0001606587-18-000371.txt : 20180502 0001606587-18-000371.hdr.sgml : 20180502 20180502125722 ACCESSION NUMBER: 0001606587-18-000371 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180502 DATE AS OF CHANGE: 20180502 EFFECTIVENESS DATE: 20180502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Paulson Wealth Management Inc. CENTRAL INDEX KEY: 0001731878 IRS NUMBER: 473668743 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18668 FILM NUMBER: 18798643 BUSINESS ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 61087 BUSINESS PHONE: 630-517-2950 MAIL ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 61087 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001731878 XXXXXXXX 03-31-2018 03-31-2018 false Paulson Wealth Management Inc.

207 REBER STREET SUITE 100 WHEATON IL 61087

13F HOLDINGS REPORT 028-18668 N Nathan Paulson 630-517-2950 Nathan Paulson Wheaton IL 05-02-2018 0 108 100474 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 689 3140 SH SOLE NONE 0 0 3140 ABBOTT LABS COM 002824100 411 6864 SH SOLE NONE 0 0 6864 ABBVIE INC COM 00287Y109 785 8292 SH SOLE NONE 0 0 8292 ALPHABET INC CAP STK CL A 02079K305 761 734 SH SOLE NONE 0 0 734 APPLE INC COM 037833100 1122 6686 SH SOLE NONE 0 0 6686 AT&T INC COM 00206R102 295 8279 SH SOLE NONE 0 0 8279 BOEING CO COM 097023105 221 675 SH SOLE NONE 0 0 675 BOOKING HLDGS INC COM 09857L108 761 366 SH SOLE NONE 0 0 366 CATERPILLAR INC DEL COM 149123101 321 2177 SH SOLE NONE 0 0 2177 CELGENE CORP COM 151020104 431 4836 SH SOLE NONE 0 0 4836 CHEVRON CORP NEW COM 166764100 271 2375 SH SOLE NONE 0 0 2375 CISCO SYS INC COM 17275R102 264 6158 SH SOLE NONE 0 0 6158 CLAYMORE EXCHANGE TRD FD TR GUG MIDCAP CORE 18383M720 1452 22361 SH SOLE NONE 0 0 22361 CLAYMORE EXCHANGE TRD FD TR GUG BULL2019 E 18383M522 1059 50497 SH SOLE NONE 0 0 50497 CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 18383M530 1525 72195 SH SOLE NONE 0 0 72195 CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 18383M514 898 42619 SH SOLE NONE 0 0 42619 CLAYMORE EXCHANGE TRD FD TR GUG BLT2018 HY 18383M381 1069 42558 SH SOLE NONE 0 0 42558 CLAYMORE EXCHANGE TRD FD TR GUG BUL 2019 HY 18383M373 591 24287 SH SOLE NONE 0 0 24287 COSTCO WHSL CORP NEW COM 22160K105 803 4261 SH SOLE NONE 0 0 4261 CUMMINS INC COM 231021106 536 3307 SH SOLE NONE 0 0 3307 DOWDUPONT INC COM 26078J100 243 3810 SH SOLE NONE 0 0 3810 EMERSON ELEC CO COM 291011104 257 3765 SH SOLE NONE 0 0 3765 EXXON MOBIL CORP COM 30231G102 282 3774 SH SOLE NONE 0 0 3774 HOME DEPOT INC COM 437076102 618 3469 SH SOLE NONE 0 0 3469 HONEYWELL INTL INC COM 438516106 546 3775 SH SOLE NONE 0 0 3775 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 411 13378 SH SOLE NONE 0 0 13378 INTEL CORP COM 458140100 261 5019 SH SOLE NONE 0 0 5019 ISHARES INC MIN VOL EMRG MKT 464286533 993 15936 SH SOLE NONE 0 0 15936 ISHARES TR CORE S&P MCP ETF 464287507 650 3468 SH SOLE NONE 0 0 3468 ISHARES TR CORE S&P