Portfolio (Quarterly)
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Paulson Wealth Management Inc.
· CIK 0001731878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | OEF | ISHARES TR | — | 2,000.0 | $636K | 0.15% | — | — | $318.07 | +15.3% |
| 62 | VO | VANGUARD INDEX FDS | — | 2,194.0 | $630K | 0.15% | +14.0 | +0.6% | $287.15 | -72.1% |
| 63 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,007.0 | $609K | 0.14% | -132.0 | -11.6% | $604.39 | -15.8% |
| 64 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 2,233.0 | $604K | 0.14% | +228.0 | +11.4% | $270.59 | +57.5% |
| 65 | NULV | NUSHARES ETF TR | — | 12,486.0 | $568K | 0.13% | — | — | $45.50 | +12.6% |
| 66 | JBL | JABIL INC | Technology | 2,137.0 | $568K | 0.13% | -67.0 | -3.0% | $265.63 | +13.3% |
| 67 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 3,877.0 | $560K | 0.13% | +339.0 | +9.6% | $144.45 | +3.8% |
| 68 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,167.0 | $559K | 0.13% | +6.0 | +0.5% | $479.20 | — |
| 69 | MRK | MERCK & CO INC | Healthcare | 4,584.0 | $551K | 0.13% | -5K | -51.6% | $120.29 | +6.0% |
| 70 | VTHR | VANGUARD SCOTTSDALE FDS | — | 1,900.0 | $546K | 0.13% | — | — | $287.57 | +14.3% |
| 71 | META | META PLATFORMS INC | Communication Services | 951.0 | $544K | 0.13% | +16.0 | +1.7% | $572.13 | +12.9% |
| 72 | IWN | ISHARES TR | — | 2,857.0 | $542K | 0.13% | +157.0 | +5.8% | $189.59 | +17.3% |
| 73 | EME | EMCOR GROUP INC | Industrials | 726.0 | $536K | 0.13% | — | — | $738.31 | +0.8% |
| 74 | GILD | GILEAD SCIENCES INC | Healthcare | 3,839.0 | $535K | 0.12% | -48.0 | -1.2% | $139.39 | -3.7% |
| 75 | NULG | NUSHARES ETF TR | — | 5,806.0 | $528K | 0.12% | -306.0 | -5.0% | $90.94 | +23.3% |
| 76 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,399.0 | $516K | 0.12% | — | — | $215.09 | +10.5% |
| 77 | MA | MASTERCARD INCORPORATED | Financial Services | 1,023.0 | $511K | 0.12% | +14.0 | +1.4% | $499.66 | +8.8% |
| 78 | SPGI | S&P GLOBAL INC | Financial Services | 1,172.0 | $498K | 0.12% | — | — | $425.34 | +6.0% |
| 79 | VBR | VANGUARD INDEX FDS | — | 2,222.0 | $483K | 0.11% | -428.0 | -16.1% | $217.28 | +12.4% |
| 80 | CI | THE CIGNA GROUP | Healthcare | 1,796.0 | $479K | 0.11% | — | — | $266.75 | +5.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
37.5%
Technology
36.7%
Healthcare
6.9%
Consumer Cyclical
4.6%
Communication Services
4.4%
Consumer Defensive
3.8%
Industrials
3.6%
Energy
1.7%
Basic Materials
0.9%