Paladin Wealth, LLC Top Holdings and 13F Report (2025) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $111.32 million in total holdings as of March 31, 2025.Paladin Wealth, LLC owns shares of 95 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 15.25% of the portfolio was purchased this quarter.About 17.05% of the portfolio was sold this quarter.This quarter, Paladin Wealth, LLC has purchased 95 new stocks and bought additional shares in 68 stocks.Paladin Wealth, LLC sold shares of 18 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $6,819,601Janus Henderson Mortgage-Backed Securities ETF $3,802,857Amazon.com $3,130,158Apple $2,962,548Microsoft $2,962,202 Largest New Holdings this Quarter 19761L706 - Columbia Research Enhanced Core ETF $1,946,040 Holding46641Q399 - JP Morgan BetaBuilders U.S. Equity ETF $1,838,720 Holding78464A672 - SPDR Portfolio Intermediate Term Treasury ETF $1,334,600 Holding09789C671 - BONDBLOXX ETF TRUST $853,003 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $842,317 Holding Largest Purchases this Quarter Columbia Research Enhanced Core ETF 58,598 shares (about $1.95M)JP Morgan BetaBuilders U.S. Equity ETF 18,225 shares (about $1.84M)SPDR Portfolio Intermediate Term Treasury ETF 46,697 shares (about $1.33M)BONDBLOXX ETF TRUST 16,765 shares (about $853.00K)SPDR Portfolio Short Term Treasury ETF 28,807 shares (about $842.32K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 38,429 shares (about $2.53M)iShares 5-10 Year Investment Grade Corporate Bond ETF 41,219 shares (about $2.16M)SPDR Portfolio Developed World ex-US ETF 46,286 shares (about $1.69M)Innovator U.S. Equity Accelerated 9 Buffer ETF - July 31,619 shares (about $1.07M)AllianzIM U.S. Large Cap Buffer20 Oct ETF 19,330 shares (about $678.87K) 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$6,819,601$2,527,101 ▼-27.0%103,7046.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$3,802,857$705,708 ▲22.8%84,1343.4%ETFAMZNAmazon.com$3,130,158$203,768 ▲7.0%16,4522.8%Retail/WholesaleAAPLApple$2,962,548$224,796 ▲8.2%13,3372.7%Computer and TechnologyMSFTMicrosoft$2,962,202$257,142 ▲9.5%7,8912.7%Computer and TechnologyDMBSDoubleLine Mortgage ETF$2,840,093$353,552 ▼-11.1%57,9022.6%ETFNVDANVIDIA$2,623,880$325,465 ▲14.2%24,2102.4%Computer and TechnologyMETAMeta Platforms$2,255,297$85,301 ▲3.9%3,9132.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,235,283$1,685,273 ▼-43.0%61,3922.0%ETFGOOGAlphabet$2,088,326$118,891 ▲6.0%13,3671.9%Computer and TechnologyAVDEAvantis International Equity ETF$2,014,277$735,531 ▲57.5%30,3951.8%ETFRECSColumbia Research Enhanced Core ETF$1,946,040$1,946,040 ▲New Holding58,5981.7%ETFJAAAJanus Henderson AAA CLO ETF$1,894,526$77,637 ▼-3.9%37,3601.7%ETFQUALiShares MSCI USA Quality Factor ETF$1,842,194$95,357 ▲5.5%10,7801.7%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$1,838,720$1,838,720 ▲New Holding18,2251.