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 | ABT | ABBOTT LABORATORIES | Healthcare | 2,723.0 | $247K | 0.05% | -174.0 | -6.0% | $90.74 | +27.5% |
| 42 | VTV | VANGUARD INDEX FDS | — | 1,105.0 | $241K | 0.05% | -80.0 | -6.8% | $217.93 | +4.0% |
| 43 | IVE | ISHARES TR | — | 1,017.0 | $231K | 0.05% | -225.0 | -18.1% | $227.06 | +4.6% |
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
Technology
39.1%
Financial Services
38.2%
Healthcare
6.7%
Consumer Cyclical
4.2%
Industrials
3.7%
Consumer Defensive
3.3%
Communication Services
2.8%
Energy
1.1%
Basic Materials
0.8%