Sponsored

The Analysis of Paulson Wealth Management Inc.'s Holdings & P&L

Currently, Paulson Wealth Management Inc. holds 137 types of securities in its portfolio with a total value $426.7M. In the most recent quarter, they have increased their positions in IWF (+7.5K shares, valued at $3.2M), IEI (+18.0K shares, valued at $2.1M), NBSD (+37.8K shares, valued at $1.9M); decreased their positions in CWB (-65.6K shares, valued at $6.0M), IVV (-1.7K shares, valued at $1.1M), VCSH (-11.3K shares, valued at $899.6K); initiated new positions in BAC (+5.2K shares, valued at $252.8K), CMCSA (+8.6K shares, valued at $248.1K), ASML (+184 shares, valued at $243.0K).

1M P&L

-184.4M-28.91%

3M P&L

-172.2M-27.52%

HY P&L

-157.8M-25.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A346.3M

84.8%

2Consumer Electronics24.2M

5.9%

3Drug Manufacturers - General4.6M

1.1%

Top Industries by Stock Count

1N/A56 stocks

44.8%

2Drug Manufacturers - General5 stocks

4.0%

3Semiconductors4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR141.5K shares5.59%2026-03-312026-05-08

IWD ISHARES TR273.5K shares1.13%2026-03-312026-05-08

IWM ISHARES TR148.4K shares4.23%2026-03-312026-05-08

EFA ISHARES TR370.6K shares1.42%2026-03-312026-05-08

AAPL APPLE INC95.3K shares-0.24%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS234.6K shares-4.61%2026-03-312026-05-08

NBSD NEUBERGER BERMAN ETF TRUST283.8K shares15.38%2026-03-312026-05-08

IEI ISHARES TR114.5K shares18.61%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T18.3K shares-0.03%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS177.9K shares2.42%2026-03-312026-05-08

CWB SPDR SERIES TRUST100.3K shares-39.53%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 4012.5K shares9.14%2026-03-312026-05-08

SPSM SPDR SERIES TRUST142.2K shares10.30%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.6K shares37.92%2026-03-312026-05-08

PFF ISHARES TR190.1K shares8.68%2026-03-312026-05-08

INMU BLACKROCK ETF TRUST II229.4K shares14.13%2026-03-312026-05-08

Sponsored

SHM SPDR SERIES TRUST102.0K shares-3.92%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR7.7K shares2.92%2026-03-312026-05-08

MINO PIMCO ETF TR92.4K shares18.07%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR156.5K shares-0.13%2026-03-312026-05-08

MUNI PIMCO ETF TR68.7K shares7.28%2026-03-312026-05-08

MINT PIMCO ETF TR31.0K shares-14.22%2026-03-312026-05-08

IVV ISHARES TR4.1K shares-28.89%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO7.8K shares-3.65%2026-03-312026-05-08

Sponsored

MSFT MICROSOFT CORP5.7K shares-5.72%2026-03-312026-05-08

LAZARD INC LAZARD INC48.8K shares0.00%2026-03-312026-05-08

BSMR INVESCO EXCH TRD SLF IDX FD78.5K shares31.56%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND3.8K shares-0.95%2026-03-312026-05-08

BSMQ INVESCO EXCH TRD SLF IDX FD73.6K shares27.30%2026-03-312026-05-08

VTI VANGUARD INDEX FDS5.3K shares-2.54%2026-03-312026-05-08

NVDA NVIDIA CORPORATION8.4K shares-6.43%2026-03-312026-05-08

BROADCOM INC BROADCOM INC4.6K shares-5.71%2026-03-312026-05-08

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD59.7K shares46.37%2026-03-312026-05-08

BSMT INVESCO EXCH TRD SLF IDX FD57.5K shares49.35%2026-03-312026-05-08

VB VANGUARD INDEX FDS5.0K shares-4.14%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON5.2K shares-26.17%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.3K shares0.39%2026-03-312026-05-08

