Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

  • $111 Billion
  • Q1 2025

Paladin Wealth, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $6.82B, Janus Detroit Str Tr Henderson with a value of $3.8B, Amazon Com Inc with a value of $3.13B, Microsoft Corp with a value of $2.96B, and Apple Inc. with a value of $2.96B.

Examining the 13F form we can see an decrease of $4.4B in the current position value, from $116B to 111B.

Paladin Wealth, LLC is based out at Arden Hills, MN

Below you can find more details about Paladin Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $38.6 Billion
Technology: $12.7 Billion
Financial Services: $7.38 Billion
Healthcare: $6.93 Billion
Consumer Cyclical: $5.67 Billion
Communication Services: $5.14 Billion
Consumer Defensive: $4.71 Billion
Industrials: $4.41 Billion
Other: $6.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.6B
$863 Million 0.78% of portfolio
8,271
Q1 2025 Added 13.57%
Bondbloxx ETF Trust
-
$853 Million 0.77% of portfolio
-
Q1 2025 New
$404B
$861 Million 0.77% of portfolio
5,189
Q1 2025 Added 3.84%
$0
$842 Million 0.76% of portfolio
28,807
Q1 2025 New
$0
$830 Million 0.75% of portfolio
15,808
Q1 2025 Reduced 72.28%
$0
$827 Million 0.74% of portfolio
30,326
Q1 2025 Reduced 5.09%
$414B
$800 Million 0.72% of portfolio
858
Q1 2025 Added 3.0%
$41.4B
$788 Million 0.71% of portfolio
1,257
Q1 2025 Added 21.22%
$112B
$786 Million 0.71% of portfolio
8,016
Q1 2025 Added 5.53%
$50.9B
$778 Million 0.7% of portfolio
4,559
Q1 2025 Added 10.23%
$18.4B
$773 Million 0.69% of portfolio
5,209
Q1 2025 Added 11.07%
$7.19B
$761 Million 0.68% of portfolio
15,574
Q1 2025 Added 13.5%
$433B
$745 Million 0.67% of portfolio
788
Q1 2025 Added 11.93%
$0
$738 Million 0.66% of portfolio
28,896
Q1 2025 Reduced 18.65%
$135B
$722 Million 0.65% of portfolio
7,156
Q1 2025 Added 1.6%
Doubleline ETF Trust
-
$719 Million 0.65% of portfolio
-
Q1 2025 Reduced 34.93%
$0
$697 Million 0.63% of portfolio
4,022
Q1 2025 New
$124B
$686 Million 0.62% of portfolio
27,088
Q1 2025 Added 3.98%
$48.1B
$685 Million 0.62% of portfolio
16,388
Q1 2025 Added 7.58%
$167B
$685 Million 0.61% of portfolio
1,115
Q1 2025 Added 11.84%
$38.9B
$673 Million 0.6% of portfolio
10,259
Q1 2025 Added 17.11%
$21.4B
$660 Million 0.59% of portfolio
5,829
Q1 2025 Added 6.82%
$133B
$656 Million 0.59% of portfolio
9,256
Q1 2025 Added 8.74%
$72B
$642 Million 0.58% of portfolio
9,844
Q1 2025 Added 14.0%
$294B
$647 Million 0.58% of portfolio
15,495
Q1 2025 Added 7.39%
$111B
$631 Million 0.57% of portfolio
2,321
Q1 2025 Added 16.34%
$162B
$626 Million 0.56% of portfolio
786
Q1 2025 Added 17.14%
-
$617 Million 0.55% of portfolio
-
Q1 2025 Added 31.35%
$26B
$615 Million 0.55% of portfolio
9,002
Q1 2025 Added 5.73%
$50.4B
$603 Million 0.54% of portfolio
3,090
Q1 2025 Added 7.85%
$39.2B
$575 Million 0.52% of portfolio
2,263
Q1 2025 Added 17.31%
Innovator Etfs Trust
-
$549 Million 0.49% of portfolio
-
Q1 2025 Reduced 53.75%
Lam Research Corp
-
$544 Million 0.49% of portfolio
-
Q1 2025 Added 4.01%
$15.2B
$550 Million 0.49% of portfolio
16,366
Q1 2025 Added 5.79%
$71.4B
$539 Million 0.48% of portfolio
661
Q1 2025 Added 12.22%
$37.9B
$523 Million 0.47% of portfolio
11,889
Q1 2025 Added 6.87%
$23.6B
$507 Million 0.46% of portfolio
5,173
Q1 2025 Added 12.92%
$64.5B
$431 Million 0.39% of portfolio
1,005
Q1 2025 Added 16.45%
Aim ETF Products Trust
-
$421 Million 0.38% of portfolio
-
Q1 2025 Reduced 40.67%
$0
$395 Million 0.35% of portfolio
703
Q1 2025 New
$0
$372 Million 0.33% of portfolio
4,053
Q1 2025 Added 8.89%
$0
$359 Million 0.32% of portfolio
6,822
Q1 2025 New
$0
$331 Million 0.3% of portfolio
3,143
Q1 2025 New
$0
$314 Million 0.28% of portfolio
10,547
Q1 2025 Reduced 40.65%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $111 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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