$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 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $16,791,974 | +26.6% | 101,831 | -0.3% | 7.47% | +15.3% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $6,397,467 | -4.0% | 69,674 | -4.3% | 2.84% | -12.5% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $5,620,554 | -2.7% | 118,203 | -3.9% | 2.50% | -11.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $3,135,114 | +5.1% | 69,407 | -2.3% | 1.39% | -4.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $405,066 | +15.9% | 3,905 | -1.4% | 0.18% | +5.3% |
| QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $331,771 | +6.9% | 4,573 | -6.0% | 0.15% | -2.6% |
| T | Sell | AT&T INC | $319,410 | +3.9% | 16,593 | -0.6% | 0.14% | -5.3% |
| KO | Sell | COCA COLA CO | $308,413 | -4.5% | 4,972 | -2.0% | 0.14% | -13.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $279,476 | -8.8% | 8,082 | -1.5% | 0.12% | -17.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $264,895 | -2.7% | 1,918 | -1.1% | 0.12% | -11.3% |
| CMC | Sell | COMMERCIAL METALS CO | $244,549 | +0.9% | 5,001 | -0.4% | 0.11% | -7.6% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $222,183 | -4.3% | 10,540 | -4.7% | 0.10% | -12.4% |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -848 | -100.0% | -0.11% | – |
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.