ALPHABET INC ALPHABET INC4.3K shares-14.13%2026-03-312026-05-08

V VISA INC4.1K shares4.78%2026-03-312026-05-08

XOM EXXON MOBIL CORP7.1K shares-3.99%2026-03-312026-05-08

Sponsored

BIL SPDR SERIES TRUST12.8K shares-36.04%2026-03-312026-05-08

SPTM SPDR SERIES TRUST14.4K shares0.03%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR37.0K shares-0.50%2026-03-312026-05-08

ABBV ABBVIE INC4.9K shares-3.65%2026-03-312026-05-08

CSCO CISCO SYS INC13.3K shares1.61%2026-03-312026-05-08

CAT CATERPILLAR INC1.5K shares-17.08%2026-03-312026-05-08

TXN TEXAS INSTRS INC5.3K shares-11.34%2026-03-312026-05-08

HD HOME DEPOT INC3.1K shares5.73%2026-03-312026-05-08

Sponsored

SCHD SCHWAB STRATEGIC TR33.1K shares0.70%2026-03-312026-05-08

LLY ELI LILLY & CO1.1K shares-0.63%2026-03-312026-05-08

QQQE DIREXION SHARES ETF TRUST9.5K shares-6.66%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.0K shares-33.90%2026-03-312026-05-08

AMZN AMAZON COM INC4.1K shares-14.52%2026-03-312026-05-08

WMT WALMART INC6.5K shares-0.82%2026-03-312026-05-08

QUAL ISHARES TR4.0K shares0.00%2026-03-312026-05-08

BSMU INVESCO EXCH TRD SLF IDX FD34.3K shares158.82%2026-03-312026-05-08

Sponsored

MMIN NEW YORK LIFE INVTS ACTIVE E30.8K shares-9.10%2026-03-312026-05-08

MCD MCDONALDS CORP2.2K shares13.72%2026-03-312026-05-08

AMGN AMGEN INC1.9K shares-37.74%2026-03-312026-05-08

ESGD ISHARES TR6.9K shares-6.64%2026-03-312026-05-08

OEF ISHARES TR2.0K shares0.00%2026-03-312026-05-08

VO VANGUARD INDEX FDS2.2K shares0.64%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.0K shares-11.59%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC2.2K shares11.37%2026-03-312026-05-08

Sponsored

NULV NUSHARES ETF TR12.5K shares0.00%2026-03-312026-05-08

JBL JABIL INC2.1K shares-3.04%2026-03-312026-05-08

PG PROCTER & GAMBLE CO3.9K shares9.58%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.52%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC4.6K shares-51.56%2026-03-312026-05-08

VTHR VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC951 shares1.71%2026-03-312026-05-08

IWN ISHARES TR2.9K shares5.81%2026-03-312026-05-08

Sponsored

EME EMCOR GROUP INC726 shares0.00%2026-03-312026-05-08

GILD GILEAD SCIENCES INC3.8K shares-1.23%2026-03-312026-05-08

NULG NUSHARES ETF TR5.8K shares-5.01%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS2.4K shares0.00%2026-03-312026-05-08

MA MASTERCARD INCORPORATED1.0K shares1.39%2026-03-312026-05-08

SPGI S&P GLOBAL INC1.2K shares0.00%2026-03-312026-05-08

VBR VANGUARD INDEX FDS2.2K shares-16.15%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP1.8K shares0.00%2026-03-312026-05-08

Sponsored

MUB ISHARES TR4.5K shares0.00%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC9.5K shares22.75%2026-03-312026-05-08

DIS DISNEY WALT CO4.6K shares0.26%2026-03-312026-05-08

GPI GROUP 1 AUTOMOTIVE INC1.3K shares0.92%2026-03-312026-05-08

SANM SANMINA CORP3.3K shares-2.64%2026-03-312026-05-08

USB US BANCORP8.2K shares-7.03%2026-03-312026-05-08

WTFC WINTRUST FINL CORP2.8K shares15.77%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.9K shares-33.40%2026-03-312026-05-08

