Paulson Wealth Management Inc. Top Holdings and 13F Report (2024) → Obama’s Forever Term [exposed] (From Porter & Company) (Ad) About Paulson Wealth Management Inc.Investment ActivityPaulson Wealth Management Inc. has $340.06 million in total holdings as of March 31, 2024.Paulson Wealth Management Inc. owns shares of 143 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.87% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Paulson Wealth Management Inc. has purchased 134 new stocks and bought additional shares in 40 stocks.Paulson Wealth Management Inc. sold shares of 69 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $41,773,202iShares Russell 1000 Value ETF $38,045,704iShares MSCI EAFE ETF $35,322,157iShares Russell 2000 ETF $21,336,286Apple $18,572,779 Largest New Holdings this Quarter LAZARD INC $2,041,665 HoldingNextEra Energy $544,002 HoldingS&P Global $487,140 HoldingWilliams-Sonoma $272,441 HoldingiShares ESG Aware MSCI EAFE ETF $256,511 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 27,056 shares (about $2.16M)iShares Russell 1000 Value ETF 11,585 shares (about $2.07M)iShares Russell 1000 Growth ETF 6,070 shares (about $2.05M)LAZARD INC 48,762 shares (about $2.04M)iShares Russell 2000 ETF 6,105 shares (about $1.28M) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 6,548 shares (about $601.11K)Vanguard Total Stock Market ETF 1,493 shares (about $388.05K)Vanguard Small-Cap Value ETF 1,810 shares (about $347.31K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 6,010 shares (about $285.11K)Procter & Gamble 1,755 shares (about $284.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaulson Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$41,773,202$2,045,889 ▲5.1%123,93812.3%ETFIWDiShares Russell 1000 Value ETF$38,045,704$2,074,992 ▲5.8%212,41511.2%ETFEFAiShares MSCI EAFE ETF$35,322,157$2,160,692 ▲6.5%442,30110.4%FinanceIWMiShares Russell 2000 ETF$21,336,286$1,283,887 ▲6.4%101,4566.3%FinanceAAPLApple$18,572,779$69,621 ▲0.4%108,3095.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$12,978,786$819,253 ▲6.7%167,8803.8%ETFSPYSPDR S&P 500 ETF Trust$11,184,802$1,081,185 ▲10.7%21,3833.3%FinanceSHViShares Short Treasury Bond ETF$9,956,733$250,704 ▲2.6%90,0742.9%ETFCWBSPDR Bloomberg Convertible Securities ETF$9,616,866$467,017 ▲5.1%131,6662.8%ETFVEAVanguard FTSE Developed Markets ETF$8,138,679$691,192 ▲9.3%162,2222.4%ETFSCHXSchwab US Large-Cap ETF$6,828,502$138,021 ▼-2.0%110,0312.0%ETFQQQInvesco QQQ$6,396,437$166,505 ▼-2.5%14,4061.9%FinanceIEIiShares 3-7 Year Treasury Bond ETF$6,324,963$858,036 ▲15.7%54,6151.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,270,971$193,594 ▲3.8%122,4671.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,852,181$601,106 ▼-11.0%52,8561.4%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$4,022,775$285,115 ▼-6.6%84,7971.2%FinanceMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$3,871,706$81,176 ▲2.1%84,8501.1%ETFVBVanguard Small-Cap ETF$3,443,870$269,502 ▼-7.3%15,0661.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,287,525$684,322 ▲26.3%5,9091.0%ETFQPFFAmerican Century Quality Preferred ETF$3,181,031$408,475 ▲14.7%85,7490.9%ETFMUBiShares National Muni Bond ETF$2,807,466$119,757 ▼-4.1%26,0920.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,748,138$74,382 ▼-2.6%6,9090.8%FinanceMSFTMicrosoft$2,721,705$15,567 ▲0.6%6,4690.8%Computer and TechnologyIVViShares Core S&P 500 ETF$2,544,125$15,773 ▼-0.6%4,8390.7%ETFVBRVanguard Small-Cap Value ETF$2,431,168$347,310 ▼-12.5%12,6700.7%ETFSCHDSchwab US Dividend Equity ETF$2,255,273$70,550 ▼-3.0%27,9710.7%ETFLAZARD INC$2,041,665$2,041,665 ▲New Holding48,7620.6%COMVOTVanguard Mid-Cap Growth ETF$2,025,092$131,800 ▼-6.1%8,5890.6%ETFJPMJPMorgan Chase & Co.$2,003,000$19,029 ▼-0.9%10,0000.6%FinanceVTIVanguard Total Stock Market ETF$1,996,923$388,052 ▼-16.3%7,6830.6%ETFMMINIQ MacKay Municipal Insured ETF$1,927,332$214,375 ▼-10.0%79,3140.6%ETFUNHUnitedHealth Group$1,790,319$59,859 ▲3.5%3,6190.5%MedicalSCHASchwab US Small-Cap ETF$1,674,586$88,680 ▼-5.0%34,0090.5%ETFHDHome Depot$1,599,996$25,701 ▼-1.6%4,1710.5%Retail/WholesaleTXNTexas Instruments$1,438,031$1,568 ▼-0.1%8,2550.