0001606587-21-000209.txt : 20210205 0001606587-21-000209.hdr.sgml : 20210205 20210205144023 ACCESSION NUMBER: 0001606587-21-000209 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210205 DATE AS OF CHANGE: 20210205 EFFECTIVENESS DATE: 20210205 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: 21595622 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 12-31-2020 12-31-2020 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 02-05-2021 0 82 171652 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 535 3060 SH SOLE NONE 3060 0 0 ABBVIE INC COM 00287Y109 688 6424 SH SOLE NONE 6424 0 0 ALLIANZGI CONV & INCOME FD COM 018828103 62 10822 SH SOLE NONE 10822 0 0 ALPHABET INC CAP STK CL A 02079K305 335 191 SH SOLE NONE 191 0 0 AMAZON COM INC COM 023135106 238 73 SH SOLE NONE 73 0 0 APPLE INC COM 037833100 1856 13988 SH SOLE NONE 13988 0 0 AT&T INC COM 00206R102 526 18281 SH SOLE NONE 18281 0 0 BLACKROCK CAP INVT CORP NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 25000 0 0 BLOOM ENERGY CORP COM CL A 093712107 410 14321 SH SOLE NONE 14321 0 0 CIGNA CORP NEW COM 125523100 338 1625 SH SOLE NONE 1625 0 0 CISCO SYS INC COM 17275R102 396 8854 SH SOLE NONE 8854 0 0 COCA COLA CO COM 191216100 431 7867 SH SOLE NONE 7867 0 0 COMCAST CORP NEW CL A 20030N101 377 7198 SH SOLE NONE 7198 0 0 COSTCO WHSL CORP NEW COM 22160K105 594 1576 SH SOLE NONE 1576 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 934 12426 SH SOLE NONE 12426 0 0 EMERSON ELEC CO COM 291011104 418 5205 SH SOLE NONE 5205 0 0 GENWORTH FINL INC COM CL A 37247D106 78 20726 SH SOLE NONE 20726 0 0 HOME DEPOT INC COM 437076102 608 2288 SH SOLE NONE 2288 0 0 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2155 78012 SH SOLE NONE 78012 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 370 2939 SH SOLE NONE 2939 0 0 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 328 11724 SH SOLE NONE 11724 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 4253 126947 SH SOLE NONE 126947 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 340 16025 SH SOLE NONE 16025 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 703 32325 SH SOLE NONE 32325 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 464 3636 SH SOLE NONE 3636 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 502 3767 SH SOLE NONE 3767 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 340 1084 SH SOLE NONE 1084 0 0 ISHARES TR CORE S&P MCP ETF 464287507 205 890 SH SOLE NONE 890 0 0 ISHARES TR CORE S&P SCP ETF 464287804 329 3578 SH SOLE NONE 3578 0 0 ISHARES TR CORE S&P500 ETF 464287200 1391 3705 SH SOLE NONE 3705 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 20622 150819 SH SOLE NONE 150819 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 23284 96557 SH SOLE NONE 96557 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 15389 78491 SH SOLE NONE 78491 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 392 2979 SH SOLE NONE 2979 0 0 ISHARES TR MSCI EAFE ETF 464287465 16874 231281 SH SOLE NONE 231281 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 11985 231954 SH SOLE NONE 231954 0 0 ISHARES TR S&P 100 ETF 464287101 465 2712 SH SOLE NONE 2712 0 0 ISHARES TR PFD AND INCM SEC 464288687 2863 74356 SH SOLE NONE 74356 0 0 ISHARES TR NATIONAL MUN ETF 464288414 7650 65269 SH SOLE NONE 65269 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 550 4732 SH SOLE NONE 4732 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 226 9463 SH SOLE NONE 9463 0 0 ISHARES TR IBONDS DEC2022 46435G755 908 34432 SH SOLE NONE 34432 0 0 ISHARES TR IBONDS DEC2021 46435G789 1489 57762 SH SOLE NONE 57762 0 0 ISHARES TR IBONDS DEC2023 46435G318 940 35905 SH SOLE NONE 35905 0 0 ISHARES TR IBONDS DEC 46435U697 640 23616 SH SOLE NONE 23616 0 0 JOHNSON & JOHNSON COM 478160104 766 4867 SH SOLE NONE 4867 0 0 JPMORGAN CHASE & CO COM 46625H100 854 6717 SH SOLE NONE 6717 0 0 KIMBERLY-CLARK CORP COM 494368103 340 2519 SH SOLE NONE 2519 0 0 LAZARD LTD SHS A G54050102 2063 48762 SH SOLE NONE 48762 0 0 LEXINGTON REALTY TRUST COM 529043101 108 10155 SH SOLE NONE 10155 0 0 MERCK & CO. INC COM 58933Y105 469 5734 SH SOLE NONE 5734 0 0 MICROSOFT CORP COM 594918104 782 3518 SH SOLE NONE 3518 0 0 NEXTERA ENERGY INC COM 65339F101 223 2884 SH SOLE NONE 2884 0 0 ORACLE CORP COM 68389X105 334 5169 SH SOLE NONE 5169 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 370 15730 SH SOLE NONE 15730 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 30 10000 SH Put SOLE NONE 10000 0 0 PEPSICO INC COM 713448108 594 4007 SH SOLE NONE 4007 0 0 PFIZER INC COM 717081103 422 11460 SH SOLE NONE 11460 0 0 PROCTER AND GAMBLE CO COM 742718109 497 3571 SH SOLE NONE 3571 0 0 QUALCOMM INC COM 747525103 638 4191 SH SOLE NONE 4191 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 5739 92439 SH SOLE NONE 92439 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 230 1772 SH SOLE NONE 1772 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 507 1659 SH SOLE NONE 1659 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2186 5846 SH SOLE NONE 5846 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 352 839 SH SOLE NONE 839 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 201 4043 SH SOLE NONE 4043 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1016 19365 SH SOLE NONE 19365 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 5133 61997 SH SOLE NONE 61997 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 421 3859 SH SOLE NONE 3859 0 0 TEXAS INSTRS INC COM 882508104 904 5510 SH SOLE NONE 5510 0 0 UNITEDHEALTH GROUP INC COM 91324P102 965 2751 SH SOLE NONE 2751 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8288 89258 SH SOLE NONE 89258 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 703 7972 SH SOLE NONE 7972 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 4383 74854 SH SOLE NONE 74854 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 643 3108 SH SOLE NONE 3108 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 255 5080 SH SOLE NONE 5080 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 378 6857 SH SOLE NONE 6857 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3397 40807 SH SOLE NONE 40807 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1340 28385 SH SOLE NONE 28385 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 567 9645 SH SOLE NONE 9645 0 0 VISA INC COM CL A 92826C839 496 2268 SH SOLE NONE 2268 0 0 WALMART INC COM 931142103 552 3829 SH SOLE NONE 3829 0 0