Paulson Wealth Management Inc. Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$386.2M
Holdings
142
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (142 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $60.2M |
IWDISHARES TR | $54.6M |
EFAISHARES TR | $33.2M |
IWMISHARES TR | $29.9M |
AAPLAPPLE INC | $20.9M |
VCSHVANGUARD SCOTTSDALE FDS | $15.8M |
SPYSPDR S&P 500 ETF TR | $11.9M |
CWBSPDR SERIES TRUST | $11.9M |
NBSDNEUBERGER BERMAN ETF TRUST | $10.2M |
IEIISHARES TR | $9.7M |
VEAVANGUARD TAX-MANAGED FDS | $9.2M |
NDQINVESCO QQQ TR | $4.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $4.8M |
ACSVAMERICAN CENTY ETF TR | $4.6M |
SCHXSCHWAB STRATEGIC TR | $4.6M |
SPSMSPDR SERIES TRUST | $4.6M |
IVVISHARES TR | $3.8M |
INMUBLACKROCK ETF TRUST II | $3.5M |
MSFTMICROSOFT CORP | $3.1M |
MINOPIMCO ETF TR | $2.9M |
JPMJPMORGAN CHASE & CO. | $2.5M |
BILSPDR SERIES TRUST | $2.4M |
LAZLAZARD INC | $2.3M |
SHMSPDR SERIES TRUST | $2.2M |
MUNIPIMCO ETF TR | $1.9M |
AVGOBROADCOM INC | $1.8M |
DONSPDR DOW JONES INDL AVERAGE | $1.7M |
VTIVANGUARD INDEX FDS | $1.6M |
VBVANGUARD INDEX FDS | $1.5M |
VVISA INC | $1.4M |
COSTCOSTCO WHSL CORP NEW | $1.4M |
NVDANVIDIA CORPORATION | $1.4M |
GOOGLALPHABET INC | $1.4M |
TXNTEXAS INSTRS INC | $1.3M |
GOOGALPHABET INC | $1.3M |
HDHOME DEPOT INC | $1.2M |
JNJJOHNSON & JOHNSON | $1.1M |
SPTMSPDR SERIES TRUST | $1.1M |
ABBVABBVIE INC | $1.1M |
SCHASCHWAB STRATEGIC TR | $1.1M |
IWVISHARES TR | $1.0M |
AMZNAMAZON COM INC | $1.0M |
QQQINVESCO EXCH TRD SLF IDX FD | $1.0M |
LOWLOWES COS INC | $1.0M |
BSMRINVESCO EXCH TRD SLF IDX FD | $972K |
BSMQINVESCO EXCH TRD SLF IDX FD | $944K |
CSCOCISCO SYS INC | $942K |
RSPINVESCO EXCHANGE TRADED FD T | $927K |
SCHDSCHWAB STRATEGIC TR | $900K |
LLYELI LILLY & CO | $876K |
VBRVANGUARD INDEX FDS | $873K |
PGPROCTER AND GAMBLE CO | $858K |
MRKMERCK & CO INC | $846K |
UNHUNITEDHEALTH GROUP INC | $845K |
AMGNAMGEN INC | $832K |
VOTVANGUARD INDEX FDS | $824K |
XOMEXXON MOBIL CORP | $812K |
QCOMQUALCOMM INC | $791K |
QUALISHARES TR | $771K |
WMTWALMART INC | $729K |
CATCATERPILLAR INC | $696K |
MUBISHARES TR | $694K |
METAMETA PLATFORMS INC | $690K |
PRFINVESCO EXCHANGE TRADED FD T | $684K |
OEFISHARES TR | $665K |
LMTLOCKHEED MARTIN CORP | $636K |
MMINNEW YORK LIFE INVTS ACTIVE E | $623K |
ORCLORACLE CORP | $622K |
SPGIS&P GLOBAL INC | $617K |
BSMYINVESCO EXCH TRD SLF IDX FD | $611K |
VOVANGUARD INDEX FDS | $605K |
GPIGROUP 1 AUTOMOTIVE INC | $595K |
CITHE CIGNA GROUP | $593K |
MAMASTERCARD INCORPORATED | $573K |
DISDISNEY WALT CO | $571K |
MCDMCDONALDS CORP | $570K |
ESGDISHARES TR | $569K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $549K |
VTHRVANGUARD SCOTTSDALE FDS | $518K |
CRWDCROWDSTRIKE HLDGS INC | $513K |
ADPAUTOMATIC DATA PROCESSING IN | $504K |
NULGNUSHARES ETF TR | $486K |
IUSGISHARES TR | $484K |
KOCOCA COLA CO | $479K |
CVXCHEVRON CORP NEW | $474K |
QQQEDIREXION SHS ETF TR | $474K |
IJHISHARES TR | $472K |
IBMINTERNATIONAL BUSINESS MACHS | $469K |
NULVNUSHARES ETF TR | $446K |
PEPPEPSICO INC | $438K |
IWNISHARES TR | $428K |
JBLJABIL INC | $426K |
USBUS BANCORP DEL | $424K |
XLKSELECT SECTOR SPDR TR | $413K |
VOEVANGUARD INDEX FDS | $410K |
BSMTINVESCO EXCH TRD SLF IDX FD | $400K |
EMEEMCOR GROUP INC | $388K |
EMREMERSON ELEC CO | $383K |
MMM3M CO | $373K |
SCHMSCHWAB STRATEGIC TR | $370K |
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