Paladin Wealth, LLC Purchases in Q2 2025

Paladin Wealth, LLC

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Doubleline ETF Trust
34.2K
New
N/A
34.2K $1.73B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.17K
+ 4.98%
$58.41 - $72.69 $302K - $375K
109K $7.91B
META
Meta Platforms, Inc.

Communication Services
49
+ 1.25%
$484.66 - $738.09 $23.7K - $36.2K
3.96K $2.92B
AMZN
Amazon Com Inc

Consumer Cyclical
645
+ 3.92%
$167.32 - $223.3 $108K - $144K
17.1K $3.75B
AVUS
American Centy ETF Tr Avantis

ETFs
5.75K
New
$81.38 - $100.82 $468K - $579K
5.75K $579M
UBER
Uber Technologies, Inc

Technology
6.18K
New
$64.62 - $93.3 $400K - $577K
6.18K $577M
PODD
Insulet Corp

Healthcare
1.8K
New
$238.57 - $327.47 $430K - $590K
1.8K $566M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.24K
New
$421.16 - $509.5 $522K - $632K
1.24K $552M
MUB
Ishares National Muni Bond ETF

ETFs
5.14K
+ 163.67%
$102.31 - $105.8 $526K - $544K
8.29K $866M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.62K
New
$53.65 - $67.02 $409K - $511K
7.62K $511M
BAPR
Innovator U.S. Equity Buffer E

ETFs
9.78K
New
$38.86 - $45.19 $380K - $442K
9.78K $442M
XBAP
Innovator ETF Tr Us Equity Acc
11.9K
New
$32.27 - $36.65 $384K - $436K
11.9K $437M
Cohen & Steers ETF Trust
16.1K
New
N/A
16.1K $427M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.6K
New
$19.6 - $24.44 $306K - $382K
15.6K $382M
Doubleline ETF Trust
7.6K
+ 13.12%
N/A
65.5K $3.21B
AVDE
American Centy ETF Tr Avantis

ETFs
1.66K
+ 5.46%
$59.32 - $74.36 $98.4K - $123K
32.1K $2.37B
GOOG
Alphabet Inc.

Communication Services
374
+ 2.8%
$146.58 - $180.01 $54.8K - $67.3K
13.7K $2.44B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.4K
New
$50.52 - $50.92 $323K - $326K
6.4K $326M
Innovator Etfs Trust
6.06K
New
N/A
6.06K $309M
AVEM
American Centy ETF Tr Avantis

ETFs
680
+ 2.38%
$53.08 - $68.54 $36.1K - $46.6K
29.2K $2B
ETN
Eaton Corp PLC

Industrials
241
+ 10.38%
$246.52 - $356.99 $59.4K - $86K
2.56K $915M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
626
+ 1.02%
$32.66 - $40.75 $20.4K - $25.5K
62K $2.51B
RECS
Columbia ETF Tr I

ETFs
1.67K
+ 2.85%
$29.4 - $36.79 $49.1K - $61.5K
60.3K $2.22B
SNPS
Synopsys Inc

Technology
327
+ 32.54%
$380.9 - $517.66 $125K - $169K
1.33K $683M
QQQ
Invesco Qqq Trust, Series 1

ETFs
448
New
$416.06 - $551.64 $186K - $247K
448 $247M
Ea Series Trust
2.12K
New
N/A
2.12K $239M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
4.63K
+ 14.24%
N/A
37.2K $1.83B
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.42%
$210.28 - $289.91 $4.42K - $6.09K
5.01K $1.45B
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
5.44K
New
N/A
5.44K $227M
PANW
Palo Alto Networks Inc

Technology
310
+ 6.8%
$152.44 - $204.64 $47.3K - $63.4K
4.87K $996M
Innovator Etfs Trust
6.95K
New
N/A
6.95K $215M
Lam Research Corp
294
+ 3.93%
N/A
7.78K $758M
IVV
Ishares Core S&P 500 ETF

ETFs
269
+ 38.26%
$498.8 - $620.9 $134K - $167K
972 $604M
ORCL
Oracle Corp

Technology
931
New
$122.82 - $218.63 $114K - $204K
931 $204M
CAH
Cardinal Health Inc

Healthcare
1.2K
New
$125.0 - $168.0 $150K - $202K
1.2K $202M
URI
United Rentals, Inc.

Industrials
47
+ 3.74%
$551.94 - $753.4 $25.9K - $35.4K
1.3K $982M
Bondbloxx ETF Trust
3.39K
+ 14.08%
N/A
27.4K $1.41B
QUAL
Ishares Msci Usa Quality Facto

ETFs
220
+ 2.04%
$152.42 - $182.82 $33.5K - $40.2K
11K $2.01B
Angel Oak Funds Trust
20.2K
+ 14.26%
N/A
162K $1.4B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
3.08K
+ 13.14%
N/A
26.5K $1.27B
SMOT
Vaneck ETF Tr Morningstar Smid
2.09K
+ 6.76%
N/A
32.9K $1.15B
LOW
Lowes Companies Inc

Consumer Cyclical
794
+ 21.46%
$210.83 - $235.28 $167K - $187K
4.49K $997M
Bondbloxx ETF Trust
2.56K
+ 12.76%
N/A
22.6K $1.13B
SPYI
Shp ETF Tr Neos S&P 500 High I
1K
+ 3.21%
N/A
32.2K $1.62B
WEN
Wendy'S CO

Consumer Cyclical
10.9K
New
$11.11 - $14.72 $121K - $160K
10.9K $124M
PYPL
Pay Pal Holdings, Inc.

Financial Services
442
+ 4.49%
$57.41 - $74.81 $25.4K - $33.1K
10.3K $764M
Bondbloxx ETF Trust
2.58K
+ 15.39%
N/A
19.3K $975M
EQIX
Equinix Inc

Real Estate
147
+ 22.24%
$740.07 - $914.43 $109K - $134K
808 $643M
AZEK
Azek CO Inc.

Industrials
253
+ 1.62%
$43.39 - $54.86 $11K - $13.9K
15.8K $860M
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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