Paulson Wealth Management Inc. Top Holdings and 13F Report (2025)

About Paulson Wealth Management Inc.

Investment Activity

Paulson Wealth Management Inc. has $366.46 million in total holdings as of December 31, 2024.
Paulson Wealth Management Inc. owns shares of 138 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 5.86% of the portfolio was purchased this quarter.
About 5.76% of the portfolio was sold this quarter.
This quarter, Paulson Wealth Management Inc. has purchased 149 new stocks and bought additional shares in 41 stocks.
Paulson Wealth Management Inc. sold shares of 79 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $53,553,377
iShares Russell 1000 Value ETF: $48,290,350
iShares MSCI EAFE ETF: $29,825,269
iShares Russell 2000 ETF: $27,564,159
Apple: $26,235,077

Largest New Holdings this Quarter

PIMCO Enhanced Short Maturity Exchange-Traded Fund: $365,238 Holding
Tesla: $301,668 Holding
Invesco BulletShares 2029 Municipal Bond ETF: $262,319 Holding
Marriott International: $226,499 Holding
XPO: $225,053 Holding

Largest Purchases this Quarter

iShares Russell 1000 Value ETF: 30,985 shares (about $5.74M)
Schwab US Large-Cap ETF: 152,841 shares (about $3.54M)
iShares Russell 2000 ETF: 13,423 shares (about $2.97M)
iShares Russell 1000 Growth ETF: 3,080 shares (about $1.24M)
iShares 3-7 Year Treasury Bond ETF: 9,244 shares (about $1.07M)

