Paulson Wealth Management Inc. has been active in reshaping its ETF portfolio in the fourth quarter, as evidenced by its latest SEC filings. The firm has increased its stake in several funds, including a notable 16.3% boost in iShares MSCI EAFE ETF (NYSEARCA:EFA), now the company’s 3rd largest position. Additionally, it upped its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.2%, and SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 17.8%, while also purchasing 2,238 more shares of iShares National Muni Bond ETF (NYSEARCA:MUB). On the flip side, the firm reduced its stakes in several other ETFs, cutting its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) by 24.1%, Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 25.4%, and Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) by 2.8%. Moreover, it significantly decreased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 9.7% and Global X Variable Rate Preferred ETF (NYSEARCA:PFFV) by 71.7%. These adjustments underscore the firm’s dynamic approach to investment management, as it navigates an evolving market landscape.
Key points
- Paulson Wealth Management Inc.
- The firm reduced its stake in Vanguard Short-Term Corporate Bond ETF by 24.
- Paulson Wealth Management Inc.
- A notable reduction was made in Global X Variable Rate Preferred ETF, with a 71.
increased its stake in iShares MSCI EAFE ETF by 16.
3%, making it the 3rd largest holding.
1% and in Vanguard Mid-Cap Value ETF by 9.
7%.
also increased its holdings in iShares Russell 2000 ETF by 1.
2% and in SPDR S&P MidCap 400 ETF Trust by 17.
8%.
7% decrease in holdings.