Sponsored

XLK SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-05-08

PEP PEPSICO INC2.4K shares-6.21%2026-03-312026-05-08

IVW ISHARES TR3.2K shares0.00%2026-03-312026-05-08

T AT&T INC12.3K shares34.65%2026-03-312026-05-08

RS RELIANCE INC1.2K shares3.99%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.4K shares7.59%2026-03-312026-05-08

KO COCA COLA CO4.4K shares-11.98%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC3.0K shares3.21%2026-03-312026-05-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.00%2026-03-312026-05-08

SNX TD SYNNEX CORPORATION2.0K shares0.51%2026-03-312026-05-08

EMR EMERSON ELEC CO2.5K shares1.25%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR10.6K shares-2.11%2026-03-312026-05-08

QCOM QUALCOMM INC2.5K shares-47.46%2026-03-312026-05-08

ESIX SPDR SERIES TRUST9.8K shares1.11%2026-03-312026-05-08

VOE VANGUARD INDEX FDS1.7K shares-23.34%2026-03-312026-05-08

RGA REINSURANCE GROUP AMER INC1.5K shares-2.98%2026-03-312026-05-08

Sponsored

ABT ABBOTT LABORATORIES2.9K shares31.86%2026-03-312026-05-08

MMM 3M CO2.0K shares-10.23%2026-03-312026-05-08

WSM WILLIAMS SONOMA INC1.6K shares0.00%2026-03-312026-05-08

XPO XPO INC1.5K shares0.00%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR11.4K shares0.00%2026-03-312026-05-08

LOW LOWES COS INC1.2K shares-71.03%2026-03-312026-05-08

UNM UNUM GROUP3.9K shares-3.09%2026-03-312026-05-08

VOT VANGUARD INDEX FDS1.1K shares-23.36%2026-03-312026-05-08

Sponsored

TMHC TAYLOR MORRISON HOME CORP4.6K shares-3.47%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS3.6K shares3.59%2026-03-312026-05-08

CMC COMMERCIAL METALS CO4.3K shares-0.14%2026-03-312026-05-08

ORI OLD REP INTL CORP6.6K shares9.13%2026-03-312026-05-08

CACI CACI INTL INC486 shares-3.38%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC312 shares6.48%2026-03-312026-05-08

IVE ISHARES TR1.2K shares0.00%2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW796 shares0.00%2026-03-312026-05-08

Sponsored

BAC BANK AMERICA CORP5.2K sharesnew addition2026-03-312026-05-08

AVT AVNET INC4.1K shares-3.17%2026-03-312026-05-08

DKS DICKS SPORTING GOODS INC1.3K shares2.94%2026-03-312026-05-08

CMCSA COMCAST CORP NEW8.6K sharesnew addition2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS414 shares0.24%2026-03-312026-05-08

ASML ASML HLDG NV184 sharesnew addition2026-03-312026-05-08

GNW GENWORTH FINL INC29.8K shares-3.10%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO2.8K shares0.00%2026-03-312026-05-08

Sponsored

TROW PRICE T ROWE GROUP INC2.6K shares16.12%2026-03-312026-05-08

VTV VANGUARD INDEX FDS1.2K shares-0.08%2026-03-312026-05-08

RDN RADIAN GROUP INC6.8K shares6.03%2026-03-312026-05-08

ORCL ORACLE CORP1.5K shares-6.34%2026-03-312026-05-08

KLAC KLA CORP146 sharesnew addition2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC618 sharesnew addition2026-03-312026-05-08

LINDE PLC LINDE PLC420 sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC520 shares0.58%2026-03-312026-05-08

