Paulson Wealth Management Inc.
Q1 2025 13F Holdings
- Locationwest palm beach, FL
- Num holdings
132
- Value ($000)
$355,250
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001731878
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $51.19 M | 14 % | 272,067 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $50.40 M | 14 % | 139,566 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $33.02 M | 9 % | 404,067 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $26.09 M | 7 % | 130,775 | ||
AAPL APPLE INC | COM | 037833100 | $22.68 M | 6 % | 102,114 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $15.38 M | 4 % | 194,793 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.13 M | 3 % | 19,897 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $10.87 M | 3 % | 141,916 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $10.35 M | 3 % | 93,675 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $9.47 M | 3 % | 80,158 |
Rows Per Page
10
- 10
- 50
- 100