Paulson Wealth Management Inc. Purchases in Q3 2025

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
165K
New
$30.67 - $32.13 $5.08M - $5.32M
165K $5.23M
IWM
Ishares Russell 2000 ETF

ETFs
941
+ 0.68%
$214.92 - $244.84 $202K - $230K
139K $33.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
18.4K
+ 12.82%
$82.29 - $90.77 $1.51M - $1.67M
162K $14.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
337
+ 0.12%
$192.76 - $203.86 $65K - $68.7K
281K $57.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.15K
+ 25.31%
$567.09 - $607.37 $1.22M - $1.3M
10.6K $6.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18K
+ 9.08%
$78.96 - $80.04 $1.42M - $1.44M
216K $17.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
308
+ 0.08%
$87.29 - $93.61 $26.9K - $28.8K
372K $34.7M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
28.1K
+ 74.82%
$50.9 - $52.37 $1.43M - $1.47M
65.6K $3.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.59K
+ 148.73%
$181.56 - $190.33 $1.38M - $1.45M
12.7K $2.41M
INMU
Blackrock ETF Tr Ii Intermedia
54.3K
+ 36.13%
$23.29 - $23.97 $1.27M - $1.3M
205K $4.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.5K
+ 13.54%
$42.26 - $47.16 $612K - $683K
121K $5.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.91K
+ 9.69%
$117.65 - $120.08 $930K - $949K
89.5K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 0.11%
$617.65 - $666.84 $13K - $14K
19.3K $12.9M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
6.1K
+ 126.31%
$96.83 - $101.71 $590K - $620K
10.9K $1.11M
GOOGL
Alphabet Inc.

Communication Services
198
+ 2.56%
$174.36 - $254.72 $34.5K - $50.4K
7.93K $1.93M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
15.5K
+ 37.34%
$23.46 - $23.77 $363K - $368K
56.9K $1.35M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
15.1K
+ 37.67%
$23.48 - $23.7 $355K - $358K
55.2K $1.3M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
12.6K
+ 71.33%
$22.71 - $23.24 $286K - $293K
30.2K $698K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
12.1K
+ 46.14%
$23.12 - $23.59 $281K - $286K
38.4K $900K
NVDA
Nvidia Corp

Technology
115
+ 1.32%
$153.3 - $186.58 $17.6K - $21.5K
8.83K $1.65M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
10.6K
+ 25.73%
$24.45 - $24.58 $259K - $261K
51.8K $1.27M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
986
New
$220.33 - $265.97 $217K - $262K
986 $241K
TROW
Price T Rowe Group Inc

Financial Services
2.04K
New
$98.67 - $111.52 $202K - $228K
2.04K $209K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
7.84K
+ 29.28%
$22.83 - $23.85 $179K - $187K
34.6K $823K
MINO
Pimco ETF Tr Municipal Income

ETFs
2.28K
+ 3.42%
$43.6 - $45.33 $99.2K - $103K
68.8K $3.12M
JBL
Jabil Inc

Technology
600
+ 30.71%
$202.08 - $234.45 $121K - $141K
2.55K $554K
C
Citigroup Inc

Financial Services
435
+ 17.18%
$85.57 - $103.49 $37.2K - $45K
2.97K $301K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
521
+ 10.06%
$92.97 - $100.18 $48.4K - $52.2K
5.7K $566K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 8.84%
$459.11 - $506.91 $45.9K - $50.7K
1.23K $618K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.05K
+ 9.83%
$41.5 - $43.83 $43.4K - $45.8K
11.7K $512K
GILD
Gilead Sciences, Inc.

Healthcare
581
+ 17.94%
$108.22 - $120.47 $62.9K - $70K
3.82K $424K
ABT
Abbott Laboratories

Healthcare
423
+ 21.16%
$120.51 - $136.62 $51K - $57.8K
2.42K $324K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
473
+ 12.99%
$100.16 - $100.7 $47.4K - $47.6K
4.11K $414K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
241
+ 3.78%
$87.05 - $93.19 $21K - $22.5K
6.62K $615K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
35
+ 2.94%
$201.83 - $230.93 $7.06K - $8.08K
1.22K $271K
GS
Goldman Sachs Group Inc

Financial Services
11
+ 3.79%
$696.56 - $806.32 $7.66K - $8.87K
301 $239K
AMGN
Amgen Inc

Healthcare
77
+ 2.58%
$271.18 - $309.22 $20.9K - $23.8K
3.06K $862K
AMZN
Amazon Com Inc

Consumer Cyclical
111
+ 2.39%
$211.65 - $238.24 $23.5K - $26.4K
4.76K $1.05M
MA
Mastercard Inc

Financial Services
5
+ 0.49%
$550.18 - $598.96 $2.75K - $2.99K
1.03K $583K
CACI
Caci International Inc

Technology
5
+ 1.0%
N/A
503 $215K
CRWD
Crowd Strike Holdings, Inc.

Technology
42
+ 4.17%
$412.46 - $514.1 $17.3K - $21.6K
1.05K $514K
ESIX
Ssga Active Tr Spdr S&P Smallc
1.22K
+ 16.98%
N/A
8.4K $0
Neuberger Berman ETF Trust
19.5K
+ 9.8%
N/A
219K $0
META
Meta Platforms, Inc.

Communication Services
3
+ 0.32%
$695.21 - $791.73 $2.09K - $2.38K
938 $688K
RS
Reliance Steel & Aluminum CO

Basic Materials
9
+ 0.81%
$277.33 - $343.66 $2.5K - $3.09K
1.13K $316K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.14%
$915.95 - $994.57 $1.83K - $1.99K
1.46K $1.35M
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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