Paulson-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  null,
  "GOOGL",
  "AVT",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "COOP",
  null,
  null,
  "GILD",
  "HD",
  null,
  null,
  "MCD",
  "QCOM",
  "GNW",
  null,
  "EMR",
  null,
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  "LAZ",
  "MA",
  "MSFT",
  "IJR",
  "IWD",
  "ORCL",
  "IWF",
  "PEP",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "IEFA",
  "SPGI",
  "SCHX",
  "RS",
  null,
  null,
  "IBM",
  "CI",
  "TXN",
  "UNM",
  "VNQ",
  "VO",
  "VOE",
  "JBL",
  null,
  "PRF",
  null,
  "EME",
  "VIG",
  "IWN",
  "GPI",
  "TMHC",
  null,
  "SNX",
  "X",
  null,
  "AMZN",
  "SCHB",
  "ESGD",
  "DKS",
  "RGA",
  "USB",
  "VEA",
  null,
  "BND",
  "VBR",
  null,
  "VOT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WSM",
  "WTFC",
  null,
  "SCHD",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "SANM",
  "DIA",
  "ORI",
  "ADP",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "CMC",
  "COST",
  "CRWD",
  "RSP",
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 132
Total Value: 355249774
Accession Number: 0001172661-25-001699
Form Type: 13F-HR
CIK: paulson-wealth-management
Manager Name: Paulson-Wealth-Management

Data Enrichment

81% identified

107 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

132 positions • $355.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Broadcom Inc.

AVGO|11135F101

Shares:5.8K

Value:$977.6K

% of Portfolio:0.3% ($977.6K/$355.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.3K

Value:$903.8K

% of Portfolio:0.3% ($903.8K/$355.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:14.4K

Value:$891.6K

% of Portfolio:0.3% ($891.6K/$355.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.3K

Value:$882.9K

% of Portfolio:0.2% ($882.9K/$355.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.4K

Value:$880.6K

% of Portfolio:0.2% ($880.6K/$355.2M)

NVIDIA CORP

NVDA|67066G104

Shares:7.6K

Value:$822.6K

% of Portfolio:0.2% ($822.6K/$355.2M)

78464A805

Shares:11.8K

Value:$805.9K

% of Portfolio:0.2% ($805.9K/$355.2M)

ELI LILLY & Co

LLY|532457108

Shares:958

Value:$791.2K

% of Portfolio:0.2% ($791.2K/$355.2M)

922908538

VOT|922908538

Shares:3.0K

Value:$742.7K

% of Portfolio:0.2% ($742.7K/$355.2M)

46432F339

QUAL|46432F339

Shares:4.2K

Value:$721.5K

% of Portfolio:0.2% ($721.5K/$355.2M)

AMAZON COM INC

AMZN|023135106

Shares:3.6K

Value:$690.5K

% of Portfolio:0.2% ($690.5K/$355.2M)

46138J486

Shares:29.2K

Value:$676.9K

% of Portfolio:0.2% ($676.9K/$355.2M)

46137V613

PRF|46137V613

Shares:16.2K

Value:$654.0K

% of Portfolio:0.2% ($654.0K/$355.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.2K

Value:$654.0K

% of Portfolio:0.2% ($654.0K/$355.2M)

Walmart Inc.

WMT|931142103

Shares:7.4K

Value:$650.7K

% of Portfolio:0.2% ($650.7K/$355.2M)

CATERPILLAR INC

CAT|149123101

Shares:1.9K

Value:$619.0K

% of Portfolio:0.2% ($619.0K/$355.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$602.3K

% of Portfolio:0.2% ($602.3K/$355.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.3K

Value:$601.7K

% of Portfolio:0.2% ($601.7K/$355.2M)

S&P Global Inc.

SPGI|78409V104

Shares:1.2K

Value:$595.5K

% of Portfolio:0.2% ($595.5K/$355.2M)

