PW

Paulson Wealth Management Inc.

13F
Paulson Wealth Management Inc.
Last update 2025-05-12 132 Stocks (3 new)
Value $355.00 Mil Turnover 3 %
Countries:
Top Holdings: IWD(14.41%)IWF(14.19%)EFA(9.30%)IWM(7.34%)AAPL(6.38%)
Summary Stock Picks Current Portfolio
Paulson Wealth Management Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWD
iShares Russell 1000 Value ETF
272,067
51,192.2
+4.30%
14.410
+0.59%
0.080
+3.68%
+5.83%
63,580.4
 
IWF
iShares Russell 1000 Growth ETF
139,566
50,395.7
+4.66%
14.190
+0.63%
0.050
+17.70%
+5.94%
111,727.5
 
EFA
iShares MSCI EAFE ETF
404,067
33,024.4
+2.43%
9.300
+0.22%
0.060
+11.27%
+20.27%
64,468.7
 
IWM
iShares Russell 2000 ETF
130,775
26,088.3
+4.83%
7.340
+0.34%
0.040
+8.47%
-1.85%
64,088.4
 
AAPL
Apple Inc
102,114
22,682.6
-2.53%
6.380
-0.18%
0.000
-7.51%
-17.87%
3,064,383.4
Hardware
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
194,793
15,377.0
+2.42%
4.330
+0.10%
0.040
+1.82%
+3.75%
34,875.1
 
SPY
SPDR S&P 500 ETF Trust
19,897
11,130.0
+0.47%
3.130
+0.01%
0.000
+10.78%
+6.05%
635,449.7
 
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
141,916
10,873.6
+2.65%
3.060
+0.08%
0.300
+8.43%
+7.00%
3,893.5
 
SHV
iShares Short Treasury Bond ETF
93,675
10,347.4
+2.62%
2.910
+0.07%
0.050
+1.01%
+2.04%
20,675.0
 
IEI
iShares 3-7 Year Treasury Bond ETF
80,158
9,469.5
+3.70%
2.670
+0.10%
0.060
+1.69%
+4.54%
15,386.4
 

Paulson Wealth Management Inc.'s Historical Top Holdings Breakdowns

Paulson Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.63%
●
360.07 ($394.62) 417.26
$424.58
7.59%
Add 4.66%
139,566
6,209
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.59%
●
182.82 ($190.45) 196.21
$194.23
1.98%
Add 4.3%
272,067
11,221
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+0.34%
●
198.1 ($216.92) 229.79
$215.79
-0.52%
Add 4.83%
130,775
6,028
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+0.22%
●
74.85 ($80.6) 84.89
$89.39
10.91%
Add 2.43%
404,067
9,605
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.21%
●
217.89 ($238.81) 252.64
$236.98
-0.77%
Reduce -35.42%
5,902
-3,237
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.18%
●
209.68 ($231.67) 247.1
$205.17
-11.44%
Reduce -2.53%
102,114
-2,650
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.17%
●
468.34 ($508.07) 539.52
$551.64
8.58%
Reduce -11.02%
9,948
-1,232
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.15%
●
25.58 ($27.85) 29.24
$28.05
0.72%
Reduce -57.78%
14,769
-20,212
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Reduce
Reduce
-0.15%
●
21.75 ($23.28) 24.28
$24.44
4.98%
Reduce -9.62%
216,153
-22,999
MDY
S&P MidCap 400 ETF
2025-03-31
Add
Add
+0.15%
●
522.96 ($567.65) 601.18
$566.48
-0.21%
Add 14.12%
7,841
970

Paulson Wealth Management Inc. Total Holding History ($B)

To

Paulson Wealth Management Inc.'s Asset Allocation

To

Paulson Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Paulson Wealth Management Inc.'s Hypothetical Growth since 2025-03-31

Paulson Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Paulson Wealth Management Inc.'s Holdings Heat Map

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Paulson Wealth Management Inc.'s Holdings Bubble Chart

Paulson Wealth Management Inc. News

  • 1

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