Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Paladin Wealth

Latest statistics and disclosures from Paladin Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002040377

Tip: Access up to 7 years of quarterly data

Positions held by Paladin Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Paladin Wealth

Paladin Wealth holds 214 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.1	$7.0M	104k	67.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.3	$3.8M	100k	37.56	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	3.2	$3.7M	69k	53.72	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.8	$3.2M	69k	46.65	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	2.7	$3.1M	106k	29.40	View chart
Apple (AAPL)	2.5	$2.9M	12k	233.00	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.4	$2.8M	45k	61.14	View chart
Microsoft Corporation (MSFT)	2.3	$2.7M	6.2k	430.30	View chart
Amazon (AMZN)	2.2	$2.5M	13k	186.33	View chart
NVIDIA Corporation (NVDA)	2.0	$2.3M	19k	121.44	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.0	$2.3M	43k	52.98	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$2.1M	13k	167.19	View chart
Meta Platforms Cl A (META)	1.7	$2.0M	3.5k	572.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$1.9M	10k	179.30	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.5	$1.7M	33k	51.23	View chart
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)	1.5	$1.7M	79k	21.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.4	$1.7M	28k	59.87	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	1.3	$1.5M	37k	40.78	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.3	$1.5M	30k	50.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$1.5M	29k	50.88	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	1.3	$1.5M	44k	33.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$1.4M	24k	59.51	View chart
UnitedHealth (UNH)	1.2	$1.4M	2.4k	584.68	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.2	$1.4M	27k	50.39	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.2	$1.4M	39k	35.03	View chart
Goldman Sachs Etf Tr Future Consumer (GBUY)	1.1	$1.3M	37k	34.96	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$1.2M	19k	64.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.0	$1.2M	33k	36.04	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$1.2M	29k	41.49	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	1.0	$1.2M	23k	51.50	View chart
Wal-Mart Stores (WMT)	0.9	$1.1M	13k	80.75	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.9	$1.0M	38k	27.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$997k	2.2k	460.26	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.9	$995k	34k	29.06	View chart
Broadcom (AVGO)	0.8	$967k	5.6k	172.50	View chart
JPMorgan Chase & Co. (JPM)	0.8	$951k	4.5k	210.86	View chart
Goldman Sachs (GS)	0.8	$951k	1.9k	495.11	View chart
Chevron Corporation (CVX)	0.8	$950k	6.5k	147.27	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.8	$927k	18k	51.67	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.8	$918k	35k	26.14	View chart
Procter & Gamble Company (PG)	0.8	$916k	5.3k	173.20	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.8	$915k	18k	50.00	View chart
Morgan Stanley Com New (MS)	0.8	$880k	8.4k	104.24	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$879k	17k	52.13	View chart
Lowe's Companies (LOW)	0.8	$877k	3.2k	270.85	View chart
Johnson & Johnson (JNJ)	0.8	$867k	5.3k	162.06	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.7	$834k	17k	49.80	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.7	$820k	16k	51.98	View chart
Target Corporation (TGT)	0.7	$819k	5.3k	155.86	View chart
McDonald's Corporation (MCD)	0.7	$815k	2.7k	304.51	View chart
Paypal Holdings (PYPL)	0.7	$807k	10k	78.03	View chart
Medtronic SHS (MDT)	0.7	$789k	8.8k	90.03	View chart
United Rentals (URI)	0.7	$785k	970.00	809.73	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.7	$783k	88k	8.90	View chart
Coca-Cola Company (KO)	0.7	$769k	11k	71.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$763k	16k	49.41	View chart
Visa Com Cl A (V)	0.7	$757k	2.8k	274.95	View chart
Extra Space Storage (EXR)	0.7	$755k	4.2k	180.19	View chart
Abbott Laboratories (ABT)	0.7	$748k	6.6k	114.01	View chart
Starbucks Corporation (SBUX)	0.6	$735k	7.5k	97.49	View chart
Palo Alto Networks (PANW)	0.6	$710k	2.1k	341.80	View chart
ConocoPhillips (COP)	0.6	$692k	6.6k	105.28	View chart
Advanced Micro Devices (AMD)	0.6	$671k	4.1k	164.08	View chart
Nextera Energy (NEE)	0.6	$635k	7.5k	84.53	View chart
Ecolab (ECL)	0.5	$629k	2.5k	255.33	View chart
Costco Wholesale Corporation (COST)	0.5	$619k	698.00	886.52	View chart
Servicenow (NOW)	0.5	$611k	683.00	894.39	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.5	$610k	12k	50.00	View chart
Pfizer (PFE)	0.5	$606k	21k	28.94	View chart
Eaton Corp SHS (ETN)	0.5	$590k	1.8k	331.44	View chart
Boston Scientific Corporation (BSX)	0.5	$586k	7.0k	83.80	View chart
Quanta Services (PWR)	0.5	$565k	1.9k	298.15	View chart
Bank of America Corporation (BAC)	0.5	$549k	14k	39.68	View chart
Intuit (INTU)	0.5	$545k	877.00	621.00	View chart
Equinix (EQIX)	0.5	$542k	610.00	887.63	View chart
Netflix (NFLX)	0.5	$540k	761.00	709.27	View chart
Zimmer Holdings (ZBH)	0.5	$538k	5.0k	107.95	View chart
Schlumberger Com Stk (SLB)	0.5	$521k	12k	41.95	View chart
Avery Dennison Corporation (AVY)	0.4	$504k	2.3k	220.76	View chart
Lam Research Corporation (LRCX)	0.4	$492k	603.00	816.08	View chart
Global Payments (GPN)	0.4	$474k	4.6k	102.42	View chart
Southwest Airlines (LUV)	0.4	$457k	15k	29.63	View chart
Mastercard Incorporated Cl A (MA)	0.4	$450k	912.00	493.80	View chart
Iqvia Holdings (IQV)	0.4	$439k	1.9k	236.97	View chart
Dex (DXCM)	0.4	$425k	6.3k	67.04	View chart
Waste Connections (WCN)	0.4	$412k	2.3k	178.82	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.4	$401k	12k	33.01	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$387k	7.4k	52.66	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$311k	9.4k	32.97	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.3	$308k	6.3k	49.06	View chart
Innovator Etfs Trust Gradient Tactic (IGTR)	0.3	$301k	11k	28.32	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$300k	3.6k	83.67	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$256k	2.8k	91.81	View chart
Kenvue (KVUE)	0.2	$190k	8.2k	23.13	View chart
Oracle Corporation (ORCL)	0.2	$177k	1.0k	170.40	View chart
Xcel Energy (XEL)	0.2	$175k	2.7k	65.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$174k	1.1k	153.13	View chart
Raytheon Technologies Corp (RTX)	0.2	$174k	1.4k	121.16	View chart
Sherwin-Williams Company (SHW)	0.2	$172k	451.00	381.67	View chart
New York Times Cl A (NYT)	0.2	$172k	3.1k	55.67	View chart
Abbvie (ABBV)	0.1	$169k	856.00	197.48	View chart
Northrop Grumman Corporation (NOC)	0.1	$169k	320.00	528.07	View chart
Cardinal Health (CAH)	0.1	$167k	1.5k	110.52	View chart
Ball Corporation (BALL)	0.1	$166k	2.4k	67.91	View chart
American Express Company (AXP)	0.1	$165k	609.00	271.20	View chart
Home Depot (HD)	0.1	$165k	407.00	405.20	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$164k	1.1k	155.84	View chart
American Tower Reit (AMT)	0.1	$164k	704.00	232.56	View chart
Chubb (CB)	0.1	$162k	563.00	288.39	View chart
Interpublic Group of Companies (IPG)	0.1	$161k	5.1k	31.63	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$161k	454.00	353.48	View chart
Intercontinental Exchange (ICE)	0.1	$160k	997.00	160.64	View chart
salesforce (CRM)	0.1	$159k	582.00	273.71	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$158k	5.1k	31.34	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$156k	4.2k	37.07	View chart
SYSCO Corporation (SYY)	0.1	$155k	2.0k	78.06	View chart
L3harris Technologies (LHX)	0.1	$151k	636.00	237.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$151k	1.3k	117.22	View chart
Becton, Dickinson and (BDX)	0.1	$150k	623.00	241.10	View chart
Honeywell International (HON)	0.1	$150k	724.00	206.71	View chart
Cigna Corp (CI)	0.1	$149k	431.00	346.44	View chart
Wendy's/arby's Group (WEN)	0.1	$144k	8.2k	17.52	View chart
Ameriprise Financial (AMP)	0.1	$144k	306.00	469.81	View chart
Alexandria Real Estate Equities (ARE)	0.1	$143k	1.2k	118.75	View chart
Amgen (AMGN)	0.1	$142k	440.00	322.21	View chart
Constellation Brands Cl A (STZ)	0.1	$139k	541.00	257.69	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$96k	884.00	108.79	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$70k	1.5k	46.55	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$63k	1.1k	55.76	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$59k	1.4k	41.82	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$51k	600.00	85.12	View chart
Fortinet (FTNT)	0.0	$46k	597.00	77.55	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.0	$45k	3.6k	12.50	View chart
Us Bancorp Del Com New (USB)	0.0	$45k	973.00	45.73	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$42k	506.00	81.92	View chart
Saia (SAIA)	0.0	$40k	92.00	437.27	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$40k	1.1k	37.52	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$40k	826.00	47.98	View chart
Invitation Homes (INVH)	0.0	$40k	1.1k	35.26	View chart
Azek Cl A (AZEK)	0.0	$39k	838.00	46.80	View chart
Healthequity (HQY)	0.0	$39k	473.00	81.85	View chart
Southwestern Energy Company	0.0	$38k	5.4k	7.11	View chart
Dynatrace Com New (DT)	0.0	$38k	710.00	53.47	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$38k	777.00	48.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$38k	863.00	43.68	View chart
