Paulson Wealth Management Inc.
Q4 2024 13F Holdings
- Locationwheaton, IL
- Num holdings
138
- Value ($000)
$366,460
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001731878
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $53.55M | 15 % | 133,357 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $48.29M | 13 % | 260,846 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $29.83M | 8 % | 394,462 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $27.56M | 8 % | 124,747 | ||
AAPL APPLE INC | COM | 037833100 | $26.24M | 7 % | 104,764 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $14.84M | 4 % | 190,183 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.61M | 3 % | 19,804 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $10.77M | 3 % | 138,259 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $10.05M | 3 % | 91,280 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $8.93M | 2 % | 77,298 |
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