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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.2 Million 14.5% of portfolio
272,067
Q1 2025 Added 4.3%
$0
$50.4 Million 14.28% of portfolio
139,566
Q1 2025 Added 4.66%
$0
$33 Million 9.36% of portfolio
404,067
Q1 2025 Added 2.43%
$0
$26.1 Million 7.39% of portfolio
130,775
Q1 2025 Added 4.83%
$0
$15.4 Million 4.36% of portfolio
194,793
Q1 2025 Added 2.42%
$0
$11.1 Million 3.15% of portfolio
19,897
Q1 2025 Added 0.47%
$0
$10.9 Million 3.08% of portfolio
141,916
Q1 2025 Added 2.65%
$0
$10.3 Million 2.93% of portfolio
93,675
Q1 2025 Added 2.62%
$0
$9.47 Million 2.68% of portfolio
80,158
Q1 2025 Added 3.7%
$0
$8.27 Million 2.34% of portfolio
162,788
Q1 2025 Reduced 1.2%
$0
$5.15 Million 1.46% of portfolio
115,183
Q1 2025 Added 0.17%
$0
$4.77 Million 1.35% of portfolio
216,153
Q1 2025 Reduced 9.62%
$0
$4.66 Million 1.32% of portfolio
9,948
Q1 2025 Reduced 11.02%
$0
$4.48 Million 1.27% of portfolio
126,735
Q1 2025 Added 3.12%
$0
$4.18 Million 1.19% of portfolio
7,841
Q1 2025 Added 14.12%
$0
$4.15 Million 1.18% of portfolio
101,894
Q1 2025 Added 2.49%
$0
$2.77 Million 0.78% of portfolio
4,925
Q1 2025 Reduced 0.28%
$0
$2.57 Million 0.73% of portfolio
27,972
Q1 2025 Reduced 16.76%
$0
$2.53 Million 0.72% of portfolio
107,172
Q1 2025 Reduced 1.23%
$0
$2.26 Million 0.64% of portfolio
47,501
Q1 2025 Reduced 5.07%
$0
$1.71 Million 0.48% of portfolio
6,211
Q1 2025 Reduced 3.85%
$0
$1.63 Million 0.46% of portfolio
3,874
Q1 2025 Reduced 7.61%
$0
$1.31 Million 0.37% of portfolio
5,902
Q1 2025 Reduced 35.42%
$0
$1.12 Million 0.32% of portfolio
39,938
Q1 2025 Reduced 14.72%
$0
$1.09 Million 0.31% of portfolio
44,712
Q1 2025 Added 2.66%
$0
$1.05 Million 0.3% of portfolio
44,521
Q1 2025 Added 3.98%
$0
$1.05 Million 0.3% of portfolio
44,514
Q1 2025 Added 2.03%
$0
$1.01 Million 0.29% of portfolio
5,423
Q1 2025 Reduced 27.14%
$0
$1.02 Million 0.29% of portfolio
43,321
Q1 2025 Reduced 8.82%
$0
$805,000 0.23% of portfolio
11,849
Q1 2025 Added 55.42%
$0
$742,000 0.21% of portfolio
3,036
Q1 2025 Reduced 18.43%
$0
$721,000 0.2% of portfolio
4,222
Q1 2024 Reduced 0.17%
$0
$654,000 0.19% of portfolio
16,185
Q3 2024 Reduced 14.07%
$0
$677,000 0.19% of portfolio
29,208
Q1 2025 Added 9.32%
$0
$582,000 0.16% of portfolio
2,188
Q4 2023 Reduced 5.97%
$0
$555,000 0.16% of portfolio
2,147
Q1 2025 Reduced 5.63%
$0
$530,000 0.15% of portfolio
3,064
Q1 2025 Reduced 0.58%
$0
$511,000 0.14% of portfolio
6,256
Q1 2025 Added 5.78%
$0
$444,000 0.13% of portfolio
7,616
Q1 2025 Added 1.16%
$0
$461,000 0.13% of portfolio
5,288
Q4 2024 Reduced 14.83%
$0
$469,000 0.13% of portfolio
1,902
Q1 2025 Added 0.11%
$0
$440,000 0.12% of portfolio
2,746
Q1 2025 Reduced 10.93%
$0
$426,000 0.12% of portfolio
10,536
Q1 2025 Added 8.57%
$0
$422,000 0.12% of portfolio
18,599
Q1 2025 Added 62.65%
$0
$409,000 0.12% of portfolio
2,714
Q1 2024 Reduced 7.02%
$0
$386,000 0.11% of portfolio
14,769
Q1 2025 Reduced 57.78%
$0
$401,000 0.11% of portfolio
5,123
Q1 2025 Added 5.15%
$0
$337,000 0.1% of portfolio
1,633
Q1 2025 Added 0.12%
$0
$363,000 0.1% of portfolio
4,943
Q1 2025 Added 7.25%

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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