Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

  • $116 Billion
  • Q4 2024

Paladin Wealth, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.68B, Amazon Com Inc with a value of $3.37B, Janus Detroit Str Tr with a value of $3.18B, and Doubleline ETF Trust with a value of $3.13B.

Examining the 13F form we can see an increase of $1.27B in the current position value, from $114B to 116B.

Paladin Wealth, LLC is based out at Arden Hills, MN

Below you can find more details about Paladin Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $36.3 Billion
Technology: $14 Billion
Financial Services: $6.93 Billion
Healthcare: $6.18 Billion
Consumer Cyclical: $5.67 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.45 Billion
Industrials: $4.18 Billion
Other: $5.34 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.8 Billion 8.47% of portfolio
142,133
Q4 2024 Added 37.11%
$0
$3.68 Billion 3.18% of portfolio
107,678
Q4 2024 Added 7.37%
$2.43T
$3.37 Billion 2.92% of portfolio
15,381
Q4 2024 Added 15.27%
Janus Detroit Str Tr
-
$3.18 Billion 2.75% of portfolio
-
Q4 2024 Added 43.05%
Doubleline ETF Trust
-
$3.13 Billion 2.71% of portfolio
-
Q4 2024 Added 138.35%
$3.83T
$3.09 Billion 2.67% of portfolio
12,325
Q4 2024 Added 0.04%
$3.33T
$3.04 Billion 2.62% of portfolio
7,206
Q4 2024 Added 15.78%
$0
$3.03 Billion 2.62% of portfolio
68,521
Q4 2024 Reduced 0.5%
$0
$2.94 Billion 2.54% of portfolio
57,027
Q4 2024 Reduced 17.39%
$321B
$2.85 Billion 2.46% of portfolio
21,207
Q4 2024 Added 11.22%
$1.2T
$2.4 Billion 2.07% of portfolio
12,606
Q4 2024 Added 0.87%
-
$2.29 Billion 1.98% of portfolio
-
Q4 2024 Added 36.84%
$1.53T
$2.2 Billion 1.91% of portfolio
3,765
Q4 2024 Added 8.78%
$0
$2.17 Billion 1.87% of portfolio
63,486
Q4 2024 Added 45.92%
$0
$2.12 Billion 1.83% of portfolio
59,661
Q4 2024 New
J P Morgan Exchange Traded F
-
$2 Billion 1.73% of portfolio
-
Q4 2024 Reduced 28.49%
$0
$1.82 Billion 1.57% of portfolio
10,222
Q4 2024 Reduced 1.07%
$0
$1.43 Billion 1.24% of portfolio
23,961
Q4 2024 Reduced 13.39%
$84B
$1.38 Billion 1.19% of portfolio
5,934
Q4 2024 Added 5.89%
Pimco ETF Tr
-
$1.29 Billion 1.11% of portfolio
-
Q4 2024 Added 42.47%
$507B
$1.26 Billion 1.09% of portfolio
2,497
Q4 2024 Added 5.76%
$0
$1.23 Billion 1.07% of portfolio
24,618
Q4 2024 Reduced 18.42%
-
$1.24 Billion 1.07% of portfolio
-
Q4 2024 Added 112.47%
$0
$1.23 Billion 1.06% of portfolio
30,474
Q4 2024 Reduced 18.27%
$547B
$1.22 Billion 1.05% of portfolio
3,851
Q4 2024 Added 39.93%
-
$1.2 Billion 1.04% of portfolio
-
Q4 2024 Added 44.09%
$0
$1.18 Billion 1.02% of portfolio
19,296
Q4 2024 New
Innovator Etfs Trust
-
$1.18 Billion 1.02% of portfolio
-
Q4 2024 Added 11.52%
$218B
$1.15 Billion 0.99% of portfolio
2,002
Q4 2024 Added 4.22%
$784B
$1.13 Billion 0.98% of portfolio
4,716
Q4 2024 Added 4.54%
Bondbloxx ETF Trust
-
$1.13 Billion 0.98% of portfolio
-
Q4 2024 Reduced 0.54%
Angel Oak Funds Trust
-
$1.13 Billion 0.97% of portfolio
-
Q4 2024 Added 50.11%
$0
$1.11 Billion 0.96% of portfolio
18,859
Q4 2024 Added 0.74%
Doubleline ETF Trust
-
$1.1 Billion 0.95% of portfolio
-
Q4 2024 Added 34.95%
$264B
$1.1 Billion 0.95% of portfolio
12,223
Q4 2024 Reduced 6.29%
$611B
$1.05 Billion 0.91% of portfolio
2,311
Q4 2024 Added 6.65%
-
$1.06 Billion 0.91% of portfolio
-
Q4 2024 Reduced 20.95%
$306B
$1.03 Billion 0.89% of portfolio
7,134
Q4 2024 Added 10.6%
$235B
$1.01 Billion 0.88% of portfolio
8,059
Q4 2024 Reduced 4.49%
$64.9B
$985 Million 0.85% of portfolio
7,283
Q4 2024 Added 38.62%
$394B
$933 Million 0.81% of portfolio
5,568
Q4 2024 Added 5.28%
$0
$888 Million 0.77% of portfolio
35,519
Q4 2024 Added 1.11%
$122B
$854 Million 0.74% of portfolio
10,685
Q4 2024 Added 21.86%
$8.04B
$846 Million 0.73% of portfolio
16,274
Q4 2024 Reduced 3.47%
$0
$837 Million 0.72% of portfolio
31,952
Q4 2024 New
$164B
$803 Million 0.69% of portfolio
3,254
Q4 2024 Added 0.49%
$214B
$803 Million 0.69% of portfolio
2,769
Q4 2024 Added 3.51%
$270B
$782 Million 0.68% of portfolio
12,566
Q4 2024 Added 17.38%
$223B
$780 Million 0.67% of portfolio
6,899
Q4 2024 Added 5.17%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $116 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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