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  Name: Paulson Wealth Management Inc.
  City: WHEATON
  State: IL
  Zip: 61087
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $340,066,000
  Total Value Change : $27,985,000
  Securities Held Change : 9
   
All Securities Held : 143
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 41
  Unchanged Positions : 22
  Decreased Positions : 69

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NEE)1 Year Chart         NEE NextEra Energy 70 New $76.09 $544,000 8,512 0.16% 544,000 8,512 0    Electric Utilities
   (SPGI)1 Year Chart         SPGI S&P Global Inc 77 New $441.88 $487,000 1,145 0.14% 487,000 1,145 0    Publishing
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 116 New $309.50 $272,000 858 0.08% 272,000 858 0.001    Home Furnishing Stores
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 121 New $81.84 $257,000 3,210 0.08% 257,000 3,210 0.001    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 131 New $131.89 $233,000 1,811 0.07% 233,000 1,811 0    Drug Manufacturers - ...
   (EME)1 Year Chart         EME Emcor Group Inc 132 New $378.37 $229,000 653 0.07% 229,000 653 0.001    General Contractors
   (OC)1 Year Chart         OC Owens Corning 136 New $176.38 $213,000 1,277 0.06% 213,000 1,277 0.004    General Building Mate...
   (NULV)1 Year Chart         NULV Nushares Esg Large Cap Valu... 138 New $0.00 $207,000 5,315 0.06% 207,000 5,315 0.002    N/A
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 139 New $0.00 $206,000 2,701 0.06% 206,000 2,701 0.002    N/A
   (SNX)1 Year Chart         SNX Synnex Corp 141 New $126.31 $201,000 1,778 0.06% 201,000 1,778 0    Technical & System So...
   (MAR)1 Year Chart         MAR Marriott International Inc 140 New $237.73 $201,000 796 0.06% 201,000 796 0.002    Lodging

      11 Records Found
  1    
Page 1 of 1
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