Paulson Wealth Management Inc. Portfolio Holdings
Q3 2025•136 long positions•$423.0M portfolio value
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Holding145 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $66.3M 15.67% | -$160.7K Sold | — 141.5K shares | 141.9K → 141.5K −$160.7K | -0.24% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $57.3M 13.54% | +$68.6K Bought | — 281.3K shares | 281.0K → 281.3K +$68.6K | +0.12% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $34.7M 8.21% | +$28.8K Bought | — 371.9K shares | 371.6K → 371.9K +$28.8K | +0.08% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $33.7M 7.97% | +$227.7K Bought | — 139.3K shares | 138.4K → 139.3K +$227.7K | +0.68% | — — | Q4 2017 Held for 7y 11m | |
Consumer Electronics Technology | $24.7M 5.84% | -$1.2M Sold | 0.001% 97.1K shares | 101.9K → 97.1K −$1.2M | -4.72% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $17.3M 4.09% | +$1.4M Bought | — 216.2K shares | 198.2K → 216.2K +$1.4M | +9.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.7M 3.46% | +$1.7M Bought | — 161.9K shares | 143.5K → 161.9K +$1.7M | +12.82% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $12.9M 3.05% | +$14.0K Bought | — 19.3K shares | 19.3K → 19.3K +$14.0K | +0.11% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $11.2M 2.65% | +$999.3K Bought | — 218.9K shares | 199.4K → 218.9K +$999.3K | +9.8% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.7M 2.53% | +$944.7K Bought | — 89.5K shares | 81.6K → 89.5K +$944.7K | +9.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.4M 2.46% | +$698.7K Bought | — 173.6K shares | 161.9K → 173.6K +$698.7K | +7.2% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.3M 1.5% | +$1.3M Bought | — 10.6K shares | 8.5K → 10.6K +$1.3M | +25.31% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.6M 1.33% | +$670.9K Bought | — 121.4K shares | 107.0K → 121.4K +$670.9K | +13.54% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.2M 1.24% | +$5.2M Bought | — 165.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.9M 1.16% | +$1.3M Bought | — 204.7K shares | 150.4K → 204.7K +$1.3M | +36.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.6M 1.1% | -$299.5K Sold | — 176.5K shares | 187.8K → 176.5K −$299.5K | -6.05% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.5M 1.06% | -$761.2K Sold | — 7.5K shares | 8.7K → 7.5K −$761.2K | -14.53% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.0M 0.954% | -$12.7K Sold | — 6.0K shares | 6.0K → 6.0K −$12.7K | -0.31% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.4M 0.811% | +$1.5M Bought | — 65.6K shares | 37.5K → 65.6K +$1.5M | +74.82% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 0.737% | +$103.1K Bought | — 68.8K shares | 66.5K → 68.8K +$103.1K | +3.42% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $3.1M 0.736% | -$71.5K Sold | 0.0% 6.0K shares | 6.2K → 6.0K −$71.5K | -2.24% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $2.7M 0.63% | -$30.9K Sold | 0.0% 8.4K shares | 8.5K → 8.4K −$30.9K | -1.15% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
Financial - Capital Markets Financial Services | $2.6M 0.608% | — | 0.052% 48.8K shares | — | — | $5.0B Mid Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.4M 0.57% | +$1.4M Bought | — 12.7K shares | 5.1K → 12.7K +$1.4M | +148.73% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.3M 0.552% | -$76.1K Sold | — 25.5K shares | 26.3K → 25.5K −$76.1K | -3.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.495% | -$115.0K Sold | — 43.4K shares | 45.8K → 43.4K −$115.0K | -5.2% | — — | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $1.9M 0.455% | +$48.1K Bought | 0.0% 7.9K shares | 7.7K → 7.9K +$48.1K | +2.56% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.8M 0.414% | -$656.4 Sold | — 5.3K shares | 5.3K → 5.3K −$656.4 | -0.04% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.7M 0.413% | -$50.5K Sold | — 3.8K shares | 3.9K → 3.8K −$50.5K | -2.81% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $1.7M 0.411% | -$365.9K Sold | 0.0% 5.3K shares | 6.4K → 5.3K −$365.9K | -17.39% | $1.56T Mega Cap | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $1.7M 0.408% | — | 0.0% 7.1K shares | — | — | $2.95T Mega Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $1.6M 0.389% | +$21.5K Bought | 0.0% 8.8K shares | 8.7K → 8.8K +$21.5K | +1.32% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.5M 0.363% | -$53.7K Sold | — 6.0K shares | 6.2K → 6.0K −$53.7K | -3.38% | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $1.4M 0.324% | -$18.9K Sold | 0.0% 7.4K shares | 7.5K → 7.4K −$18.9K | -1.36% | $446.55B Mega Cap | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $1.3M 0.319% | +$1.9K Bought | 0.0% 1.5K shares | 1.5K → 1.5K +$1.9K | +0.14% | $410.27B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.3M 0.318% | +$366.3K Bought | — 56.9K shares | 41.5K → 56.9K +$366.3K | +37.34% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $1.3M 0.315% | -$55.6K Sold | 0.0% 3.9K shares | 4.1K → 3.9K −$55.6K | -4.01% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.308% | +$356.9K Bought | — 55.2K shares | 40.1K → 55.2K +$356.9K | +37.67% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.3M 0.303% | -$82.2K Sold | 0.0% 5.5K shares | 5.9K → 5.5K −$82.2K | -6.03% | $409.03B Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.3M 0.3% | +$260.1K Bought | — 51.8K shares | 41.2K → 51.8K +$260.1K | +25.73% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $1.2M 0.293% | -$77.0K Sold | 0.0% 3.1K shares | 3.2K → 3.1K −$77.0K | -5.85% | $403.32B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.2M 0.289% | -$3.5K Sold | — 15.2K shares | 15.2K → 15.2K −$3.5K | -0.29% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.267% | — | — 3.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $1.1M 0.266% | -$52.0K Sold | 0.001% 6.1K shares | 6.4K → 6.1K −$52.0K | -4.42% | $167.04B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.1M 0.263% | -$89.7K Sold | — 39.9K shares | 43.1K → 39.9K −$89.7K | -7.46% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.1M 0.262% | +$619.5K Bought | — 10.9K shares | 4.8K → 10.9K +$619.5K | +126.31% | — — | Q3 2020 Held for 5y 2m | |
Home Improvement Consumer Cyclical | $1.1M 0.262% | -$27.6K Sold | 0.001% 4.4K shares | 4.5K → 4.4K −$27.6K | -2.43% | $140.94B Large Cap | Q1 2021 Held for 4y 8m | |
Specialty Retail Consumer Cyclical | $1.0M 0.247% | +$24.4K Bought | 0.0% 4.8K shares | 4.6K → 4.8K +$24.4K | +2.39% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
Communication Equipment Technology | $923.8K 0.218% | -$5.9K Sold | 0.0% 13.5K shares | 13.6K → 13.5K −$5.9K | -0.63% | $270.48B Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $900.1K 0.213% | +$284.2K Bought | — 38.4K shares | 26.3K → 38.4K +$284.2K | +46.14% | — — | Q2 2024 Held for 1y 5m |
