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
+10.29%
+6.94%
64,244.9
 
IWF
iShares Russell 1000 Growth ETF
139,566
50,395.7
+4.66%
14.190
+0.63%
0.050
+20.02%
+7.00%
112,845.9
 
EFA
iShares MSCI EAFE ETF
404,067
33,024.4
+2.43%
9.300
+0.22%
0.060
+16.33%
+20.92%
64,814.9
 
IWM
iShares Russell 2000 ETF
130,775
26,088.3
+4.83%
7.340
+0.34%
0.040
+18.23%
+1.72%
66,422.8
 
AAPL
Apple Inc
102,114
22,682.6
-2.53%
6.380
-0.18%
0.000
+6.32%
-15.48%
3,153,550.3
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
+1.85%
+3.63%
34,938.6
 
SPY
SPDR S&P 500 ETF Trust
19,897
11,130.0
+0.47%
3.130
+0.01%
0.000
+14.09%
+7.12%
641,836.6
 
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
141,916
10,873.6
+2.65%
3.060
+0.08%
0.300
+12.12%
+8.15%
3,931.2
 
SHV
iShares Short Treasury Bond ETF
93,675
10,347.4
+2.62%
2.910
+0.07%
0.050
+1.00%
+2.14%
20,626.3
 
IEI
iShares 3-7 Year Treasury Bond ETF
80,158
9,469.5
+3.70%
2.670
+0.10%
0.060
+1.33%
+4.06%
15,272.7
 

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
$428.83
8.67%
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
$196.26
3.05%
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
$223.65
3.10%
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
$89.87
11.50%
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
$243.59
2.00%
Reduce -35.42%
5,902
-3,237
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.18%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Reduce -2.53%
102,114
-2,650
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.17%
●
468.34 ($508.07) 539.52
$556.25
9.48%
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
$28.66
2.91%
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
$24.73
6.23%
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
$581.66
2.47%
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

Size field:

Paulson Wealth Management Inc.'s Holdings Bubble Chart

Paulson Wealth Management Inc. News

  • 1

Discussions on Paulson Wealth Management Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.