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,716,048$581,302 ▲51.2%28,5201.5%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$1,596,131$323,781 ▲25.4%32,5211.4%ETFSPYINEOS S&P 500 High Income ETF$1,495,844$660,307 ▼-30.6%31,2351.3%ETFUNHUnitedHealth Group$1,463,881$156,077 ▲11.9%2,7951.3%MedicalOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$1,416,425$678,870 ▼-32.4%40,3311.3%ETFVVisa$1,368,897$19,275 ▲1.4%3,9061.2%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,367,224$789,792 ▲136.8%26,1071.2%ManufacturingSPTISPDR Portfolio Intermediate Term Treasury ETF$1,334,600$1,334,600 ▲New Holding46,6971.2%ETFBRK.BBerkshire Hathaway$1,285,648$54,856 ▲4.5%2,4141.2%FinanceJ P MORGAN EXCHANGE TRADED F$1,275,600$649,557 ▼-33.7%21,3741.1%HEDGED EQUITY LACVXChevron$1,272,240$78,794 ▲6.6%7,6051.1%EnergyULSTSPDR SSgA Ultra Short Term Bond ETF$1,266,451$27,683 ▲2.2%31,1551.1%ETFGSYInvesco Ultra Short Duration ETF$1,262,773$28,919 ▲2.3%25,1951.1%ETFANGEL OAK FUNDS TRUST$1,227,847$81,965 ▲7.2%141,4571.1%MORTGAGE BACKEDBONDBLOXX ETF TRUST$1,227,599$86,326 ▲7.6%24,0471.1%BBB RATED 1 5 YEJPMJPMorgan Chase & Co.$1,223,802$66,967 ▲5.8%4,9891.1%FinanceGSThe Goldman Sachs Group$1,178,894$85,221 ▲7.8%2,1581.1%FinanceWMTWalmart$1,158,477$85,420 ▲8.0%13,1961.0%Retail/WholesaleFTSMFirst Trust Enhanced Short Maturity ETF$1,152,100$281,727 ▼-19.6%19,2531.0%ManufacturingXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,117,159$414,375 ▲59.0%23,3961.0%ETFPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$1,089,916$202,372 ▼-15.7%21,5591.0%ETFXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$1,078,233$1,069,842 ▼-49.8%31,8671.0%ETFMSMorgan Stanley$1,030,663$90,419 ▲9.6%8,8340.9%FinanceGLDMSPDR Gold MiniShares Trust$1,023,227$16,030 ▲1.6%16,5330.9%FinancePGProcter & Gamble$1,018,771$69,872 ▲7.4%5,9780.9%Consumer StaplesSMOTVanEck Morningstar SMID Moat ETF$1,011,637$4,427 ▲0.4%30,8520.9%ETFAVGOBroadcom$1,004,413$10,883 ▲1.1%5,9990.9%Computer and TechnologyXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$992,977$300,944 ▲43.5%20,0480.9%ETFMDTMedtronic$989,808$29,654 ▲3.1%11,0150.9%MedicalCSHINEOS Enhanced Income Cash Alternative ETF$959,050$237,926 ▼-19.9%19,3240.9%ETFABTAbbott Laboratories$931,734$16,581 ▲1.8%7,0240.8%MedicalKOCoca-Cola$923,755$23,778 ▲2.6%12,8980.8%Consumer StaplesCOPConocoPhillips$903,802$96,618 ▲12.0%8,6060.8%EnergyMCDMcDonald's$891,504$26,551 ▲3.1%2,8540.8%Retail/WholesaleTGTTarget$863,162$103,108 ▲13.6%8,2710.8%Retail/WholesaleLOWLowe's Companies$862,951$104,021 ▲13.7%3,7000.8%Retail/WholesaleJNJJohnson & Johnson$860,544$31,841 ▲3.8%5,1890.8%MedicalBONDBLOXX ETF TRUST$853,003$853,003 ▲New Holding16,7650.8%BONDBLOXX PRIVATSPTSSPDR Portfolio Short Term Treasury ETF$842,317$842,317 ▲New Holding28,8070.