Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025

Paulson Wealth Management Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $353 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $51.2M, Ishares Russell 1000 Gr ETF with a value of $50.4M, Ishares Tr Msci Eafe ETF with a value of $33M, Ishares Russell 2000 ETF with a value of $26.1M, and Apple Inc. with a value of $22.7M.

Examining the 13F form we can see an decrease of $10.7M in the current position value, from $364M to 353M.

Below you can find more details about Paulson Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $353 Million
ETFs: $286 Million
Technology: $31.4 Million
Financial Services: $7.41 Million
Healthcare: $6.65 Million
Consumer Cyclical: $4.12 Million
Consumer Defensive: $4.12 Million
Communication Services: $3.22 Million
Industrials: $2.64 Million
Other: $2.61 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4T
$22.7 Million 6.43% of portfolio
102,114
Q1 2025 Reduced 2.53%
$3.82T
$2.2 Million 0.62% of portfolio
5,854
Q1 2025 Reduced 3.35%
$871B
$2.1 Million 0.6% of portfolio
8,565
Q1 2025 Reduced 0.7%
$244B
$1.64 Million 0.46% of portfolio
3,127
Q1 2025 Reduced 4.84%
$574B
$1.42 Million 0.4% of portfolio
4,039
Q1 2025 Reduced 10.0%
$414B
$1.37 Million 0.39% of portfolio
1,446
Q1 2025 Reduced 1.63%
$177B
$1.26 Million 0.36% of portfolio
6,453
Q1 2025 Reduced 6.6%
$338B
$1.23 Million 0.35% of portfolio
5,888
Q1 2025 Reduced 3.29%
$386B
$1.18 Million 0.33% of portfolio
3,217
Q1 2025 Reduced 7.0%
$120B
$977,000 0.28% of portfolio
5,839
Q1 2025 Reduced 11.77%
$371B
$903,000 0.26% of portfolio
5,303
Q1 2025 Added 2.18%
$279B
$891,000 0.25% of portfolio
14,448
Q1 2025 Reduced 4.67%
$470B
$880,000 0.25% of portfolio
7,404
Q1 2025 Reduced 2.24%
$440B
$882,000 0.25% of portfolio
5,324
Q1 2025 Reduced 3.04%
$437B
$822,000 0.23% of portfolio
7,590
Q1 2025 Reduced 0.07%
$725B
$791,000 0.22% of portfolio
958
Q1 2025 Reduced 12.83%
$1.18T
$653,000 0.19% of portfolio
4,229
Q1 2025 Reduced 12.15%
$227B
$619,000 0.18% of portfolio
1,877
Q1 2025 Reduced 1.11%
$267B
$650,000 0.18% of portfolio
7,412
Q1 2025 Added 2.56%
$173B
$595,000 0.17% of portfolio
1,172
Q4 2024 Added 2.36%
$619B
$602,000 0.17% of portfolio
1,131
Q1 2025 Reduced 1.57%
$223B
$592,000 0.17% of portfolio
1,898
Q1 2025 Reduced 11.97%
$110B
$601,000 0.17% of portfolio
1,347
Q1 2025 Added 1.43%
$89.1B
$590,000 0.17% of portfolio
1,796
Q4 2024 Reduced 0.17%
$537B
$563,000 0.16% of portfolio
1,028
Q1 2025 Added 9.13%
$219B
$572,000 0.16% of portfolio
5,804
Q1 2025 Reduced 22.14%
$307B
$528,000 0.15% of portfolio
3,159
Q1 2025 Reduced 11.91%
$1.57T
$542,000 0.15% of portfolio
942
Q1 2025 Reduced 2.69%
$6.11B
$505,000 0.14% of portfolio
1,324
Q1 2025 Added 4.5%
$128B
$499,000 0.14% of portfolio
1,635
Q1 2025 Reduced 18.41%
$162B
$496,000 0.14% of portfolio
1,595
Q1 2025 Reduced 3.68%
$198B
$464,000 0.13% of portfolio
3,100
Q1 2025 Reduced 6.32%
$1.2T
$471,000 0.13% of portfolio
3,020
Q1 2025 Reduced 1.82%
$209B
$445,000 0.13% of portfolio
4,967
Q1 2025 Reduced 2.78%
$300B
$474,000 0.13% of portfolio
6,624
Q1 2025 Reduced 1.44%
$182B
$420,000 0.12% of portfolio
2,738
Q1 2025 Added 0.88%
$68.5B
$376,000 0.11% of portfolio
8,911
Q1 2025 Added 0.99%
$674B
$398,000 0.11% of portfolio
2,847
Q1 2025 Reduced 1.66%
$143B
$371,000 0.11% of portfolio
3,315
Q4 2024 Reduced 24.16%
$235B
$400,000 0.11% of portfolio
1,610
Q1 2025 Reduced 13.16%
$143B
$382,000 0.11% of portfolio
1,638
Q4 2024 Reduced 7.3%
$83.9B
$360,000 0.1% of portfolio
2,452
Q1 2025 Reduced 4.26%
$13B
$358,000 0.1% of portfolio
8,493
Q4 2024 Reduced 2.84%
$100B
$358,000 0.1% of portfolio
1,018
Q1 2025 Added 56.13%
$179B
$349,000 0.1% of portfolio
7,714
Q1 2025 Reduced 4.1%
$195B
$334,000 0.09% of portfolio
11,834
Q1 2025 Added 1.31%
$141B
$333,000 0.09% of portfolio
4,710
Q1 2025 Reduced 23.68%
$87.3B
$315,000 0.09% of portfolio
2,874
Q1 2025 Added 7.16%
$17.7B
$306,000 0.09% of portfolio
1,062
Q1 2025 Added 2.31%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $353 Million
  • Prior Value $364 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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