Largest Sales this Quarter

iShares MSCI EAFE ETF: 83,648 shares (about $6.32M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 9,137 shares (about $835.40K)
Vanguard Small-Cap ETF: 2,638 shares (about $633.83K)
Vanguard FTSE Developed Markets ETF: 10,915 shares (about $521.96K)
SPDR S&P 500 ETF Trust: 840 shares (about $492.30K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWF iShares Russell 1000 Growth ETF	$53,553,377	$1,236,863 ▲	2.4%	133,357	14.6%	ETF
IWD iShares Russell 1000 Value ETF	$48,290,350	$5,736,245 ▲	13.5%	260,846	13.2%	ETF
EFA iShares MSCI EAFE ETF	$29,825,269	$6,324,625 ▼	-17.5%	394,462	8.1%	Finance
IWM iShares Russell 2000 ETF	$27,564,159	$2,965,953 ▲	12.1%	124,747	7.5%	Finance
AAPL Apple	$26,235,077	$307,016 ▼	-1.2%	104,764	7.2%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$14,836,150	$549,579 ▲	3.8%	190,183	4.0%	ETF
SPY SPDR S&P 500 ETF Trust	$11,606,553	$492,300 ▼	-4.1%	19,804	3.2%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$10,769,002	$245,276 ▼	-2.2%	138,259	2.9%	ETF
SHV iShares Short Treasury Bond ETF	$10,050,881	$553,415 ▲	5.8%	91,280	2.7%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$8,931,757	$1,068,141 ▲	13.6%	77,298	2.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,878,940	$521,957 ▼	-6.2%	164,762	2.2%	ETF
QQQ Invesco QQQ	$5,715,299	$340,464 ▼	-5.6%	11,180	1.6%	Finance
SCHX Schwab US Large-Cap ETF	$5,543,554	$3,542,861 ▲	177.1%	239,152	1.5%	ETF
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$5,181,404	$417,751 ▼	-7.5%	114,989	1.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$4,466,024	$252,809 ▼	-5.4%	99,422	1.2%	ETF
QPFF American Century Quality Preferred ETF	$4,420,703	$831,842 ▲	23.2%	122,905	1.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$3,913,802	$121,327 ▲	3.2%	6,871	1.1%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$3,072,505	$835,396 ▼	-21.4%	33,605	0.8%	ETF
IVV iShares Core S&P 500 ETF	$2,907,713	$27,670 ▼	-0.9%	4,939	0.8%	ETF
MUB iShares National Muni Bond ETF	$2,858,500	$173,142 ▼	-5.7%	26,828	0.8%	ETF
MMIN NYLI MacKay Municipal Insured ETF	$2,586,714	$52,377 ▼	-2.0%	108,503	0.7%	ETF
MSFT Microsoft	$2,553,075	$218,763 ▼	-7.9%	6,057	0.7%	Computer and Technology
LAZARD INC	$2,510,268		0.0%	48,762	0.7%	COM
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$2,371,206	$330,261 ▼	-12.2%	50,036	0.6%	Finance
VB Vanguard Small-Cap ETF	$2,195,813	$633,828 ▼	-22.4%	9,139	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,067,499	$304,192 ▼	-12.8%	8,625	0.6%	Finance
VTI Vanguard Total Stock Market ETF	$1,872,280	$165,491 ▼	-8.1%	6,460	0.5%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,784,039	$428,884 ▼	-19.4%	4,193	0.5%	Finance
UNH UnitedHealth Group	$1,662,256	$134,053 ▼	-7.5%	3,286	0.5%	Medical
AVGO Broadcom	$1,534,317	$374,653 ▼	-19.6%	6,618	0.4%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,475,002	$407,047 ▼	-21.6%	7,443	0.4%	ETF
V Visa	$1,418,388	$36,977 ▼	-2.5%	4,488	0.4%	Business Services
COST Costco Wholesale	$1,346,917		0.0%	1,470	0.4%	Retail/Wholesale
HD Home Depot	$1,345,516	$73,130 ▼	-5.2%	3,459	0.4%	Retail/Wholesale
TXN Texas Instruments	$1,295,429	$106,874 ▼	-7.6%	6,909	0.4%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$1,279,475	$813,834 ▲	174.8%	46,833	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,228,588	$562,613 ▲	84.5%	47,509	0.3%	ETF
ABBV AbbVie	$1,081,838	$54,376 ▼	-4.8%	6,088	0.3%	Medical
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$1,067,460	$68,947 ▲	6.9%	43,552	0.3%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$1,029,597	$60,392 ▲	6.2%	43,627	0.3%	ETF
NVDA NVIDIA	$1,019,876	$20,277 ▼	-1.9%	7,595	0.3%	Computer and Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$1,009,173	$82,283 ▲	8.9%	42,816	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$969,321	$585,511 ▲	152.6%	34,981	0.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$944,537	$426,590 ▼	-31.1%	3,722	0.3%	ETF
GOOGL Alphabet	$911,290	$5,300 ▲	0.6%	4,814	0.2%	Computer and Technology
CSCO Cisco Systems	$897,250	$99,162 ▼	-10.0%	15,156	0.2%	Computer and Technology
PG Procter & Gamble	$870,125	$36,549 ▼	-4.0%	5,190	0.2%	Consumer Staples
