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 $423.0M. In the most recent quarter, they have increased their positions in PFF (+165.5K shares, valued at $5.2M), CWB (+18.4K shares, valued at $1.7M), MUNI (+28.1K shares, valued at $1.5M); decreased their positions in AAPL (-4.8K shares, valued at $1.2M), QQQ (-1.3K shares, valued at $761.2K), AVGO (-1.1K shares, valued at $365.9K); initiated new positions in PFF (+165.5K shares, valued at $5.2M), ABG (+986 shares, valued at $241.0K), TROW (+2.0K shares, valued at $209.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR141.5K shares-0.24%2025-09-302025-11-03
IWD ISHARES TR281.3K shares0.12%2025-09-302025-11-03 EFA ISHARES TR371.9K shares0.08%2025-09-302025-11-03 IWM ISHARES TR139.3K shares0.68%2025-09-302025-11-03 AAPL APPLE INC97.1K shares-4.72%2025-09-302025-11-03 VCSH VANGUARD SCOTTSDALE FDS216.2K shares9.08%2025-09-302025-11-03 CWB SPDR SERIES TRUST161.9K shares12.82%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR19.3K shares0.11%2025-09-302025-11-03 NBSD NEUBERGER BERMAN ETF TRUST218.9K shares9.80%2025-09-302025-11-03 IEI ISHARES TR89.5K shares9.69%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS173.6K shares7.20%2025-09-302025-11-03 MDY SPDR S&P MIDCAP 400 ETF TR10.6K shares25.31%2025-09-302025-11-03 SPSM SPDR SERIES TRUST121.4K shares13.54%2025-09-302025-11-03 PFF ISHARES TR165.5K sharesnew addition2025-09-302025-11-03 INMU BLACKROCK ETF TRUST II204.7K shares36.13%2025-09-302025-11-03 SCHX SCHWAB STRATEGIC TR176.5K shares-6.05%2025-09-302025-11-03 QQQ INVESCO QQQ TR7.5K shares-14.53%2025-09-302025-11-03 IVV ISHARES TR6.0K shares-0.31%2025-09-302025-11-03 MUNI PIMCO ETF TR65.6K shares74.82%2025-09-302025-11-03 MINO PIMCO ETF TR68.8K shares3.42%2025-09-302025-11-03 MSFT MICROSOFT CORP6.0K shares-2.24%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.8.4K shares-1.15%2025-09-302025-11-03 LAZ LAZARD INC48.8K shares0.00%2025-09-302025-11-03 RSP INVESCO EXCHANGE TRADED FD T12.7K shares148.73%2025-09-302025-11-03 BIL SPDR SERIES TRUST25.5K shares-3.15%2025-09-302025-11-03 SHM SPDR SERIES TRUST43.4K shares-5.20%2025-09-302025-11-03 GOOGL ALPHABET INC7.9K shares2.56%2025-09-302025-11-03 VTI VANGUARD INDEX FDS5.3K shares-0.04%2025-09-302025-11-03 DIA SPDR DOW JONES INDL AVERAGE3.8K shares-2.81%2025-09-302025-11-03 AVGO BROADCOM INC5.3K shares-17.39%2025-09-302025-11-03 GOOG ALPHABET INC7.1K shares0.00%2025-09-302025-11-03 NVDA NVIDIA CORPORATION8.8K shares1.32%2025-09-302025-11-03 VB VANGUARD INDEX FDS6.0K shares-3.38%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON7.4K shares-1.36%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW1.5K shares0.14%2025-09-302025-11-03 BSMR INVESCO EXCH TRD SLF IDX FD56.9K shares37.34%2025-09-302025-11-03 V VISA INC3.9K shares-4.01%2025-09-302025-11-03 BSMQ INVESCO EXCH TRD SLF IDX FD55.2K shares37.67%2025-09-302025-11-03 ABBV