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$830,236$2,164,821 ▼-72.3%15,8080.7%ManufacturingSPTLSPDR Portfolio Long Term Treasury ETF$826,687$44,325 ▼-5.1%30,3260.7%ETFNFLXNetflix$800,111$23,313 ▲3.0%8580.7%Consumer DiscretionaryURIUnited Rentals$787,762$137,874 ▲21.2%1,2570.7%ConstructionSBUXStarbucks$786,289$41,198 ▲5.5%8,0160.7%Retail/WholesalePANWPalo Alto Networks$777,948$72,181 ▲10.2%4,5590.7%Computer and TechnologyEXRExtra Space Storage$773,484$77,066 ▲11.1%5,2090.7%FinanceAZEKAZEK$761,413$90,544 ▲13.5%15,5740.7%ConstructionCOSTCostco Wholesale$745,307$79,449 ▲11.9%7880.7%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$738,004$169,151 ▼-18.6%28,8960.7%ETFECLEcolab$726,588$40,056 ▲5.8%2,8660.7%Basic MaterialsBSXBoston Scientific$721,897$11,399 ▲1.6%7,1560.6%MedicalDCMBDoubleline Commercial Real Estate ETF$718,866$385,809 ▼-34.9%13,8590.6%ETFRSPInvesco S&P 500 Equal Weight ETF$696,731$696,731 ▲New Holding4,0220.6%ETFPFEPfizer$686,410$26,278 ▲4.0%27,0880.6%MedicalSLBSchlumberger$685,018$48,237 ▲7.6%16,3880.6%EnergyINTUIntuit$684,599$72,451 ▲11.8%1,1150.6%Computer and TechnologyAPHAmphenol$672,888$98,319 ▲17.1%10,2590.6%Computer and TechnologyZBHZimmer Biomet$659,726$42,103 ▲6.8%5,8290.6%MedicalNEENextEra Energy$656,158$52,742 ▲8.7%9,2560.6%UtilitiesBACBank of America$646,606$44,484 ▲7.4%15,4950.6%FinancePYPLPayPal$642,321$78,887 ▲14.0%9,8440.6%Computer and TechnologyETNEaton$630,917$88,617 ▲16.3%2,3210.6%IndustrialsNOWServiceNow$625,766$91,556 ▲17.1%7860.6%Computer and TechnologyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$617,192$147,301 ▲31.3%13,2530.6%ETFDXCMDexCom$614,747$33,326 ▲5.7%9,0020.6%MedicalWCNWaste Connections$603,137$43,918 ▲7.9%3,0900.5%Business ServicesPWRQuanta Services$575,209$84,896 ▲17.3%2,2630.5%ConstructionLUVSouthwest Airlines$549,570$30,054 ▲5.8%16,3660.5%TransportationINNOVATOR ETFS TRUST$549,303$638,253 ▼-53.7%19,5760.5%EQUITY DEF PROTNLAM RESEARCH CORP$544,450$21,010 ▲4.0%7,4890.5%COM NEWEQIXEquinix$538,946$58,705 ▲12.2%6610.5%FinanceBKRBaker Hughes$522,522$33,578 ▲6.9%11,8890.5%EnergyGPNGlobal Payments$506,540$57,969 ▲12.9%5,1730.5%Business ServicesSNPSSynopsys$430,994$60,897 ▲16.5%1,0050.4%Computer and TechnologyJUNWAllianzIM U.S. Large Cap Buffer20 Jun ETF$420,924$288,555 ▼-40.7%14,1570.4%ETFIVViShares Core S&P 500 ETF$395,016$395,016 ▲New Holding7030.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$371,782$30,363 ▲8.9%4,0530.3%ETFTOLZDJ Brookfield Global Infrastructure ETF$359,208$359,208 ▲New Holding6,8220.3%ETFMUBiShares National Muni Bond ETF$331,398$331,398 ▲New Holding3,1430.3%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$314,071$215,118 ▼-40.7%10,5470.3%ETFJANUS DETROIT STR TR$0$3,184,968 ▼-100.0%00.0%HENDERSON SECURIBBREJPMorgan BetaBuilders MSCI US REIT ETF$0$734,231 ▼-100.0%00.0%ETFBOXXAlpha Architect 1-3 Month Box ETF$0$643,374 ▼-100.0%00.0%ETFAMDAdvanced Micro Devices$0$501,641 ▼-100.0%00.0%Computer and TechnologyGBUYGoldman Sachs Future Consumer Equity ETF$0$500,481 ▼-100.0%00.0%MiscellaneousShowing 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.
