Paladin Wealth, LLC Top Holdings and 13F Report (2025) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $115.72 million in total holdings as of December 31, 2024.Paladin Wealth, LLC owns shares of 95 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 21.63% of the portfolio was purchased this quarter.About 20.56% of the portfolio was sold this quarter.This quarter, Paladin Wealth, LLC has purchased 214 new stocks and bought additional shares in 61 stocks.Paladin Wealth, LLC sold shares of 20 stocks and completely divested from 133 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $9,798,677SPDR Portfolio Developed World ex-US ETF $3,675,050Amazon.com $3,374,438JANUS DETROIT STR TR $3,184,968DoubleLine Mortgage ETF $3,131,791 Largest New Holdings this Quarter AllianzIM U.S. Large Cap Buffer20 Oct ETF $2,121,354 HoldingAvantis International Equity ETF $1,184,196 HoldingSPDR Portfolio Long Term Treasury ETF $836,823 HoldingJPMorgan BetaBuilders MSCI US REIT ETF $734,231 HoldingAllianzIM U.S. Large Cap Buffer20 Jun ETF $716,576 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 38,469 shares (about $2.65M)AllianzIM U.S. Large Cap Buffer20 Oct ETF 59,661 shares (about $2.12M)DoubleLine Mortgage ETF 37,793 shares (about $1.82M)Avantis International Equity ETF 19,296 shares (about $1.18M)JANUS DETROIT STR TR 18,499 shares (about $958.43K) Largest Sales this Quarter Goldman Sachs Future Consumer Equity ETF 22,982 shares (about $808.41K)J P MORGAN EXCHANGE TRADED F 12,852 shares (about $797.34K)iShares 5-10 Year Investment Grade Corporate Bond ETF 12,004 shares (about $618.33K)VanEck Morningstar SMID Moat ETF 8,142 shares (about $280.65K)Invesco Ultra Short Duration ETF 5,559 shares (about $278.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaladin Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$9,798,677$2,652,060 ▲37.1%142,1338.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,675,050$252,118 ▲7.4%107,6783.2%ETFAMZNAmazon.com$3,374,438$447,117 ▲15.3%15,3812.9%Retail/WholesaleJANUS DETROIT STR TR$3,184,968$958,433 ▲43.0%61,4742.8%HENDERSON SECURIDMBSDoubleLine Mortgage ETF$3,131,791$1,817,843 ▲138.3%65,1102.7%ETFAAPLApple$3,086,427$1,252 ▲0.0%12,3252.7%Computer and TechnologyMSFTMicrosoft$3,037,329$413,913 ▲15.8%7,2062.6%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$3,027,258$15,286 ▼-0.5%68,5212.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,937,461$618,326 ▼-17.4%57,0272.5%ManufacturingNVDANVIDIA$2,847,888$287,246 ▲11.2%21,2072.5%Computer and TechnologyGOOGAlphabet$2,400,687$20,758 ▲0.9%12,6062.1%Computer and TechnologySPYINEOS S&P 500 High Income ETF$2,288,069$615,989 ▲36.8%45,0232.0%ETFMETAMeta Platforms$2,204,445$177,995 ▲8.8%3,7651.9%Computer and TechnologyXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$2,167,545$682,125 ▲45.9%63,4861.9%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$2,121,354$2,121,354 ▲New Holding59,6611.8%ETFJ P MORGAN EXCHANGE TRADED