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 | QCOM | QUALCOMM INC | Technology | 2,469.0 | $318K | 0.07% | -2K | -47.5% | $128.78 | +57.3% |
| 42 | VOE | VANGUARD INDEX FDS | — | 1,678.0 | $309K | 0.07% | -511.0 | -23.3% | $184.31 | +7.0% |
| 43 | RGA | REINSURANCE GROUP AMER INC | Financial Services | 1,500.0 | $306K | 0.07% | -46.0 | -3.0% | $204.16 | +3.8% |
| 44 | MMM | 3M CO | Industrials | 2,035.0 | $296K | 0.07% | -232.0 | -10.2% | $145.22 | +11.5% |
| 45 | LOW | LOWES COS INC | Consumer Cyclical | 1,203.0 | $284K | 0.07% | -3K | -71.0% | $236.29 | -9.4% |
| 46 | UNM | UNUM GROUP | Financial Services | 3,857.0 | $282K | 0.07% | -123.0 | -3.1% | $73.03 | +24.6% |
| 47 | VOT | VANGUARD INDEX FDS | — | 1,063.0 | $274K | 0.06% | -324.0 | -23.4% | $257.37 | +16.5% |
| 48 | TMHC | TAYLOR MORRISON HOME CORP | Consumer Cyclical | 4,644.0 | $270K | 0.06% | -167.0 | -3.5% | $58.24 | +23.2% |
| 49 | CACI | CACI INTL INC | Technology | 486.0 | $264K | 0.06% | -17.0 | -3.4% | $543.87 | -14.7% |
| 50 | AVT | AVNET INC | Technology | 4,069.0 | $251K | 0.06% | -133.0 | -3.2% | $61.62 | +46.2% |
| 51 | GNW | GENWORTH FINL INC | Financial Services | 29,761.0 | $242K | 0.06% | -951.0 | -3.1% | $8.12 | +12.1% |
| 52 | ORCL | ORACLE CORP | Technology | 1,477.0 | $217K | 0.05% | -100.0 | -6.3% | $147.11 | +12.7% |
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%