0001606587-19-000399.txt : 20190424 0001606587-19-000399.hdr.sgml : 20190424 20190424125012 ACCESSION NUMBER: 0001606587-19-000399 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190424 DATE AS OF CHANGE: 20190424 EFFECTIVENESS DATE: 20190424 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: 19763292 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 03-31-2019 03-31-2019 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 04-22-2019 0 115 131855 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 527 2537 SH SOLE NONE 0 0 2537 ABBOTT LABS COM 002824100 274 3432 SH SOLE NONE 0 0 3432 ABBVIE INC COM 00287Y109 402 4989 SH SOLE NONE 0 0 4989 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 241 1371 SH SOLE NONE 0 0 1371 ALPHABET INC CAP STK CL A 02079K305 613 521 SH SOLE NONE 0 0 521 APPLE INC COM 037833100 927 4881 SH SOLE NONE 0 0 4881 AT&T INC COM 00206R102 459 14649 SH SOLE NONE 0 0 14649 BLACKROCK CAPITAL INVESTMENT NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 0 0 25000 BLOOM ENERGY CORP COM CL A 093712107 734 56823 SH SOLE NONE 0 0 56823 BOEING CO COM 097023105 201 526 SH SOLE NONE 0 0 526 BOOKING HLDGS INC COM 09857L108 393 225 SH SOLE NONE 0 0 225 CENTURYLINK INC COM 156700106 148 12347 SH SOLE NONE 0 0 12347 CHEVRON CORP NEW COM 166764100 390 3165 SH SOLE NONE 0 0 3165 CIGNA CORP NEW COM 125523100 427 2654 SH SOLE NONE 0 0 2654 CISCO SYS INC COM 17275R102 340 6306 SH SOLE NONE 0 0 6306 COCA COLA CO COM 191216100 310 6622 SH SOLE NONE 0 0 6622 COSTCO WHSL CORP NEW COM 22160K105 677 2795 SH SOLE NONE 0 0 2795 EMERSON ELEC CO COM 291011104 318 4645 SH SOLE NONE 0 0 4645 EXXON MOBIL CORP COM 30231G102 499 6175 SH SOLE NONE 0 0 6175 GENWORTH FINL INC COM CL A 37247D106 50 12938 SH SOLE NONE 0 0 12938 HOME DEPOT INC COM 437076102 321 1673 SH SOLE NONE 0 0 1673 HONEYWELL INTL INC COM 438516106 328 2065 SH SOLE NONE 0 0 2065 INTEL CORP COM 458140100 358 6672 SH SOLE NONE 0 0 6672 INTERNATIONAL BUSINESS MACHS COM 459200101 356 2524 SH SOLE NONE 0 0 2524 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 3142 149122 SH SOLE NONE 0 0 149122 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3119 146970 SH SOLE NONE 0 0 146970 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 2369 112670 SH SOLE NONE 0 0 112670 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1306 12502 SH SOLE NONE 0 0 12502 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 960 8469 SH SOLE NONE 0 0 8469 INVESCO EXCHANGE TRADED FD T ZACKS MID CAP 46137Y401 446 6555 SH SOLE NONE 0 0 6555 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 207 6933 SH SOLE NONE 0 0 6933 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 422 8488 SH SOLE NONE 0 0 8488 INVIVO THERAPEUTICS HLDGS CO COM PAR 46186M407 17 11250 SH SOLE NONE 0 0 11250 ISHARES INC MIN VOL EMRG MKT 464286533 698 11780 SH SOLE NONE 0 0 11780 ISHARES TR CORE S&P MCP ETF 464287507 753 3974 SH SOLE NONE 0 0 3974 ISHARES TR CORE S&P SCP ETF 464287804 757 9811 SH SOLE NONE 0 0 9811 ISHARES TR CORE S&P500 ETF 464287200 2381 8366 SH SOLE NONE 0 0 8366 ISHARES TR RUS 1000 VAL ETF 464287598 14943 121006 SH SOLE NONE 0 0 121006 ISHARES TR RUS 1000 GRW ETF 464287614 14677 96968 SH SOLE NONE 0 0 96968 ISHARES TR RUSSELL 2000 ETF 464287655 8036 52490 SH SOLE NONE 0 0 52490 ISHARES TR RUS 2000 VAL ETF 464287630 928 7741 SH SOLE NONE 0 0 7741 ISHARES TR MSCI EAFE ETF 464287465 11673 179976 SH SOLE NONE 0 0 179976 ISHARES TR MSCI EMG MKT ETF 464287234 3658 85224 SH SOLE NONE 0 0 85224 ISHARES TR S&P 100 ETF 464287101 363 2900 SH SOLE NONE 0 0 2900 ISHARES TR CORE US AGGBD ET 464287226 828 7591 SH SOLE NONE 0 0 7591 ISHARES TR EAFE VALUE ETF 464288877 473 9671 SH SOLE NONE 0 0 9671 ISHARES TR NATIONAL MUN ETF 464288414 336 3019 SH SOLE NONE 0 0 3019 ISHARES TR 0-5 YR TIPS ETF 46429B747 865 8677 SH SOLE NONE 0 0 8677 ISHARES TR USA QUALITY FCTR 46432F339 938 10598 SH SOLE NONE 0 0 10598 ISHARES TR IBONDS SEP19 ETF 46429B564 819 32164 SH SOLE NONE 0 0 32164 ISHARES TR IBONDS SEP2020 46434V571 1320 51748 SH SOLE NONE 0 0 51748 ISHARES TR IBONDS DEC2022 46435G755 823 31732 SH SOLE NONE 0 0 31732 ISHARES TR IBONDS DEC2021 46435G789 1256 48938 SH SOLE NONE 0 0 48938 ISHARES TR IBONDS DEC2023 46435G318 839 32941 SH SOLE NONE 0 0 32941 JOHNSON & JOHNSON COM 478160104 645 4614 SH SOLE NONE 0 0 4614 JPMORGAN CHASE & CO COM 46625H100 782 7721 SH SOLE NONE 0 0 7721 KAR AUCTION