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,373,662$206,184 ▼-13.1%16,8690.4%ETFVOOVanguard S&P 500 ETF$1,363,889$67,786 ▼-4.7%2,8370.4%ETFABBVAbbVie$1,334,065$13,111 ▼-1.0%7,3260.4%MedicalVVisa$1,262,837$6,698 ▲0.5%4,5250.4%Business ServicesAVGOBroadcom$1,102,741$26,508 ▼-2.3%8320.3%Computer and TechnologyCOSTCostco Wholesale$1,056,4850.0%1,4420.3%Retail/WholesaleDVYiShares Select Dividend ETF$1,049,985$86,965 ▼-7.6%8,5240.3%ETFJNJJohnson & Johnson$981,569$1,898 ▲0.2%6,2050.3%MedicalXOMExxon Mobil$941,776$109,731 ▼-10.4%8,1020.3%Oils/EnergyPGProcter & Gamble$933,082$284,743 ▼-23.4%5,7510.3%Consumer StaplesDISWalt Disney$904,1180.0%7,3890.3%Consumer DiscretionaryMRKMerck & Co., Inc.$867,850$11,612 ▼-1.3%6,5770.3%MedicalCSCOCisco Systems$846,885$7,736 ▲0.9%16,9680.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$835,964$167,754 ▼-16.7%5,3620.2%ETFLLYEli Lilly and Company$816,080$15,559 ▼-1.9%1,0490.2%MedicalCVXChevron$772,768$159,317 ▲26.0%4,8990.2%Oils/EnergyGOOGLAlphabet$760,571$21,584 ▼-2.8%5,0390.2%Computer and TechnologyCATCaterpillar$744,219$1,832 ▼-0.2%2,0310.2%Industrial ProductsAMZNAmazon.com$730,3590.0%4,0490.2%Retail/WholesalePRFInvesco FTSE RAFI US 1000 ETF$724,5820.0%18,8350.2%ETFSCHFSchwab International Equity ETF$722,243$194,666 ▼-21.2%18,5100.2%ETFBSMOInvesco BulletShares 2024 Municipal Bond ETF$712,400$44,505 ▲6.7%28,7490.2%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$705,690$42,887 ▲6.5%28,9930.2%ETFQUALiShares MSCI USA Quality Factor ETF$693,886$1,150 ▼-0.2%4,2220.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$670,359$57,103 ▲9.3%28,3390.2%ETFNVDANVIDIA$653,234$46,079 ▼-6.6%7230.2%Computer and TechnologyCIThe Cigna Group$652,2890.0%1,7960.2%MedicalBSMQInvesco BulletShares 2026 Municipal Bond ETF$651,811$53,422 ▲8.9%27,6600.2%ETFVOVanguard Mid-Cap ETF$643,381$31,482 ▼-4.7%2,5750.2%ETFBRK.BBerkshire Hathaway$635,406$421 ▲0.1%1,5110.2%FinanceLMTLockheed Martin$619,533$455 ▼-0.1%1,3620.2%AerospaceMCDMcDonald's$617,917$3,665 ▲0.6%2,1920.2%Retail/WholesalePEPPepsiCo$579,927$5,775 ▲1.0%3,3140.2%Consumer StaplesAMGNAmgen$548,738$8,245 ▲1.5%1,9300.2%MedicalNEENextEra Energy$544,002$544,002 ▲New Holding8,5120.2%UtilitiesOEFiShares S&P 100 ETF$541,3330.0%2,1880.2%ETFRSPInvesco S&P 500 Equal Weight ETF$521,998$1,694 ▼-0.3%3,0820.2%ETFPFFVGlobal X Variable Rate Preferred ETF$510,446$74,142 ▼-12.7%21,5560.2%ETFADPAutomatic Data Processing$496,4830.0%1,9880.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$491,712$135,942 ▲38.2%4,4490.1%ETFSCHBSchwab US Broad Market ETF$488,151$21,367 ▼-4.2%7,9960.1%ETFSPGIS&P Global$487,140$487,140 ▲New Holding1,1450.1%Business ServicesCMCSAComcast$478,931$38,755 ▼-7.5%11,0480.1%Consumer DiscretionaryMAMastercard$472,902$143,990 ▲43.8%9820.1%Business ServicesMMM3M$468,723$1,909 ▼-0.4%4,4190.1%Multi-Sector ConglomeratesGOOGAlphabet$465,9160.0%3,0600.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$463,082$413,761 ▲838.9%7,6240.1%ETFQCOMQUALCOMM$454,571$26,411 ▼-5.5%2,6850.1%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$454,246$60,173 ▼-11.7%7,0810.1%ETFMETAMeta Platforms$452,561$14,082 ▼-3.0%9320.1%Computer and TechnologyLOWLowe's Companies$450,1200.0%1,7670.1%Retail/WholesaleVTHRVanguard Russell 3000 ETF$442,6240.0%1,9000.1%ETFRSReliance$435,102$19,717 ▼-4.3%1,3020.1%Basic MaterialsIWNiShares Russell 2000 Value ETF$431,010$32,556 ▼-7.0%2,7140.1%ETFKOCoca-Cola$416,809$2,447 ▲0.6%6,8130.1%Consumer StaplesUPSUnited Parcel Service$407,692$11,742 ▲3.0%2,7430.1%TransportationUSBU.S. Bancorp$406,457$1,520 ▼-0.4%9,0930.1%FinanceDKSDICK'S Sporting Goods$398,2270.0%1,7710.1%Retail/WholesaleIBMInternational Business Machines$394,523$34,564 ▼-8.1%2,0660.1%Computer and TechnologyWMTWalmart$385,750$253,316 ▲191.3%6,4110.1%Retail/WholesaleGILDGilead Sciences$380,534$4,322 ▼-1.1%5,1950.1%MedicalVZVerizon Communications$379,422$69,951 ▼-15.6%9,0420.1%Computer and TechnologyQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$377,9400.0%4,2370.1%ETFVIGVanguard Dividend Appreciation ETF$377,7510.0%2,0690.1%ETFADBEAdobe$376,432$5,551 ▼-1.5%7460.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.