Paulson Wealth Management Inc. Reduced Holdings in Q3 2025

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.27K
- 14.53%
$546.99 - $602.2 $694K - $764K
7.46K $4.48M
VOT
Vanguard Mid Cap Growth Index

ETFs
-963
- 33.21%
$282.75 - $294.19 $272K - $283K
1.94K $569K
V
Visa Inc.

Financial Services
-163
- 4.01%
$332.09 - $358.86 $54.1K - $58.5K
3.9K $1.33M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.38K
- 5.2%
$47.76 - $48.46 $114K - $116K
43.4K $2.09M
PG
Procter & Gamble CO

Consumer Defensive
-419
- 7.77%
$150.47 - $161.22 $63K - $67.6K
4.97K $763K
CMCSA
Comcast Corp

Communication Services
-1.56K
- 19.63%
$31.41 - $36.33 $48.9K - $56.6K
6.38K $200K
T
At&T Inc.

Communication Services
-2.42K
- 19.13%
$26.94 - $29.62 $65.1K - $71.6K
10.2K $288K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-829
- 3.15%
$91.44 - $91.77 $75.8K - $76.1K
25.5K $2.34M
KO
Coca Cola CO

Consumer Defensive
-691
- 10.2%
$65.67 - $71.67 $45.4K - $49.5K
6.08K $403K
AVT
Avnet Inc

Technology
-1.02K
- 17.65%
$49.46 - $56.3 $50.4K - $57.4K
4.75K $248K
DIS
Walt Disney CO

Communication Services
-66
- 1.43%
$112.25 - $124.0 $7.41K - $8.18K
4.54K $520K
IBM
International Business Machines Corp

Technology
-105
- 6.59%
$234.77 - $292.47 $24.7K - $30.7K
1.49K $419K
OEF
Ishares S&P 100 ETF

ETFs
-188
- 8.59%
N/A
2K $532K
MUB
Ishares National Muni Bond ETF

ETFs
-590
- 8.87%
$103.24 - $106.68 $60.9K - $62.9K
6.06K $645K
PEP
Pepsico Inc

Consumer Defensive
-538
- 16.19%
$133.81 - $152.16 $72K - $81.9K
2.79K $391K
LMT
Lockheed Martin Corp

Industrials
-172
- 12.52%
$410.74 - $499.21 $70.6K - $85.9K
1.2K $600K
LLY
Eli Lilly & CO

Healthcare
-22
- 1.96%
$625.65 - $812.69 $13.8K - $17.9K
1.1K $841K
EMR
Emerson Electric CO

Industrials
-190
- 6.61%
$128.6 - $149.63 $24.4K - $28.4K
2.68K $352K
MRK
Merck & Co., Inc.

Healthcare
-967
- 9.04%
$77.6 - $87.37 $75K - $84.5K
9.73K $816K
MMM
3 M CO

Industrials
-185
- 7.54%
$144.41 - $160.2 $26.7K - $29.6K
2.27K $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.45K
- 10.94%
$28.15 - $30.13 $40.7K - $43.5K
11.8K $348K
VBR
Vanguard Small Cap Value ETF

ETFs
-397
- 8.86%
$195.41 - $212.37 $77.6K - $84.3K
4.08K $852K
AVGO
Broadcom Inc.

Technology
-1.11K
- 17.39%
$264.74 - $369.57 $294K - $410K
5.27K $1.74M
CSCO
Cisco Systems, Inc.

Technology
-86
- 0.63%
$66.2 - $71.79 $5.69K - $6.17K
13.5K $923K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-299
- 8.1%
$72.57 - $74.72 $21.7K - $22.3K
3.39K $252K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 10.75%
$567.77 - $614.76 $34.1K - $36.9K
498 $304K
USB
Us Bancorp \De\

Financial Services
-773
- 8.24%
$43.94 - $50.41 $34K - $39K
8.61K $415K
XLK
Technology Sector Spdr

ETFs
-189
- 11.59%
$250.97 - $282.66 $47.4K - $53.4K
1.44K $406K
QCOM
Qualcomm Inc

Technology
-251
- 5.05%
$145.84 - $173.55 $36.6K - $43.6K
4.72K $784K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.12K
- 3.29%
$26.38 - $27.95 $29.5K - $31.2K
32.9K $897K
XPO
Xpo Logistics, Inc.

Industrials
-64
- 3.73%
$118.79 - $138.31 $7.6K - $8.85K
1.65K $213K
VOE
Vanguard Mid Cap Value Index F

ETFs
-161
- 6.45%
$164.63 - $174.58 $26.5K - $28.1K
2.34K $407K
VZ
Verizon Communications Inc

Communication Services
-170
- 2.13%
$40.84 - $45.06 $6.94K - $7.66K
7.8K $342K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-257
- 6.09%
$182.33 - $194.5 $46.9K - $50K
3.97K $771K
WMT
Walmart Inc.

Consumer Defensive
-379
- 5.08%
$94.4 - $104.27 $35.8K - $39.5K
7.08K $729K
MTH
Meritage Homes Corp

Consumer Cyclical
-145
- 4.79%
$67.34 - $82.83 $9.76K - $12K
2.88K $208K
CVX
Chevron Corp

Energy
-192
- 5.79%
$145.57 - $161.83 $27.9K - $31.1K
3.12K $484K
XOM
Exxon Mobil Corp

Energy
-242
- 3.21%
$105.83 - $117.22 $25.6K - $28.4K
7.3K $822K
ORCL
Oracle Corp

Technology
-593
- 20.83%
$218.96 - $328.33 $130K - $195K
2.25K $633K
MCD
Mcdonalds Corp

Consumer Cyclical
-39
- 2.0%
$291.67 - $316.99 $11.4K - $12.4K
1.92K $581K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-81
- 0.71%
$23.82 - $25.84 $1.93K - $2.09K
11.4K $291K
UNH
Unitedhealth Group Inc

Healthcare
-205
- 7.57%
$237.77 - $353.61 $48.7K - $72.5K
2.5K $864K
CMC
Commercial Metals CO

Basic Materials
-325
- 6.95%
$50.28 - $59.79 $16.3K - $19.4K
4.35K $249K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.22K
- 7.46%
$25.29 - $28.33 $81.3K - $91.1K
39.9K $1.11M
VO
Vanguard Mid Cap ETF

ETFs
-4
- 0.18%
$279.83 - $293.74 $1.12K - $1.17K
2.16K $634K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-109
- 2.81%
$435.72 - $463.74 $47.5K - $50.5K
3.77K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
-190
- 5.85%
$357.4 - $423.42 $67.9K - $80.4K
3.06K $1.24M
MSFT
Microsoft Corp

Technology
-138
- 2.24%
$491.09 - $535.64 $67.8K - $73.9K
6.01K $3.11M
VB
Vanguard Small Cap ETF

ETFs
-211
- 3.38%
$237.58 - $259.17 $50.1K - $54.7K
6.03K $1.53M
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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