Paulson Wealth Management Inc.
CIK 1731878 · Holdings on Sep 30, 2023 · First reported Nov 1, 2023
Top ten holdings
Q3 2023- IWF12.13%
- IWD10.46%
- EFA8.61%
- AAPL6.51%
- IWM5.82%
- VCSH5.45%
- SHV3.13%
- CWB2.95%
- SPY2.93%
- BIL2.41%
Share classes counted separately60.40%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $34.69M | 12.13% | 130.43K shares | — | ↗▾ | |
| 02 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $29.90M | 10.46% | 196.96K shares | — | ↗▾ | |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $24.61M | 8.61% | 357.11K shares | — | ↗▾ | |
| 04 | AAPLAPPLE INC View history and evidence | $18.61M | 6.51% | 108.69K shares | — | ↗▾ | |
| 05 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $16.65M | 5.82% | 94.22K shares | — | ↗▾ | |
| 06 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $15.58M | 5.45% | 207.25K shares | — | ↗▾ | |
| 07 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $8.96M | 3.13% | 81.12K shares | — | ↗▾ | |
| 08 | CWBSS SPDR BB CONV SEC ETFBBG CONV SEC ETF View history and evidence | $8.44M | 2.95% | 124.43K shares | — | ↗▾ | |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.37M | 2.93% | 19.59K shares | — | ↗▾ | |
| 10 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $6.90M | 2.41% | 75.12K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DKS DICK'S SPORTING GOODS INC | Non-derivative | — | — | SEC filing ↗ | |
| WBA WALGREENS BOOTS ALLIANCE INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731878 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 286007732
}Research all 129 reported holdings.
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