LLY Eli Lilly and Company	$848,428	$33,196 ▲	4.1%	1,099	0.2%	Medical
DIS Walt Disney	$830,003	$3,006 ▼	-0.4%	7,454	0.2%	Consumer Discretionary
AMZN Amazon.com	$815,692	$103,771 ▼	-11.3%	3,718	0.2%	Retail/Wholesale
XOM Exxon Mobil	$814,735	$48,514 ▼	-5.6%	7,574	0.2%	Oils/Energy
VOO Vanguard S&P 500 ETF	$800,202	$235,480 ▼	-22.7%	1,485	0.2%	ETF
JNJ Johnson & Johnson	$794,108	$99,499 ▼	-11.1%	5,491	0.2%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$751,854		0.0%	4,222	0.2%	ETF
CAT Caterpillar	$688,518	$75,817 ▼	-9.9%	1,898	0.2%	Industrial Products
WMT Walmart	$652,959	$86,555 ▲	15.3%	7,227	0.2%	Retail/Wholesale
PRF Invesco FTSE RAFI US 1000 ETF	$652,903		0.0%	16,185	0.2%	ETF
LMT Lockheed Martin	$645,328	$11,177 ▼	-1.7%	1,328	0.2%	Aerospace
OEF iShares S&P 100 ETF	$632,004		0.0%	2,188	0.2%	ETF
MCD McDonald's	$625,003	$43,194 ▲	7.4%	2,156	0.2%	Retail/Wholesale
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$623,354	$206,774 ▲	49.6%	26,719	0.2%	ETF
VO Vanguard Mid-Cap ETF	$600,819	$36,181 ▼	-5.7%	2,275	0.2%	ETF
ADP Automatic Data Processing	$586,631		0.0%	2,004	0.2%	Business Services
GOOG Alphabet	$585,793	$3,047 ▲	0.5%	3,076	0.2%	Computer and Technology
SPGI S&P Global	$583,691	$13,447 ▲	2.4%	1,172	0.2%	Business Services
META Meta Platforms	$566,774	$2,342 ▲	0.4%	968	0.2%	Computer and Technology
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$544,582	$286 ▼	-0.1%	7,624	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$540,059	$57,125 ▼	-9.6%	3,082	0.1%	ETF
GPI Group 1 Automotive	$534,015	$4,636 ▼	-0.9%	1,267	0.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$520,819	$5,439 ▼	-1.0%	1,149	0.1%	Finance
CVX Chevron	$519,396	$180,760 ▼	-25.8%	3,586	0.1%	Oils/Energy
MRK Merck & Co., Inc.	$508,243	$120,769 ▼	-19.2%	5,109	0.1%	Medical
PEP PepsiCo	$503,118	$49,111 ▲	10.8%	3,309	0.1%	Consumer Staples
VOE Vanguard Mid-Cap Value ETF	$498,738	$20,868 ▼	-4.0%	3,083	0.1%	ETF
MA Mastercard	$496,029	$11,585 ▼	-2.3%	942	0.1%	Business Services
CI The Cigna Group	$495,947	$828 ▼	-0.2%	1,796	0.1%	Medical
VTHR Vanguard Russell 3000 ETF	$493,506		0.0%	1,900	0.1%	ETF
SCHB Schwab US Broad Market ETF	$490,488	$310,247 ▲	172.1%	21,607	0.1%	ETF
ORCL Oracle	$482,423	$11,498 ▼	-2.3%	2,895	0.1%	Computer and Technology
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$474,704	$82,678 ▼	-14.8%	5,288	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$469,132	$8,412 ▼	-1.8%	7,529	0.1%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$450,292	$12,259 ▲	2.8%	5,914	0.1%	Manufacturing
IWN iShares Russell 2000 Value ETF	$445,557		0.0%	2,714	0.1%	ETF
NEE NextEra Energy	$442,399	$6,237 ▼	-1.4%	6,171	0.1%	Utilities
DVY iShares Select Dividend ETF	$440,842	$204,536 ▼	-31.7%	3,358	0.1%	ETF
AMGN Amgen	$431,620	$60,469 ▼	-12.3%	1,656	0.1%	Medical
USB U.S. Bancorp	$422,052	$10,762 ▼	-2.5%	8,824	0.1%	Finance
KO Coca-Cola	$418,425	$32,000 ▲	8.3%	6,721	0.1%	Consumer Staples
NULG Nuveen ESG Large-Cap Growth ETF	$418,212	$10,472 ▲	2.6%	4,872	0.1%	ETF
QCOM QUALCOMM	$416,925	$11,829 ▼	-2.8%	2,714	0.1%	Computer and Technology
IBM International Business Machines	$407,565	$41,548 ▼	-9.3%	1,854	0.1%	Computer and Technology
LOW Lowe's Companies	$404,270	$31,838 ▼	-7.3%	1,638	0.1%	Retail/Wholesale
NULV Nuveen ESG Large-Cap Value ETF	$382,046	$10,787 ▲	2.9%	9,704	0.1%	ETF
CMCSA Comcast	$381,192	$35,578 ▼	-8.5%	10,157	0.1%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$379,240	$32,785 ▼	-8.0%	1,631	0.1%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$365,238	$365,238 ▲	New Holding	3,640	0.1%	ETF
MS Morgan Stanley	$342,838		0.0%	2,727	0.1%	Finance
CL Colgate-Palmolive	$337,731		0.0%	3,715	0.1%	Consumer Staples
EMR Emerson Electric	$332,380	$991 ▲	0.3%	2,682	0.1%	Industrial Products
BND Vanguard Total Bond Market ETF	$331,401	$10,210 ▲	3.2%	4,609	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Paulson Wealth Management Inc. Top Holdings and 13F Report (2025)

About Paulson Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Paulson Wealth Management Inc. Top Holdings and 13F Report (2025)

About Paulson Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPaulson Wealth Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools