0001606587-19-000060.txt : 20190123 0001606587-19-000060.hdr.sgml : 20190123 20190123155300 ACCESSION NUMBER: 0001606587-19-000060 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190123 DATE AS OF CHANGE: 20190123 EFFECTIVENESS DATE: 20190123 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: 19537403 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 12-31-2018 12-31-2018 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 01-23-2019 0 115 121162 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 492 2559 SH SOLE NONE 0 0 2559 ABBOTT LABS COM 002824100 250 3503 SH SOLE NONE 0 0 3503 ABBVIE INC COM 00287Y109 450 5074 SH SOLE NONE 0 0 5074 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 204 1371 SH SOLE NONE 0 0 1371 ALPHABET INC CAP STK CL A 02079K305 603 559 SH SOLE NONE 0 0 559 APPLE INC COM 037833100 1124 7329 SH SOLE NONE 0 0 7329 AT&T INC COM 00206R102 427 13965 SH SOLE NONE 0 0 13965 BLACKROCK CAPITAL INVESTMENT NOTE 5.000% 6/1 092533AC2 24 25000 PRN SOLE NONE 0 0 25000 BOOKING HLDGS INC COM 09857L108 427 250 SH SOLE NONE 0 0 250 CENTURYLINK INC COM 156700106 168 10928 SH SOLE NONE 0 0 10928 CHEVRON CORP NEW COM 166764100 346 3076 SH SOLE NONE 0 0 3076 CIGNA CORP NEW COM 125523100 535 2770 SH SOLE NONE 0 0 2770 CISCO SYS INC COM 17275R102 326 7280 SH SOLE NONE 0 0 7280 COCA COLA CO COM 191216100 306 6414 SH SOLE NONE 0 0 6414 COSTCO WHSL CORP NEW COM 22160K105 648 3051 SH SOLE NONE 0 0 3051 EMERSON ELEC CO COM 291011104 297 4709 SH SOLE NONE 0 0 4709 EXXON MOBIL CORP COM 30231G102 426 5931 SH SOLE NONE 0 0 5931 GENWORTH FINL INC COM CL A 37247D106 62 12938 SH SOLE NONE 0 0 12938 HOME DEPOT INC COM 437076102 326 1838 SH SOLE NONE 0 0 1838 HONEYWELL INTL INC COM 438516106 327 2336 SH SOLE NONE 0 0 2336 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 420 13178 SH SOLE NONE 0 0 13178 INTEL CORP COM 458140100 308 6377 SH SOLE NONE 0 0 6377 INTERNATIONAL BUSINESS MACHS COM 459200101 286 2334 SH SOLE NONE 0 0 2334 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 2872 136114 SH SOLE NONE 0 0 136114 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 2921 138769 SH SOLE NONE 0 0 138769 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 2062 99219 SH SOLE NONE 0 0 99219 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 HY 46138J403 233 9734 SH SOLE NONE 0 0 9734 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1396 14322 SH SOLE NONE 0 0 14322 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 909 8469 SH SOLE NONE 0 0 8469 INVESCO EXCHANGE TRADED FD T ZACKS MID CAP 46137Y401 555 8923 SH SOLE NONE 0 0 8923 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 491 10530 SH SOLE NONE 0 0 10530 INVIVO THERAPEUTICS HLDGS CO COM PAR 46186M407 4 11250 SH SOLE NONE 0 0 11250 ISHARES INC MIN VOL EMRG MKT 464286533 913 15934 SH SOLE NONE 0 0 15934 ISHARES TR CORE S&P MCP ETF 464287507 615 3442 SH SOLE NONE 0 0 3442 ISHARES TR CORE S&P SCP ETF 464287804 663 8880 SH SOLE NONE 0 0 8880 ISHARES TR CORE S&P500 ETF 464287200 1602 6056 SH SOLE NONE 0 0 6056 ISHARES TR RUS 1000 VAL ETF 464287598 13170 112591 SH SOLE NONE 0 0 112591 ISHARES TR RUS 1000 GRW ETF 464287614 11743 85248 SH SOLE NONE 0 0 85248 ISHARES TR RUSSELL 2000 ETF 464287655 6361 43869 SH SOLE NONE 0 0 43869 ISHARES TR RUS 2000 VAL ETF 464287630 1267 10896 SH SOLE NONE 0 0 10896 ISHARES TR MSCI EAFE ETF 464287465 9663 158106 SH SOLE NONE 0 0 158106 ISHARES TR MSCI EMG MKT ETF 464287234 2375 58176 SH SOLE NONE 0 0 58176 ISHARES TR S&P 100 ETF 464287101 338 2900 SH SOLE NONE 0 0 2900 ISHARES TR CORE US AGGBD ET 464287226 863 8104 SH SOLE NONE 0 0 8104 ISHARES TR EAFE VALUE ETF 464288877 450 9560 SH SOLE NONE 0 0 9560 ISHARES TR 0-5 YR TIPS ETF 46429B747 1952 19855 SH SOLE NONE 0 0 19855 ISHARES TR USA QUALITY FCTR 46432F339 992 12356 SH SOLE NONE 0 0 12356 ISHARES TR IBONDS SEP19 ETF 46429B564 818 32195 SH SOLE NONE 0 0 32195 ISHARES TR IBONDS SEP2020 46434V571 1290 50781 SH SOLE NONE 0 0 50781 ISHARES TR IBONDS DEC2022 46435G755 789 30682 SH SOLE NONE 0 0 30682 ISHARES TR IBONDS DEC2021 46435G789 1230 48199 SH SOLE NONE 0 0 48199 ISHARES TR IBONDS DEC2023 46435G318 804 31842 SH SOLE NONE 0 0 31842 JOHNSON & JOHNSON COM 478160104 600 4661 SH SOLE NONE 0 0 4661 JPMORGAN CHASE & CO COM 46625H100 764 7426 SH SOLE NONE 0 0 7426 KAR AUCTION SVCS INC COM 48238T109 255 4945 SH SOLE NONE 0 0 4945 LAZARD LTD SHS A G54050102 1861 48762 SH SOLE NONE 0 0 48762 LOCKHEED