Paladin Wealth

Paladin Wealth as of March 31, 2025

Portfolio Holdings for Paladin Wealth

Paladin Wealth holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.1 $6.8M 104k 65.76
Janus Detroit Str Tr Henderson Mtg (JMBS) 3.4 $3.8M 84k 45.20
Amazon (AMZN) 2.8 $3.1M 17k 190.26
Apple (AAPL) 2.7 $3.0M 13k 222.13
Microsoft Corporation (MSFT) 2.7 $3.0M 7.9k 375.39
Doubleline Etf Trust Mortgage Etf (DMBS) 2.6 $2.8M 58k 49.05
NVIDIA Corporation (NVDA) 2.4 $2.6M 24k 108.38
Meta Platforms Cl A (META) 2.0 $2.3M 3.9k 576.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $2.2M 61k 36.41
Alphabet Cap Stk Cl C (GOOG) 1.9 $2.1M 13k 156.23
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.8 $2.0M 30k 66.27
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.7 $1.9M 59k 33.21
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.7 $1.9M 37k 50.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $1.8M 11k 170.89
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.7 $1.8M 18k 100.89
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $1.7M 29k 60.17
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 1.4 $1.6M 33k 49.08
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.3 $1.5M 31k 47.89
UnitedHealth (UNH) 1.3 $1.5M 2.8k 523.75
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 1.3 $1.4M 40k 35.12
Visa Com Cl A (V) 1.2 $1.4M 3.9k 350.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $1.4M 26k 52.37
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.2 $1.3M 47k 28.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.3M 2.4k 532.58
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.1 $1.3M 21k 59.68
Chevron Corporation (CVX) 1.1 $1.3M 7.6k 167.29
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.1 $1.3M 31k 40.65
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.1 $1.3M 25k 50.12
Angel Oak Funds Trust Mortgage Backed (MBS) 1.1 $1.2M 142k 8.68
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 1.1 $1.2M 24k 51.05
JPMorgan Chase & Co. (JPM) 1.1 $1.2M 5.0k 245.30
Goldman Sachs (GS) 1.1 $1.2M 2.2k 546.29
Wal-Mart Stores (WMT) 1.0 $1.2M 13k 87.79
First Tr Exchange-traded First Tr Enh New (FTSM) 1.0 $1.2M 19k 59.84
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 1.0 $1.1M 23k 47.75
Pimco Etf Tr Preferred And Cp (PRFD) 1.0 $1.1M 22k 50.55
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 1.0 $1.1M 32k 33.84
Morgan Stanley Com New (MS) 0.9 $1.0M 8.8k 116.67
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $1.0M 17k 61.89
Procter & Gamble Company (PG) 0.9 $1.0M 6.0k 170.42
Vaneck Etf Trust Morningstar Smid (SMOT) 0.9 $1.0M 31k 32.79
Broadcom (AVGO) 0.9 $1.0M 6.0k 167.43
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.9 $993k 20k 49.53
Medtronic SHS (MDT) 0.9 $990k 11k 89.86
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.9 $959k 19k 49.63
Abbott Laboratories (ABT) 0.8 $932k 7.0k 132.65
Coca-Cola Company (KO) 0.8 $924k 13k 71.62
ConocoPhillips (COP) 0.8 $904k 8.6k 105.02
McDonald's Corporation (MCD) 0.8 $892k 2.9k 312.37
Target Corporation (TGT) 0.8 $863k 8.3k 104.36
Lowe's Companies (LOW) 0.8 $863k 3.7k 233.23
Johnson & Johnson (JNJ) 0.8 $861k 5.2k 165.84
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.8 $853k 17k 50.88
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.8 $842k 29k 29.24
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $830k 16k 52.52
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $827k 30k 27.26
Netflix (NFLX) 0.7 $800k 858.00 932.53
United Rentals (URI) 0.7 $788k 1.3k 626.70
Starbucks Corporation (SBUX) 0.7 $786k 8.0k 98.09
Palo Alto Networks (PANW) 0.7 $778k 4.6k 170.64
Extra Space Storage (EXR) 0.7 $774k 5.2k 148.49
Azek Cl A (AZEK) 0.7 $761k 16k 48.89
Costco Wholesale Corporation (COST) 0.7 $745k 788.00 945.82
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $738k 29k 25.54
Ecolab (ECL) 0.7 $727k 2.9k 253.52
Boston Scientific Corporation (BSX) 0.6 $722k 7.2k 100.88
Doubleline Etf Trust Commercial Real (DCRE) 0.6 $719k 14k 51.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $697k 4.0k 173.23
Pfizer (PFE) 0.6 $686k 27k 25.34
Schlumberger Com Stk (SLB) 0.6 $685k 16k 41.80
Intuit (INTU) 0.6 $685k 1.1k 613.99
Amphenol Corp Cl A (APH) 0.6 $673k 10k 65.59
Zimmer Holdings (ZBH) 0.6 $660k 5.8k 113.18
Nextera Energy (NEE) 0.6 $656k 9.3k 70.89
Bank of America Corporation (BAC) 0.6 $647k 16k 41.73
Paypal Holdings (PYPL) 0.6 $642k 9.8k 65.25
Eaton Corp SHS (ETN) 0.6 $631k 2.3k 271.83
Servicenow (NOW) 0.6 $626k 786.00 796.14
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.6 $617k 13k 46.57
Dex (DXCM) 0.6 $615k 9.0k 68.29
Waste Connections (WCN) 0.5 $603k 3.1k 195.19
Quanta Services (PWR) 0.5 $575k 2.3k 254.18
Southwest Airlines (LUV) 0.5 $550k 16k 33.58
Innovator Etfs Trust Equity Def Protn (TJUL) 0.5 $549k 20k 28.06
Lam Research Corp Com New (LRCX) 0.5 $545k 7.5k 72.70
Equinix (EQIX) 0.5 $539k 661.00 815.35
Baker Hughes Company Cl A (BKR) 0.5 $523k 12k 43.95
Global Payments (GPN) 0.5 $507k 5.2k 97.92
Synopsys (SNPS) 0.4 $431k 1.0k 428.85
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.4 $421k 14k 29.73
Ishares Tr Core S&p500 Etf (IVV) 0.4 $395k 703.00 561.90
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $372k 4.1k 91.73
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.3 $359k 6.8k 52.65
Ishares Tr National Mun Etf (MUB) 0.3 $331k 3.1k 105.44
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC) 0.3 $314k 11k 29.78