MCDONALDS CORP

MCD|580135101

Shares:1.9K

Value:$592.9K

% of Portfolio:0.2% ($592.9K/$355.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	5.8K	QoQ -11.77% (-779) YoY +601.80% (-5.0K)	All Managers (Combined)	$977.6K	0.3% ($977.6K/$355.2M)	QoQ -36.28% (-$556.7K) YoY -11.34% (-$125.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.3K	QoQ +2.17% (+113) YoY -7.78% (-448)	All Managers (Combined)	$903.8K	0.3% ($903.8K/$355.2M)	QoQ +3.86% (+$33.6K) YoY -3.14% (-$29.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	14.4K	QoQ -4.67% (-708) YoY -14.85% (-2.5K)	All Managers (Combined)	$891.6K	0.3% ($891.6K/$355.2M)	QoQ -0.62% (-$5.6K) YoY +5.28% (-$44.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.3K	QoQ -3.04% (-167) YoY -14.19% (-881)	All Managers (Combined)	$882.9K	0.2% ($882.9K/$355.2M)	QoQ +11.18% (-$88.8K) YoY -10.04% (-$98.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.4K	QoQ -2.24% (-170) YoY -8.61% (-698)	All Managers (Combined)	$880.6K	0.2% ($880.6K/$355.2M)	QoQ +8.07% (-$65.8K) YoY -6.50% (-$61.2K)
NVIDIA CORP(NVDAcusip67066G104)	7.6K	QoQ -0.06% (-5) YoY +949.79% (+6.9K)	All Managers (Combined)	$822.6K	0.2% ($822.6K/$355.2M)	QoQ -19.34% (-$197.3K) YoY +25.92% (+$169.4K)
(cusip78464A805)✕	11.8K	QoQ +55.41% (+4.2K) YoY +67.33% (+4.8K)	All Managers (Combined)	$805.9K	0.2% ($805.9K/$355.2M)	QoQ +47.97% (+$261.3K) YoY +77.40% (+$351.6K)
ELI LILLY & Co(LLYcusip532457108)	958	QoQ -12.82% (-141) YoY -8.67% (-91)	All Managers (Combined)	$791.2K	0.2% ($791.2K/$355.2M)	QoQ -6.74% (-$57.2K) YoY -3.04% (-$24.9K)
(VOTcusip922908538)	3.0K	QoQ -18.43% (-686) YoY -64.65% (-5.6K)	All Managers (Combined)	$742.7K	0.2% ($742.7K/$355.2M)	QoQ -21.37% (-$201.9K) YoY -63.32% (-$1.3M)
(QUALcusip46432F339)	4.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$721.5K	0.2% ($721.5K/$355.2M)	QoQ -4.03% (-$30.4K) YoY +3.97% (+$27.6K)
AMAZON COM INC(AMZNcusip023135106)	3.6K	QoQ -2.39% (-89) YoY -10.37% (-420)	All Managers (Combined)	$690.5K	0.2% ($690.5K/$355.2M)	QoQ -15.35% (-$125.2K) YoY -5.46% (-$39.9K)
(cusip46138J486)✕	29.2K	QoQ +9.31% (+2.5K) YoY NEW(+29.2K)	All Managers (Combined)	$676.9K	0.2% ($676.9K/$355.2M)	QoQ +8.58% (+$53.5K) YoY NEW(+$676.9K)
(PRFcusip46137V613)	16.2K	QoQ 0.00% (+0) YoY -14.06% (-2.6K)	All Managers (Combined)	$654.0K	0.2% ($654.0K/$355.2M)	QoQ +0.17% (+$1.1K) YoY -9.73% (-$70.5K)
Alphabet Inc.(GOOGLcusip02079K305)	4.2K	QoQ -12.15% (-585) YoY -16.07% (-810)	All Managers (Combined)	$654.0K	0.2% ($654.0K/$355.2M)	QoQ -28.23% (-$257.3K) YoY -14.01% (-$106.6K)
Walmart Inc.(WMTcusip931142103)	7.4K	QoQ +2.55% (-185) YoY +15.61% (+1.0K)	All Managers (Combined)	$650.7K	0.2% ($650.7K/$355.2M)	QoQ -0.34% (-$2.3K) YoY +68.68% (+$264.9K)
CATERPILLAR INC(CATcusip149123101)	1.9K	QoQ -1.10% (-21) YoY -7.58% (-154)	All Managers (Combined)	$619.0K	0.2% ($619.0K/$355.2M)	QoQ -10.09% (-$69.5K) YoY -16.82% (-$125.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ -1.56% (-18) YoY -25.14% (-380)	All Managers (Combined)	$602.3K	0.2% ($602.3K/$355.2M)	QoQ +15.65% (-$81.5K) YoY -5.20% (-$33.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.3K	QoQ +1.43% (-19) YoY -1.10% (-15)	All Managers (Combined)	$601.7K	0.2% ($601.7K/$355.2M)	QoQ -6.75% (-$43.6K) YoY -2.87% (-$17.8K)
S&P Global Inc.(SPGIcusip78409V104)	1.2K	QoQ 0.00% (+0) YoY +2.35% (+27)	All Managers (Combined)	$595.5K	0.2% ($595.5K/$355.2M)	QoQ +2.02% (+$11.8K) YoY +22.24% (+$108.4K)
MCDONALDS CORP(MCDcusip580135101)	1.9K	QoQ -11.96% (-258) YoY -13.41% (-294)	All Managers (Combined)	$592.9K	0.2% ($592.9K/$355.2M)	QoQ -5.13% (-$32.1K) YoY -4.05% (-$25.0K)