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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$22.7 Million 6.43% of portfolio
102,114
Q1 2025 Reduced 2.53%
$3.83T
$2.2 Million 0.62% of portfolio
5,854
Q1 2025 Reduced 3.35%
$876B
$2.1 Million 0.6% of portfolio
8,565
Q1 2025 Reduced 0.7%
$263B
$1.64 Million 0.46% of portfolio
3,127
Q1 2025 Reduced 4.84%
$584B
$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%
$336B
$1.23 Million 0.35% of portfolio
5,888
Q1 2025 Reduced 3.29%
$384B
$1.18 Million 0.33% of portfolio
3,217
Q1 2025 Reduced 7.0%
$375B
$903,000 0.26% of portfolio
5,303
Q1 2025 Added 2.18%
$282B
$891,000 0.25% of portfolio
14,448
Q1 2025 Reduced 4.67%
$460B
$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%
$432B
$822,000 0.23% of portfolio
7,590
Q1 2025 Reduced 0.07%
$772B
$791,000 0.22% of portfolio
958
Q1 2025 Reduced 12.83%
$2.36T
$690,000 0.2% of portfolio
3,629
Q1 2025 Reduced 2.39%
$1.15T
$653,000 0.19% of portfolio
4,229
Q1 2025 Reduced 12.15%
$265B
$650,000 0.18% of portfolio
7,412
Q1 2025 Added 2.56%
$630B
$602,000 0.17% of portfolio
1,131
Q1 2025 Reduced 1.57%
$220B
$592,000 0.17% of portfolio
1,898
Q1 2025 Reduced 11.97%
$542B
$563,000 0.16% of portfolio
1,028
Q1 2025 Added 9.13%
$221B
$572,000 0.16% of portfolio
5,804
Q1 2025 Reduced 22.14%
$303B
$528,000 0.15% of portfolio
3,159
Q1 2025 Reduced 11.91%
$1.6T
$542,000 0.15% of portfolio
942
Q1 2025 Reduced 2.69%
$1.18T
$471,000 0.13% of portfolio
3,020
Q1 2025 Reduced 1.82%
$215B
$445,000 0.13% of portfolio
4,967
Q1 2025 Reduced 2.78%
$299B
$474,000 0.13% of portfolio
6,624
Q1 2025 Reduced 1.44%
$661B
$398,000 0.11% of portfolio
2,847
Q1 2025 Reduced 1.66%
$233B
$400,000 0.11% of portfolio
1,610
Q1 2025 Reduced 13.16%
$222B
$204,000 0.06% of portfolio
1,542
Q1 2025 New

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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