Paladin Wealth, LLC Top Holdings and 13F Report (2024) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $114.45 million in total holdings as of September 30, 2024.Paladin Wealth, LLC owns shares of 214 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $6,998,383SPDR Portfolio Developed World ex-US ETF $3,766,929iShares 5-10 Year Investment Grade Corporate Bond ETF $3,708,345Janus Henderson Mortgage-Backed Securities ETF $3,212,646AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF $3,121,688 Sector AllocationMap of 500 Largest Holdings ofPaladin Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$6,998,383103,6646.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,766,929100,2913.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,708,34569,0313.2%ManufacturingJMBSJanus Henderson Mortgage-Backed Securities ETF$3,212,64668,8672.8%ETFSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$3,121,688106,1772.7%ETFAAPLApple$2,870,56012,3202.5%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$2,758,02645,1102.4%HEDGED EQUITY LAMSFTMicrosoft$2,678,1876,2242.3%Computer and TechnologyAMZNAmazon.com$2,486,20213,3432.2%Retail/WholesaleNVDANVIDIA$2,315,61819,0682.0%Computer and TechnologyJANUS DETROIT STR TR$2,276,62242,9752.0%HENDERSON SECURIGOOGAlphabet$2,089,37312,4971.8%Computer and TechnologyMETAMeta Platforms$1,981,2153,4611.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,852,70710,3331.6%ETFSPYINEOS S&P 500 High Income ETF$1,685,57032,9021.5%ETFTFJLInnovator 20+ Year Treasury Bond 5 Floor ETF - July$1,660,72878,8571.5%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,656,30427,6651.4%ManufacturingULSTSPDR SSgA Ultra Short Term Bond ETF$1,520,48337,2851.3%ETFGSYInvesco Ultra Short Duration ETF$1,514,28330,1771.3%ETFJAAAJanus Henderson AAA CLO ETF$1,482,84729,1441.3%ETFXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$1,456,61443,5071.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,408,87623,6751.2%ETFUNHUnitedHealth Group$1,380,4292,3611.2%MedicalDMBSDoubleLine Mortgage ETF$1,376,50327,3171.2%ETFSMOTVanEck Morningstar SMID Moat ETF$1,361,23138,8591.2%ETFGBUYGoldman Sachs Future Consumer Equity ETF$1,300,68737,2101.1%MiscellaneousAVEMAvantis Emerging Markets Equity ETF$1,209,31318,7201.1%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,200,27733,3041.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,198,14928,8781.0%ETFBONDBLOXX ETF TRUST$1,157,65022,4781.0%BBB RATED 1 5 YEWMTWalmart$1,053,30313,0440.9%Retail/WholesaleINNOVATOR ETFS TRUST$1,041,34837,9500.9%EQUITY DEF PROTNBRK.BBerkshire Hathaway$997,3842,1670.9%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$995,24834,2480.9%ETFAVGOBroadcom$966,6915,6040.8%Computer and TechnologyJPMJPMorgan Chase & Co.$951,1904,5110.8%FinanceGSThe Goldman Sachs Group$951,1061,9210.8%FinanceCVXChevron$949,8926,4500.8%Oils/EnergyPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$927,06317,9420.8%ETFSPABSPDR Portfolio Aggregate Bond ETF$918,24635,1280.8%ETFPGProcter & Gamble$916,0565,2890.8%Consumer StaplesXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$915,40018,3080.8%ETFMSMorgan Stanley$879,5778,4380.8%FinanceGLDMSPDR Gold MiniShares Trust$878,86016,8590.8%FinanceLOWLowe's Companies$877,0123,2380.8%Retail/WholesaleJNJJohnson & Johnson$866,5355,3470.8%MedicalCSHINEOS Enhanced Income Cash Alternative ETF$833,55316,7380.7%ETFDCMBDoubleline Commercial Real Estate ETF$820,29715,7810.7%ETFTGTTarget$818,8895,2540.7%Consumer DefensiveMCDMcDonald's$814,5642,6750.7%Retail/WholesalePYPLPayPal$806,98610,3420.7%Computer and TechnologyMDTMedtronic$789,3838,7680.7%MedicalURIUnited Rentals$785,4389700.7%ConstructionANGEL OAK FUNDS TRUST$782,72987,9470.7%MORTGAGE BACKEDKOCoca-Cola$769,26210,7050.7%Consumer StaplesLMBSFirst Trust Low Duration Opportunities ETF$763,38415,4500.7%ManufacturingVVisa$756,6632,7520.7%Business ServicesEXRExtra Space Storage$754,9974,1900.7%FinanceABTAbbott Laboratories$747,9066,5600.7%MedicalSBUXStarbucks$734,4917,5340.6%Retail/WholesalePANWPalo Alto Networks$709,9192,0770.6%Computer and TechnologyCOPConocoPhillips$692,3226,5760.6%Oils/EnergyAMDAdvanced Micro Devices$671,4154,0920.6%Computer and TechnologyNEENextEra Energy$635,2437,5150.6%UtilitiesECLEcolab$628,8772,4630.5%Basic MaterialsCOSTCostco Wholesale$618,7916980.5%Retail/WholesaleNOWServiceNow$610,8696830.5%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$610,00812,2010.5%ETFPFEPfizer$606,43820,9550.5%MedicalETNEaton$589,9651,7800.5%Industrial ProductsBSXBoston Scientific$586,4326,9980.5%MedicalPWRQuanta Services$564,6951,8940.5%ConstructionBACBank of America$549,09113,8380.5%FinanceINTUIntuit$544,6178770.5%Computer and TechnologyEQIXEquinix$541,4536100.5%FinanceNFLXNetflix$539,7557610.5%Consumer DiscretionaryZBHZimmer Biomet$538,1314,9850.5%MedicalSLBSchlumberger$521,31212,4270.5%Oils/EnergyAVYAvery Dennison$503,5532,2810.4%Industrial ProductsLRCXLam Research$492,0966030.4%Computer and TechnologyGPNGlobal Payments$473,7954,6260.4%Business ServicesLUVSouthwest Airlines$457,10315,4270.4%TransportationMAMastercard$450,3479120.4%Business ServicesIQVIQVIA$439,1061,8530.4%MedicalDXCMDexCom$424,6986,3350.4%MedicalWCNWaste Connections$411,6432,3020.4%Business ServicesMEMMatthews Emerging Markets Equity Active ETF$401,19112,1540.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$387,1037,3510.3%ManufacturingIJANInnovator MSCI EAFE Power Buffer ETF - January$311,3469,4420.3%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$307,4606,2670.3%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$300,53710,6140.3%ETFICVTiShares Convertible Bond ETF$300,3753,5900.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$255,5992,7840.2%ETFKVUEKenvue$190,2918,2270.2%Consumer StaplesORCLOracle$176,7041,0370.2%Computer and TechnologyXELXcel Energy$174,6122,6740.2%UtilitiesBXBlackstone$174,4141,1390.2%FinanceRTXRTX$174,1081,4370.2%AerospaceSHWSherwin-Williams$172,1344510.2%Basic MaterialsNYTNew York Times$172,0753,0910.2%Consumer StaplesShowing 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. 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