$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LAZ | LAZARD LTD | $2,127,000 | -4.7% | 48,762 | 0.0% | 0.95% | -10.5% | |
| COST | COSTCO WHSL CORP NEW | $895,000 | +26.2% | 1,577 | 0.0% | 0.40% | +18.7% | |
| QUAL | ISHARES TRmsci usa qlt fct | $670,000 | +10.4% | 4,605 | 0.0% | 0.30% | +3.8% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $647,000 | +8.4% | 3,767 | 0.0% | 0.29% | +1.8% | |
| OEF | ISHARES TRs&p 100 etf | $568,000 | +10.9% | 2,593 | 0.0% | 0.25% | +4.5% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $566,000 | +7.4% | 1,559 | 0.0% | 0.25% | +1.2% | |
| IWN | ISHARES TRrus 2000 val etf | $495,000 | +3.8% | 2,979 | 0.0% | 0.22% | -2.6% | |
| CI | CIGNA CORP NEW | $412,000 | +14.8% | 1,795 | 0.0% | 0.18% | +7.6% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $347,000 | +7.8% | 670 | 0.0% | 0.16% | +1.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $308,000 | +16.2% | 1,772 | 0.0% | 0.14% | +9.5% | |
| GOOG | ALPHABET INCcap stk cl c | $304,000 | +8.6% | 105 | 0.0% | 0.14% | +2.3% | |
| DHR | DANAHER CORPORATION | $230,000 | +8.0% | 700 | 0.0% | 0.10% | +2.0% | |
| BLACKROCK CAP INVT CORPnote 5.000% 6/1 | $25,000 | 0.0% | 25,000 | 0.0% | 0.01% | -8.3% |
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.