Paladin Wealth, LLC Purchases in Q4 2025

Paladin Wealth, LLC

  • $146 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.6K
+ 20.68%
$76.84 - $80.86 $1.89M - $1.99M
144K $11.5B
Invesco Galaxy Bitcoin ETF
14.1K
New
N/A
14.1K $1.23B
AVDE
American Centy ETF Tr Avantis

ETFs
7.99K
+ 21.18%
$77.65 - $81.2 $620K - $648K
45.7K $3.76B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 17.74%
$42.26 - $44.28 $495K - $519K
77.8K $3.46B
MUB
Ishares National Muni Bond ETF

ETFs
5.64K
+ 54.76%
$106.36 - $107.61 $600K - $607K
15.9K $1.71B
LLY
Eli Lilly & CO

Healthcare
541
New
$799.57 - $1025.28 $433K - $555K
541 $581M
CTAS
Cintas Corp

Industrials
2.92K
New
$182.04 - $203.64 $532K - $595K
2.92K $549M
TJX
Tjx Companies Inc

Consumer Cyclical
3.56K
New
$138.56 - $147.63 $494K - $526K
3.56K $547M
ISRG
Intuitive Surgical Inc

Healthcare
962
New
$429.59 - $576.2 $413K - $554K
962 $545M
AVEM
American Centy ETF Tr Avantis

ETFs
5.95K
+ 18.41%
$73.09 - $78.36 $435K - $466K
38.3K $2.95B
RECS
Columbia ETF Tr I

ETFs
11K
+ 16.77%
$39.39 - $41.32 $433K - $454K
76.6K $3.13B
AVUS
American Centy ETF Tr Avantis

ETFs
3.81K
+ 49.8%
$105.96 - $111.17 $404K - $424K
11.5K $1.28B
IETC
Ishares U S ETF Tr

ETFs
4.14K
+ 28.49%
$100.06 - $107.97 $414K - $446K
18.6K $1.89B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 16.75%
$242.67 - $261.79 $321K - $347K
9.23K $2.33B
GLDM
World Gold Trust

ETFs
2.37K
+ 14.87%
$76.32 - $86.69 $181K - $205K
18.3K $1.56B
XLF
Financial Sector Spdr

ETFs
5.54K
+ 23.48%
$51.76 - $53.77 $287K - $298K
29.2K $1.6B
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
3.58K
New
$74.93 - $82.69 $268K - $296K
3.58K $274M
QTUM
ETF Ser Solutions Defiance Qua
2.48K
New
N/A
2.48K $272M
Tidal Trust Ii
4.5K
New
N/A
4.5K $266M
SPMD
Spdr Portfolio

ETFs
4.48K
New
$55.44 - $58.05 $249K - $260K
4.48K $260M
GOOGL
Alphabet Inc.

Communication Services
826
New
$236.57 - $291.31 $195K - $241K
826 $259M
SPYI
Shp ETF Tr Neos S&P 500 High I
4.56K
+ 13.15%
N/A
39.2K $2.06B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
4.84K
+ 11.48%
N/A
47K $2.33B
Aim ETF Products Trust
7.23K
+ 12.53%
N/A
65K $1.88B
TGT
Target Corp

Consumer Defensive
1.64K
+ 18.91%
$85.53 - $97.77 $140K - $160K
10.3K $1.01B
AZN
Astrazeneca PLC

Healthcare
2.41K
New
$81.15 - $89.4 $195K - $215K
2.41K $221M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.15K
+ 52.3%
$50.85 - $51.0 $211K - $212K
12.1K $616M
KEY
Keycorp

Financial Services
9.93K
New
$16.78 - $18.63 $167K - $185K
9.93K $205M
Cohen & Steers ETF Trust
5.51K
+ 29.41%
N/A
24.2K $748M
JEF
Jefferies Financial Group Inc.

Financial Services
3.24K
New
$48.8 - $63.49 $158K - $206K
3.24K $201M
SMOT
Vaneck ETF Tr Morningstar Smid
4.97K
+ 22.43%
N/A
27.1K $982M
Bondbloxx ETF Trust
3.63K
+ 11.67%
N/A
34.7K $1.79B
TOLZ
Dj Brookfield Global

ETFs
3.14K
+ 32.15%
$52.68 - $54.61 $165K - $171K
12.9K $698M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
3.46K
+ 11.51%
N/A
33.5K $1.61B
Ea Series Trust
1.35K
+ 51.57%
N/A
3.96K $456M
Bondbloxx ETF Trust
3.05K
+ 11.88%
N/A
28.7K $1.43B
ARKW
Ark Next Generation Internet E

ETFs
1.16K
+ 91.73%
$154.1 - $182.2 $179K - $212K
2.43K $359M
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.93K
+ 88.77%
$59.79 - $74.1 $175K - $217K
6.22K $354M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.69K
+ 6.48%
$50.55 - $50.74 $136K - $137K
44.2K $2.24B
Doubleline ETF Trust
2.63K
+ 7.18%
N/A
39.2K $2B
Bondbloxx ETF Trust
2.62K
+ 11.82%
N/A
24.8K $1.24B
CRPT
First Tr ETF Fd Viii Skybridge
13.9K
+ 116.06%
$17.0 - $24.53 $236K - $340K
25.8K $387M
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.71K
+ 11.05%
N/A
27.2K $1.26B
UYLD
Angel Oak Fds Tr Ultrashort In
1.62K
+ 7.34%
N/A
23.7K $1.21B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.64K
+ 7.22%
$50.2 - $50.36 $82.2K - $82.5K
24.3K $1.22B
SBUX
Starbucks Corp

Consumer Cyclical
991
+ 12.55%
$78.46 - $87.26 $77.8K - $86.5K
8.89K $748M
Ssga Active Tr
2.7K
+ 10.46%
N/A
28.6K $726M
QQQ
Invesco Qqq Trust, Series 1

ETFs
74
+ 14.04%
$589.5 - $635.77 $43.6K - $47K
601 $369M
KO
Coca Cola CO

Consumer Defensive
32
+ 0.25%
$66.1 - $71.61 $2.12K - $2.29K
12.7K $887M
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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