Paladin Wealth, LLC Reduced Holdings in Q3 2025

Paladin Wealth, LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
-12.4K
- 76.93%
$111.77 - $121.28 $1.38M - $1.5M
3.71K $447M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-10.1K
- 41.74%
$52.39 - $53.11 $531K - $538K
14.1K $750M
SMOT
Vaneck ETF Tr Morningstar Smid
-10.8K
- 32.73%
N/A
22.2K $799M
SBUX
Starbucks Corp

Consumer Cyclical
-1.18K
- 13.02%
$81.9 - $96.86 $96.8K - $114K
7.89K $668M
EXR
Extra Space Storage Inc.

Real Estate
-743
- 12.7%
$134.36 - $152.88 $99.8K - $114K
5.11K $720M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.88K
- 14.58%
$29.12 - $29.34 $113K - $114K
22.7K $667M
AMZN
Amazon Com Inc

Consumer Cyclical
-412
- 2.41%
$211.65 - $238.24 $87.2K - $98.2K
16.7K $3.66B
TGT
Target Corp

Consumer Defensive
-87
- 1.0%
$86.56 - $107.43 $7.53K - $9.35K
8.65K $776M
V
Visa Inc.

Financial Services
-79
- 2.09%
$332.09 - $358.86 $26.2K - $28.3K
3.7K $1.26B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-21
- 0.2%
$65.64 - $78.22 $1.38K - $1.64K
10.3K $688M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 0.24%
$366.54 - $479.53 $1.1K - $1.44K
1.24K $484M
KO
Coca Cola CO

Consumer Defensive
-156
- 1.22%
$65.67 - $71.67 $10.2K - $11.2K
12.7K $840M
META
Meta Platforms, Inc.

Communication Services
-63
- 1.59%
$695.21 - $791.73 $43.8K - $49.9K
3.9K $2.86B
SNPS
Synopsys Inc

Technology
-64
- 4.8%
$387.78 - $645.35 $24.8K - $41.3K
1.27K $626M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 1.34%
$915.95 - $994.57 $9.16K - $9.95K
735 $680M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.35K
- 17.75%
$67.01 - $72.84 $90.7K - $98.6K
6.27K $454M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.14K
- 4.76%
$50.08 - $50.37 $56.8K - $57.2K
22.7K $1.14B
WCN
Waste Connections, Inc.

Industrials
-2
- 0.05%
$171.32 - $191.84 $343 - $384
3.75K $659M
EQIX
Equinix Inc

Real Estate
-36
- 4.46%
$756.7 - $811.13 $27.2K - $29.2K
772 $605M
PG
Procter & Gamble CO

Consumer Defensive
-71
- 1.53%
$150.47 - $161.22 $10.7K - $11.4K
4.58K $704M
ABT
Abbott Laboratories

Healthcare
-58
- 0.81%
$120.51 - $136.62 $6.99K - $7.92K
7.13K $954M
LUV
Southwest Airlines CO

Industrials
-248
- 1.39%
$29.06 - $37.7 $7.21K - $9.35K
17.6K $563M
PODD
Insulet Corp

Healthcare
-19
- 1.05%
$277.3 - $352.82 $5.27K - $6.7K
1.78K $550M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-107
- 2.11%
$91.44 - $91.77 $9.78K - $9.82K
4.95K $455M
Doubleline ETF Trust
-103
- 0.81%
N/A
12.6K $656M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.07K
- 6.85%
$24.46 - $26.5 $26.1K - $28.3K
14.5K $383M
ECL
Ecolab Inc.

Basic Materials
-40
- 1.32%
$259.39 - $285.47 $10.4K - $11.4K
2.99K $819M
MCD
Mcdonalds Corp

Consumer Cyclical
-94
- 3.11%
$291.67 - $316.99 $27.4K - $29.8K
2.93K $891M
UBER
Uber Technologies, Inc

Technology
-78
- 1.26%
$86.91 - $99.57 $6.78K - $7.77K
6.11K $598M
COP
Conocophillips

Energy
-144
- 1.91%
$91.0 - $98.99 $13.1K - $14.3K
7.41K $700M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-149
- 2.46%
$90.62 - $107.71 $13.5K - $16K
5.92K $583M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 1.03%
$459.11 - $506.91 $11.9K - $13.2K
2.5K $1.26B
BAC
Bank Of America Corp

Financial Services
-490
- 3.15%
$44.92 - $52.42 $22K - $25.7K
15.1K $777M
NEE
Nextera Energy Inc

Utilities
-213
- 2.12%
$69.77 - $77.54 $14.9K - $16.5K
9.86K $744M
WMT
Walmart Inc.

Consumer Defensive
-189
- 1.48%
$94.4 - $104.27 $17.8K - $19.7K
12.6K $1.3B
MSFT
Microsoft Corp

Technology
-199
- 2.53%
$491.09 - $535.64 $97.7K - $107K
7.68K $3.98B
MDT
Medtronic PLC

Healthcare
-346
- 2.99%
$87.67 - $95.74 $30.3K - $33.1K
11.2K $1.07B
PWR
Quanta Services, Inc.

Industrials
-40
- 1.85%
$372.29 - $421.68 $14.9K - $16.9K
2.12K $879M
CVX
Chevron Corp

Energy
-219
- 2.64%
$145.57 - $161.83 $31.9K - $35.4K
8.08K $1.25B
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 3.49%
$282.78 - $316.06 $49.5K - $55.3K
4.84K $1.53B
GS
Goldman Sachs Group Inc

Financial Services
-117
- 5.72%
$696.56 - $806.32 $81.5K - $94.3K
1.93K $1.54B
LOW
Lowes Companies Inc

Consumer Cyclical
-149
- 3.32%
$215.01 - $273.02 $32K - $40.7K
4.35K $1.09B
MS
Morgan Stanley

Financial Services
-368
- 4.2%
$139.09 - $161.16 $51.2K - $59.3K
8.39K $1.33B
BKR
Baker Hughes CO

Energy
-667
- 4.44%
$38.68 - $50.55 $25.8K - $33.7K
14.4K $699M
JNJ
Johnson & Johnson

Healthcare
-230
- 4.17%
$155.17 - $185.42 $35.7K - $42.6K
5.29K $980M
GLDM
World Gold Trust

ETFs
-207
- 1.28%
$64.73 - $76.45 $13.4K - $15.8K
15.9K $1.22B
APH
Amphenol Corp

Technology
-365
- 3.99%
$97.39 - $125.4 $35.5K - $45.8K
8.78K $1.09B
URI
United Rentals, Inc.

Industrials
-80
- 6.13%
$774.14 - $975.23 $61.9K - $78K
1.22K $1.17B
AVGO
Broadcom Inc.

Technology
-308
- 5.15%
$264.74 - $369.57 $81.5K - $114K
5.67K $1.87B
Activity Summary
Buys All Purchases 57 New Holdings 14 Increased Positions 43 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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