Paladin Wealth

Paladin Wealth as of June 30, 2025

Portfolio Holdings for Paladin Wealth

Paladin Wealth holds 112 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 6.2 $7.9M 109k 72.69
Microsoft Corporation (MSFT) 3.0 $3.9M 7.9k 497.43
NVIDIA Corporation (NVDA) 3.0 $3.8M 24k 157.99
Amazon (AMZN) 2.9 $3.8M 17k 219.39
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.7 $3.5M 78k 45.05
Doubleline Etf Trust Mortgage Etf (DMBS) 2.5 $3.2M 66k 49.07
Apple (AAPL) 2.3 $2.9M 14k 205.17
Meta Platforms Cl A (META) 2.3 $2.9M 4.0k 738.09
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $2.5M 62k 40.49
Alphabet Cap Stk Cl C (GOOG) 1.9 $2.4M 14k 177.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.8 $2.4M 32k 74.01
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.7 $2.2M 60k 36.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $2.0M 11k 182.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $2.0M 29k 68.54
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.5 $1.9M 38k 50.75
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 1.4 $1.8M 37k 49.35
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.4 $1.8M 16k 111.92
Doubleline Etf Trust Asset Backed Sec (DABS) 1.3 $1.7M 34k 50.69
Broadcom (AVGO) 1.3 $1.6M 6.0k 275.65
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.3 $1.6M 32k 50.32
JPMorgan Chase & Co. (JPM) 1.1 $1.5M 5.0k 289.91
Goldman Sachs (GS) 1.1 $1.4M 2.0k 707.75
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 1.1 $1.4M 27k 51.40
Angel Oak Funds Trust Mortgage Backed (MBS) 1.1 $1.4M 162k 8.63
Visa Com Cl A (V) 1.0 $1.3M 3.8k 355.05
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.0 $1.3M 21k 62.58
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $1.3M 24k 52.76
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 1.0 $1.3M 27k 47.88
Wal-Mart Stores (WMT) 1.0 $1.3M 13k 97.78
Spdr Series Trust Portfli Intrmdit (SPTI) 1.0 $1.2M 43k 28.77
Morgan Stanley Com New (MS) 1.0 $1.2M 8.8k 140.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.2M 2.5k 485.77
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.9 $1.2M 24k 50.14
Chevron Corporation (CVX) 0.9 $1.2M 8.3k 143.19
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.9 $1.2M 29k 40.66
Vaneck Etf Trust Morningstar Smid (SMOT) 0.9 $1.1M 33k 34.80
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.9 $1.1M 23k 49.78
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $1.1M 18k 59.87
World Gold Tr Spdr Gld Minis (GLDM) 0.8 $1.1M 16k 65.52
Netflix (NFLX) 0.8 $1.1M 789.00 1339.13
Pimco Etf Tr Preferred And Cp (PRFD) 0.8 $1.0M 20k 50.97
Medtronic SHS (MDT) 0.8 $1.0M 12k 87.17
UnitedHealth (UNH) 0.8 $1.0M 3.2k 311.97
Lowe's Companies (LOW) 0.8 $997k 4.5k 221.87
Palo Alto Networks (PANW) 0.8 $996k 4.9k 204.64
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.8 $989k 27k 37.01
United Rentals (URI) 0.8 $982k 1.3k 753.40
Abbott Laboratories (ABT) 0.8 $977k 7.2k 136.01
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.8 $975k 19k 50.38
Eaton Corp SHS (ETN) 0.7 $915k 2.6k 356.99
Coca-Cola Company (KO) 0.7 $907k 13k 70.75
Amphenol Corp Cl A (APH) 0.7 $903k 9.1k 98.75
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.7 $887k 18k 49.73
McDonald's Corporation (MCD) 0.7 $884k 3.0k 292.17
Ishares Tr National Mun Etf (MUB) 0.7 $866k 8.3k 104.48
Extra Space Storage (EXR) 0.7 $862k 5.8k 147.44
Target Corporation (TGT) 0.7 $862k 8.7k 98.65
Azek Cl A (AZEK) 0.7 $860k 16k 54.35
Johnson & Johnson (JNJ) 0.7 $842k 5.5k 152.75
Starbucks Corporation (SBUX) 0.6 $832k 9.1k 91.63
Ecolab (ECL) 0.6 $817k 3.0k 269.44
Quanta Services (PWR) 0.6 $817k 2.2k 378.08
Servicenow (NOW) 0.6 $799k 777.00 1028.08
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 0.6 $790k 22k 35.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $788k 4.3k 181.74
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.6 $780k 27k 29.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $773k 15k 53.29
Paypal Holdings (PYPL) 0.6 $765k 10k 74.32
Lam Research Corp Com New (LRCX) 0.6 $758k 7.8k 97.34
Dex (DXCM) 0.6 $751k 8.6k 87.29
Procter & Gamble Company (PG) 0.6 $741k 4.7k 159.32
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.6 $738k 28k 26.58
Costco Wholesale Corporation (COST) 0.6 $738k 745.00 990.03
Bank of America Corporation (BAC) 0.6 $736k 16k 47.32
Boston Scientific Corporation (BSX) 0.6 $735k 6.8k 107.41
Intuit (INTU) 0.6 $734k 932.00 787.63
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.5 $706k 15k 46.16
Waste Connections (WCN) 0.5 $701k 3.8k 186.72
Nextera Energy (NEE) 0.5 $699k 10k 69.42
Spdr Series Trust Portfolio Agrgte (SPAB) 0.5 $684k 27k 25.60
Synopsys (SNPS) 0.5 $683k 1.3k 512.68
ConocoPhillips (COP) 0.5 $677k 7.5k 89.74
Doubleline Etf Trust Commercial Real (DCRE) 0.5 $661k 13k 52.03
Equinix (EQIX) 0.5 $643k 808.00 795.47
Ishares Tr Core S&p500 Etf (IVV) 0.5 $604k 972.00 620.90
Southwest Airlines (LUV) 0.5 $580k 18k 32.44
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $579k 5.7k 100.82
Uber Technologies (UBER) 0.4 $577k 6.2k 93.30
Baker Hughes Company Cl A (BKR) 0.4 $576k 15k 38.34
Insulet Corporation (PODD) 0.4 $566k 1.8k 314.18
Zimmer Holdings (ZBH) 0.4 $554k 6.1k 91.21
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $552k 1.2k 445.20
Innovator Etfs Trust Equity Def Protn (TJUL) 0.4 $548k 19k 28.69
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $511k 7.6k 67.02
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.4 $464k 5.1k 91.73
Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT) 0.3 $445k 13k 35.10
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.3 $442k 9.8k 45.19
Innovator Etfs Trust Us Equity Accele (XBAP) 0.3 $437k 12k 36.74
Cohen & Steers Etf Trust Natural Res Acti (CSNR) 0.3 $427k 16k 26.46
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.3 $409k 7.6k 53.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $382k 16k 24.44
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $326k 6.4k 50.92
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.2 $309k 6.1k 51.01
Pfizer (PFE) 0.2 $288k 12k 24.24
Schlumberger Com Stk (SLB) 0.2 $265k 7.8k 33.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $247k 448.00 551.64
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $239k 2.1k 112.68
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) 0.2 $227k 5.4k 41.75
Innovator Etfs Trust Innovator Inter (ISEP) 0.2 $215k 7.0k 30.91
Oracle Corporation (ORCL) 0.2 $204k 931.00 218.63
Cardinal Health (CAH) 0.2 $202k 1.2k 168.00
Wendy's/arby's Group (WEN) 0.1 $124k 11k 11.42