$286 Million is the total value of Paulson Wealth Management Inc.'s 129 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LAZ | LAZARD LTD | $1,512,110 | -3.1% | 48,762 | 0.0% | 0.53% | -0.8% | |
| CI | THE CIGNA GROUP | $513,782 | +1.9% | 1,796 | 0.0% | 0.18% | +4.7% | |
| GOOG | ALPHABET INCcap stk cl c | $508,941 | +9.0% | 3,860 | 0.0% | 0.18% | +11.9% | |
| IWN | ISHARES TRrus 2000 val etf | $395,670 | -3.7% | 2,919 | 0.0% | 0.14% | -1.4% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $362,387 | -3.4% | 1,900 | 0.0% | 0.13% | -0.8% | |
| ORCL | ORACLE CORP | $335,131 | -11.1% | 3,164 | 0.0% | 0.12% | -9.3% | |
| FB | META PLATFORMS INCcl a | $318,523 | +4.6% | 1,061 | 0.0% | 0.11% | +6.7% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $302,890 | +9.5% | 1,259 | 0.0% | 0.11% | +12.8% | |
| IJH | ISHARES TRcore s&p mcp etf | $300,467 | -4.6% | 1,205 | 0.0% | 0.10% | -2.8% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $290,484 | -5.7% | 1,772 | 0.0% | 0.10% | -2.9% | |
| ADBE | ADOBE INC | $259,539 | +4.3% | 509 | 0.0% | 0.09% | +7.1% | |
| CMC | COMMERCIAL METALS CO | $227,335 | -6.2% | 4,601 | 0.0% | 0.08% | -4.8% | |
| ACN | ACCENTURE PLC IRELAND | $223,576 | -0.5% | 728 | 0.0% | 0.08% | +1.3% | |
| IVW | ISHARES TRs&p 500 grwt etf | $218,944 | -2.9% | 3,200 | 0.0% | 0.08% | 0.0% | |
| SANM | SANMINA CORPORATION | $217,554 | -9.9% | 4,008 | 0.0% | 0.08% | -7.3% | |
| NKE | NIKE INCcl b | $211,416 | -13.4% | 2,211 | 0.0% | 0.07% | -10.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.