ABBVIE INC5.5K shares-6.03%2025-09-302025-11-03 BSMP INVESCO EXCH TRD SLF IDX FD51.8K shares25.73%2025-09-302025-11-03 HD HOME DEPOT INC3.1K shares-5.85%2025-09-302025-11-03 SPTM SPDR SERIES TRUST15.2K shares-0.29%2025-09-302025-11-03 IWV ISHARES TR3.0K shares0.00%2025-09-302025-11-03 TXN TEXAS INSTRS INC6.1K shares-4.42%2025-09-302025-11-03 SCHA SCHWAB STRATEGIC TR39.9K shares-7.46%2025-09-302025-11-03 QQQE DIREXION SHS ETF TR10.9K shares126.31%2025-09-302025-11-03 LOW LOWES COS INC4.4K shares-2.43%2025-09-302025-11-03 AMZN AMAZON COM INC4.8K shares2.39%2025-09-302025-11-03 CSCO CISCO SYS INC13.5K shares-0.63%2025-09-302025-11-03 BSMS INVESCO EXCH TRD SLF IDX FD38.4K shares46.14%2025-09-302025-11-03 SCHD SCHWAB STRATEGIC TR32.9K shares-3.29%2025-09-302025-11-03 UNH UNITEDHEALTH GROUP INC2.5K shares-7.57%2025-09-302025-11-03 AMGN AMGEN INC3.1K shares2.58%2025-09-302025-11-03 VBR VANGUARD INDEX FDS4.1K shares-8.86%2025-09-302025-11-03 CAT CATERPILLAR INC1.8K shares-0.61%2025-09-302025-11-03 LLY ELI LILLY & CO1.1K shares-1.96%2025-09-302025-11-03 MMIN NEW YORK LIFE INVTS ACTIVE E34.6K shares29.28%2025-09-302025-11-03 XOM EXXON MOBIL CORP7.3K shares-3.21%2025-09-302025-11-03 MRK MERCK & CO INC9.7K shares-9.04%2025-09-302025-11-03 QCOM QUALCOMM INC4.7K shares-5.05%2025-09-302025-11-03 QUAL ISHARES TR4.0K shares-6.09%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO5.0K shares-7.77%2025-09-302025-11-03 WMT WALMART INC7.1K shares-5.08%2025-09-302025-11-03 BSMT INVESCO EXCH TRD SLF IDX FD30.2K shares71.33%2025-09-302025-11-03 META META PLATFORMS INC938 shares0.32%2025-09-302025-11-03 OEF ISHARES TR2.0K shares-8.59%2025-09-302025-11-03 MUB ISHARES TR6.1K shares-8.87%2025-09-302025-11-03 VO VANGUARD INDEX FDS2.2K shares-0.18%2025-09-302025-11-03 ORCL ORACLE CORP2.3K shares-20.83%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares8.84%2025-09-302025-11-03 ESGD ISHARES TR6.6K shares3.78%2025-09-302025-11-03 LMT LOCKHEED MARTIN CORP1.2K shares-12.52%2025-09-302025-11-03 GPI GROUP 1 AUTOMOTIVE INC1.4K shares0.00%2025-09-302025-11-03 MA MASTERCARD INCORPORATED1.0K shares0.49%2025-09-302025-11-03 MCD MCDONALDS CORP1.9K shares-2.00%2025-09-302025-11-03 SPGI S&P GLOBAL INC1.2K shares0.00%2025-09-302025-11-03 VOT VANGUARD INDEX FDS1.9K shares-33.21%2025-09-302025-11-03 NULG NUSHARES ETF TR5.7K shares10.06%2025-09-302025-11-03 VTHR VANGUARD SCOTTSDALE FDS1.9K shares0.00%2025-09-302025-11-03 JBL JABIL INC2.6K shares30.71%2025-09-302025-11-03 IUSG ISHARES TR3.2K shares0.00%2025-09-302025-11-03 DIS DISNEY WALT CO4.5K shares-1.43%2025-09-302025-11-03 CI THE CIGNA GROUP1.8K shares0.00%2025-09-302025-11-03 CRWD CROWDSTRIKE HLDGS INC1.1K shares4.17%2025-09-302025-11-03 NULV NUSHARES ETF TR11.7K shares9.83%2025-09-302025-11-03 CVX CHEVRON CORP NEW3.1K shares-5.79%2025-09-302025-11-03 ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.00%2025-09-302025-11-03 