Paulson Wealth Management Inc. Incresed Positions in Q2 2025

Paulson Wealth Management Inc.

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.32K
+ 1.67%
$320.42 - $424.58 $745K - $987K
142K $60.2M
IWM
Ishares Russell 2000 ETF

ETFs
7.58K
+ 5.8%
$174.82 - $215.79 $1.32M - $1.64M
138K $29.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.93K
+ 3.28%
$166.82 - $194.23 $1.49M - $1.73M
281K $54.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.63K
+ 1.15%
$71.86 - $82.66 $117K - $135K
144K $11.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 22.76%
$498.8 - $620.9 $559K - $696K
6.05K $3.75M
MSFT
Microsoft Corp

Technology
296
+ 5.06%
$354.56 - $497.45 $105K - $147K
6.15K $3.06M
GOOG
Alphabet Inc.

Communication Services
4.07K
+ 134.64%
$146.58 - $180.01 $596K - $732K
7.09K $1.26M
AVGO
Broadcom Inc.

Technology
539
+ 9.23%
$146.29 - $275.65 $78.9K - $149K
6.38K $1.76M
GOOGL
Alphabet Inc.

Communication Services
3.5K
+ 82.71%
$144.7 - $178.6 $506K - $625K
7.73K $1.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
646
+ 8.24%
$468.22 - $566.51 $302K - $366K
8.49K $4.81M
NVDA
Nvidia Corp

Technology
1.12K
+ 14.78%
$94.31 - $157.99 $106K - $177K
8.71K $1.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.07K
+ 4.97%
$35.35 - $42.68 $179K - $216K
107K $4.56M
MRK
Merck & Co., Inc.

Healthcare
5.73K
+ 115.26%
$73.47 - $87.12 $421K - $499K
10.7K $846K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.04K
+ 66.64%
$152.93 - $181.74 $312K - $371K
5.11K $927K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.45K
+ 1.77%
$77.94 - $79.5 $269K - $275K
198K $15.8M
QCOM
Qualcomm Inc

Technology
2.23K
+ 81.45%
$124.66 - $159.48 $278K - $356K
4.97K $791K
AMGN
Amgen Inc

Healthcare
1.39K
+ 86.9%
$262.28 - $309.85 $364K - $429K
2.98K $832K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.36K
+ 28.33%
$60.34 - $74.89 $203K - $251K
15.2K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
1.02K
+ 28.11%
$167.32 - $223.3 $171K - $228K
4.65K $1.02M
JNJ
Johnson & Johnson

Healthcare
2.18K
+ 40.85%
$146.36 - $159.82 $318K - $348K
7.5K $1.15M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.42K
+ 1.77%
$116.93 - $119.39 $166K - $170K
81.6K $9.72M
VB
Vanguard Small Cap ETF

ETFs
343
+ 5.81%
$193.73 - $237.37 $66.4K - $81.4K
6.25K $1.48M
JBL
Jabil Inc

Technology
25
+ 1.3%
$116.88 - $218.1 $2.92K - $5.45K
1.95K $426K
EME
Emcor Group, Inc.

Industrials
53
+ 7.88%
$342.02 - $534.89 $18.1K - $28.3K
726 $388K
QPFF
American Centy ETF Tr Quality
3.92K
+ 3.09%
$33.63 - $35.38 $132K - $139K
131K $4.62M
SANM
Sanmina Corp

Technology
241
+ 7.41%
$67.3 - $98.07 $16.2K - $23.6K
3.49K $341K
GPI
Group 1 Automotive Inc

Consumer Cyclical
39
+ 2.95%
$372.3 - $448.86 $14.5K - $17.5K
1.36K $595K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
57
+ 1.11%
$70.54 - $93.95 $4.02K - $5.36K
5.18K $486K
LLY
Eli Lilly & CO

Healthcare
167
+ 17.43%
$713.71 - $898.95 $119K - $150K
1.13K $876K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.03%
$376.48 - $440.65 $376 - $441
3.88K $1.71M
WMT
Walmart Inc.

Consumer Defensive
49
+ 0.66%
$81.79 - $99.98 $4.01K - $4.9K
7.46K $729K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.69%
$908.13 - $1056.85 $9.08K - $10.6K
1.46K $1.44M
ABT
Abbott Laboratories

Healthcare
457
+ 29.64%
$123.95 - $138.08 $56.6K - $63.1K
2K $271K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
125
+ 2.0%
$73.02 - $90.22 $9.13K - $11.3K
6.38K $569K
AVT
Avnet Inc

Technology
529
+ 10.09%
$41.51 - $53.08 $22K - $28.1K
5.77K $306K
VO
Vanguard Mid Cap ETF

ETFs
18
+ 0.84%
$228.54 - $279.83 $4.11K - $5.04K
2.17K $605K
USB
Us Bancorp \De\

Financial Services
469
+ 5.26%
$36.4 - $45.76 $17.1K - $21.5K
9.38K $424K
RS
Reliance Steel & Aluminum CO

Basic Materials
56
+ 5.27%
$262.08 - $316.81 $14.7K - $17.7K
1.12K $350K
LMT
Lockheed Martin Corp

Industrials
27
+ 2.0%
$430.82 - $486.45 $11.6K - $13.1K
1.37K $636K
WTFC
Wintrust Financial Corp

Financial Services
32
+ 1.32%
$95.17 - $124.21 $3.05K - $3.97K
2.45K $304K
T
At&T Inc.

Communication Services
809
+ 6.84%
$26.33 - $28.94 $21.3K - $23.4K
12.6K $365K
V
Visa Inc.

Financial Services
24
+ 0.59%
$308.27 - $373.31 $7.4K - $8.96K
4.06K $1.44M
GNW
Genworth Financial Inc

Financial Services
530
+ 1.7%
$6.12 - $7.89 $3.24K - $4.18K
31.7K $246K
CMC
Commercial Metals CO

Basic Materials
229
+ 5.15%
$39.2 - $50.67 $8.98K - $11.6K
4.67K $228K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
133
+ 12.59%
$167.22 - $212.42 $22.2K - $28.3K
1.19K $235K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
107
+ 1.02%
$36.02 - $41.92 $3.85K - $4.49K
10.6K $446K
RGA
Reinsurance Group Of America Inc

Financial Services
67
+ 4.46%
$168.32 - $209.71 $11.3K - $14.1K
1.57K $311K
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 0.9%
$335.24 - $380.78 $9.72K - $11K
3.25K $1.19M
KO
Coca Cola CO

Consumer Defensive
149
+ 2.25%
$68.37 - $73.9 $10.2K - $11K
6.77K $479K
Activity Summary
Buys All Purchases 74 New Holdings 15 Increased Positions 59 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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