13F History

Paulson Wealth Management Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 13, 2025
Value $: $366M
Signature - Title: Crista Dumais - Chief Compliance Officer
Location: Wheaton, IL
Summary: This page shows a list of all the recent 13F filings made by Paulson Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Paulson Wealth Management Inc. reported 138 stock holdings with total value $366M as of Q4 2024. Top holdings included IWF, IWD, EFA, IWM, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	138	$366M	+$21.5M	-$21.1M	+$338K	IWF, IWD, EFA, IWM, AAPL	13F-HR	2/13/2025, 10:56 AM
Q3 2024	149	$374M	+$22.2M	-$10.7M	+$11.5M	IWF, IWD, EFA, AAPL, IWM	13F-HR	11/5/2024, 04:20 PM
Q2 2024	142	$343M	+$5.35M	-$7.49M	-$2.14M	IWF, IWD, EFA, AAPL, IWM	13F-HR	7/25/2024, 03:28 PM
Q1 2024	143	$340M	+$20M	-$8.06M	+$11.9M	IWF, IWD, EFA, IWM, AAPL	13F-HR	5/3/2024, 02:51 PM
Q4 2023	134	$312M	+$23M	-$23.3M	-$274K	IWF, IWD, EFA, AAPL, IWM	13F-HR	2/13/2024, 10:13 AM
Q3 2023	129	$286M	+$7.07M	-$2.58M	+$4.49M	IWF, IWD, EFA, AAPL, IWM	13F-HR	11/1/2023, 04:06 PM
Q2 2023	128	$293M	+$59.2M	-$2.55M	+$56.6M	IWF, IWD, EFA, AAPL, IWM	13F-HR	8/1/2023, 11:02 AM
Q1 2023	93	$225M	+$9.34M	-$918K	+$8.42M	IWF, IWD, EFA, AAPL, IWM	13F-HR	5/9/2023, 09:19 AM
Q4 2022	86	$205M	+$35.8M	-$27.7M	+$8.16M	IWD, IWF, EFA, IWM, VCSH	13F-HR	1/26/2023, 02:04 PM
Q3 2022	75	$186M	+$36.5M	-$30.6M	+$5.91M	IWF, IWD, EFA, IWM, STIP	13F-HR	11/2/2022, 06:48 PM
Q2 2022	72	$190M	+$3.88M	-$3.68M	+$193K	IWD, IWF, EFA, SRLN, IWM	13F-HR	8/5/2022, 01:38 PM
Q1 2022	85	$219M	+$11.6M	-$4.3M	+$7.29M	IWF, IWD, EFA, IWM, AAPL	13F-HR	5/2/2022, 03:39 PM
Q4 2021	88	$224M	+$39.9M	-$37.3M	+$2.6M	IWF, IWD, EFA, IWM, AAPL	13F-HR	1/28/2022, 10:19 AM
Q3 2021	90	$210M	+$18.4M	-$12M	+$6.38M	IWF, IWD, EFA, IWM, EEM	13F-HR	10/22/2021, 09:57 AM
Q2 2021	89	$207M	+$3.76M	-$1.85M	+$1.9M	IWF, IWD, EFA, IWM, AAPL	13F-HR	7/26/2021, 12:53 PM
Q1 2021	86	$201M	+$21.7M	-$3.19M	+$18.5M	IWF, IWD, EFA, IWM, AAPL	13F-HR	4/30/2021, 10:06 AM
Q4 2020	81	$172M	+$34.4M	-$35.4M	-$1.04M	IWF, IWD, EFA, IWM, EEM	13F-HR	2/5/2021, 02:40 PM
Q3 2020	84	$155M	+$13.4M	-$8.53M	+$4.89M	IWF, IWD, EFA, IWM, EEM	13F-HR	10/14/2020, 12:19 PM
Q2 2020	84	$143M	+$7.76M	-$7.81M	-$54K	IWF, IWD, EFA, IWM, QQQ	13F-HR	7/17/2020, 02:41 PM
Q1 2020	82	$130M	+$21.4M	-$12.9M	+$8.56M	IWF, IWD, EFA, IWM, EEM	13F-HR	4/29/2020, 10:56 AM
Q4 2019	96	$141M	+$12.2M	-$14M	-$1.78M	IWF, IWD, EFA, IWM, EEM	13F-HR	1/21/2020, 02:58 PM
Q3 2019	109	$133M	+$4.67M	-$5.1M	-$424K	IWF, IWD, EFA, IWM, EEM	13F-HR	10/30/2019, 03:40 PM
Q2 2019	106	$134M	+$8.26M	-$10M	-$1.75M	IWD, IWF, EFA, IWM, EEM	13F-HR	7/30/2019, 09:42 AM
Q1 2019	115	$132M	+$15.9M	-$11.1M	+$4.8M	IWD, IWF, EFA, IWM, EEM	13F-HR	4/24/2019, 12:50 PM
Q4 2018	115	$121M	+$41.6M	-$28.7M	+$12.9M	IWD, IWF, EFA, IWM, VEA	13F-HR	1/23/2019, 03:53 PM
Q3 2018	125	$111M	+$15.6M	-$3.24M	+$12.3M	EFA, IWD, SPY, IWF, MDY	13F-HR	10/26/2018, 10:02 AM
Q2 2018	113	$101M	+$17.3M	-$16.5M	+$755K	EFA, IWD, SPY, IWF, MDY	13F-HR	8/1/2018, 08:37 AM
Q1 2018	106	$100M	+$11.8M	-$23.5M	-$11.7M	EFA, IWD, SPY, MDY, IWF	13F-HR	5/2/2018, 12:57 PM
Q4 2017	602	$114M	$0	$0		IWD, SPY, EFA, MDY, VEA	13F-HR	2/28/2018, 06:53 PM

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