Paulson Wealth Management Inc. Reduced Holdings in Q1 2025

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.65K
- 2.53%
$209.68 - $247.1 $556K - $655K
102K $22.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.23K
- 11.02%
$468.34 - $539.52 $577K - $665K
9.95K $4.66M
VB
Vanguard Small Cap ETF

ETFs
-3.24K
- 35.42%
$217.89 - $252.64 $705K - $818K
5.9K $1.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23K
- 9.62%
$21.75 - $24.28 $500K - $558K
216K $4.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-20.2K
- 57.78%
$25.58 - $29.24 $517K - $591K
14.8K $386K
AVGO
Broadcom Inc.

Technology
-779
- 11.77%
$167.43 - $244.7 $130K - $191K
5.84K $977K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.63K
- 16.76%
$91.45 - $91.75 $515K - $517K
28K $2.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-914
- 61.55%
$507.05 - $563.67 $463K - $515K
571 $293K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.02K
- 27.14%
$183.02 - $207.75 $370K - $420K
5.42K $1.01M
MSFT
Microsoft Corp

Technology
-203
- 3.35%
$375.39 - $447.2 $76.2K - $90.8K
5.85K $2.2M
GOOGL
Alphabet Inc.

Communication Services
-585
- 12.15%
$154.33 - $206.19 $90.3K - $121K
4.23K $653K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.2K
- 47.06%
$21.23 - $23.75 $216K - $242K
11.4K $246K
DVY
Ishares Tr

ETFs
-1.75K
- 52.03%
$128.58 - $138.1 $225K - $241K
1.61K $216K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.19K
- 8.82%
$23.16 - $27.04 $97K - $113K
43.3K $1.02M
VOT
Vanguard Mid Cap Growth Index

ETFs
-686
- 18.43%
$237.72 - $276.98 $163K - $190K
3.04K $742K
NVDA
Nvidia Corp

Technology
-5
- 0.07%
$106.98 - $149.43 $535 - $747
7.59K $822K
HD
Home Depot, Inc.

Consumer Cyclical
-242
- 7.0%
$347.25 - $424.87 $84K - $103K
3.22K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
-249
- 3.85%
$271.18 - $303.12 $67.5K - $75.5K
6.21K $1.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.9K
- 14.72%
$27.01 - $28.54 $186K - $197K
39.9K $1.12M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-319
- 7.61%
$408.78 - $448.82 $130K - $143K
3.87K $1.63M
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 0.28%
$554.06 - $615.85 $7.76K - $8.62K
4.93K $2.77M
AMZN
Amazon Com Inc

Consumer Cyclical
-89
- 2.39%
$190.26 - $242.06 $16.9K - $21.5K
3.63K $690K
GOOG
Alphabet Inc.

Communication Services
-56
- 1.82%
$156.06 - $207.71 $8.74K - $11.6K
3.02K $471K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.54K
- 5.07%
$47.33 - $47.92 $120K - $121K
47.5K $2.26M
NEE
Nextera Energy Inc

Utilities
-1.46K
- 23.68%
$66.96 - $76.16 $97.8K - $111K
4.71K $333K
TXN
Texas Instruments Inc

Technology
-456
- 6.6%
N/A
6.45K $1.26M
ADP
Automatic Data Processing Inc

Industrials
-369
- 18.41%
$286.85 - $318.64 $106K - $118K
1.64K $499K
CMCSA
Comcast Corp

Communication Services
-2.15K
- 21.21%
$33.19 - $38.23 $71.5K - $82.3K
8K $295K
ORCL
Oracle Corp

Technology
-48
- 1.66%
$139.81 - $186.47 $6.71K - $8.95K
2.85K $398K
CL
Colgate Palmolive CO

Consumer Defensive
-919
- 24.74%
$85.68 - $97.5 $78.7K - $89.6K
2.8K $261K
MUB
Ishares National Muni Bond ETF

ETFs
-418
- 1.56%
$104.71 - $107.69 $43.8K - $45K
26.4K $2.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.61K
- 26.83%
$18.36 - $20.51 $84.7K - $94.6K
12.6K $248K
CAT
Caterpillar Inc

Industrials
-21
- 1.11%
$326.75 - $407.63 $6.86K - $8.56K
1.88K $619K
MRK
Merck & Co., Inc.

Healthcare
-142
- 2.78%
$83.01 - $101.02 $11.8K - $14.3K
4.97K $445K
VOE
Vanguard Mid Cap Value Index F

ETFs
-337
- 10.93%
$156.61 - $168.02 $52.8K - $56.6K
2.75K $440K
LLY
Eli Lilly & CO

Healthcare
-141
- 12.83%
$725.72 - $929.72 $102K - $131K
958 $791K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-1.33K
- 1.23%
$23.43 - $24.23 $31.2K - $32.3K
107K $2.53M
VO
Vanguard Mid Cap ETF

ETFs
-128
- 5.63%
$251.87 - $277.95 $32.2K - $35.6K
2.15K $555K
PEP
Pepsico Inc

Consumer Defensive
-209
- 6.32%
$142.64 - $156.42 $29.8K - $32.7K
3.1K $464K
MCD
Mcdonalds Corp

Consumer Cyclical
-258
- 11.97%
$279.74 - $321.29 $72.2K - $82.9K
1.9K $592K
META
Meta Platforms, Inc.

Communication Services
-26
- 2.69%
$576.36 - $736.67 $15K - $19.2K
942 $542K
UNH
Unitedhealth Group Inc

Healthcare
-159
- 4.84%
$461.52 - $548.18 $73.4K - $87.2K
3.13K $1.64M
PRU
Prudential Financial Inc

Financial Services
-40
- 2.04%
$105.04 - $122.33 $4.2K - $4.89K
1.92K $214K
VIG
Vanguard Dividend Appreciation

ETFs
-71
- 4.2%
N/A
1.62K $295K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18
- 0.58%
$169.43 - $182.84 $3.05K - $3.29K
3.06K $530K
VNQ
Vanguard Specialized Funds Van

ETFs
-161
- 5.3%
$85.55 - $94.34 $13.8K - $15.2K
2.88K $260K
IBM
International Business Machines Corp

Technology
-244
- 13.16%
$217.4 - $264.74 $53K - $64.6K
1.61K $400K
CSCO
Cisco Systems, Inc.

Technology
-708
- 4.67%
$58.74 - $64.87 $41.6K - $45.9K
14.4K $891K
V
Visa Inc.

Financial Services
-449
- 10.0%
$306.92 - $362.71 $138K - $163K
4.04K $1.42M
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
Track This Portfolio

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email