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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808524102

SCHB|808524102

Shares:11.4K

Value:$246.3K

% of Portfolio:0.1% ($246.3K/$355.2M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:5.9K

Value:$230.3K

% of Portfolio:0.1% ($230.3K/$355.2M)

GENWORTH FINANCIAL INC

GNW|37247D106

Shares:31.2K

Value:$221.1K

% of Portfolio:0.1% ($221.1K/$355.2M)

464287168

DVY|464287168

Shares:1.6K

Value:$216.4K

% of Portfolio:0.1% ($216.4K/$355.2M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:1.9K

Value:$214.1K

% of Portfolio:0.1% ($214.1K/$355.2M)

46432F842

IEFA|46432F842

Shares:2.8K

Value:$214.0K

% of Portfolio:0.1% ($214.0K/$355.2M)

TD SYNNEX CORP

SNX|87162W100

Shares:2.1K

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$355.2M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:1.1K

Value:$212.8K

% of Portfolio:0.1% ($212.8K/$355.2M)

Mr. Cooper Group Inc.

COOP|62482R107

Shares:1.7K

Value:$208.2K

% of Portfolio:0.1% ($208.2K/$355.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.5K

Value:$204.5K

% of Portfolio:0.1% ($204.5K/$355.2M)

COMMERCIAL METALS Co

CMC|201723103

Shares:4.4K

Value:$204.5K

% of Portfolio:0.1% ($204.5K/$355.2M)

78468R481

Shares:7.1K

Value:$201.2K

% of Portfolio:0.1% ($201.2K/$355.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHBcusip808524102)	11.4K	QoQ -47.06% (-10.2K) YoY +43.04% (-3.4K)	All Managers (Combined)	$246.3K	0.1% ($246.3K/$355.2M)	QoQ -49.79% (-$244.2K) YoY -49.55% (-$241.9K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	5.9K	QoQ +3.36% (+191) YoY NEW(+5.9K)	All Managers (Combined)	$230.3K	0.1% ($230.3K/$355.2M)	QoQ +12.01% (+$24.7K) YoY NEW(+$230.3K)
GENWORTH FINANCIAL INC(GNWcusip37247D106)	31.2K	QoQ 0.00% (+0) YoY +26.52% (+6.5K)	All Managers (Combined)	$221.1K	0.1% ($221.1K/$355.2M)	QoQ +1.43% (+$3.1K) YoY +39.51% (+$62.6K)
(DVYcusip464287168)	1.6K	QoQ -52.02% (-1.7K) YoY -81.10% (-6.9K)	All Managers (Combined)	$216.4K	0.1% ($216.4K/$355.2M)	QoQ -50.92% (-$224.5K) YoY -79.39% (-$833.6K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	1.9K	QoQ -2.04% (-40) YoY NEW(+1.9K)	All Managers (Combined)	$214.1K	0.1% ($214.1K/$355.2M)	QoQ -7.71% (-$17.9K) YoY NEW(+$214.1K)
(IEFAcusip46432F842)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$214.0K	0.1% ($214.0K/$355.2M)	QoQ NEW(+$214.0K) YoY NEW(+$214.0K)
TD SYNNEX CORP(SNXcusip87162W100)	2.1K	QoQ 0.00% (-0) YoY +15.57% (+277)	All Managers (Combined)	$213.6K	0.1% ($213.6K/$355.2M)	QoQ -11.35% (-$27.4K) YoY +6.23% (+$12.5K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	1.1K	QoQ +3.02% (-31) YoY -40.37% (-715)	All Managers (Combined)	$212.8K	0.1% ($212.8K/$355.2M)	QoQ -9.25% (-$21.7K) YoY -46.55% (-$185.4K)
Mr. Cooper Group Inc.(COOPcusip62482R107)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$208.2K	0.1% ($208.2K/$355.2M)	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.5K	QoQ NEW(+1.5K) YoY -32.21% (-733)	All Managers (Combined)	$204.5K	0.1% ($204.5K/$355.2M)	QoQ NEW(+$204.5K) YoY -20.88% (-$54.0K)
COMMERCIAL METALS Co(CMCcusip201723103)	4.4K	QoQ 0.00% (-0) YoY -0.89% (-40)	All Managers (Combined)	$204.5K	0.1% ($204.5K/$355.2M)	QoQ -7.23% (-$16.0K) YoY -22.41% (-$59.1K)
(cusip78468R481)✕	7.1K	QoQ +4.28% (-291) YoY NEW(+7.1K)	All Managers (Combined)	$201.2K	0.1% ($201.2K/$355.2M)	QoQ -5.64% (-$12.0K) YoY NEW(+$201.2K)