Paladin Wealth

Paladin Wealth as of Dec. 31, 2024

Portfolio Holdings for Paladin Wealth

Paladin Wealth holds 95 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 8.5 $9.8M 142k 68.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.2 $3.7M 108k 34.13
Amazon (AMZN) 2.9 $3.4M 15k 219.39
Janus Detroit Str Tr Henderson Securi (JSI) 2.8 $3.2M 62k 51.81
Doubleline Etf Trust Mortgage Etf (DMBS) 2.7 $3.1M 65k 48.10
Apple (AAPL) 2.7 $3.1M 12k 250.42
Microsoft Corporation (MSFT) 2.6 $3.0M 7.2k 421.50
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.6 $3.0M 69k 44.18
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.5 $2.9M 57k 51.51
NVIDIA Corporation (NVDA) 2.5 $2.8M 21k 134.29
Alphabet Cap Stk Cl C (GOOG) 2.1 $2.4M 13k 190.44
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.0 $2.3M 45k 50.82
Meta Platforms Cl A (META) 1.9 $2.2M 3.8k 585.51
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 1.9 $2.2M 64k 34.14
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 1.8 $2.1M 60k 35.56
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.7 $2.0M 32k 62.04
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.7 $2.0M 39k 50.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $1.8M 10k 178.08
First Tr Exchange-traded First Tr Enh New (FTSM) 1.2 $1.4M 24k 59.77
Broadcom (AVGO) 1.2 $1.4M 5.9k 231.84
Pimco Etf Tr Preferred And Cp (PRFD) 1.1 $1.3M 26k 50.28
UnitedHealth (UNH) 1.1 $1.3M 2.5k 505.86
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 1.1 $1.2M 26k 47.97
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.1 $1.2M 25k 50.11
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.1 $1.2M 31k 40.41
Visa Com Cl A (V) 1.1 $1.2M 3.9k 316.04
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 1.0 $1.2M 24k 49.82
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.2M 19k 61.37
Innovator Etfs Trust Equity Def Protn (TJUL) 1.0 $1.2M 42k 27.77
Goldman Sachs (GS) 1.0 $1.1M 2.0k 572.62
JPMorgan Chase & Co. (JPM) 1.0 $1.1M 4.7k 239.71
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 1.0 $1.1M 22k 50.52
Angel Oak Funds Trust Mortgage Backed (MBS) 1.0 $1.1M 132k 8.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.1M 19k 58.79
Wal-Mart Stores (WMT) 1.0 $1.1M 12k 90.35
Doubleline Etf Trust Commercial Real (DCRE) 0.9 $1.1M 21k 51.46
Vaneck Etf Trust Morningstar Smid (SMOT) 0.9 $1.1M 31k 34.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.0M 2.3k 453.28
Chevron Corporation (CVX) 0.9 $1.0M 7.1k 144.84
Morgan Stanley Com New (MS) 0.9 $1.0M 8.1k 125.72
Target Corporation (TGT) 0.9 $985k 7.3k 135.18
Procter & Gamble Company (PG) 0.8 $934k 5.6k 167.65
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $888k 36k 24.99
Medtronic SHS (MDT) 0.7 $854k 11k 79.88
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $846k 16k 51.99
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $837k 32k 26.19
Lowe's Companies (LOW) 0.7 $803k 3.3k 246.80
McDonald's Corporation (MCD) 0.7 $803k 2.8k 289.89
Coca-Cola Company (KO) 0.7 $782k 13k 62.26
Abbott Laboratories (ABT) 0.7 $780k 6.9k 113.11
ConocoPhillips (COP) 0.7 $762k 7.7k 99.17
Palo Alto Networks (PANW) 0.7 $753k 4.1k 181.96
Netflix (NFLX) 0.6 $743k 833.00 891.32
Paypal Holdings (PYPL) 0.6 $737k 8.6k 85.35
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.6 $734k 7.8k 93.64
United Rentals (URI) 0.6 $731k 1.0k 704.44
Johnson & Johnson (JNJ) 0.6 $723k 5.0k 144.62
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.6 $717k 24k 30.03
Servicenow (NOW) 0.6 $711k 671.00 1060.12
Extra Space Storage (EXR) 0.6 $702k 4.7k 149.60
Starbucks Corporation (SBUX) 0.6 $693k 7.6k 91.25
Pfizer (PFE) 0.6 $691k 26k 26.53
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.6 $681k 14k 48.77
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.6 $681k 15k 46.26
Dex (DXCM) 0.6 $662k 8.5k 77.77
Eaton Corp SHS (ETN) 0.6 $662k 2.0k 331.87
Azek Cl A (AZEK) 0.6 $651k 14k 47.47
Costco Wholesale Corporation (COST) 0.6 $645k 704.00 916.27
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.6 $643k 5.8k 110.28
Ecolab (ECL) 0.5 $635k 2.7k 234.32
Bank of America Corporation (BAC) 0.5 $634k 14k 43.95
Boston Scientific Corporation (BSX) 0.5 $629k 7.0k 89.32
Intuit (INTU) 0.5 $627k 997.00 628.50
Nextera Energy (NEE) 0.5 $610k 8.5k 71.69
Quanta Services (PWR) 0.5 $610k 1.9k 316.05
Amphenol Corp Cl A (APH) 0.5 $608k 8.8k 69.45
Schlumberger Com Stk (SLB) 0.5 $584k 15k 38.34
Zimmer Holdings (ZBH) 0.5 $576k 5.5k 105.63
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $570k 11k 51.70
Equinix (EQIX) 0.5 $555k 589.00 942.89
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC) 0.5 $537k 18k 30.19
Southwest Airlines (LUV) 0.4 $520k 16k 33.62
Lam Research Corp Com New (LRCX) 0.4 $520k 7.2k 72.23
Global Payments (GPN) 0.4 $513k 4.6k 112.06
Advanced Micro Devices (AMD) 0.4 $502k 4.2k 120.79
Goldman Sachs Etf Tr Future Consumer (GBUY) 0.4 $501k 14k 35.18
Waste Connections (WCN) 0.4 $492k 2.9k 171.58
Baker Hughes Company Cl A (BKR) 0.4 $456k 11k 41.02
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.4 $452k 10k 44.83
Synopsys (SNPS) 0.4 $419k 863.00 485.36
Matthews Asia Fds Emer Mkts Equity (MEM) 0.3 $365k 13k 28.93
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $340k 3.7k 91.43
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $288k 9.2k 31.42
Innovator Etfs Trust Gradient Tactic (IGTR) 0.2 $217k 8.8k 24.54
Innovator Etfs Trust Innovator Intl D (IMAR) 0.2 $213k 8.5k 25.12