IWN ISHARES TR2.7K shares0.00%2025-09-302025-11-03 EME EMCOR GROUP INC726 shares0.00%2025-09-302025-11-03 GILD GILEAD SCIENCES INC3.8K shares17.94%2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-6.59%2025-09-302025-11-03 USB US BANCORP DEL8.6K shares-8.24%2025-09-302025-11-03 MINT PIMCO ETF TR4.1K shares12.99%2025-09-302025-11-03 VOE VANGUARD INDEX FDS2.3K shares-6.45%2025-09-302025-11-03 XLK SELECT SECTOR SPDR TR1.4K shares-11.59%2025-09-302025-11-03 KO COCA COLA CO6.1K shares-10.20%2025-09-302025-11-03 SANM SANMINA CORPORATION3.5K shares0.00%2025-09-302025-11-03 PEP PEPSICO INC2.8K shares-16.19%2025-09-302025-11-03 IVW ISHARES TR3.2K shares0.00%2025-09-302025-11-03 WSM WILLIAMS SONOMA INC1.8K shares0.00%2025-09-302025-11-03 EMR EMERSON ELEC CO2.7K shares-6.61%2025-09-302025-11-03 MMM 3M CO2.3K shares-7.54%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2025-09-302025-11-03 SCHM SCHWAB STRATEGIC TR11.8K shares-10.94%2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC7.8K shares-2.13%2025-09-302025-11-03 SNX TD SYNNEX CORPORATION2.0K shares0.00%2025-09-302025-11-03 WTFC WINTRUST FINL CORP2.5K shares0.00%2025-09-302025-11-03 ABT ABBOTT LABS2.4K shares21.16%2025-09-302025-11-03 RS RELIANCE INC1.1K shares0.81%2025-09-302025-11-03 UNM UNUM GROUP4.0K shares0.00%2025-09-302025-11-03 VOO VANGUARD INDEX FDS498 shares-10.75%2025-09-302025-11-03 TMHC TAYLOR MORRISON HOME CORP4.6K shares0.00%2025-09-302025-11-03 RGA REINSURANCE GRP OF AMERICA I1.6K shares0.00%2025-09-302025-11-03 C CITIGROUP INC3.0K shares17.18%2025-09-302025-11-03 DBX DROPBOX INC9.9K shares0.00%2025-09-302025-11-03 SCHB SCHWAB STRATEGIC TR11.4K shares-0.71%2025-09-302025-11-03 T AT&T INC10.2K shares-19.13%2025-09-302025-11-03 GNW GENWORTH FINL INC31.7K shares0.00%2025-09-302025-11-03 DKS DICKS SPORTING GOODS INC1.2K shares2.94%2025-09-302025-11-03 ESIX SPDR SERIES TRUST8.4K shares16.98%2025-09-302025-11-03 ORI OLD REP INTL CORP6.1K shares0.00%2025-09-302025-11-03 BND VANGUARD BD INDEX FDS3.4K shares-8.10%2025-09-302025-11-03 CACI CACI INTL INC503 shares1.00%2025-09-302025-11-03 CMC COMMERCIAL METALS CO4.3K shares-6.95%2025-09-302025-11-03 AVT AVNET INC4.8K shares-17.65%2025-09-302025-11-03 ABG ASBURY AUTOMOTIVE GROUP INC986 sharesnew addition2025-09-302025-11-03 GS GOLDMAN SACHS GROUP INC301 shares3.79%2025-09-302025-11-03 F FORD MTR CO19.9K shares0.00%2025-09-302025-11-03 RDN RADIAN GROUP INC6.4K shares0.00%2025-09-302025-11-03 CL COLGATE PALMOLIVE CO2.8K shares0.00%2025-09-302025-11-03 XPO XPO INC1.7K shares-3.73%2025-09-302025-11-03 TROW PRICE T ROWE GROUP INC2.0K sharesnew addition2025-09-302025-11-03 MTH MERITAGE HOMES CORP2.9K shares-4.79%2025-09-302025-11-03 MAR MARRIOTT INTL INC NEW796 shares0.00%2025-09-302025-11-03 LIN LINDE PLC428 shares0.00%2025-09-302025-11-03 CMCSA COMCAST CORP NEW6.4K shares-19.63%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available