The Analysis of Paulson Wealth Management Inc.'s Holdings
Currently, Paulson Wealth Management Inc. holds 136 types of securities in its portfolio with a total value $432.9M. In the most recent quarter, they have increased their positions in MINT (+32.1K shares, valued at $3.2M), SHM (+62.8K shares, valued at $3.0M), VCSH (+29.7K shares, valued at $2.4M); decreased their positions in IWF (-7.6K shares, valued at $3.6M), IWD (-10.8K shares, valued at $2.3M), N/A (-2.9K shares, valued at $899.2K); initiated new positions in BSMU (+13.2K shares, valued at $291.6K), IVE (+1.2K shares, valued at $263.4K), VTV (+1.2K shares, valued at $226.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR134.0K shares-5.36%2025-12-312026-02-05
IWD ISHARES TR270.5K shares-3.85%2025-12-312026-02-05 EFA ISHARES TR365.4K shares-1.74%2025-12-312026-02-05 IWM ISHARES TR142.3K shares2.19%2025-12-312026-02-05 AAPL APPLE INC95.6K shares-1.59%2025-12-312026-02-05 VCSH VANGUARD SCOTTSDALE FDS245.9K shares13.71%2025-12-312026-02-05 CWB SPDR SERIES TRUST165.9K shares2.45%2025-12-312026-02-05 NBSD NEUBERGER BERMAN ETF TRUST246.0K shares12.35%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR18.3K shares-5.54%2025-12-312026-02-05 IEI ISHARES TR96.6K shares7.92%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS173.7K shares0.06%2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 ETF TR11.4K shares7.39%2025-12-312026-02-05 SPSM SPDR SERIES TRUST129.0K shares6.19%2025-12-312026-02-05 PFF ISHARES TR174.9K shares5.67%2025-12-312026-02-05 SHM SPDR SERIES TRUST106.2K shares144.50%2025-12-312026-02-05 INMU BLACKROCK ETF TRUST II201.0K shares-1.83%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR156.7K shares-11.22%2025-12-312026-02-05 IVV ISHARES TR5.8K shares-3.82%2025-12-312026-02-05 MINT PIMCO ETF TR36.2K shares779.77%2025-12-312026-02-05 MINO PIMCO ETF TR78.3K shares13.80%2025-12-312026-02-05 MUNI PIMCO ETF TR64.0K shares-2.43%2025-12-312026-02-05 MSFT MICROSOFT CORP6.0K shares-0.30%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.8.1K shares-4.11%2025-12-312026-02-05 LAZARD INC LAZARD INC48.8K shares0.00%2025-12-312026-02-05 DIA SPDR DOW JONES INDL AVERAGE3.8K shares1.09%2025-12-312026-02-05 BIL SPDR SERIES TRUST20.0K shares-21.51%2025-12-312026-02-05 VTI VANGUARD INDEX FDS5.4K shares1.86%2025-12-312026-02-05 BROADCOM INC BROADCOM INC4.9K shares-6.55%2025-12-312026-02-05 NVDA NVIDIA CORPORATION9.0K shares2.13%2025-12-312026-02-05 ALPHABET INC ALPHABET INC5.1K shares-36.25%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON7.0K shares-4.69%2025-12-312026-02-05 BSMR INVESCO EXCH TRD SLF IDX FD59.7K shares4.81%2025-12-312026-02-05 ALPHABET INC ALPHABET INC4.5K shares-36.55%2025-12-312026-02-05 BSMQ INVESCO EXCH TRD SLF IDX FD57.8K shares4.77%2025-12-312026-02-05 VB VANGUARD INDEX FDS5.3K shares-12.69%2025-12-312026-02-05 V VISA INC3.9K shares-0.72%2025-12-312026-02-05 SPTM SPDR SERIES TRUST14.4K shares-5.09%2025-12-312026-02-05 LLY ELI LILLY & CO1.1K shares0.00%2025-12-312026-02-05 ABBV ABBVIE INC5.1K shares-7.25%2025-12-312026-02-05 IWV ISHARES TR2.9K shares-1.48%2025-12-312026-02-05 AMZN AMAZON COM INC4.8K shares0.00%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW1.3K shares-13.17%2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR37.2K shares-6.82%2025-12-312026-02-05 QQQE DIREXION SHS ETF TR10.2K shares-6.76%2025-12-312026-02-05 TXN TEXAS INSTRS INC5.9K shares-2.89%2025-12-312026-02-05 AMGN AMGEN INC3.1K shares1.21%2025-12-312026-02-05 CSCO CISCO SYS INC13.1K shares-2.78%2025-12-312026-02-05 HD HOME DEPOT INC2.9K shares-4.09%2025-12-312026-02-05 CAT CATERPILLAR INC1.8K shares-1.79%2025-12-312026-02-05 LOW LOWES COS INC4.2K shares-5.81%2025-12-312026-02-05 BSMS INVESCO EXCH TRD SLF IDX FD40.8K shares6.11%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR32.9K shares0.12%2025-12-312026-02-05 BSMT INVESCO EXCH TRD SLF IDX FD38.5K shares27.40%2025-12-312026-02-05 XOM EXXON MOBIL CORP7.4K shares0.99%2025-12-312026-02-05 MMIN NEW YORK LIFE INVTS ACTIVE E33.9K shares-2.08%2025-12-312026-02-05 QCOM QUALCOMM INC4.7K shares-0.38%2025-12-312026-02-05 QUAL ISHARES TR4.0K shares0.00%2025-12-312026-02-05 WMT WALMART INC6.6K shares-7.43%2025-12-312026-02-05 ESGD ISHARES TR7.4K