Portfolio (Quarterly)
Guide ↗
Paulson Wealth Management Inc.
· CIK 0001731878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | EMR | EMERSON ELEC CO | Industrials | 2,510.0 | $329K | 0.08% | +31.0 | +1.2% | $131.04 | +9.2% |
| 42 | ESIX | SPDR SERIES TRUST | — | 9,805.0 | $311K | 0.07% | +108.0 | +1.1% | $31.73 | +9.5% |
| 43 | ABT | ABBOTT LABORATORIES | Healthcare | 2,897.0 | $297K | 0.07% | +700.0 | +31.9% | $102.67 | -11.8% |
| 44 | BND | VANGUARD BD INDEX FDS | — | 3,639.0 | $268K | 0.06% | +126.0 | +3.6% | $73.65 | -0.6% |
| 45 | ORI | OLD REP INTL CORP | Financial Services | 6,644.0 | $265K | 0.06% | +556.0 | +9.1% | $39.90 | -0.1% |
| 46 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 312.0 | $264K | 0.06% | +19.0 | +6.5% | $845.78 | +29.4% |
| 47 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 1,260.0 | $250K | 0.06% | +36.0 | +2.9% | $198.29 | +19.4% |
| 48 | TROW | PRICE T ROWE GROUP INC | Financial Services | 2,643.0 | $238K | 0.06% | +367.0 | +16.1% | $90.14 | +17.6% |
| 49 | RDN | RADIAN GROUP INC | Financial Services | 6,753.0 | $223K | 0.05% | +384.0 | +6.0% | $33.08 | +7.6% |
| 50 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 520.0 | $203K | 0.05% | +3.0 | +0.6% | $390.41 | +74.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
37.5%
Technology
36.7%
Healthcare
6.9%
Consumer Cyclical
4.6%
Communication Services
4.4%
Consumer Defensive
3.8%
Industrials
3.6%
Energy
1.7%
Basic Materials
0.9%