$205 Million is the total value of Paulson Wealth Management Inc.'s 86 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $13,358,411 | – | 177,662 | +100.0% | 6.52% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $6,662,400 | – | 72,837 | +100.0% | 3.25% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $1,363,535 | – | 16,586 | +100.0% | 0.66% | – |
| CAT | New | CATERPILLAR INC | $381,619 | – | 1,593 | +100.0% | 0.19% | – |
| BSMN | New | INVESCO EXCH TRD SLF IDX FD | $380,242 | – | 15,128 | +100.0% | 0.19% | – |
| BSMO | New | INVESCO EXCH TRD SLF IDX FD | $379,739 | – | 15,343 | +100.0% | 0.18% | – |
| BSMP | New | INVESCO EXCH TRD SLF IDX FD | $337,926 | – | 13,895 | +100.0% | 0.16% | – |
| BSMR | New | INVESCO EXCH TRD SLF IDX FD | $332,073 | – | 14,119 | +100.0% | 0.16% | – |
| BSMQ | New | INVESCO EXCH TRD SLF IDX FD | $325,590 | – | 13,849 | +100.0% | 0.16% | – |
| AMGN | New | AMGEN INC | $276,560 | – | 1,053 | +100.0% | 0.14% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $272,177 | – | 1,939 | +100.0% | 0.13% | – |
| EMR | New | EMERSON ELEC CO | $262,052 | – | 2,728 | +100.0% | 0.13% | – |
| CMC | New | COMMERCIAL METALS CO | $242,418 | – | 5,019 | +100.0% | 0.12% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $232,144 | – | 11,065 | +100.0% | 0.11% | – |
| NKE | New | NIKE INCcl b | $227,701 | – | 1,946 | +100.0% | 0.11% | – |
| DHR | New | DANAHER CORPORATION | $225,076 | – | 848 | +100.0% | 0.11% | – |
| ABT | New | ABBOTT LABS | $213,922 | – | 1,948 | +100.0% | 0.10% | – |
| SANM | New | SANMINA CORPORATION | $210,770 | – | 3,679 | +100.0% | 0.10% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $203,047 | – | 1,003 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
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.