$225 Million is the total value of Paulson Wealth Management Inc.'s 93 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $263,632 | – | 3,571 | +100.0% | 0.12% | – |
| NVDA | New | NVIDIA CORPORATION | $252,771 | – | 910 | +100.0% | 0.11% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $241,981 | – | 754 | +100.0% | 0.11% | – |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $227,552 | – | 1,005 | +100.0% | 0.10% | – |
| ORCL | New | ORACLE CORP | $224,123 | – | 2,412 | +100.0% | 0.10% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $222,715 | – | 2,682 | +100.0% | 0.10% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $218,400 | – | 2,100 | +100.0% | 0.10% | – |
| ACN | New | ACCENTURE PLC IRELAND | $206,069 | – | 721 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.