SCP ETF 464287804 681 8843 SH SOLE NONE 0 0 8843 ISHARES TR CORE S&P500 ETF 464287200 1659 6250 SH SOLE NONE 0 0 6250 ISHARES TR RUS 1000 VAL ETF 464287598 6447 53744 SH SOLE NONE 0 0 53744 ISHARES TR RUS 1000 GRW ETF 464287614 3004 22070 SH SOLE NONE 0 0 22070 ISHARES TR RUSSELL 2000 ETF 464287655 2864 18863 SH SOLE NONE 0 0 18863 ISHARES TR RUS 2000 VAL ETF 464287630 1383 11349 SH SOLE NONE 0 0 11349 ISHARES TR MSCI EAFE ETF 464287465 7112 102070 SH SOLE NONE 0 0 102070 ISHARES TR MSCI EMG MKT ETF 464287234 2129 44105 SH SOLE NONE 0 0 44105 ISHARES TR S&P 100 ETF 464287101 336 2900 SH SOLE NONE 0 0 2900 ISHARES TR CORE US AGGBD ET 464287226 2112 19692 SH SOLE NONE 0 0 19692 ISHARES TR EAFE VALUE ETF 464288877 215 3935 SH SOLE NONE 0 0 3935 ISHARES TR 1 3 YR CR BD ETF 464288646 258 2481 SH SOLE NONE 0 0 2481 ISHARES TR NATIONAL MUN ETF 464288414 335 3072 SH SOLE NONE 0 0 3072 ISHARES TR CORE LT USDB ETF 464289479 877 14179 SH SOLE NONE 0 0 14179 ISHARES TR 0-5 YR TIPS ETF 46429B747 418 4173 SH SOLE NONE 0 0 4173 ISHARES TR IBONDS SEP18 ETF 46429B580 290 11434 SH SOLE NONE 0 0 11434 ISHARES TR USA QUALITY FCTR 46432F339 1453 17564 SH SOLE NONE 0 0 17564 ISHARES TR IBONDS SEP19 ETF 46429B564 294 11622 SH SOLE NONE 0 0 11622 ISHARES TR IBONDS SEP20 ETF 46434V571 276 10874 SH SOLE NONE 0 0 10874 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 645 25742 SH SOLE NONE 0 0 25742 ISHARES TR IBONDS DEC19 ETF 46434VAU4 732 29572 SH SOLE NONE 0 0 29572 ISHARES TR IBONDS DEC21 ETF 46434VBK5 716 29246 SH SOLE NONE 0 0 29246 ISHARES TR IBONDS DEC22 ETF 46435G755 312 12250 SH SOLE NONE 0 0 12250 ISHARES TR IBONDS DEC21 ETF 46435G789 285 11208 SH SOLE NONE 0 0 11208 ISHARES TR IBONDS DEC2023 46435G318 258 10373 SH SOLE NONE 0 0 10373 JOHNSON & JOHNSON COM 478160104 748 5836 SH SOLE NONE 0 0 5836 JPMORGAN CHASE & CO COM 46625H100 773 7031 SH SOLE NONE 0 0 7031 KAR AUCTION SVCS INC COM 48238T109 480 8856 SH SOLE NONE 0 0 8856 LOCKHEED MARTIN CORP COM 539830109 242 717 SH SOLE NONE 0 0 717 MCDONALDS CORP COM 580135101 256 1638 SH SOLE NONE 0 0 1638 MERCK & CO INC COM 58933Y105 228 4179 SH SOLE NONE 0 0 4179 MICROSOFT CORP COM 594918104 388 4256 SH SOLE NONE 0 0 4256 NEXTERA ENERGY INC COM 65339F101 290 1775 SH SOLE NONE 0 0 1775 PEPSICO INC COM 713448108 278 2549 SH SOLE NONE 0 0 2549 POWERSHARES ETF TR II EX US SML PORT 73936T771 483 14154 SH SOLE NONE 0 0 14154 POWERSHARES ETF TR II S&P400 LOVL PT 73937B647 843 18824 SH SOLE NONE 0 0 18824 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 933 8469 SH SOLE NONE 0 0 8469 PROCTER AND GAMBLE CO COM 742718109 210 2651 SH SOLE NONE 0 0 2651 PROSHARES TR S&P 500 DV ARIST 74348A467 1743 27996 SH SOLE NONE 0 0 27996 PROSHARES TR II ULTRA VIX SHORT 74347W163 3 10000 SH Put SOLE NONE 0 0 10000 QUALCOMM INC COM 747525103 214 3871 SH SOLE NONE 0 0 3871 QUICKLOGIC CORP COM 74837P108 342 225246 SH SOLE NONE 0 0 225246 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 