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Home > Institutional Investor > Paulson Wealth Management Inc. > Profile

Instuitional Investor - Paulson Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Paulson Wealth Management Inc.
Portfolio Value $355,249,774
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 272,067 $51,192,217 14.41%
2.
Ishares Trust
 IEF 139,566 $50,395,736 14.19%
3.
Ishares Trust
 VLUE 404,067 $33,024,380 9.3%
4.
Ishares Trust
 IEF 130,775 $26,088,339 7.34%
5.
Apple Inc.
 AAPL 102,114 $22,682,638 6.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)