Paladin Wealth, LLC Reduced Holdings in Q2 2025

Paladin Wealth, LLC

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-13.6K
- 33.78%
N/A
26.7K $988M
SLB
Schlumberger Limited

Energy
-8.55K
- 52.16%
$31.95 - $42.2 $273K - $361K
7.84K $265M
PFE
Pfizer Inc

Healthcare
-15.2K
- 56.2%
$21.59 - $24.84 $329K - $378K
11.9K $288M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-6.24K
- 7.42%
$43.89 - $45.45 $274K - $284K
77.9K $3.51B
XBJL
Innovator Etfs Tr Us Equity Ac
-9.9K
- 31.07%
$30.83 - $35.99 $305K - $356K
22K $790M
PG
Procter & Gamble CO

Consumer Defensive
-1.33K
- 22.21%
$157.66 - $172.39 $209K - $229K
4.65K $741M
COP
Conocophillips

Energy
-1.06K
- 12.28%
$82.66 - $106.1 $87.4K - $112K
7.55K $677M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.56K
- 8.09%
$59.8 - $60.07 $93.2K - $93.6K
17.7K $1.06B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.47K
- 7.42%
$28.21 - $28.85 $97.7K - $100K
43.2K $1.24B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.56K
- 8.45%
$25.48 - $27.78 $65.3K - $71.2K
27.8K $738M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.96K
- 6.29%
$40.41 - $40.68 $79.2K - $79.7K
29.2K $1.19B
CSHI
Shp ETF Tr Neos Enhanced Incom
-1.5K
- 7.75%
N/A
17.8K $886M
Pimco ETF Tr
-1.55K
- 7.18%
N/A
20K $1.02B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.37K
- 5.42%
$49.98 - $50.26 $68.2K - $68.6K
23.8K $1.19B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.18K
- 7.57%
$29.07 - $29.38 $63.4K - $64K
26.6K $780M
Doubleline ETF Trust
-1.16K
- 8.37%
N/A
12.7K $661M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.31K
- 8.3%
$51.1 - $53.29 $67K - $69.9K
14.5K $772M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.16K
- 7.49%
$24.98 - $25.66 $54K - $55.5K
26.7K $684M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.17K
- 11.89%
$89.63 - $111.92 $194K - $243K
16.1K $1.8B
V
Visa Inc.

Financial Services
-124
- 3.17%
$308.27 - $373.31 $38.2K - $46.3K
3.78K $1.34B
KO
Coca Cola CO

Consumer Defensive
-81
- 0.63%
$68.37 - $73.9 $5.54K - $5.99K
12.8K $907M
COST
Costco Wholesale Corp

Consumer Defensive
-43
- 5.46%
$908.13 - $1056.85 $39K - $45.4K
745 $738M
Innovator Etfs Trust
-476
- 2.43%
N/A
19.1K $548M
BSX
Boston Scientific Corp

Healthcare
-312
- 4.36%
$89.7 - $107.41 $28K - $33.5K
6.84K $735M
GLDM
World Gold Trust

ETFs
-405
- 2.45%
$58.96 - $67.97 $23.9K - $27.5K
16.1K $1.06B
INTU
Intuit Inc

Technology
-183
- 16.41%
$544.07 - $787.63 $99.6K - $144K
932 $734M
J P Morgan Exchange Traded F
-16
- 0.07%
N/A
21.4K $1.34B
WMT
Walmart Inc.

Consumer Defensive
-410
- 3.11%
$81.79 - $99.98 $33.5K - $41K
12.8K $1.25B
DXCM
Dexcom Inc

Healthcare
-398
- 4.42%
$59.83 - $87.57 $23.8K - $34.9K
8.6K $751M
NOW
Service Now, Inc.

Technology
-9
- 1.15%
$721.65 - $1040.18 $6.49K - $9.36K
777 $799M
MS
Morgan Stanley

Financial Services
-73
- 0.83%
$99.83 - $140.86 $7.29K - $10.3K
8.76K $1.23B
APH
Amphenol Corp

Technology
-1.11K
- 10.85%
$59.09 - $98.75 $65.8K - $110K
9.15K $903M
PWR
Quanta Services, Inc.

Industrials
-103
- 4.55%
$239.47 - $381.26 $24.7K - $39.3K
2.16K $817M
NFLX
Netflix Inc

Communication Services
-69
- 8.04%
$855.86 - $1339.13 $59.1K - $92.4K
789 $1.06B
GS
Goldman Sachs Group Inc

Financial Services
-113
- 5.24%
$462.22 - $707.75 $52.2K - $80K
2.05K $1.45B
AVGO
Broadcom Inc.

Technology
-23
- 0.38%
$146.29 - $275.65 $3.36K - $6.34K
5.98K $1.65B
MSFT
Microsoft Corp

Technology
-15
- 0.19%
$354.56 - $497.45 $5.32K - $7.46K
7.88K $3.92B
NVDA
Nvidia Corp

Technology
-21
- 0.09%
$94.31 - $157.99 $1.98K - $3.32K
24.2K $3.82B
Activity Summary
Buys All Purchases 73 New Holdings 20 Increased Positions 53 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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