Paulson Wealth Management

Paulson Wealth Management as of March 31, 2025

Portfolio Holdings for Paulson Wealth Management

Paulson Wealth Management holds 132 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 14.4 $51M 272k 188.16
Ishares Tr Rus 1000 Grw Etf (IWF) 14.2 $50M 140k 361.09
Ishares Tr Msci Eafe Etf (EFA) 9.3 $33M 404k 81.73
Ishares Tr Russell 2000 Etf (IWM) 7.3 $26M 131k 199.49
Apple (AAPL) 6.4 $23M 102k 222.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.3 $15M 195k 78.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $11M 20k 559.38
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.1 $11M 142k 76.62
Ishares Tr Short Treas Bd (SHV) 2.9 $10M 94k 110.46
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.7 $9.5M 80k 118.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $8.3M 163k 50.83
Pimco Etf Tr Muni Income Opp (MINO) 1.5 $5.2M 115k 44.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $4.8M 216k 22.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $4.7M 9.9k 468.90
American Centy Etf Tr Quality Prefer 1.3 $4.5M 127k 35.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $4.2M 7.8k 533.46
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.2 $4.2M 102k 40.76
Ishares Tr National Mun Etf (MUB) 0.8 $2.8M 26k 105.44
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.8M 4.9k 561.91
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $2.6M 28k 91.73
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.7 $2.5M 107k 23.63
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $2.3M 48k 47.60
Microsoft Corporation (MSFT) 0.6 $2.2M 5.9k 375.41
Lazard Ltd Shs -a - (LAZ) 0.6 $2.1M 49k 43.30
JPMorgan Chase & Co. (JPM) 0.6 $2.1M 8.6k 245.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 6.2k 274.84
UnitedHealth (UNH) 0.5 $1.6M 3.1k 523.75
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.6M 3.9k 419.93
Visa Com Cl A (V) 0.4 $1.4M 4.0k 350.46
Costco Wholesale Corporation (COST) 0.4 $1.4M 1.4k 945.78
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.3M 5.9k 221.74
Abbvie (ABBV) 0.3 $1.2M 5.9k 209.52
Home Depot (HD) 0.3 $1.2M 3.2k 366.49
Texas Instruments Incorporated (TXN) 0.3 $1.2M 6.5k 179.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.1M 40k 27.96
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.3 $1.1M 45k 24.48
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.3 $1.1M 45k 23.61
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.3 $1.0M 45k 23.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.0M 43k 23.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.0M 5.4k 186.31
Broadcom (AVGO) 0.3 $978k 5.8k 167.43
Procter & Gamble Company (PG) 0.3 $904k 5.3k 170.42
Cisco Systems (CSCO) 0.3 $892k 14k 61.71
Johnson & Johnson (JNJ) 0.2 $883k 5.3k 165.84
Exxon Mobil Corporation (XOM) 0.2 $881k 7.4k 118.93
NVIDIA Corporation (NVDA) 0.2 $823k 7.6k 108.38
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $806k 12k 68.01
Eli Lilly & Co. (LLY) 0.2 $791k 958.00 825.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $743k 3.0k 244.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $722k 4.2k 170.89
Amazon (AMZN) 0.2 $691k 3.6k 190.26
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $677k 29k 23.18
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $654k 16k 40.41
Alphabet Cap Stk Cl A (GOOGL) 0.2 $654k 4.2k 154.64
Wal-Mart Stores (WMT) 0.2 $651k 7.4k 87.79
Caterpillar (CAT) 0.2 $619k 1.9k 329.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $602k 1.1k 532.58
Lockheed Martin Corporation (LMT) 0.2 $602k 1.3k 446.71
S&p Global (SPGI) 0.2 $596k 1.2k 508.10
McDonald's Corporation (MCD) 0.2 $593k 1.9k 312.37
Ishares Tr S&p 100 Etf (OEF) 0.2 $593k 2.2k 270.83
Cigna Corp (CI) 0.2 $591k 1.8k 329.00
