Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

  • $114 Billion
  • Q3 2024

Paladin Wealth, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 795 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 $7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.77B, Ishares Trust Ishares 5 10 Yea with a value of $3.71B, Janus Detroit Str Tr Henderson with a value of $3.21B, and Aim ETF Prods Tr Allianzim U S with a value of $3.12B.

Examining the 13F form we can see an increase of $114B in the current position value.

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 $114 Billion
ETFs: $35.9 Billion
Technology: $12.5 Billion
Financial Services: $7.5 Billion
Healthcare: $7.24 Billion
Consumer Cyclical: $5.52 Billion
Communication Services: $4.99 Billion
Industrials: $4.56 Billion
Consumer Defensive: $4.48 Billion
Other: $5.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7 Billion 6.11% of portfolio
103,664
Q3 2024 New
$0
$3.77 Billion 3.29% of portfolio
100,291
Q3 2024 New
$0
$3.71 Billion 3.24% of portfolio
69,031
Q3 2024 New
$0
$3.21 Billion 2.81% of portfolio
68,867
Q3 2024 New
$0
$3.12 Billion 2.73% of portfolio
106,177
Q3 2024 New
$3.62T
$2.87 Billion 2.51% of portfolio
12,320
Q3 2024 New
J P Morgan Exchange Traded F
-
$2.76 Billion 2.41% of portfolio
-
Q3 2024 New
$3.09T
$2.68 Billion 2.34% of portfolio
6,224
Q3 2024 New
$2.06T
$2.49 Billion 2.17% of portfolio
13,343
Q3 2024 New
$354B
$2.32 Billion 2.02% of portfolio
19,068
Q3 2024 New
Janus Detroit Str Tr
-
$2.28 Billion 1.99% of portfolio
-
Q3 2024 New
$1.06T
$2.09 Billion 1.83% of portfolio
12,497
Q3 2024 New
$1.25T
$1.98 Billion 1.73% of portfolio
3,461
Q3 2024 New
$0
$1.85 Billion 1.62% of portfolio
10,333
Q3 2024 New
-
$1.69 Billion 1.47% of portfolio
-
Q3 2024 New
-
$1.66 Billion 1.45% of portfolio
-
Q3 2024 New
$0
$1.52 Billion 1.33% of portfolio
37,285
Q3 2024 New
$0
$1.51 Billion 1.32% of portfolio
30,177
Q3 2024 New
$0
$1.48 Billion 1.3% of portfolio
29,144
Q3 2024 New
$0
$1.46 Billion 1.27% of portfolio
43,507
Q3 2024 New
$0
$1.41 Billion 1.23% of portfolio
23,675
Q3 2024 New
$554B
$1.38 Billion 1.21% of portfolio
2,361
Q3 2024 New
Doubleline ETF Trust
-
$1.38 Billion 1.2% of portfolio
-
Q3 2024 New
-
$1.36 Billion 1.19% of portfolio
-
Q3 2024 New
-
$1.3 Billion 1.14% of portfolio
-
Q3 2024 New
$0
$1.21 Billion 1.06% of portfolio
18,720
Q3 2024 New
$0
$1.2 Billion 1.05% of portfolio
33,304
Q3 2024 New
$0
$1.2 Billion 1.05% of portfolio
28,878
Q3 2024 New
Bondbloxx ETF Trust
-
$1.16 Billion 1.01% of portfolio
-
Q3 2024 New
$229B
$1.05 Billion 0.92% of portfolio
13,044
Q3 2024 New
Innovator Etfs Trust
-
$1.04 Billion 0.91% of portfolio
-
Q3 2024 New
$612B
$997 Million 0.87% of portfolio
2,167
Q3 2024 New
$0
$995 Million 0.87% of portfolio
34,248
Q3 2024 New
$66.8B
$967 Million 0.84% of portfolio
5,604
Q3 2024 New
$203B
$951 Million 0.83% of portfolio
1,921
Q3 2024 New
$720B
$951 Million 0.83% of portfolio
4,511
Q3 2024 New
$316B
$950 Million 0.83% of portfolio
6,450
Q3 2024 New
Pimco ETF Tr
-
$927 Million 0.81% of portfolio
-
Q3 2024 New
$0
$918 Million 0.8% of portfolio
35,128
Q3 2024 New
$402B
$916 Million 0.8% of portfolio
5,289
Q3 2024 New
Bondbloxx ETF Trust
-
$915 Million 0.8% of portfolio
-
Q3 2024 New
$227B
$880 Million 0.77% of portfolio
8,438
Q3 2024 New
$7.45B
$879 Million 0.77% of portfolio
16,859
Q3 2024 New
$167B
$877 Million 0.77% of portfolio
3,238
Q3 2024 New
$403B
$867 Million 0.76% of portfolio
5,347
Q3 2024 New
-
$834 Million 0.73% of portfolio
-
Q3 2024 New
$70B
$819 Million 0.72% of portfolio
5,254
Q3 2024 New
Doubleline ETF Trust
-
$820 Million 0.72% of portfolio
-
Q3 2024 New
$215B
$815 Million 0.71% of portfolio
2,675
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $114 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 214 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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