$293 Million is the total value of Paulson Wealth Management Inc.'s 128 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LAZ | LAZARD LTD | $1,560,384 | -3.4% | 48,762 | 0.0% | 0.53% | -25.8% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $616,470 | +4.4% | 3,767 | 0.0% | 0.21% | -19.8% | |
| QUAL | ISHARES TRmsci usa qlt fct | $588,708 | +8.7% | 4,365 | 0.0% | 0.20% | -16.6% | |
| OEF | ISHARES TRs&p 100 etf | $505,848 | +10.7% | 2,443 | 0.0% | 0.17% | -14.8% | |
| IWN | ISHARES TRrus 2000 val etf | $410,995 | +2.8% | 2,919 | 0.0% | 0.14% | -21.3% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $375,155 | +7.7% | 1,900 | 0.0% | 0.13% | -17.4% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $312,105 | +8.0% | 5,733 | 0.0% | 0.11% | -17.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $308,080 | +15.1% | 1,772 | 0.0% | 0.10% | -11.8% | |
| EMR | EMERSON ELEC CO | $246,584 | +3.7% | 2,728 | 0.0% | 0.08% | -20.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-01
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.