Paulson Wealth Management Inc. Purchases in Q1 2025

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.61K
+ 2.43%
$74.85 - $84.89 $719K - $815K
404K $33M
IWD
Ishares Russell 1000 Val ETF

ETFs
11.2K
+ 4.3%
$182.82 - $196.21 $2.05M - $2.2M
272K $51.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.61K
+ 2.42%
$77.7 - $78.94 $358K - $364K
195K $15.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.86K
+ 3.7%
$114.57 - $118.14 $328K - $338K
80.2K $9.47M
SHV
Ishares Tr

ETFs
2.4K
+ 2.62%
$110.11 - $110.51 $264K - $265K
93.7K $10.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
970
+ 14.12%
$522.96 - $601.18 $507K - $583K
7.84K $4.18M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.23K
+ 55.42%
$67.03 - $74.61 $283K - $315K
11.8K $805K
IEFA
Ishares Tr

ETFs
2.83K
New
$69.57 - $78.65 $197K - $223K
2.83K $214K
COOP
Mr. Cooper Group Inc.

Financial Services
1.74K
New
$91.4 - $119.6 $159K - $208K
1.74K $208K
ABT
Abbott Laboratories

Healthcare
1.54K
New
$111.1 - $140.22 $171K - $216K
1.54K $204K
CRWD
Crowd Strike Holdings, Inc.

Technology
366
+ 56.13%
$308.86 - $455.36 $113K - $167K
1.02K $358K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.66K
+ 2.65%
$75.99 - $81.58 $278K - $298K
142K $10.9M
T
At&T Inc.

Communication Services
153
+ 1.31%
$21.56 - $28.28 $3.3K - $4.33K
11.8K $334K
MA
Mastercard Inc

Financial Services
86
+ 9.13%
$504.67 - $576.31 $43.4K - $49.6K
1.03K $563K
QPFF
American Centy ETF Tr Quality
3.83K
+ 3.12%
$35.38 - $36.78 $136K - $141K
127K $4.48M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
342
+ 5.78%
$75.32 - $84.77 $25.8K - $29K
6.26K $511K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2.49K
+ 9.32%
$23.1 - $23.56 $57.5K - $58.6K
29.2K $677K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
832
+ 8.57%
$38.89 - $41.6 $32.4K - $34.6K
10.5K $426K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.71K
+ 3.98%
$23.55 - $23.74 $40.2K - $40.5K
44.5K $1.05M
UNM
Unum Group

Financial Services
89
+ 2.33%
$71.8 - $83.34 $6.39K - $7.42K
3.91K $318K
PG
Procter & Gamble CO

Consumer Defensive
113
+ 2.18%
$158.56 - $176.26 $17.9K - $19.9K
5.3K $903K
BND
Vanguard Bd Index Fd Inc Total

ETFs
334
+ 7.25%
$71.17 - $73.66 $23.8K - $24.6K
4.94K $363K
RS
Reliance Steel & Aluminum CO

Basic Materials
24
+ 2.31%
$266.61 - $302.66 $6.4K - $7.26K
1.06K $306K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
1.16K
+ 2.66%
$24.41 - $24.65 $28.3K - $28.6K
44.7K $1.09M
ORI
Old Republic International Corp

Financial Services
191
+ 3.36%
$33.46 - $39.22 $6.39K - $7.49K
5.87K $230K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
887
+ 2.03%
$23.49 - $23.77 $20.8K - $21.1K
44.5K $1.05M
SANM
Sanmina Corp

Technology
44
+ 1.37%
$73.38 - $90.52 $3.23K - $3.98K
3.25K $247K
QCOM
Qualcomm Inc

Technology
24
+ 0.88%
$151.94 - $175.86 $3.65K - $4.22K
2.74K $420K
ESIX
Ssga Active Tr Spdr S&P Smallc
291
+ 4.29%
N/A
7.08K $0
WMT
Walmart Inc.

Consumer Defensive
185
+ 2.56%
$84.5 - $105.05 $15.6K - $19.4K
7.41K $650K
EME
Emcor Group, Inc.

Industrials
90
+ 15.44%
$361.16 - $535.99 $32.5K - $48.2K
673 $248K
EMR
Emerson Electric CO

Industrials
192
+ 7.16%
$108.64 - $131.17 $20.9K - $25.2K
2.87K $315K
RGA
Reinsurance Group Of America Inc

Financial Services
37
+ 2.53%
$186.01 - $231.1 $6.88K - $8.55K
1.5K $295K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
251
+ 5.15%
$77.67 - $90.15 $19.5K - $22.6K
5.12K $401K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
31
+ 3.02%
$186.55 - $250.04 $5.78K - $7.75K
1.06K $212K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.11%
$243.2 - $272.04 $486 - $544
1.9K $469K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
87
+ 1.16%
$57.21 - $65.8 $4.98K - $5.72K
7.62K $444K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.19%
$102.49 - $119.96 $512 - $600
2.59K $271K
GPI
Group 1 Automotive Inc

Consumer Cyclical
57
+ 4.5%
$375.96 - $484.08 $21.4K - $27.6K
1.32K $505K
MINO
Pimco ETF Tr Municipal Income

ETFs
194
+ 0.17%
$44.44 - $45.83 $8.62K - $8.89K
115K $5.15M
XLK
Technology Sector Spdr

ETFs
2
+ 0.12%
$206.38 - $242.18 $413 - $484
1.63K $337K
WSM
Williams Sonoma Inc

Consumer Cyclical
40
+ 2.26%
$158.1 - $217.71 $6.32K - $8.71K
1.81K $286K
LMT
Lockheed Martin Corp

Industrials
19
+ 1.43%
$423.19 - $506.29 $8.04K - $9.62K
1.35K $601K
USB
Us Bancorp \De\

Financial Services
87
+ 0.99%
$40.92 - $50.9 $3.56K - $4.43K
8.91K $376K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.47K
+ 2.49%
$40.03 - $46.81 $99K - $116K
102K $4.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
93
+ 0.47%
$551.42 - $612.93 $51.3K - $57K
19.9K $11.1M
IWM
Ishares Russell 2000 ETF

ETFs
6.03K
+ 4.83%
$198.1 - $229.79 $1.19M - $1.39M
131K $26.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.21K
+ 4.66%
$360.07 - $417.26 $2.24M - $2.59M
140K $50.4M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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