F$2,001,286$797,338 ▼-28.5%32,2581.7%HEDGED EQUITY LAJAAAJanus Henderson AAA CLO ETF$1,972,163$494,270 ▲33.4%38,8911.7%ETFQUALiShares MSCI USA Quality Factor ETF$1,820,334$19,767 ▼-1.1%10,2221.6%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,432,149$221,388 ▼-13.4%23,9611.2%ManufacturingAVGOBroadcom$1,375,739$76,507 ▲5.9%5,9341.2%Computer and TechnologyPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$1,285,257$383,133 ▲42.5%25,5621.1%ETFUNHUnitedHealth Group$1,263,132$68,797 ▲5.8%2,4971.1%MedicalXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$1,243,574$658,292 ▲112.5%25,9241.1%ETFGSYInvesco Ultra Short Duration ETF$1,233,608$278,561 ▼-18.4%24,6181.1%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$1,231,454$275,232 ▼-18.3%30,4741.1%ETFVVisa$1,217,070$347,328 ▲39.9%3,8511.1%Business ServicesCSHINEOS Enhanced Income Cash Alternative ETF$1,201,559$367,672 ▲44.1%24,1181.0%ETFAVDEAvantis International Equity ETF$1,184,196$1,184,196 ▲New Holding19,2961.0%ETFINNOVATOR ETFS TRUST$1,175,282$121,410 ▲11.5%42,3221.0%EQUITY DEF PROTNGSThe Goldman Sachs Group$1,146,385$46,382 ▲4.2%2,0021.0%FinanceJPMJPMorgan Chase & Co.$1,130,472$49,141 ▲4.5%4,7161.0%FinanceBONDBLOXX ETF TRUST$1,129,318$6,163 ▼-0.5%22,3561.0%BBB RATED 1 5 YEANGEL OAK FUNDS TRUST$1,126,079$375,891 ▲50.1%132,0141.0%MORTGAGE BACKEDAVEMAvantis Emerging Markets Equity ETF$1,108,721$8,172 ▲0.7%18,8591.0%ETFWMTWalmart$1,104,348$74,177 ▼-6.3%12,2231.0%Retail/WholesaleDCMBDoubleline Commercial Real Estate ETF$1,095,944$283,853 ▲35.0%21,2970.9%ETFSMOTVanEck Morningstar SMID Moat ETF$1,058,815$280,655 ▼-21.0%30,7170.9%ETFBRK.BBerkshire Hathaway$1,047,530$65,272 ▲6.6%2,3110.9%FinanceCVXChevron$1,033,289$99,071 ▲10.6%7,1340.9%Oils/EnergyMSMorgan Stanley$1,013,177$47,648 ▼-4.5%8,0590.9%FinanceTGTTarget$984,516$274,280 ▲38.6%7,2830.9%Retail/WholesalePGProcter & Gamble$933,475$46,774 ▲5.3%5,5680.8%Consumer StaplesSPABSPDR Portfolio Aggregate Bond ETF$887,620$9,771 ▲1.1%35,5190.8%ETFMDTMedtronic$853,518$153,130 ▲21.9%10,6850.7%MedicalGLDMSPDR Gold MiniShares Trust$846,085$30,414 ▼-3.5%16,2740.7%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$836,823$836,823 ▲New Holding31,9520.7%ETFLOWLowe's Companies$803,087$3,949 ▲0.5%3,2540.7%Retail/WholesaleMCDMcDonald's$802,705$27,250 ▲3.5%2,7690.7%Retail/WholesaleKOCoca-Cola$782,359$115,866 ▲17.4%12,5660.7%Consumer StaplesABTAbbott Laboratories$780,346$38,344 ▲5.2%6,8990.7%MedicalCOPConocoPhillips$762,221$110,079 ▲16.9%7,6860.7%Oils/EnergyPANWPalo Alto Networks$752,587$374,656 ▲99.1%4,1360.7%Computer and TechnologyNFLXNetflix$742,470$64,175 ▲9.5%8330.6%Consumer DiscretionaryPYPLPayPal$736,997$145,692 ▼-16.5%8,6350.6%Computer and TechnologyBBREJPMorgan BetaBuilders MSCI US REIT ETF$734,231$734,231 ▲New Holding7,8410.6%ETFURIUnited Rentals$730,504$47,197 ▲6.9%1,0370.6%ConstructionJNJJohnson & Johnson$722,666$50,617 ▼-6.5%4,9970.6%MedicalJUNWAllianzIM U.S. Large Cap Buffer20 Jun ETF$716,576$716,576 ▲New