
| USB | New | US BANCORP DEL | $306,000 | – | 5,449 | +100.0% | 0.14% | – |
| AMGN | New | AMGEN INC | $279,000 | – | 1,240 | +100.0% | 0.12% | – |
| OKE | New | ONEOK INC NEW | $278,000 | – | 4,737 | +100.0% | 0.12% | – |
| ACN | New | ACCENTURE PLC IRELAND | $268,000 | – | 647 | +100.0% | 0.12% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $240,000 | – | 975 | +100.0% | 0.11% | – |
| LLY | New | LILLY ELI & CO | $222,000 | – | 805 | +100.0% | 0.10% | – |
| NEE | New | NEXTERA ENERGY INC | $222,000 | – | 2,379 | +100.0% | 0.10% | – |
| ABT | New | ABBOTT LABS | $220,000 | – | 1,564 | +100.0% | 0.10% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $218,000 | – | 1,218 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
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.