Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PAULSON WEALTH MANAGEMENT INC 07-25-2024 06-30-2024 142 342,689,799
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR RUS 1000 GRW ETF 1 $45,021,991 123,514 0.01 0.01 -424 -0.34 06-30-2024
ISHARES TR RUS 1000 VAL ETF 2 $37,439,429 214,589 0.01 0.01 2,174 1.02 06-30-2024
ISHARES TR MSCI EAFE ETF 3 $34,457,446 439,901 0.01 0.01 -2,400 -0.54 06-30-2024
APPLE INC COM 4 $22,750,694 108,018 0.01 0.01 -291 -0.27 06-30-2024
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