Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PAULSON WEALTH MANAGEMENT INC | 02-13-2024 | 12-31-2023 | 134 | 312,079,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 101 | $431,246 | 3,060 | 0.00 | 0.00 | -800 | -20.73 | 12-31-2023 |
| GILEAD SCIENCES INC | COM | 102 | $425,627 | 5,254 | 0.00 | 0.00 | -47 | -0.89 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 103 | $418,861 | 2,664 | 0.00 | 0.00 | 965 | 56.80 | 12-31-2023 |
| QUALCOMM INC | COM | 104 | $410,894 | 2,841 | 0.00 | 0.00 | -56 | -1.93 | 12-31-2023 |