Walt Disney Company (DIS) 0.2 $573k 5.8k 98.70
Mastercard Incorporated Cl A (MA) 0.2 $564k 1.0k 548.12
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $555k 2.1k 258.66
Meta Platforms Cl A (META) 0.2 $543k 942.00 576.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $531k 3.1k 173.23
Chevron Corporation (CVX) 0.1 $529k 3.2k 167.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $511k 6.3k 81.69
Group 1 Automotive (GPI) 0.1 $506k 1.3k 381.95
Automatic Data Processing (ADP) 0.1 $500k 1.6k 305.53
Amgen (AMGN) 0.1 $497k 1.6k 311.55
Coca-Cola Company (KO) 0.1 $474k 6.6k 71.62
Alphabet Cap Stk Cl C (GOOG) 0.1 $472k 3.0k 156.23
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $469k 1.9k 246.76
Pepsi (PEP) 0.1 $465k 3.1k 149.92
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $461k 5.3k 87.19
Merck & Co (MRK) 0.1 $446k 5.0k 89.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $444k 7.6k 58.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $441k 2.7k 160.56
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $427k 11k 40.49
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $423k 19k 22.74
Qualcomm (QCOM) 0.1 $421k 2.7k 153.61
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $410k 2.7k 150.98
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $401k 5.1k 78.28
International Business Machines (IBM) 0.1 $400k 1.6k 248.66
Oracle Corporation (ORCL) 0.1 $398k 2.8k 139.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $387k 15k 26.20
Lowe's Companies (LOW) 0.1 $382k 1.6k 233.24
Us Bancorp Del Com New (USB) 0.1 $376k 8.9k 42.22
Gilead Sciences (GILD) 0.1 $371k 3.3k 112.05
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $366k 3.6k 100.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $363k 4.9k 73.45
3M Company (MMM) 0.1 $360k 2.5k 146.86
Crowdstrike Hldgs Cl A (CRWD) 0.1 $359k 1.0k 352.58
United States Steel Corporation 0.1 $359k 8.5k 42.26
Verizon Communications (VZ) 0.1 $350k 7.7k 45.36
Select Sector Spdr Tr Technology (XLK) 0.1 $337k 1.6k 206.48
At&t (T) 0.1 $335k 12k 28.28
Nextera Energy (NEE) 0.1 $334k 4.7k 70.89
Unum (UNM) 0.1 $319k 3.9k 81.46
Emerson Electric (EMR) 0.1 $315k 2.9k 109.64
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $315k 1.6k 194.04
Reliance Steel & Aluminum (RS) 0.1 $307k 1.1k 288.75
Global X Fds Rate Preferred (PFFV) 0.1 $302k 13k 23.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $297k 3.2k 92.83
Reinsurance Grp Of America I Com New (RGA) 0.1 $296k 1.5k 196.90
Comcast Corp Cl A (CMCSA) 0.1 $295k 8.0k 36.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $294k 571.00 514.05
Williams-Sonoma (WSM) 0.1 $287k 1.8k 158.10
Taylor Morrison Hom (TMHC) 0.1 $275k 4.6k 60.04
Wintrust Financial Corporation (WTFC) 0.1 $272k 2.4k 112.46
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $271k 2.6k 104.57
Jabil Circuit (JBL) 0.1 $263k 1.9k 136.07
Colgate-Palmolive Company (CL) 0.1 $262k 2.8k 93.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $261k 2.9k 90.53
Avnet (AVT) 0.1 $252k 5.2k 48.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $249k 13k 19.78
Emcor (EME) 0.1 $249k 673.00 369.63
Sanmina (SANM) 0.1 $248k 3.3k 76.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $246k 11k 21.53
Old Republic International Corporation (ORI) 0.1 $230k 5.9k 39.22
Genworth Finl Com Shs (GNW) 0.1 $221k 31k 7.09
Ishares Tr Select Divid Etf (DVY) 0.1 $216k 1.6k 134.30
Prudential Financial (PRU) 0.1 $214k 1.9k 111.66
Ishares Tr Core Msci Eafe (IEFA) 0.1 $214k 2.8k 75.65
SYNNEX Corporation (SNX) 0.1 $214k 2.1k 103.96
Dick's Sporting Goods (DKS) 0.1 $213k 1.1k 201.56
Mr Cooper Group 0.1 $208k 1.7k 119.60
Abbott Laboratories (ABT) 0.1 $205k 1.5k 132.65
Commercial Metals Company (CMC) 0.1 $205k 4.4k 46.01
Spdr Ser Tr Spdr S&p Smallca (ESIX) 0.1 $201k 7.1k 28.43