MARTIN CORP COM 539830109 271 969 SH SOLE NONE 0 0 969 MCDONALDS CORP COM 580135101 348 1884 SH SOLE NONE 0 0 1884 MERCK & CO INC COM 58933Y105 378 4985 SH SOLE NONE 0 0 4985 MICROSOFT CORP COM 594918104 459 4339 SH SOLE NONE 0 0 4339 NEXTERA ENERGY INC COM 65339F101 202 1138 SH SOLE NONE 0 0 1138 OLD DOMINION FGHT LINES INC COM 679580100 356 2677 SH SOLE NONE 0 0 2677 ORGANOVO HLDGS INC COM 68620A104 20 20000 SH SOLE NONE 0 0 20000 PEPSICO INC COM 713448108 376 3425 SH SOLE NONE 0 0 3425 PFIZER INC COM 717081103 307 7266 SH SOLE NONE 0 0 7266 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 203 2009 SH SOLE NONE 0 0 2009 PROCTER AND GAMBLE CO COM 742718109 295 3263 SH SOLE NONE 0 0 3263 PROSHARES TR S&P 500 DV ARIST 74348A467 1070 17086 SH SOLE NONE 0 0 17086 QUALCOMM INC COM 747525103 311 5729 SH SOLE NONE 0 0 5729 QUICKLOGIC CORP COM 74837P108 13 15633 SH SOLE NONE 0 0 15633 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 833 17144 SH SOLE NONE 0 0 17144 SELECT SECTOR SPDR TR ENERGY 81369Y506 309 4946 SH SOLE NONE 0 0 4946 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 710 27613 SH SOLE NONE 0 0 27613 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 528 8212 SH SOLE NONE 0 0 8212 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 836 9344 SH SOLE NONE 0 0 9344 SOUTHWEST AIRLS CO COM 844741108 513 10153 SH SOLE NONE 0 0 10153 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 631 2585 SH SOLE NONE 0 0 2585 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 328 9682 SH SOLE NONE 0 0 9682 SPDR S&P 500 ETF TR TR UNIT 78462F103 2645 10064 SH SOLE NONE 0 0 10064 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 716 2197 SH SOLE NONE 0 0 2197 SPDR SER TR NUVEEN BLMBRG SR 78468R739 239 4961 SH SOLE NONE 0 0 4961 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1121 23232 SH SOLE NONE 0 0 23232 SPDR SER TR SPDR BLOOMBERG 78468R663 2859 31223 SH SOLE NONE 0 0 31223 SPDR SER TR PORTFOLIO SH TSR 78468R101 644 21751 SH SOLE NONE 0 0 21751 SPDR SER TR RUSSELL YIELD 78468R770 215 3275 SH SOLE NONE 0 0 3275 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 263 4573 SH SOLE NONE 0 0 4573 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 465 14228 SH SOLE NONE 0 0 14228 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1393 48600 SH SOLE NONE 0 0 48600 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1134 23472 SH SOLE NONE 0 0 23472 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 279 8804 SH SOLE NONE 0 0 8804 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 477 13752 SH SOLE NONE 0 0 13752 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 1148 41138 SH SOLE NONE 0 0 41138 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 1998 60025 SH SOLE NONE 0 0 60025 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 244 6715 SH SOLE NONE 0 0 6715 TARGET CORP COM 87612E106 201 2857 SH SOLE NONE 0 0 2857 TEXAS INSTRS INC COM 882508104 557 5770 SH SOLE NONE 0 0 5770 UNION PAC CORP COM 907818108 244 1571 SH SOLE NONE 0 0 1571 UNITEDHEALTH GROUP INC COM 91324P102 683 2570 SH SOLE NONE 0 0 2570 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 212 4449 SH SOLE NONE 0 0 4449 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 203 2562 SH SOLE NONE 0 0 2562 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2249 41295 SH SOLE NONE 0 0 41295 VANGUARD INDEX FDS VALUE ETF 922908744 833 8102 SH SOLE NONE 0 0 8102 VANGUARD INDEX FDS MID CAP ETF 922908629 765 5181 SH SOLE NONE 0 0 5181 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 512 12843 SH SOLE NONE 0 0 12843 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 219 4598 SH SOLE NONE 0 0 4598 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 662 12935 SH SOLE NONE 0 0 12935 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 350 4459 SH SOLE NONE 0 0 4459 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3116 80384 SH SOLE NONE 0 0 80384 VERIZON COMMUNICATIONS INC COM 92343V104 370 6489 SH SOLE NONE 0 0 6489 WALGREENS BOOTS ALLIANCE INC COM 931427108 654 9139 SH SOLE NONE 0 0 9139 WALMART INC COM 931142103 291 2984 SH SOLE NONE 0 0 2984 WINTRUST FINL CORP COM 97650W108 251 3401 SH SOLE NONE 0 0 3401 WISDOMTREE TR FUTRE STRAT FD 97717W125 1051 27241 SH SOLE NONE 0 0 27241 WISDOMTREE TR FLOATNG RAT TREA 97717X628 628 25053 SH SOLE NONE 0 0 25053 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 371 12902 SH SOLE NONE 0 0 12902