2084 20949 SH SOLE NONE 0 0 20949 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 841 17144 SH SOLE NONE 0 0 17144 SELECT SECTOR SPDR TR ENERGY 81369Y506 669 9929 SH SOLE NONE 0 0 9929 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1200 43538 SH SOLE NONE 0 0 43538 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 770 11776 SH SOLE NONE 0 0 11776 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1156 14198 SH SOLE NONE 0 0 14198 SOUTHWEST AIRLS CO COM 844741108 677 11815 SH SOLE NONE 0 0 11815 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 624 2585 SH SOLE NONE 0 0 2585 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 432 9343 SH SOLE NONE 0 0 9343 SPDR S&P 500 ETF TR TR UNIT 78462F103 6136 23318 SH SOLE NONE 0 0 23318 SPDR S&P 500 ETF TR TR UNIT 78462F103 2 30000 SH Put SOLE NONE 0 0 30000 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 3419 10004 SH SOLE NONE 0 0 10004 SPDR SER TR NUVEEN BLMBRG SR 78468R739 419 8760 SH SOLE NONE 0 0 8760 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1199 24972 SH SOLE NONE 0 0 24972 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1441 49007 SH SOLE NONE 0 0 49007 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1185 11911 SH SOLE NONE 0 0 11911 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 228 4748 SH SOLE NONE 0 0 4748 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 521 11913 SH SOLE NONE 0 0 11913 TEXAS INSTRS INC COM 882508104 719 6918 SH SOLE NONE 0 0 6918 UNITEDHEALTH GROUP INC COM 91324P102 741 3464 SH SOLE NONE 0 0 3464 VANECK VECTORS ETF TR AMT FREE INT ETF 92189F544 346 14692 SH SOLE NONE 0 0 14692 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 1051 12850 SH SOLE NONE 0 0 12850 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 436 5451 SH SOLE NONE 0 0 5451 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2321 42409 SH SOLE NONE 0 0 42409 VANGUARD INDEX FDS TOTAL STK MKT 922908769 269 1984 SH SOLE NONE 0 0 1984 VANGUARD INDEX FDS VALUE ETF 922908744 1484 14387 SH SOLE NONE 0 0 14387 VANGUARD INDEX FDS MID CAP ETF 922908629 855 5543 SH SOLE NONE 0 0 5543 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 716 13175 SH SOLE NONE 0 0 13175 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 227 1902 SH SOLE NONE 0 0 1902 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 273 5363 SH SOLE NONE 0 0 5363 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1137 14500 SH SOLE NONE 0 0 14500 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 981 19011 SH SOLE NONE 0 0 19011 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2787 62993 SH SOLE NONE 0 0 62993 VERIZON COMMUNICATIONS INC COM 92343V104 246 5148 SH SOLE NONE 0 0 5148 WALGREENS BOOTS ALLIANCE INC COM 931427108 312 4766 SH SOLE NONE 0 0 4766 WALMART INC COM 931142103 206 2312 SH SOLE NONE 0 0 2312 WINTRUST FINL CORP COM 97650W108 293 3408 SH SOLE NONE 0 0 3408