Sponsored

URTH ISHARES INC1.1K sharesnew addition2026-03-312026-05-08

IWF

ISHARES TR

5.59%

Shares141.5K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

1.13%

Shares273.5K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

4.23%

Shares148.4K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

1.42%

Shares370.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.24%

Shares95.3K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

-4.61%

Shares234.6K

Event2026-03-31

Filed2026-05-08

NBSD

NEUBERGER BERMAN ETF TRUST

15.38%

Shares283.8K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

18.61%

Shares114.5K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-0.03%

Shares18.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

2.42%

Shares177.9K

Event2026-03-31

Filed2026-05-08

CWB

SPDR SERIES TRUST

-39.53%

Shares100.3K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

9.14%

Shares12.5K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

10.30%

Shares142.2K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

37.92%

Shares31.6K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

8.68%

Shares190.1K

Event2026-03-31

Filed2026-05-08

INMU

BLACKROCK ETF TRUST II

14.13%

Shares229.4K

Event2026-03-31

Filed2026-05-08

SHM

SPDR SERIES TRUST

-3.92%

Shares102.0K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

2.92%

Shares7.7K

Event2026-03-31

Filed2026-05-08

MINO

PIMCO ETF TR

18.07%

Shares92.4K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

-0.13%

Shares156.5K

Event2026-03-31

Filed2026-05-08

MUNI

PIMCO ETF TR

7.28%

Shares68.7K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

-14.22%

Shares31.0K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-28.89%

Shares4.1K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-3.65%

Shares7.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-5.72%

Shares5.7K

Event2026-03-31

Filed2026-05-08

LAZARD INC

0.00%

Shares48.8K

Event2026-03-31

Filed2026-05-08

BSMR

INVESCO EXCH TRD SLF IDX FD

31.56%

Shares78.5K

Event2026-03-31

Filed2026-05-08

DIA

STATE STR SPDR DOW JONES IND

-0.95%

Shares3.8K

Event2026-03-31

Filed2026-05-08

BSMQ

INVESCO EXCH TRD SLF IDX FD

27.30%

Shares73.6K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-2.54%

Shares5.3K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-6.43%

Shares8.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-5.71%

Shares4.6K

Event2026-03-31

Filed2026-05-08

BSMS

INVESCO EXCH TRD SLF IDX FD

46.37%

Shares59.7K

Event2026-03-31

Filed2026-05-08

BSMT

INVESCO EXCH TRD SLF IDX FD

49.35%

Shares57.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-4.14%

Shares5.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-26.17%

Shares5.2K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

0.39%

Shares1.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-14.13%

Shares4.3K

Event2026-03-31

Filed2026-05-08

VISA INC

4.78%

Shares4.1K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-3.99%

Shares7.1K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

-36.04%

Shares12.8K

Event2026-03-31

Filed2026-05-08

SPTM

SPDR SERIES TRUST

0.03%

Shares14.4K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

-0.50%

Shares37.0K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

-3.65%

Shares4.9K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

1.61%

Shares13.3K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-17.08%

Shares1.5K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

-11.34%

Shares5.3K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

5.73%

Shares3.1K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

0.70%

Shares33.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-0.63%

Shares1.1K

Event2026-03-31

Filed2026-05-08

QQQE

DIREXION SHARES ETF TRUST

-6.66%

Shares9.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-33.90%

Shares3.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-14.52%

Shares4.1K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-0.82%

Shares6.5K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-08

BSMU

INVESCO EXCH TRD SLF IDX FD

158.82%

Shares34.3K

Event2026-03-31

Filed2026-05-08

MMIN

NEW YORK LIFE INVTS ACTIVE E

-9.10%

Shares30.8K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

13.72%

Shares2.2K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

-37.74%

Shares1.9K

Event2026-03-31

Filed2026-05-08

ESGD

ISHARES TR

-6.64%

Shares6.9K

Event2026-03-31

Filed2026-05-08

OEF

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.64%

Shares2.2K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

-11.59%

Shares1.0K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

11.37%

Shares2.2K

Event2026-03-31

Filed2026-05-08

NULV

NUSHARES ETF TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-08

JBL

JABIL INC

-3.04%

Shares2.1K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

9.58%

Shares3.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.52%

Shares1.2K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-51.56%

Shares4.6K

Event2026-03-31

Filed2026-05-08

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08