Paulson Wealth Management Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$366.5M
Holdings
138
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $53.6M |
IWDISHARES TR | $48.3M |
EFAISHARES TR | $29.8M |
IWMISHARES TR | $27.6M |
AAPLAPPLE INC | $26.2M |
VCSHVANGUARD SCOTTSDALE FDS | $14.8M |
SPYSPDR S&P 500 ETF TR | $11.6M |
CWBSPDR SER TR | $10.8M |
SHVISHARES TR | $10.1M |
IEIISHARES TR | $8.9M |
VEAVANGUARD TAX-MANAGED FDS | $7.9M |
NDQINVESCO QQQ TR | $5.7M |
SCHXSCHWAB STRATEGIC TR | $5.5M |
MINOPIMCO ETF TR | $5.2M |
SPSMSPDR SER TR | $4.5M |
ACSVAMERICAN CENTY ETF TR | $4.4M |
MDYSPDR S&P MIDCAP 400 ETF TR | $3.9M |
BILSPDR SER TR | $3.1M |
IVVISHARES TR | $2.9M |
MUBISHARES TR | $2.9M |
MMINNEW YORK LIFE INVTS ACTIVE E | $2.6M |
MSFTMICROSOFT CORP | $2.6M |
LAZLAZARD INC | $2.5M |
SHMSPDR SER TR | $2.4M |
VBVANGUARD INDEX FDS | $2.2M |
JPMJPMORGAN CHASE & CO. | $2.1M |
VTIVANGUARD INDEX FDS | $1.9M |
DONSPDR DOW JONES INDL AVERAGE | $1.8M |
UNHUNITEDHEALTH GROUP INC | $1.7M |
AVGOBROADCOM INC | $1.5M |
VBRVANGUARD INDEX FDS | $1.5M |
VVISA INC | $1.4M |
COSTCOSTCO WHSL CORP NEW | $1.3M |
HDHOME DEPOT INC | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
SCHDSCHWAB STRATEGIC TR | $1.3M |
SCHASCHWAB STRATEGIC TR | $1.2M |
ABBVABBVIE INC | $1.1M |
QQQINVESCO EXCH TRD SLF IDX FD | $1.1M |
BSMRINVESCO EXCH TRD SLF IDX FD | $1.0M |
NVDANVIDIA CORPORATION | $1.0M |
BSMQINVESCO EXCH TRD SLF IDX FD | $1.0M |
SCHMSCHWAB STRATEGIC TR | $969K |
VOTVANGUARD INDEX FDS | $944K |
GOOGLALPHABET INC | $911K |
CSCOCISCO SYS INC | $897K |
PGPROCTER AND GAMBLE CO | $870K |
LLYELI LILLY & CO | $848K |
DISDISNEY WALT CO | $830K |
AMZNAMAZON COM INC | $815K |
XOMEXXON MOBIL CORP | $814K |
VOOVANGUARD INDEX FDS | $800K |
JNJJOHNSON & JOHNSON | $794K |
QUALISHARES TR | $751K |
CATCATERPILLAR INC | $688K |
PRFINVESCO EXCHANGE TRADED FD T | $652K |
WMTWALMART INC | $652K |
LMTLOCKHEED MARTIN CORP | $645K |
OEFISHARES TR | $632K |
MCDMCDONALDS CORP | $625K |
BSMYINVESCO EXCH TRD SLF IDX FD | $623K |
VOVANGUARD INDEX FDS | $600K |
ADPAUTOMATIC DATA PROCESSING IN | $586K |
GOOGALPHABET INC | $585K |
SPGIS&P GLOBAL INC | $583K |
METAMETA PLATFORMS INC | $566K |
SPTMSPDR SER TR | $544K |
RSPINVESCO EXCHANGE TRADED FD T | $540K |
GPIGROUP 1 AUTOMOTIVE INC | $534K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $520K |
CVXCHEVRON CORP NEW | $519K |
MRKMERCK & CO INC | $508K |
PEPPEPSICO INC | $503K |
VOEVANGUARD INDEX FDS | $498K |
MAMASTERCARD INCORPORATED | $496K |
CITHE CIGNA GROUP | $495K |
VTHRVANGUARD SCOTTSDALE FDS | $493K |
SCHBSCHWAB STRATEGIC TR | $490K |
ORCLORACLE CORP | $482K |
QQQEDIREXION SHS ETF TR | $474K |
IJHISHARES TR | $469K |
ESGDISHARES TR | $450K |
IWNISHARES TR | $445K |
NEENEXTERA ENERGY INC | $442K |
AQLTISHARES TR | $440K |
AMGNAMGEN INC | $431K |
USBUS BANCORP DEL | $422K |
KOCOCA COLA CO | $418K |
NULGNUSHARES ETF TR | $418K |
QCOMQUALCOMM INC | $416K |
IBMINTERNATIONAL BUSINESS MACHS | $407K |
LOWLOWES COS INC | $404K |
NULVNUSHARES ETF TR | $382K |
CMCSACOMCAST CORP NEW | $381K |
XLKSELECT SECTOR SPDR TR | $379K |
MINTPIMCO ETF TR | $365K |
DWDMORGAN STANLEY | $342K |
CLCOLGATE PALMOLIVE CO | $337K |
EMREMERSON ELEC CO | $332K |
VIGVANGUARD SPECIALIZED FUNDS | $331K |
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