Paulson Wealth Management Inc. Reduced Holdings in Q2 2025

Paulson Wealth Management Inc.

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINO
Pimco ETF Tr Municipal Income

ETFs
-48.7K
- 42.26%
$43.42 - $45.15 $2.11M - $2.2M
66.5K $2.94M
MUB
Ishares National Muni Bond ETF

ETFs
-19.8K
- 74.82%
$102.31 - $105.8 $2.02M - $2.09M
6.65K $694K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-80.4K
- 75.03%
$22.81 - $23.8 $1.83M - $1.91M
26.8K $623K
AAPL
Apple Inc.

Technology
-207
- 0.2%
$172.42 - $223.89 $35.7K - $46.3K
102K $20.9M
UNH
Unitedhealth Group Inc

Healthcare
-418
- 13.37%
$274.35 - $599.47 $115K - $251K
2.71K $845K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.96K
- 14.92%
$24.32 - $27.87 $145K - $166K
34K $900K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-28.3K
- 13.1%
$19.6 - $24.44 $555K - $692K
188K $4.59M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.68K
- 6.02%
$91.43 - $91.74 $154K - $154K
26.3K $2.41M
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.07%
$170.16 - $206.27 $681 - $825
5.88K $1.09M
VBR
Vanguard Small Cap Value ETF

ETFs
-942
- 17.37%
$162.76 - $195.77 $153K - $184K
4.48K $873K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.25K
- 25.29%
$72.02 - $73.82 $90K - $92.3K
3.69K $271K
VTI
Vanguard Total Stock Market Et

ETFs
-873
- 14.06%
$243.75 - $303.93 $213K - $265K
5.34K $1.62M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-3.49K
- 7.81%
$24.37 - $24.56 $85.1K - $85.8K
41.2K $1.01M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-3.06K
- 6.87%
$23.03 - $23.64 $70.4K - $72.3K
41.5K $972K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.69K
- 3.56%
$47.02 - $47.83 $79.5K - $80.9K
45.8K $2.19M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-2.9K
- 9.94%
$22.66 - $23.35 $65.8K - $67.8K
26.3K $611K
VOE
Vanguard Mid Cap Value Index F

ETFs
-250
- 9.1%
$141.87 - $164.49 $35.5K - $41.1K
2.5K $410K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-951
- 5.11%
$22.22 - $22.92 $21.1K - $21.8K
17.6K $400K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.3K
- 18.28%
$17.76 - $22.1 $40.8K - $50.8K
10.3K $227K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.56K
- 10.53%
$22.92 - $28.05 $35.6K - $43.6K
13.2K $370K
GILD
Gilead Sciences, Inc.

Healthcare
-76
- 2.29%
$96.91 - $113.0 $7.37K - $8.59K
3.24K $359K
CMCSA
Comcast Corp

Communication Services
-66
- 0.82%
$32.84 - $36.72 $2.17K - $2.42K
7.94K $283K
TXN
Texas Instruments Inc

Technology
-49
- 0.76%
N/A
6.4K $1.25M
PRU
Prudential Financial Inc

Financial Services
-6
- 0.31%
$95.12 - $112.71 $571 - $676
1.91K $205K
DIS
Walt Disney CO

Communication Services
-1.19K
- 20.57%
$81.72 - $124.01 $97.6K - $148K
4.61K $571K
WSM
Williams Sonoma Inc

Consumer Cyclical
-11
- 0.61%
$137.62 - $174.44 $1.51K - $1.92K
1.8K $294K
MA
Mastercard Inc

Financial Services
-8
- 0.78%
$479.92 - $590.74 $3.84K - $4.73K
1.02K $573K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-461
- 8.72%
$76.98 - $98.31 $35.5K - $45.3K
4.83K $474K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 2.28%
$456.74 - $568.03 $5.94K - $7.38K
558 $316K
COOP
Mr. Cooper Group Inc.

Financial Services
-52
- 2.99%
$107.26 - $155.96 $5.58K - $8.11K
1.69K $252K
VTHR
Vanguard Russell 3000 ETF

ETFs
-2
- 0.11%
$218.71 - $272.75 $437 - $546
1.9K $518K
CSCO
Cisco Systems, Inc.

Technology
-861
- 5.96%
$53.19 - $69.38 $45.8K - $59.7K
13.6K $942K
SNX
Td Synnex Corp

Technology
-8
- 0.39%
$95.81 - $137.79 $766 - $1.1K
2.05K $277K
IBM
International Business Machines Corp

Technology
-17
- 1.06%
$221.03 - $294.78 $3.76K - $5.01K
1.59K $469K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-219
- 0.51%
$20.42 - $25.3 $4.47K - $5.54K
43.1K $1.09M
XLK
Technology Sector Spdr

ETFs
-2
- 0.12%
$179.73 - $253.23 $359 - $506
1.63K $413K
CAT
Caterpillar Inc

Industrials
-83
- 4.42%
$273.94 - $388.21 $22.7K - $32.2K
1.79K $696K
VOT
Vanguard Mid Cap Growth Index

ETFs
-136
- 4.48%
$216.28 - $284.39 $29.4K - $38.7K
2.9K $824K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.22K
- 12.3%
$416.06 - $551.64 $509K - $675K
8.72K $4.81M
META
Meta Platforms, Inc.

Communication Services
-7
- 0.74%
$484.66 - $738.09 $3.39K - $5.17K
935 $690K
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 0.98%
$321.63 - $509.31 $3.22K - $5.09K
1.01K $513K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-32.5K
- 8.04%
$72.96 - $90.39 $2.37M - $2.94M
372K $33.2M
JPM
Jpmorgan Chase & CO

Financial Services
-21
- 0.25%
$210.28 - $289.91 $4.42K - $6.09K
8.54K $2.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-581
- 2.92%
$496.48 - $617.85 $288K - $359K
19.3K $11.9M
VEA
Vanguard Ftse Developed Market

ETFs
-873
- 0.54%
$45.65 - $57.01 $39.9K - $49.8K
162K $9.23M
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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