Portfolio (Quarterly)
Guide ↗
Paulson Wealth Management Inc.
· CIK 0001731878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IVE | ISHARES TR | — | 1,242.0 | $263K | 0.06% | NEW | — | $212.07 | +6.7% |
| 122 | BND | VANGUARD BD INDEX FDS | — | 3,513.0 | $260K | 0.06% | NEW | — | $74.07 | -1.1% |
| 123 | VOO | VANGUARD INDEX FDS | — | 413.0 | $259K | 0.06% | NEW | — | $626.45 | +8.0% |
| 124 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 293.0 | $257K | 0.06% | NEW | — | $878.77 | +24.5% |
| 125 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 796.0 | $247K | 0.06% | NEW | — | $310.24 | +24.7% |
| 126 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 517.0 | $242K | 0.06% | NEW | — | $468.76 | +45.3% |
| 127 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 1,224.0 | $242K | 0.06% | NEW | — | $197.97 | +19.6% |
| 128 | TROW | PRICE T ROWE GROUP INC | Financial Services | 2,276.0 | $233K | 0.05% | NEW | — | $102.38 | +3.5% |
| 129 | RDN | RADIAN GROUP INC | Financial Services | 6,369.0 | $229K | 0.05% | NEW | — | $35.99 | -1.1% |
| 130 | T | AT&T INC | Communication Services | 9,151.0 | $227K | 0.05% | NEW | — | $24.84 | -8.2% |
| 131 | VTV | VANGUARD INDEX FDS | — | 1,186.0 | $227K | 0.05% | NEW | — | $190.99 | +13.8% |
| 132 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,796.0 | $221K | 0.05% | NEW | — | $79.02 | +15.7% |
| 133 | ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 946.0 | $220K | 0.05% | NEW | — | $232.53 | -14.2% |
| 134 | AXP | AMERICAN EXPRESS CO | Financial Services | 575.0 | $213K | 0.05% | NEW | — | $369.95 | -8.7% |
| 135 | XPO | XPO INC | Industrials | 1,493.0 | $203K | 0.05% | NEW | — | $135.91 | +46.6% |
| 136 | AVT | AVNET INC | Technology | 4,202.0 | $202K | 0.05% | NEW | — | $48.08 | +86.4% |
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
Technology
37.6%
Financial Services
36.0%
Healthcare
7.6%
Consumer Cyclical
5.7%
Communication Services
4.6%
Industrials
3.3%
Consumer Defensive
3.2%
Energy
1.3%
Basic Materials
0.6%