1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Paulson Wealth Management Inc. Buys SPDR Portfolio Aggregate Bond, iShares MSCI Emerging Index Fund, Bloom Energy Corp, Sells SPDR Portfolio Intermediate Term Corporate Bond, iShares 0-5 Year TIPS Bond, Cigna Corp

Investment company Paulson Wealth Management Inc. buys SPDR Portfolio Aggregate Bond, iShares MSCI Emerging Index Fund, Bloom Energy Corp, iShares Core S&P 500, Cigna Corp, iShares National Muni Bond, Vanguard FTSE All World Ex US, Schwab U.S. Broad Market, VanEck Vectors AMT-Free Intermediate Municipal Ind, Boeing Co, sells SPDR Portfolio Intermediate Term Corporate Bond, iShares 0-5 Year TIPS Bond, Cigna Corp, Schwab US Dividend Equity, Apple Inc, iShares Russell 2000 Value, iShares Edge MSCI Min Vol Emerging Markets, Vanguard Total Bond Market ETF, SPDR Select Sector Fund - Health Care, SPDR Select Sector Fund - Financial, Walgreens Boots Alliance Inc, Vanguard Short-Term Corporate Bond ETF, Old Dominion Freight Lines Inc, SPDR Select Sector Fund - Energy Select Sector during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Paulson Wealth Management Inc.. As of 2019Q1, Paulson Wealth Management Inc. owns 99 stocks with a total value of $118 million. These are the details of the buys and sells.

For the details of Paulson Wealth Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/paulson+wealth+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Paulson Wealth Management Inc.
  1. iShares Russell 1000 Value (IWD) - 121,006 shares, 12.63% of the total portfolio. Shares added by 7.47%
  2. iShares Russell 1000 Growth (IWF) - 96,968 shares, 12.41% of the total portfolio. Shares added by 13.75%
  3. iShares MSCI EAFE (EFA) - 179,976 shares, 9.87% of the total portfolio. Shares added by 13.83%
  4. iShares Russell 2000 (IWM) - 52,490 shares, 6.79% of the total portfolio. Shares added by 19.65%
  5. iShares MSCI Emerging Index Fund (EEM) - 85,224 shares, 3.09% of the total portfolio. Shares added by 46.49%
New Purchase: Bloom Energy Corp (BE)

Paulson Wealth Management Inc. initiated holding in Bloom Energy Corp. The purchase prices were between $9.21 and $16.3, with an estimated average price of $12.18. The stock is now traded at around $12.91. The impact to a portfolio due to this purchase was 0.62%. The holding were 56,823 shares as of .

New Purchase: Cigna Corp (CI)

Paulson Wealth Management Inc. initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $154.27. The impact to a portfolio due to this purchase was 0.36%. The holding were 2,654 shares as of .

New Purchase: iShares National Muni Bond (MUB)

Paulson Wealth Management Inc. initiated holding in iShares National Muni Bond. The purchase prices were between $108.82 and $111.36, with an estimated average price of $109.64. The stock is now traded at around $111.30. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,019 shares as of .

New Purchase: Schwab U.S. Broad Market (SCHB)

Paulson Wealth Management Inc. initiated holding in Schwab U.S. Broad Market. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $70.33. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,118 shares as of .

New Purchase: VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM)

Paulson Wealth Management Inc. initiated holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The purchase prices were between $47.43 and $48.85, with an estimated average price of $47.96. The stock is now traded at around $48.83. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,449 shares as of .

New Purchase: Boeing Co (BA)

Paulson Wealth Management Inc. initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $375.46. The impact to a portfolio due to this purchase was 0.17%. The holding were 526 shares as of .

Added: SPDR Portfolio Aggregate Bond (SPAB)

Paulson Wealth Management Inc. added to a holding in SPDR Portfolio Aggregate Bond by 153.00%. The purchase prices were between $27.82 and $28.57, with an estimated average price of $28.06. The stock is now traded at around $28.41. The impact to a portfolio due to this purchase was 1.52%. The holding were 104,080 shares as of .

Added: iShares MSCI Emerging Index Fund (EEM)

Paulson Wealth Management Inc. added to a holding in iShares MSCI Emerging Index Fund by 46.49%. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.03. The stock is now traded at around $43.75. The impact to a portfolio due to this purchase was 0.98%. The holding were 85,224 shares as of .

Added: iShares Core S&P 500 (IVV)

Paulson Wealth Management Inc. added to a holding in iShares Core S&P 500 by 38.14%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $294.22. The impact to a portfolio due to this purchase was 0.55%. The holding were 8,366 shares as of .

Added: Vanguard FTSE All World Ex US (VEU)

Paulson Wealth Management Inc. added to a holding in Vanguard FTSE All World Ex US by 127.93%. The purchase prices were between $45.08 and $50.94, with an estimated average price of $48.91. The stock is now traded at around $51.22. The impact to a portfolio due to this purchase was 0.25%. The holding were 10,480 shares as of .

Sold Out: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Paulson Wealth Management Inc. sold out a holding in SPDR Portfolio Intermediate Term Corporate Bond. The sale prices were between $33.04 and $34.2, with an estimated average price of $33.58.

Sold Out: Cigna Corp (CGN)

Paulson Wealth Management Inc. sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.75.

Sold Out: Vanguard Total Bond Market ETF (BND)

Paulson Wealth Management Inc. sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.15 and $81.24, with an estimated average price of $79.84.



Here is the complete portfolio of Paulson Wealth Management Inc.. Also check out:

1. Paulson Wealth Management Inc.'s Undervalued Stocks
2. Paulson Wealth Management Inc.'s Top Growth Companies, and
3. Paulson Wealth Management Inc.'s High Yield stocks
4. Stocks that Paulson Wealth Management Inc. keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)