Paulson Wealth Management

Latest statistics and disclosures from Paulson Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Paulson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Paulson Wealth Management

Companies in the Paulson Wealth Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 13.0 $26M +3% 100k 261.10
Ishares Tr Rus 1000 Val Etf (IWD) 11.6 $23M 150k 155.89
Ishares Tr Msci Eafe Etf (EFA) 9.1 $18M 234k 78.72
Ishares Tr Russell 2000 Etf (IWM) 8.6 $17M -2% 77k 224.29
Apple (AAPL) 6.6 $13M +610% 99k 134.50
Ishares Tr Msci Emg Mkt Etf (EEM) 6.4 $13M +2% 239k 54.21
Ishares Tr National Mun Etf (MUB) 4.0 $8.1M +5% 69k 117.03
Vanguard Bd Index Fds Intermed Term (BIV) 4.0 $8.0M 90k 89.36
Schwab Strategic Tr Us Tips Etf (SCHP) 3.7 $7.5M +31% 122k 61.67
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.7 $5.5M +2% 64k 86.21
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.2 $4.4M 76k 57.24
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 2.0 $4.1M 126k 32.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $4.1M +20% 49k 82.65
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $3.2M +11% 83k 38.85

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Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.3 $2.6M +22% 96k 27.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.3M -6% 5.5k 415.82
Lazard Shs A (LAZ) 1.1 $2.2M 49k 45.51
Palantir Technologies Cl A (PLTR) 0.9 $1.8M +202% 78k 23.16
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.6M 3.7k 417.27
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $1.5M 29k 51.07
Ishares Tr Ibonds Dec2021 (IBMJ) 0.7 $1.5M 57k 25.69
JPMorgan Chase & Co. (JPM) 0.6 $1.1M +12% 7.5k 152.13
UnitedHealth (UNH) 0.6 $1.1M +4% 2.9k 390.02
Texas Instruments Incorporated (TXN) 0.5 $1.1M 5.6k 193.12
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.5 $1.0M 19k 52.16
Johnson & Johnson (JNJ) 0.5 $918k +17% 5.7k 160.43
Microsoft Corporation (MSFT) 0.5 $915k 3.5k 259.57
Ishares Tr Ibonds Dec2023 (IBML) 0.4 $895k -4% 34k 26.20
Ishares Tr Ibonds Dec2022 (IBMK) 0.4 $858k -5% 33k 26.34
Home Depot (HD) 0.4 $810k +9% 2.5k 322.71
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $719k 3.1k 230.45
Abbvie (ABBV) 0.3 $701k +2% 6.6k 106.84
3M Company (MMM) 0.3 $680k +12% 3.4k 197.44
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.3 $616k -12% 28k 21.66
Verizon Communications (VZ) 0.3 $594k +6% 10k 57.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $588k 3.8k 156.09
Procter & Gamble Company (PG) 0.3 $586k +19% 4.3k 137.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $585k -2% 4.6k 127.04
Ishares Tr Ibonds Dec (IBMM) 0.3 $584k -8% 22k 27.09
Pepsi (PEP) 0.3 $582k +2% 4.1k 142.19
Costco Wholesale Corporation (COST) 0.3 $582k 1.6k 368.59
Qualcomm (QCOM) 0.3 $567k 4.1k 137.79
Wal-Mart Stores (WMT) 0.3 $539k 3.8k 140.22
Visa Com Cl A (V) 0.3 $534k +4% 2.4k 226.27
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $531k -6% 1.6k 340.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $524k 3.6k 146.57
Cisco Systems (CSCO) 0.3 $514k +12% 10k 51.62
Ishares Tr S&p 100 Etf (OEF) 0.3 $510k 2.7k 190.16
Emerson Electric (EMR) 0.3 $509k +6% 5.6k 91.66
At&t (T) 0.3 $505k -7% 17k 29.77
Merck & Co (MRK) 0.2 $500k +13% 6.5k 76.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $496k +13% 217.00 2285.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $482k 3.0k 161.80
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $475k -52% 5.9k 80.78
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $465k +17% 4.2k 110.56
Coca-Cola Company (KO) 0.2 $463k +10% 8.7k 53.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $460k 3.9k 118.47
International Business Machines (IBM) 0.2 $458k +17% 3.5k 132.64
Comcast Corp Cl A (CMCSA) 0.2 $454k +16% 8.4k 54.16
Pfizer (PFE) 0.2 $447k +3% 12k 37.57
Oracle Corporation (ORCL) 0.2 $446k +10% 5.7k 78.31
Cigna Corp (CI) 0.2 $438k +5% 1.7k 254.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $400k -41% 4.7k 85.45
Kimberly-Clark Corporation (KMB) 0.2 $389k +11% 2.8k 138.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $344k -16% 699.00 492.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $337k -10% 6.1k 55.07
Lowe's Companies (LOW) 0.2 $337k NEW 1.6k 204.49
Target Corporation (TGT) 0.1 $288k NEW 1.4k 205.42
Intel Corporation (INTC) 0.1 $285k NEW 4.4k 65.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $280k +4% 5.3k 52.63
Amazon (AMZN) 0.1 $277k +12% 82.00 3378.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $266k -28% 779.00 341.46
Ishares Tr Global Reit Etf (REET) 0.1 $261k +3% 9.8k 26.56
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.1 $258k -23% 12k 21.17
Select Sector Spdr Tr Technology (XLK) 0.1 $254k 1.8k 143.34
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $253k -23% 9.0k 28.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $250k +4% 928.00 269.40
SYNNEX Corporation (SNX) 0.1 $232k NEW 1.9k 121.09
Big Lots (BIG) 0.1 $223k NEW 3.3k 67.29
SkyWest (SKYW) 0.1 $219k NEW 4.2k 52.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $206k NEW 2.1k 96.13
Lockheed Martin Corporation (LMT) 0.1 $204k NEW 521.00 391.55
Lexington Realty Trust (LXP) 0.1 $118k 10k 11.71
Genworth Finl Com Cl A (GNW) 0.0 $73k 21k 3.54
Allianzgi Convertible & Income (NCV) 0.0 $63k NEW 11k 5.82
Blackrock Cap Invt Corp Note 5.000% 6/1 (Principal) 0.0 $25k 25k 1.00

Past Filings by Paulson Wealth Management

SEC 13F filings are viewable for Paulson Wealth Management going back to 2017