Holding23,8620.6%ETFNOWServiceNow$711,341$12,721 ▼-1.8%6710.6%Computer and TechnologyEXRExtra Space Storage$701,624$74,800 ▲11.9%4,6900.6%FinanceSBUXStarbucks$693,135$5,658 ▲0.8%7,5960.6%Retail/WholesalePFEPfizer$691,133$135,197 ▲24.3%26,0510.6%MedicalXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$681,414$211,467 ▼-23.7%13,9720.6%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$680,855$390,943 ▲134.8%14,7180.6%ETFDXCMDexCom$662,134$169,461 ▲34.4%8,5140.6%MedicalETNEaton$662,081$71,352 ▲12.1%1,9950.6%Industrial ProductsAZEKAZEK$651,383$611,603 ▲1,537.5%13,7220.6%ConstructionCOSTCostco Wholesale$645,054$5,498 ▲0.9%7040.6%Retail/WholesaleBOXXAlpha Architect 1-3 Month Box ETF$643,374$643,374 ▲New Holding5,8340.6%ETFECLEcolab$634,539$57,408 ▲9.9%2,7080.5%Basic MaterialsBACBank of America$634,155$25,974 ▲4.3%14,4290.5%FinanceBSXBoston Scientific$629,081$4,019 ▲0.6%7,0430.5%MedicalINTUIntuit$626,615$75,420 ▲13.7%9970.5%Computer and TechnologyNEENextEra Energy$610,225$71,475 ▲13.3%8,5120.5%UtilitiesPWRQuanta Services$609,660$11,062 ▲1.8%1,9290.5%ConstructionAPHAmphenol$608,382$608,382 ▲New Holding8,7600.5%Computer and TechnologySLBSchlumberger$584,072$107,620 ▲22.6%15,2340.5%Oils/EnergyZBHZimmer Biomet$576,423$49,857 ▲9.5%5,4570.5%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$570,044$189,997 ▲50.0%11,0260.5%ManufacturingEQIXEquinix$555,362$19,801 ▼-3.4%5890.5%FinanceXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$536,506$536,506 ▲New Holding17,7710.5%ETFLUVSouthwest Airlines$520,135$1,479 ▲0.3%15,4710.4%TransportationLAM RESEARCH CORP$520,056$520,056 ▲New Holding7,2000.4%COM NEWGPNGlobal Payments$513,347$5,043 ▼-1.0%4,5810.4%Business ServicesAMDAdvanced Micro Devices$501,641$7,368 ▲1.5%4,1530.4%Computer and TechnologyGBUYGoldman Sachs Future Consumer Equity ETF$500,481$808,410 ▼-61.8%14,2280.4%MiscellaneousWCNWaste Connections$491,577$96,600 ▲24.5%2,8650.4%Business ServicesBKRBaker Hughes$456,348$456,348 ▲New Holding11,1250.4%Oils/EnergyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$452,335$452,335 ▲New Holding10,0900.4%ETFSNPSSynopsys$418,866$418,866 ▲New Holding8630.4%Computer and TechnologyMEMMatthews Emerging Markets Equity Active ETF$364,836$13,221 ▲3.8%12,6110.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$340,302$85,761 ▲33.7%3,7220.3%ETFBALTInnovator Defined Wealth Shield ETF$287,619$287,619 ▲New Holding9,1540.2%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$216,483$43,974 ▼-16.9%8,8220.2%ETFINNOVATOR ETFS TRUST$213,110$213,110 ▲New Holding8,4820.2%INNOVATOR INTL DSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$0$3,121,688 ▼-100.0%00.0%ETFTFJLInnovator 20+ Year Treasury Bond 5 Floor ETF - July$0$1,660,728 ▼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$1,408,876 ▼-100.0%00.0%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$0$1,200,277 ▼-100.0%00.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$0$1,198,149 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
