Paulson Wealth Management Inc. Top Holdings and 13F Report (2025) About Paulson Wealth Management Inc.Investment ActivityPaulson Wealth Management Inc. has $386.24 million in total holdings as of June 30, 2025.Paulson Wealth Management Inc. owns shares of 142 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.09% of the portfolio was purchased this quarter.About 6.26% of the portfolio was sold this quarter.This quarter, Paulson Wealth Management Inc. has purchased 132 new stocks and bought additional shares in 59 stocks.Paulson Wealth Management Inc. sold shares of 46 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $60,243,491iShares Russell 1000 Value ETF $54,577,020iShares MSCI EAFE ETF $33,215,397iShares Russell 2000 ETF $29,855,461Apple $20,908,310 Largest New Holdings this Quarter 64135A887 - NEUBERGER BERMAN ETF TRUST $10,157,181 Holding092528207 - iShares Intermediate Muni Income Active ETF $3,524,191 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $1,926,976 Holding464287689 - iShares Russell 3000 ETF $1,046,682 Holding464287671 - iShares Core S&P U.S. Growth ETF $484,438 Holding Largest Purchases this Quarter NEUBERGER BERMAN ETF TRUST 199,395 shares (about $10.16M)iShares Intermediate Muni Income Active ETF 150,386 shares (about $3.52M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 37,519 shares (about $1.93M)iShares Russell 1000 Value ETF 8,925 shares (about $1.73M)iShares Russell 2000 ETF 7,579 shares (about $1.64M) Largest Sales this Quarter iShares MSCI EAFE ETF 32,489 shares (about $2.90M)PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 48,677 shares (about $2.15M)iShares National Muni Bond ETF 19,759 shares (about $2.06M)NYLI MacKay Municipal Insured ETF 80,416 shares (about $1.87M)Schwab US Large-Cap ETF 28,313 shares (about $691.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaulson Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$60,243,491$986,721 ▲1.7%141,89015.6%ETFIWDiShares Russell 1000 Value ETF$54,577,020$1,733,501 ▲3.3%280,99214.1%ETFEFAiShares MSCI EAFE ETF$33,215,397$2,904,195 ▼-8.0%371,5788.6%FinanceIWMiShares Russell 2000 ETF$29,855,461$1,635,475 ▲5.8%138,3547.7%FinanceAAPLApple$20,908,310$42,470 ▼-0.2%101,9075.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$15,760,655$274,593 ▲1.8%198,2474.1%ETFSPYSPDR S&P 500 ETF Trust$11,934,542$358,975 ▼-2.9%19,3163.1%FinanceCWBSPDR Bloomberg Convertible Securities ETF$11,865,481$134,735 ▲1.1%143,5463.1%ETFNEUBERGER BERMAN ETF TRUST$10,157,181$10,157,181 ▲New Holding199,3952.6%SHORT DURATION IIEIiShares 3-7 Year Treasury Bond ETF$9,715,287$169,228 ▲1.8%81,5792.5%ETFVEAVanguard FTSE Developed Markets ETF$9,230,786$49,770 ▼-0.5%161,9152.4%ETFQQQInvesco QQQ$4,812,571$675,216 ▼-12.3%8,7241.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$4,807,703$365,945 ▲8.2%8,4871.2%ETFQPFFAmerican Century Quality Preferred ETF$4,619,195$138,554 ▲3.1%130,6541.2%ETFSCHXSchwab US Large-Cap ETF$4,590,818$691,971 ▼-13.1%187,8401.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,556,600$215,898 ▲5.0%106,9621.2%ETFIVViShares Core S&P 500 ETF$3,753,757$695,991 ▲22.8%6,0461.0%ETFINMUiShares Intermediate Muni Income Active ETF$3,524,191$3,524,191 ▲New Holding150,3860.9%ETFMSFTMicrosoft$3,058,831$147,222 ▲5.1%6,1500.8%Computer and TechnologyMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$2,941,614$2,153,023 ▼-42.3%66,5060.8%ETFJPMJPMorgan Chase & Co.$2,476,991$6,088 ▼-0.2%8,5440.6%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,411,398$154,473 ▼-6.0%26,2880.6%ETFLAZARD INC$2,339,6010.0%48,7620.6%COMSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,191,092$80,881 ▼-3.6%45,8100.6%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,926,976$1,926,976 ▲New Holding37,5190.5%ETFAVGOBroadcom$1,758,096$148,575 ▲9.2%6,3780.5%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,707,431$441 ▲0.0%3,8750.4%FinanceVTIVanguard Total Stock Market ETF$1,622,398$265,334 ▼-14.1%5,3380.4%ETFVBVanguard Small-Cap ETF$1,479,908$81,282 ▲5.8%6,2450.4%ETFVVisa$1,442,568$8,521 ▲0.6%4,0630.4%Business ServicesCOSTCostco Wholesale$1,441,353$9,899 ▲0.7%1,4560.4%Retail/WholesaleNVDANVIDIA$1,376,409$177,265 ▲14.8%8,7120.4%Computer and TechnologyGOOGLAlphabet$1,361,729$616,452 ▲82.7%7,7270.4%Computer and TechnologyTXNTexas Instruments$1,329,512$10,173 ▼-0.8%6,4040.3%Computer and TechnologyGOOGAlphabet$1,256,986$721,268 ▲134.6%7,0860.3%Computer and TechnologyHDHome Depot$1,190,113$10,633 ▲0.9%3,2460.3%Retail/WholesaleJNJJohnson & Johnson$1,145,472$332,231 ▲40.9%7,4990.3%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,138,777$251,406 ▲28.3%15,2060.3%ETFABBVAbbVie$1,092,188$742 ▼-0.1%5,8840.3%MedicalSCHASchwab US Small-Cap ETF$1,090,486$5,541 ▼-0.5%43,1020.3%ETFIWViShares Russell 3000 ETF$1,046,682$1,046,682 ▲New Holding2,9820.3%ETFAMZNAmazon.com$1,019,944$223,778 ▲28.1%4,6490.3%Retail/WholesaleBSMPInvesco BulletShares 2025 Municipal Bond ETF$1,011,490$85,743 ▼-7.8%41,2180.3%ETFLOWLowe's Companies$1,002,419$638,992 ▲175.8%4,5180.3%Retail/WholesaleBSMRInvesco BulletShares 2027 Municipal Bond ETF$972,972$71,771 ▼-6.9%41,4560.3%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$944,850$104,064 ▼-9.9%40,1040.2%ETFCSCOCisco Systems$942,683$59,737 ▼-6.0%13,5870.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$927,964$371,113 ▲66.6%5,1060.2%ETFSCHDSchwab US Dividend Equity ETF$900,447$157,914 ▼-14.9%33,9790.2%ETFLLYEli Lilly and Company$876,971$130,181 ▲17.4%1,1250.2%MedicalVBRVanguard Small-Cap Value ETF$873,807$183,693 ▼-17.4%4,4810.2%ETFPGProcter & Gamble$858,755$13,861 ▲1.6%5,3900.2%Consumer StaplesMRKMerck & Co., Inc.$846,379$453,191 ▲115.3%10,6920.2%MedicalUNHUnitedHealth Group$845,143$130,406 ▼-13.4%2,7090.2%MedicalAMGNAmgen$832,325$386,985 ▲86.9%2,9810.2%MedicalVOTVanguard Mid-Cap Growth ETF$824,653$38,673 ▼-4.5%2,9000.2%ETFXOMExxon Mobil$812,596$14,445 ▲1.8%7,5380.2%EnergyQCOMQUALCOMM$791,204$355,150 ▲81.4%4,9680.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$771,8660.0%4,2220.2%ETFWMTWalmart$729,537$4,791 ▲0.7%7,4610.2%Retail/WholesaleCATCaterpillar$696,449$32,221 ▼-4.4%1,7940.2%IndustrialsMUBiShares National Muni Bond ETF$694,898$2,064,425 ▼-74.8%6,6510.2%ETFMETAMeta Platforms$690,205$5,167 ▼-0.7%9350.2%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$684,1400.0%16,1850.2%ETFOEFiShares S&P 100 ETF$665,9180.0%2,1880.2%ETFLMTLockheed Martin$636,354$12,505 ▲2.0%1,3740.2%AerospaceMMINNYLI MacKay Municipal Insured ETF$623,682$1,874,496 ▼-75.0%26,7560.2%ETFORCLOracle$622,4400.0%2,8470.2%Computer and TechnologySPGIS&P Global$617,9840.0%1,1720.2%FinanceBSMSInvesco BulletShares 2028 Municipal Bond ETF$611,042$67,460 ▼-9.9%26,3040.2%ETFVOVanguard Mid-Cap ETF$605,913$5,038 ▲0.8%2,1650.2%ETFGPIGroup 1 Automotive$595,236$17,032 ▲2.9%1,3630.2%Retail/WholesaleCICigna Group$593,7220.0%1,7960.2%MedicalMAMastercard$573,179$4,496 ▼-0.8%1,0200.1%Business ServicesDISWalt Disney$571,686$148,068 ▼-20.6%4,6100.1%Consumer DiscretionaryMCDMcDonald's$570,900$16,362 ▲3.0%1,9540.1%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$569,313$11,153 ▲2.0%6,3810.1%ManufacturingBRK.BBerkshire Hathaway$549,4060.0%1,1310.1%FinanceVTHRVanguard Russell 3000 ETF$518,225$546 ▼-0.1%1,9000.1%ETFCRWDCrowdStrike$513,384$5,093 ▼-1.0%1,0080.1%Computer and TechnologyADPAutomatic Data Processing$504,2340.0%1,6350.1%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$486,661$5,355 ▲1.1%5,1800.1%ETFIUSGiShares Core S&P U.S. Growth ETF$484,438$484,438 ▲New Holding3,2210.1%ManufacturingKOCocaCola$479,162$10,541 ▲2.2%6,7730.1%Consumer StaplesQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$474,542$45,321 ▼-8.7%4,8270.1%ETFCVXChevron$474,532$22,194 ▲4.9%3,3140.1%EnergyIJHiShares Core S&P Mid-Cap ETF$472,3440.0%7,6160.1%ETFIBMInternational Business Machines$469,585$5,011 ▼-1.1%1,5930.1%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$446,101$4,485 ▲1.0%10,6430.1%ETFPEPPepsiCo$438,727$29,442 ▲7.2%3,3230.1%Consumer StaplesIWNiShares Russell 2000 Value ETF$428,1610.0%2,7140.1%ETFJBLJabil$426,167$5,452 ▲1.3%1,9540.1%Computer and TechnologyUSBU.S. Bancorp$424,445$21,222 ▲5.3%9,3800.1%FinanceXLKTechnology Select Sector SPDR Fund$413,018$506 ▼-0.1%1,6310.1%ETFVOEVanguard Mid-Cap Value ETF$410,432$41,109 ▼-9.1%2,4960.1%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$400,786$21,597 ▼-5.1%17,6480.1%ETFEMEEMCOR Group$388,330$28,349 ▲7.9%7260.1%ConstructionEMREmerson Electric$383,1900.0%2,8740.1%IndustrialsMMM3M$373,2920.0%2,4520.1%Multi-Sector ConglomeratesSCHMSchwab U.S. Mid-Cap ETF$370,660$43,619 ▼-10.5%13,2140.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access