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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $1,146,468 | 7,398 | 0.00 | 0.00 | -164 | -2.17 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 52 | $1,099,913 | 7,506 | 0.00 | 0.00 | 552 | 7.94 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 53 | $1,081,901 | 9,230 | 0.00 | 0.00 | -5,850 | -38.79 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 54 | $979,560 | 5,170 | 0.00 | 0.00 | -64 | -1.22 | 12-31-2023 |
