Paladin Wealth, LLC Portfolio Holdings by Sector

Paladin Wealth, LLC

$114 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG SPDW IGIB JMBS QUAL FTSM ULST GSY 47 stocks	$35.9 Million 40.64% of portfolio	47	-	47	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META SNAP 3 stocks	$4.1 Million 4.64% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD TSM 4 stocks	$3.96 Million 4.49% of portfolio	4	-	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ORCL FTNT FFIV 5 stocks	$3.62 Million 4.1% of portfolio	5	-	5	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ABT BSX ZBH DXCM 5 stocks	$3.09 Million 3.49% of portfolio	5	-	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.87 Million 3.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN JD 2 stocks	$2.5 Million 2.83% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT COST 3 stocks	$2.49 Million 2.82% of portfolio	3	-	3	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V MA AXP 4 stocks	$2.18 Million 2.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS LPLA SCHW 4 stocks	$1.87 Million 2.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ PFE ABBV AMGN MRK SNY NVS AZN 8 stocks	$1.83 Million 2.07% of portfolio	8	-	8	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX WEN CMG 4 stocks	$1.71 Million 1.93% of portfolio	4	-	4	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC CM RY HSBC TD SMFG UBS 8 stocks	$1.56 Million 1.77% of portfolio	8	-	8	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI 2 stocks	$1.53 Million 1.73% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology NOW INTU CRM DT 4 stocks	$1.35 Million 1.53% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SU TTE SHEL 5 stocks	$1.13 Million 1.28% of portfolio	5	-	5	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$1.04 Million 1.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$997,384 1.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$916,056 1.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE XEL NGG EXC 4 stocks	$827,699 0.94% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW 2 stocks	$801,011 0.91% of portfolio	2	-	2	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$785,438 0.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO CCEP CELH 3 stocks	$780,851 0.88% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR 1 stocks	$754,997 0.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP SWN 2 stocks	$730,552 0.83% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT CCI 3 stocks	$708,142 0.8% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN EMR 2 stocks	$606,371 0.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$564,695 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB WFRD 2 stocks	$545,006 0.62% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$539,755 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX ARES AMP PDI 4 stocks	$511,355 0.58% of portfolio	4	-	4	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$503,553 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX NOC LHX 3 stocks	$494,375 0.56% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology LRCX 1 stocks	$492,096 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$473,795 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV 1 stocks	$457,103 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV TMO 2 stocks	$440,962 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$411,643 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services NYT RELX 2 stocks	$182,279 0.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$167,216 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL 1 stocks	$166,243 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$162,364 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$160,617 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$160,480 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$160,158 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$155,183 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$150,206 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$149,659 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate ARE 1 stocks	$142,738 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$139,410 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA FIVE TSCO ORLY 4 stocks	$67,734 0.08% of portfolio	4	-	4	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$44,495 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials SAIA 1 stocks	$40,229 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate INVH 1 stocks	$39,562 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AZEK 1 stocks	$39,219 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$38,715 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$29,306 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$11,036 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$9,816 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PUK 1 stocks	$8,991 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$8,904 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Airports & Air Services \| Industrials OMAB 1 stocks	$8,545 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TM 1 stocks	$7,500 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services LUMN 1 stocks	$5,332 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$3,597 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

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.

Account

Paladin Wealth, LLC Portfolio Holdings by Sector

Paladin Wealth, LLC

Track Paladin Wealth, LLC Portfolio

Portfolio Update

News