shares11.66%2025-12-312026-02-05 OEF ISHARES TR2.0K shares0.00%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC2.0K shares-19.93%2025-12-312026-02-05 VO VANGUARD INDEX FDS2.2K shares0.88%2025-12-312026-02-05 META META PLATFORMS INC935 shares-0.32%2025-12-312026-02-05 SPGI S&P GLOBAL INC1.2K shares0.00%2025-12-312026-02-05 NULG NUSHARES ETF TR6.1K shares7.21%2025-12-312026-02-05 MCD MCDONALDS CORP1.9K shares0.89%2025-12-312026-02-05 MA MASTERCARD INCORPORATED1.0K shares-1.56%2025-12-312026-02-05 VTHR VANGUARD SCOTTSDALE FDS1.9K shares0.00%2025-12-312026-02-05 NULV NUSHARES ETF TR12.5K shares6.82%2025-12-312026-02-05 VBR VANGUARD INDEX FDS2.6K shares-35.11%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP1.1K shares-5.24%2025-12-312026-02-05 IUSG ISHARES TR3.2K shares0.00%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS2.4K shares48.00%2025-12-312026-02-05 DIS DISNEY WALT CO4.5K shares0.00%2025-12-312026-02-05 GPI GROUP 1 AUTOMOTIVE INC1.3K shares-4.18%2025-12-312026-02-05 SANM SANMINA CORPORATION3.4K shares-2.49%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO3.5K shares-28.83%2025-12-312026-02-05 JBL JABIL INC2.2K shares-13.70%2025-12-312026-02-05 IWN ISHARES TR2.7K shares-0.52%2025-12-312026-02-05 MUB ISHARES TR4.5K shares-26.00%2025-12-312026-02-05 GILD GILEAD SCIENCES INC3.9K shares1.75%2025-12-312026-02-05 USB US BANCORP DEL8.8K shares2.01%2025-12-312026-02-05 EME EMCOR GROUP INC726 shares0.00%2025-12-312026-02-05 CVX CHEVRON CORP NEW2.8K shares-10.44%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.00%2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR2.9K shares100.00%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS1.3K shares-9.74%2025-12-312026-02-05 IVW ISHARES TR3.2K shares0.00%2025-12-312026-02-05 VOE VANGUARD INDEX FDS2.2K shares-6.25%2025-12-312026-02-05 VOT VANGUARD INDEX FDS1.4K shares-28.39%2025-12-312026-02-05 PEP PEPSICO INC2.6K shares-6.86%2025-12-312026-02-05 MMM 3M CO2.3K shares0.00%2025-12-312026-02-05 KO COCA COLA CO5.0K shares-17.40%2025-12-312026-02-05 WTFC WINTRUST FINL CORP2.5K shares0.00%2025-12-312026-02-05 EMR EMERSON ELEC CO2.5K shares-7.64%2025-12-312026-02-05 RS RELIANCE INC1.1K shares0.00%2025-12-312026-02-05 SCHM SCHWAB STRATEGIC TR10.8K shares-8.36%2025-12-312026-02-05 RGA REINSURANCE GRP OF AMERICA I1.5K shares-1.47%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC7.7K shares-1.05%2025-12-312026-02-05 UNM UNUM GROUP4.0K shares0.00%2025-12-312026-02-05 ORCL ORACLE CORP1.6K shares-30.04%2025-12-312026-02-05 ESIX SPDR SERIES TRUST9.7K shares15.44%2025-12-312026-02-05 CMC COMMERCIAL METALS CO4.3K shares0.00%2025-12-312026-02-05 SCHB SCHWAB STRATEGIC TR11.4K shares0.00%2025-12-312026-02-05 SNX TD SYNNEX CORPORATION1.9K shares-5.08%2025-12-312026-02-05 BSMU INVESCO EXCH TRD SLF IDX FD13.2K sharesnew addition2025-12-312026-02-05 WSM WILLIAMS SONOMA INC1.6K shares-11.10%2025-12-312026-02-05 TMHC TAYLOR MORRISON HOME CORP4.8K shares5.20%2025-12-312026-02-05 ORI OLD REP INTL CORP6.1K shares0.00%2025-12-312026-02-05 GNW GENWORTH FINL INC30.7K shares-3.15%2025-12-312026-02-05 F FORD MTR CO21.0K shares5.45%2025-12-312026-02-05 DBX DROPBOX INC9.9K shares0.00%2025-12-312026-02-05 ABT ABBOTT LABS2.2K shares-9.29%2025-12-312026-02-05 CACI CACI INTL INC503 shares0.00%2025-12-312026-02-05 IVE ISHARES TR1.2K sharesnew addition2025-12-312026-02-05 BND VANGUARD BD INDEX FDS3.5K shares3.51%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC293 shares-2.66%2025-12-312026-02-05 MAR MARRIOTT INTL INC NEW796 shares0.00%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC517 shares-50.76%2025-12-312026-02-05 DKS DICKS SPORTING GOODS INC1.2K shares0.00%2025-12-312026-02-05 TROW PRICE T ROWE GROUP INC2.3K shares11.40%2025-12-312026-02-05 RDN RADIAN GROUP INC6.4K shares0.00%2025-12-312026-02-05 T AT&T INC9.2K shares-10.50%2025-12-312026-02-05 VTV VANGUARD INDEX FDS1.2K sharesnew addition2025-12-312026-02-05 CL COLGATE PALMOLIVE CO2.8K shares0.00%2025-12-312026-02-05 ABG ASBURY AUTOMOTIVE GROUP INC946 shares-4.06%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO575 sharesnew addition2025-12-312026-02-05 XPO XPO INC1.5K shares-9.62%2025-12-312026-02-05 AVT AVNET INC4.2K shares-11.59%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available