13F Filings for Paulson Wealth Management Inc. (CIK: 1731878)
View the most recent portfolio holdings disclosed by Paulson Wealth Management Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 141.89K | $60.24M | 15.60% | Increased | 2.32K (1.0%, $9.85M) |
| IWD - ISHARES TR(Class: RUS 1000 VAL ETF) | 280.99K | $54.58M | 14.13% | Increased | 8.93K (3.0%, $3.38M) |
| EFA - ISHARES TR(Class: MSCI EAFE ETF) | 371.58K | $33.22M | 8.60% | Decreased | 32.49K (8.0%, $191.02K) |
| IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 138.35K | $29.86M | 7.73% | Increased | 7.58K (5.0%, $3.77M) |
| AAPL - APPLE INC(Class: COM) | 101.91K | $20.91M | 5.41% | Decreased | 207 (0.0%, $1.77M) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 198.25K | $15.76M | 4.08% | Increased | 3.45K (1.0%, $383.68K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 19.32K | $11.93M | 3.09% | Decreased | 581 (2.0%, $804.53K) |
| CWB - SPDR SERIES TRUST(Class: BBG CONV SEC ETF) | 143.55K | $11.87M | 3.07% | Increased | 1.63K (1.0%, $991.90K) |
| NBSD - NEUBERGER BERMAN ETF TRUST(Class: SHORT DURATION I) | 199.40K | $10.16M | 2.63% | New | 199.40K ($10.16M) |
| IEI - ISHARES TR(Class: 3 7 YR TREAS BD) | 81.58K | $9.72M | 2.52% | Increased | 1.42K (1.0%, $245.78K) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 161.91K | $9.23M | 2.39% | Decreased | 873 (0.0%, $956.28K) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 8.72K | $4.81M | 1.25% | Decreased | 1.22K (12.0%, $147.96K) |
| MDY - SPDR SP MIDCAP 400 ETF TR(Class: UTSER1 SPDCRP) | 8.49K | $4.81M | 1.24% | Increased | 646 (8.0%, $624.83K) |
| N/A - AMERICAN CENTY ETF TR(Class: QUALITY PREFER) | 130.65K | $4.62M | 1.20% | Increased | 3.92K (3.0%, $135.31K) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 187.84K | $4.59M | 1.19% | Decreased | 28.31K (13.0%, $181.84K) |
| SPSM - SPDR SERIES TRUST(Class: PORTFOLIO SP600) | 106.96K | $4.56M | 1.18% | Increased | 5.07K (4.0%, $403.42K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 6.05K | $3.75M | 0.97% | Increased | 1.12K (22.0%, $986.34K) |
| INMU - BLACKROCK ETF TRUST II(Class: ISHARES INTERMED) | 150.39K | $3.52M | 0.91% | New | 150.39K ($3.52M) |
| MSFT - MICROSOFT CORP(Class: COM) | 6.15K | $3.06M | 0.79% | Increased | 296 (5.0%, $861.17K) |
| MINO - PIMCO ETF TR(Class: MUNI INCOME OPP) | 66.51K | $2.94M | 0.76% | Decreased | 48.68K (42.0%, $2.21M) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 8.54K | $2.48M | 0.64% | Decreased | 21 (0.0%, $376K) |
| BIL - SPDR SERIES TRUST(Class: BLOOMBERG 1-3 MO) | 26.29K | $2.41M | 0.62% | Decreased | 1.68K (6.0%, $154.47K) |
| LAZ - LAZARD INC(Class: COM) | 48.76K | $2.34M | 0.61% | Unchanged | |
| SHM - SPDR SERIES TRUST(Class: NUVEEN ICE SHORT) | 45.81K | $2.19M | 0.57% | Decreased | 1.69K (3.0%, $69.96K) |
| MUNI - PIMCO ETF TR(Class: INTER MUN BD ACT) | 37.52K | $1.93M | 0.50% | New | 37.52K ($1.93M) |