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
PFFV
Global X Variable Rate Preferr

Technology
-17
- 0.13%
$23.51 - $24.14 $400 - $410
12.7K $301K
CVX
Chevron Corp

Energy
-427
- 11.91%
$146.71 - $167.97 $62.6K - $71.7K
3.16K $528K
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 1.63%
$890.62 - $1076.86 $21.4K - $25.8K
1.45K $1.37M
VZ
Verizon Communications Inc

Communication Services
-330
- 4.1%
$37.81 - $46.49 $12.5K - $15.3K
7.71K $349K
MMM
3 M CO

Industrials
-109
- 4.26%
$129.7 - $155.12 $14.1K - $16.9K
2.45K $360K
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 0.7%
$225.19 - $279.95 $13.5K - $16.8K
8.57K $2.1M
KO
Coca Cola CO

Consumer Defensive
-97
- 1.44%
$60.81 - $72.32 $5.9K - $7.02K
6.62K $474K
AMGN
Amgen Inc

Healthcare
-61
- 3.68%
$258.59 - $327.36 $15.8K - $20K
1.6K $496K
XOM
Exxon Mobil Corp

Energy
-170
- 2.24%
$105.44 - $118.93 $17.9K - $20.2K
7.4K $880K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 1.57%
$442.66 - $534.52 $7.97K - $9.62K
1.13K $602K
ABBV
Abb Vie Inc.

Healthcare
-200
- 3.29%
$169.2 - $216.66 $33.8K - $43.3K
5.89K $1.23M
VEA
Vanguard Ftse Developed Market

ETFs
-1.97K
- 1.2%
$47.4 - $52.99 $93.6K - $105K
163K $8.27M
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
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