Paladin Wealth, LLC Purchases in Q1 2025

Paladin Wealth, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
58.6K
New
$32.64 - $36.08 $1.91M - $2.11M
58.6K $1.95B
BBUS
J P Morgan Exchg Traded Fd

ETFs
18.2K
New
$99.5 - $110.97 $1.81M - $2.02M
18.2K $1.84B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
46.7K
New
$27.64 - $28.52 $1.29M - $1.33M
46.7K $1.33B
Bondbloxx ETF Trust
16.8K
New
N/A
16.8K $853M
SPTS
Spdr Portfolio Short Term Trea

ETFs
28.8K
New
$28.92 - $29.22 $833K - $842K
28.8K $842M
AVDE
American Centy ETF Tr Avantis

ETFs
11.1K
+ 57.52%
$60.63 - $68.55 $673K - $761K
30.4K $2.01B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.1K
+ 136.78%
$51.52 - $52.35 $777K - $789K
26.1K $1.37B
JMBS
Janus Detroit Str Tr Henderson

ETFs
15.6K
+ 22.79%
$43.53 - $45.42 $680K - $709K
84.1K $3.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.02K
New
$169.43 - $182.84 $681K - $735K
4.02K $697M
AVEM
American Centy ETF Tr Avantis

ETFs
9.66K
+ 51.23%
$57.11 - $62.4 $552K - $603K
28.5K $1.72B
IVV
Ishares Core S&P 500 ETF

ETFs
703
New
$554.06 - $615.85 $390K - $433K
703 $395M
TOLZ
Dj Brookfield Global

ETFs
6.82K
New
$48.2 - $52.75 $329K - $360K
6.82K $359M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
6.6K
+ 25.45%
N/A
32.5K $1.6B
MUB
Ishares National Muni Bond ETF

ETFs
3.14K
New
$104.71 - $107.69 $329K - $338K
3.14K $331M
Bondbloxx ETF Trust
6.08K
+ 43.49%
N/A
20K $993M
CVX
Chevron Corp

Energy
471
+ 6.6%
$146.71 - $167.97 $69.1K - $79.1K
7.61K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 4.46%
$442.66 - $534.52 $45.6K - $55.1K
2.41K $1.29B
UNH
Unitedhealth Group Inc

Healthcare
298
+ 11.93%
$461.52 - $548.18 $138K - $163K
2.8K $1.46B
GLDM
World Gold Trust

ETFs
259
+ 1.59%
$52.19 - $61.03 $13.5K - $15.8K
16.5K $1.02B
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.16K
+ 31.35%
N/A
13.3K $617M
V
Visa Inc.

Financial Services
55
+ 1.43%
$306.92 - $362.71 $16.9K - $19.9K
3.91K $1.37B
ABT
Abbott Laboratories

Healthcare
125
+ 1.81%
$111.1 - $140.22 $13.9K - $17.5K
7.02K $932M
COP
Conocophillips

Energy
920
+ 11.97%
$88.6 - $105.85 $81.5K - $97.4K
8.61K $904M
KO
Coca Cola CO

Consumer Defensive
332
+ 2.64%
$60.81 - $72.32 $20.2K - $24K
12.9K $924M
JNJ
Johnson & Johnson

Healthcare
192
+ 3.84%
$142.06 - $167.7 $27.3K - $32.2K
5.19K $861M
MDT
Medtronic PLC

Healthcare
330
+ 3.09%
$79.84 - $94.5 $26.3K - $31.2K
11K $990M
WCN
Waste Connections, Inc.

Industrials
225
+ 7.85%
$169.89 - $195.19 $38.2K - $43.9K
3.09K $603M
AZEK
Azek CO Inc.

Industrials
1.85K
+ 13.5%
$39.61 - $52.0 $73.4K - $96.3K
15.6K $761M
Angel Oak Funds Trust
9.44K
+ 7.15%
N/A
141K $1.23B
SLB
Schlumberger Limited

Energy
1.15K
+ 7.58%
$38.4 - $43.74 $44.3K - $50.5K
16.4K $685M
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 11.93%
$890.62 - $1076.86 $74.8K - $90.5K
788 $745M
Bondbloxx ETF Trust
1.69K
+ 7.56%
N/A
24K $1.23B
JPM
Jpmorgan Chase & CO

Financial Services
273
+ 5.79%
$225.19 - $279.95 $61.5K - $76.4K
4.99K $1.22B
SBUX
Starbucks Corp

Consumer Cyclical
420
+ 5.53%
$91.75 - $115.81 $38.5K - $48.6K
8.02K $786M
BSX
Boston Scientific Corp

Healthcare
113
+ 1.6%
$89.38 - $106.18 $10.1K - $12K
7.16K $722M
ECL
Ecolab Inc.

Basic Materials
158
+ 5.83%
$229.72 - $269.82 $36.3K - $42.6K
2.87K $727M
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 3.07%
$279.74 - $321.29 $23.8K - $27.3K
2.85K $892M
PG
Procter & Gamble CO

Consumer Defensive
410
+ 7.36%
$158.56 - $176.26 $65K - $72.3K
5.98K $1.02B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
372
+ 6.82%
$98.98 - $113.18 $36.8K - $42.1K
5.83K $660M
EXR
Extra Space Storage Inc.

Real Estate
519
+ 11.07%
$143.8 - $161.28 $74.6K - $83.7K
5.21K $773M
BKR
Baker Hughes CO

Energy
764
+ 6.87%
$41.16 - $48.85 $31.4K - $37.3K
11.9K $523M
APH
Amphenol Corp

Technology
1.5K
+ 17.11%
$61.62 - $78.55 $92.4K - $118K
10.3K $673M
LOW
Lowes Companies Inc

Consumer Cyclical
446
+ 13.71%
$222.66 - $268.42 $99.3K - $120K
3.7K $863M
INTU
Intuit Inc

Technology
118
+ 11.84%
$555.63 - $630.23 $65.6K - $74.4K
1.12K $685M
NFLX
Netflix Inc

Communication Services
25
+ 3.0%
$828.4 - $1058.6 $20.7K - $26.5K
858 $800M
URI
United Rentals, Inc.

Industrials
220
+ 21.22%
$594.17 - $789.56 $131K - $174K
1.26K $788M
WMT
Walmart Inc.

Consumer Defensive
973
+ 7.96%
$84.5 - $105.05 $82.2K - $102K
13.2K $1.16B
META
Meta Platforms, Inc.

Communication Services
148
+ 3.93%
$576.74 - $736.67 $85.4K - $109K
3.91K $2.26B
NEE
Nextera Energy Inc

Utilities
744
+ 8.74%
$66.96 - $76.16 $49.8K - $56.7K
9.26K $656M
Activity Summary
Buys All Purchases 77 New Holdings 9 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Paladin Wealth, LLC Portfolio

Follow Paladin Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email