Lpl Financial Holdings (LPLA)	0.0	$34k	146.00	232.63	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$32k	83.00	389.12	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$31k	159.00	196.13	View chart
Snap Cl A (SNAP)	0.0	$30k	2.8k	10.70	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$29k	1.5k	20.27	View chart
Lululemon Athletica (LULU)	0.0	$29k	108.00	271.35	View chart
Five Below (FIVE)	0.0	$26k	296.00	88.35	View chart
Weatherford Intl Ord Shs (WFRD)	0.0	$24k	279.00	84.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$23k	564.00	40.48	View chart
Tidal Tr Ii Roundhill Gener (CHAT)	0.0	$20k	538.00	37.42	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.0	$20k	448.00	43.78	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$17k	237.00	71.82	View chart
Emerson Electric (EMR)	0.0	$16k	150.00	109.37	View chart
Chipotle Mexican Grill (CMG)	0.0	$16k	283.00	57.62	View chart
Merck & Co (MRK)	0.0	$16k	142.00	113.56	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.0	$16k	138.00	113.59	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$16k	295.00	53.04	View chart
Series Portfolios Tr Panagram Bbb B (CLOZ)	0.0	$14k	523.00	26.88	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$14k	337.00	40.00	View chart
Cibc Cad (CM)	0.0	$12k	198.00	61.34	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$12k	502.00	23.79	View chart
Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)	0.0	$12k	563.00	21.00	View chart
Rbc Cad (RY)	0.0	$12k	93.00	124.73	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$11k	163.00	69.67	View chart
Sanofi Sponsored Adr (SNY)	0.0	$11k	193.00	57.63	View chart
CRH Ord (CRH)	0.0	$11k	119.00	92.74	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$11k	63.00	173.67	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$11k	138.00	78.75	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$11k	82.00	128.54	View chart
Linde SHS (LIN)	0.0	$11k	22.00	476.88	View chart
Novartis Sponsored Adr (NVS)	0.0	$10k	90.00	115.01	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$10k	228.00	45.19	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$10k	131.00	77.91	View chart
Relx Sponsored Adr (RELX)	0.0	$10k	215.00	47.46	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$10k	159.00	63.26	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$10k	796.00	12.63	View chart
United Parcel Service CL B (UPS)	0.0	$9.8k	72.00	136.33	View chart
Suncor Energy (SU)	0.0	$9.6k	261.00	36.92	View chart
Ubs Group SHS (UBS)	0.0	$9.6k	311.00	30.91	View chart
Te Connectivity Ord Shs	0.0	$9.5k	63.00	151.00	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$9.2k	315.00	29.13	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$9.1k	310.00	29.41	View chart
Prudential Adr (PUK)	0.0	$9.0k	485.00	18.54	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$8.9k	138.00	64.62	View chart
Canadian Natl Ry (CNI)	0.0	$8.9k	76.00	117.16	View chart
Shell Spon Ads (SHEL)	0.0	$8.9k	135.00	65.95	View chart
F5 Networks (FFIV)	0.0	$8.6k	39.00	220.21	View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB)	0.0	$8.5k	126.00	67.82	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.0	$8.5k	166.00	50.95	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$8.3k	326.00	25.53	View chart
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)	0.0	$7.9k	518.00	15.28	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$7.8k	82.00	95.52	View chart
Toyota Motor Corp Ads (TM)	0.0	$7.5k	42.00	178.58	View chart
Aim Etf Products Trust Us Larcp B20 Mar (MARW)	0.0	$7.2k	236.00	30.44	View chart
Tractor Supply Company (TSCO)	0.0	$7.0k	24.00	290.92	View chart
Exelon Corporation (EXC)	0.0	$6.5k	160.00	40.55	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$5.5k	61.00	89.80	View chart
Lumen Technologies (LUMN)	0.0	$5.3k	751.00	7.10	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$4.5k	74.00	60.82	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$4.1k	139.00	29.75	View chart
Automatic Data Processing (ADP)	0.0	$3.6k	13.00	276.67	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$3.2k	267.00	12.07	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$3.0k	165.00	18.10	View chart
Crown Castle Intl (CCI)	0.0	$3.0k	25.00	118.64	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$2.9k	177.00	16.56	View chart
Charles Schwab Corporation (SCHW)	0.0	$2.4k	37.00	64.83	View chart
O'reilly Automotive (ORLY)	0.0	$2.3k	2.00	1152.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.9k	3.00	619.00	View chart
Celsius Hldgs Com New (CELH)	0.0	$720.999400	23.00	31.35	View chart

Past Filings by Paladin Wealth

SEC 13F filings are viewable for Paladin Wealth going back to 2024

Paladin Wealth 2024 Q3 filed Oct. 11, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z