$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLTR | Exit | PALANTIR TECHNOLOGIES INCput | $0 | – | -10,000 | -100.0% | 0.00% | – |
| NCV | Exit | VIRTUS ALLIANZGI CONVERTIBLE | $0 | – | -10,822 | -100.0% | -0.03% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -7,067 | -100.0% | -0.10% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -1,851 | -100.0% | -0.10% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,086 | -100.0% | -0.11% | – |
| PWZ | Exit | INVESCO EXCH TRADED FD TR IIcalif amt mun | $0 | – | -8,622 | -100.0% | -0.11% | – |
| T | Exit | AT&T INC | $0 | – | -9,020 | -100.0% | -0.12% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,361 | -100.0% | -0.19% | – |
| IBMM | Exit | ISHARES TRibonds dec | $0 | – | -18,699 | -100.0% | -0.24% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -10,507 | -100.0% | -0.25% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -11,687 | -100.0% | -0.30% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -6,768 | -100.0% | -0.35% | – |
| IBMJ | Exit | ISHARES TRibonds dec2021 | $0 | – | -41,830 | -100.0% | -0.51% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -51,705 | -100.0% | -2.02% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -155,723 | -100.0% | -2.44% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -93,136 | -100.0% | -2.52% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -140,171 | -100.0% | -2.58% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -61,009 | -100.0% | -2.59% | – |
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.