SVCS INC COM 48238T109 214 4167 SH SOLE NONE 0 0 4167 LAZARD LTD SHS A G54050102 1762 48762 SH SOLE NONE 0 0 48762 LOCKHEED MARTIN CORP COM 539830109 311 1035 SH SOLE NONE 0 0 1035 MCDONALDS CORP COM 580135101 386 2034 SH SOLE NONE 0 0 2034 MERCK & CO INC COM 58933Y105 415 4985 SH SOLE NONE 0 0 4985 MICROSOFT CORP COM 594918104 517 4382 SH SOLE NONE 0 0 4382 NEXTERA ENERGY INC COM 65339F101 206 1065 SH SOLE NONE 0 0 1065 OLD DOMINION FREIGHT LINE IN COM 679580100 297 2056 SH SOLE NONE 0 0 2056 ORGANOVO HLDGS INC COM 68620A104 20 20000 SH SOLE NONE 0 0 20000 PEPSICO INC COM 713448108 444 3624 SH SOLE NONE 0 0 3624 PFIZER INC COM 717081103 328 7728 SH SOLE NONE 0 0 7728 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 205 2019 SH SOLE NONE 0 0 2019 PROCTER AND GAMBLE CO COM 742718109 351 3372 SH SOLE NONE 0 0 3372 PROSHARES TR S&P 500 DV ARIST 74348A467 947 13971 SH SOLE NONE 0 0 13971 QUALCOMM INC COM 747525103 338 5920 SH SOLE NONE 0 0 5920 QUICKLOGIC CORP COM 74837P108 10 15633 SH SOLE NONE 0 0 15633 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 212 3118 SH SOLE NONE 0 0 3118 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 413 7899 SH SOLE NONE 0 0 7899 SELECT SECTOR SPDR TR ENERGY 81369Y506 234 3544 SH SOLE NONE 0 0 3544 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 540 21002 SH SOLE NONE 0 0 21002 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 504 6807 SH SOLE NONE 0 0 6807 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 684 7456 SH SOLE NONE 0 0 7456 SOUTHWEST AIRLS CO COM 844741108 477 9197 SH SOLE NONE 0 0 9197 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 670 2585 SH SOLE NONE 0 0 2585 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 383 10722 SH SOLE NONE 0 0 10722 SPDR S&P 500 ETF TR TR UNIT 78462F103 2484 8794 SH SOLE NONE 0 0 8794 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 683 1977 SH SOLE NONE 0 0 1977 SPDR SER TR NUVEEN BLMBRG SR 78468R739 251 5174 SH SOLE NONE 0 0 5174 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1073 21783 SH SOLE NONE 0 0 21783 SPDR SER TR SPDR BLOOMBERG 78468R663 2582 28184 SH SOLE NONE 0 0 28184 SPDR SER TR PORTFOLIO SH TSR 78468R101 802 26951 SH SOLE NONE 0 0 26951 SPDR SER TR RUSSELL YIELD 78468R770 271 3907 SH SOLE NONE 0 0 3907 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 312 5224 SH SOLE NONE 0 0 5224 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 540 15359 SH SOLE NONE 0 0 15359 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 455 15036 SH SOLE NONE 0 0 15036 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 410 8140 SH SOLE NONE 0 0 8140 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 329 9860 SH SOLE NONE 0 0 9860 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 2266 62283 SH SOLE NONE 0 0 62283 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 2970 104080 SH SOLE NONE 0 0 104080 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 240 5858 SH SOLE NONE 0 0 5858 TARGET CORP COM 87612E106 210 2620 SH SOLE NONE 0 0 2620 TEXAS INSTRS INC COM 882508104 591 5576 SH SOLE NONE 0 0 5576 UNION PACIFIC CORP COM 907818108 288 1720 SH SOLE NONE 0 0 1720 UNITEDHEALTH GROUP INC COM 91324P102 608 2459 SH SOLE NONE 0 0 2459 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 217 4449 SH SOLE NONE 0 0 4449 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2538 45508 SH SOLE NONE 0 0 45508 VANGUARD INDEX FDS VALUE ETF 922908744 817 7590 SH SOLE NONE 0 0 7590 VANGUARD INDEX FDS MID CAP ETF 922908629 822 5112 SH SOLE NONE 0 0 5112 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 538 12652 SH SOLE NONE 0 0 12652 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 526 10480 SH SOLE NONE 0 0 10480 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 725 13893 SH SOLE NONE 0 0 13893 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 234 2933 SH SOLE NONE 0 0 2933 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3280 80265 SH SOLE NONE 0 0 80265 VERIZON COMMUNICATIONS INC COM 92343V104 395 6686 SH SOLE NONE 0 0 6686 WALGREENS BOOTS ALLIANCE INC COM 931427108 454 7176 SH SOLE NONE 0 0 7176 WALMART INC COM 931142103 320 3284 SH SOLE NONE 0 0 3284 WINTRUST FINL CORP COM 97650W108 235 3493 SH SOLE NONE 0 0 3493 WISDOMTREE TR FUTRE STRAT FD 97717W125 1378 35431 SH SOLE NONE 0 0 35431 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 1046 35652 SH SOLE NONE 0 0 35652