Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025

Paulson Wealth Management Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $353 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $51.2M, Ishares Russell 1000 Gr ETF with a value of $50.4M, Ishares Tr Msci Eafe ETF with a value of $33M, Ishares Russell 2000 ETF with a value of $26.1M, and Apple Inc. with a value of $22.7M.

Examining the 13F form we can see an decrease of $10.7M in the current position value, from $364M to 353M.

Below you can find more details about Paulson Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $353 Million
ETFs: $286 Million
Technology: $31.4 Million
Financial Services: $7.41 Million
Healthcare: $6.65 Million
Consumer Cyclical: $4.12 Million
Consumer Defensive: $4.12 Million
Communication Services: $3.22 Million
Industrials: $2.64 Million
Other: $2.61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.2 Million 14.5% of portfolio
272,067
Q1 2025 Added 4.3%
$0
$50.4 Million 14.28% of portfolio
139,566
Q1 2025 Added 4.66%
$0
$33 Million 9.36% of portfolio
404,067
Q1 2025 Added 2.43%
$0
$26.1 Million 7.39% of portfolio
130,775
Q1 2025 Added 4.83%
$3.44T
$22.7 Million 6.43% of portfolio
102,114
Q1 2025 Reduced 2.53%
$0
$15.4 Million 4.36% of portfolio
194,793
Q1 2025 Added 2.42%
$0
$11.1 Million 3.15% of portfolio
19,897
Q1 2025 Added 0.47%
$0
$10.9 Million 3.08% of portfolio
141,916
Q1 2025 Added 2.65%
$0
$10.3 Million 2.93% of portfolio
93,675
Q1 2025 Added 2.62%
$0
$9.47 Million 2.68% of portfolio
80,158
Q1 2025 Added 3.7%
$0
$8.27 Million 2.34% of portfolio
162,788
Q1 2025 Reduced 1.2%
$0
$5.15 Million 1.46% of portfolio
115,183
Q1 2025 Added 0.17%
$0
$4.77 Million 1.35% of portfolio
216,153
Q1 2025 Reduced 9.62%
$0
$4.66 Million 1.32% of portfolio
9,948
Q1 2025 Reduced 11.02%
$0
$4.48 Million 1.27% of portfolio
126,735
Q1 2025 Added 3.12%
$0
$4.18 Million 1.19% of portfolio
7,841
Q1 2025 Added 14.12%
$0
$2.78 Million 0.79% of portfolio
26,410
Q1 2025 Reduced 1.56%
$0
$2.77 Million 0.78% of portfolio
4,925
Q1 2025 Reduced 0.28%
$0
$2.57 Million 0.73% of portfolio
27,972
Q1 2025 Reduced 16.76%
$0
$2.53 Million 0.72% of portfolio
107,172
Q1 2025 Reduced 1.23%
$0
$2.26 Million 0.64% of portfolio
47,501
Q1 2025 Reduced 5.07%
$3.83T
$2.2 Million 0.62% of portfolio
5,854
Q1 2025 Reduced 3.35%
$876B
$2.1 Million 0.6% of portfolio
8,565
Q1 2025 Reduced 0.7%
$0
$1.71 Million 0.48% of portfolio
6,211
Q1 2025 Reduced 3.85%
$0
$1.63 Million 0.46% of portfolio
3,874
Q1 2025 Reduced 7.61%
$263B
$1.64 Million 0.46% of portfolio
3,127
Q1 2025 Reduced 4.84%
$584B
$1.42 Million 0.4% of portfolio
4,039
Q1 2025 Reduced 10.0%
$414B
$1.37 Million 0.39% of portfolio
1,446
Q1 2025 Reduced 1.63%
$0
$1.31 Million 0.37% of portfolio
5,902
Q1 2025 Reduced 35.42%
$177B
$1.26 Million 0.36% of portfolio
6,453
Q1 2025 Reduced 6.6%
$336B
$1.23 Million 0.35% of portfolio
5,888
Q1 2025 Reduced 3.29%
$384B
$1.18 Million 0.33% of portfolio
3,217
Q1 2025 Reduced 7.0%
$0
$1.12 Million 0.32% of portfolio
39,938
Q1 2025 Reduced 14.72%
$0
$1.09 Million 0.31% of portfolio
44,712
Q1 2025 Added 2.66%
$0
$1.05 Million 0.3% of portfolio
44,521
Q1 2025 Added 3.98%
$0
$1.05 Million 0.3% of portfolio
44,514
Q1 2025 Added 2.03%
$0
$1.01 Million 0.29% of portfolio
5,423
Q1 2025 Reduced 27.14%
$0
$1.02 Million 0.29% of portfolio
43,321
Q1 2025 Reduced 8.82%
$118B
$977,000 0.28% of portfolio
5,839
Q1 2025 Reduced 11.77%
$375B
$903,000 0.26% of portfolio
5,303
Q1 2025 Added 2.18%
$282B
$891,000 0.25% of portfolio
14,448
Q1 2025 Reduced 4.67%
$460B
$880,000 0.25% of portfolio
7,404
Q1 2025 Reduced 2.24%
$440B
$882,000 0.25% of portfolio
5,324
Q1 2025 Reduced 3.04%
$0
$805,000 0.23% of portfolio
11,849
Q1 2025 Added 55.42%
$432B
$822,000 0.23% of portfolio
7,590
Q1 2025 Reduced 0.07%
$772B
$791,000 0.22% of portfolio
958
Q1 2025 Reduced 12.83%
$0
$742,000 0.21% of portfolio
3,036
Q1 2025 Reduced 18.43%
$2.36T
$690,000 0.2% of portfolio
3,629
Q1 2025 Reduced 2.39%
$0
$721,000 0.2% of portfolio
4,222
Q1 2024 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $353 Million
  • Prior Value $364 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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