Paulson Wealth Management

Paulson Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Paulson Wealth Management

Paulson Wealth Management holds 81 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 13.5 $23M 97k 241.14
Ishares Tr Rus 1000 Val Etf (IWD) 12.0 $21M 151k 136.73
Ishares Tr Msci Eafe Etf (EFA) 9.8 $17M 231k 72.96
Ishares Tr Russell 2000 Etf (IWM) 9.0 $15M 79k 196.06
Ishares Tr Msci Emg Mkt Etf (EEM) 7.0 $12M 232k 51.67
Vanguard Bd Index Fds Intermed Term (BIV) 4.8 $8.3M 89k 92.85
Ishares Tr National Mun Etf (MUB) 4.5 $7.6M 65k 117.21
Schwab Strategic Tr Us Tips Etf (SCHP) 3.3 $5.7M 92k 62.08
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.0 $5.1M 62k 82.79
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.6 $4.4M 75k 58.55
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 2.5 $4.3M 127k 33.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $3.4M 41k 83.25
Ishares Tr Pfd And Incm Sec (PFF) 1.7 $2.9M 74k 38.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.2M 5.8k 373.93
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.3 $2.2M 78k 27.62
Lazard Shs A 1.2 $2.1M 49k 42.31
Apple (AAPL) 1.1 $1.9M 14k 132.69
Ishares Tr Ibonds Dec2021 0.9 $1.5M 58k 25.78
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.4M 3.7k 375.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.3M 28k 47.21
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.6 $1.0M 19k 52.47
UnitedHealth (UNH) 0.6 $965k 2.8k 350.78
Ishares Tr Ibonds Dec2023 0.5 $940k 36k 26.18
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.5 $934k 12k 75.17
Ishares Tr Ibonds Dec2022 0.5 $908k 34k 26.37
Texas Instruments Incorporated (TXN) 0.5 $904k 5.5k 164.07
JPMorgan Chase & Co. (JPM) 0.5 $854k 6.7k 127.14
Microsoft Corporation (MSFT) 0.5 $782k 3.5k 222.29
Johnson & Johnson (JNJ) 0.4 $766k 4.9k 157.39
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.4 $703k 32k 21.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $703k 8.0k 88.18
Abbvie (ABBV) 0.4 $688k 6.4k 107.10
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $643k 3.1k 206.89
Ishares Tr Ibonds Dec (IBMM) 0.4 $640k 24k 27.10
Qualcomm (QCOM) 0.4 $638k 4.2k 152.23
Home Depot (HD) 0.4 $608k 2.3k 265.73
Palantir Technologies Cl A (PLTR) 0.4 $605k 26k 23.52
Pepsi (PEP) 0.3 $594k 4.0k 148.24
Costco Wholesale Corporation (COST) 0.3 $594k 1.6k 376.90
Verizon Communications (VZ) 0.3 $567k 9.6k 58.79
Wal-Mart Stores (WMT) 0.3 $552k 3.8k 144.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $550k 4.7k 116.23
3M Company (MMM) 0.3 $535k 3.1k 174.84
At&t (T) 0.3 $526k 18k 28.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $507k 1.7k 305.61
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $502k 3.8k 133.26
Procter & Gamble Company (PG) 0.3 $497k 3.6k 139.18
Visa Com Cl A (V) 0.3 $496k 2.3k 218.69
Merck & Co (MRK) 0.3 $469k 5.7k 81.79
Ishares Tr S&p 100 Etf (OEF) 0.3 $465k 2.7k 171.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $464k 3.6k 127.61
Coca-Cola Company (KO) 0.3 $431k 7.9k 54.79
Pfizer (PFE) 0.2 $422k 12k 36.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $421k 3.9k 109.10
Emerson Electric (EMR) 0.2 $418k 5.2k 80.31
Bloom Energy Corp Com Cl A (BE) 0.2 $410k 14k 28.63
Cisco Systems (CSCO) 0.2 $396k 8.9k 44.73
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $392k 3.0k 131.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $378k 6.9k 55.13
Comcast Corp Cl A (CMCSA) 0.2 $377k 7.2k 52.38
International Business Machines (IBM) 0.2 $370k 2.9k 125.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $352k 839.00 419.55
Kimberly-Clark Corporation (KMB) 0.2 $340k 2.5k 134.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $340k 1.1k 313.65
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.2 $340k 16k 21.22
Cigna Corp (CI) 0.2 $338k 1.6k 208.00
Alphabet Cap Stk Cl A (GOOGL) 0.2 $335k 191.00 1753.93
Oracle Corporation (ORCL) 0.2 $334k 5.2k 64.62
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $329k 3.6k 91.95
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $328k 12k 27.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $255k 5.1k 50.20
Amazon (AMZN) 0.1 $238k 73.00 3260.27
Select Sector Spdr Tr Technology (XLK) 0.1 $230k 1.8k 129.80
Ishares Tr Global Reit Etf (REET) 0.1 $226k 9.5k 23.88
Nextera Energy (NEE) 0.1 $223k 2.9k 77.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $205k 890.00 230.34
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $201k 4.0k 49.72
Lexington Realty Trust (LXP) 0.1 $108k 10k 10.64
Genworth Finl Com Cl A (GNW) 0.0 $78k 21k 3.76
Allianzgi Conv & Inc Fd taxable cef 0.0 $62k 11k 5.73
Blackrock Cap Invt Corp Note 5.000% 6/1 (Principal) 0.0 $25k 25k 1.00