Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

  • $116 Billion
  • Q4 2024

Paladin Wealth, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 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 $9.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.68B, Amazon Com Inc with a value of $3.37B, Janus Detroit Str Tr with a value of $3.18B, and Doubleline ETF Trust with a value of $3.13B.

Examining the 13F form we can see an increase of $1.27B in the current position value, from $114B to 116B.

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 $116 Billion
ETFs: $36.3 Billion
Technology: $14 Billion
Financial Services: $6.93 Billion
Healthcare: $6.18 Billion
Consumer Cyclical: $5.67 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.45 Billion
Industrials: $4.18 Billion
Other: $5.34 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.33T
$3.37 Billion 2.92% of portfolio
15,381
Q4 2024 Added 15.27%
$3.66T
$3.09 Billion 2.67% of portfolio
12,325
Q4 2024 Added 0.04%
$3.05T
$3.04 Billion 2.62% of portfolio
7,206
Q4 2024 Added 15.78%
$324B
$2.85 Billion 2.46% of portfolio
21,207
Q4 2024 Added 11.22%
$1.14T
$2.4 Billion 2.07% of portfolio
12,606
Q4 2024 Added 0.87%
-
$2.29 Billion 1.98% of portfolio
-
Q4 2024 Added 36.84%
$1.61T
$2.2 Billion 1.91% of portfolio
3,765
Q4 2024 Added 8.78%
$91.1B
$1.38 Billion 1.19% of portfolio
5,934
Q4 2024 Added 5.89%
$493B
$1.26 Billion 1.09% of portfolio
2,497
Q4 2024 Added 5.76%
-
$1.24 Billion 1.07% of portfolio
-
Q4 2024 Added 112.47%
$569B
$1.22 Billion 1.05% of portfolio
3,851
Q4 2024 Added 39.93%
-
$1.2 Billion 1.04% of portfolio
-
Q4 2024 Added 44.09%
$224B
$1.15 Billion 0.99% of portfolio
2,002
Q4 2024 Added 4.22%
$809B
$1.13 Billion 0.98% of portfolio
4,716
Q4 2024 Added 4.54%
$275B
$1.1 Billion 0.95% of portfolio
12,223
Q4 2024 Reduced 6.29%
$614B
$1.05 Billion 0.91% of portfolio
2,311
Q4 2024 Added 6.65%
$299B
$1.03 Billion 0.89% of portfolio
7,134
Q4 2024 Added 10.6%
$237B
$1.01 Billion 0.88% of portfolio
8,059
Q4 2024 Reduced 4.49%
$60.5B
$985 Million 0.85% of portfolio
7,283
Q4 2024 Added 38.62%
$398B
$933 Million 0.81% of portfolio
5,568
Q4 2024 Added 5.28%
$120B
$854 Million 0.74% of portfolio
10,685
Q4 2024 Added 21.86%
$156B
$803 Million 0.69% of portfolio
3,254
Q4 2024 Added 0.49%
$217B
$803 Million 0.69% of portfolio
2,769
Q4 2024 Added 3.51%
$276B
$782 Million 0.68% of portfolio
12,566
Q4 2024 Added 17.38%
$226B
$780 Million 0.67% of portfolio
6,899
Q4 2024 Added 5.17%
$125B
$762 Million 0.66% of portfolio
7,686
Q4 2024 Added 16.88%
$58B
$753 Million 0.65% of portfolio
4,136
Q4 2024 Added 99.13%
$89.4B
$737 Million 0.64% of portfolio
8,635
Q4 2024 Reduced 16.51%
$451B
$742 Million 0.64% of portfolio
833
Q4 2024 Added 9.46%
$51.3B
$731 Million 0.63% of portfolio
1,037
Q4 2024 Added 6.91%
$400B
$723 Million 0.62% of portfolio
4,997
Q4 2024 Reduced 6.55%
$20.9B
$702 Million 0.61% of portfolio
4,690
Q4 2024 Added 11.93%
$204B
$711 Million 0.61% of portfolio
671
Q4 2024 Reduced 1.76%
$129B
$693 Million 0.6% of portfolio
7,596
Q4 2024 Added 0.82%
$144B
$691 Million 0.6% of portfolio
26,051
Q4 2024 Added 24.32%
-
$681 Million 0.59% of portfolio
-
Q4 2024 Added 134.85%
$125B
$662 Million 0.57% of portfolio
1,995
Q4 2024 Added 12.08%
$34B
$662 Million 0.57% of portfolio
8,514
Q4 2024 Added 34.4%
$462B
$645 Million 0.56% of portfolio
704
Q4 2024 Added 0.86%
$7.62B
$651 Million 0.56% of portfolio
13,722
Q4 2024 Added 1,537.47%
$70.5B
$635 Million 0.55% of portfolio
2,708
Q4 2024 Added 9.95%
$380B
$634 Million 0.55% of portfolio
14,429
Q4 2024 Added 4.27%
$163B
$627 Million 0.54% of portfolio
997
Q4 2024 Added 13.68%
$151B
$629 Million 0.54% of portfolio
7,043
Q4 2024 Added 0.64%
$41.5B
$608 Million 0.53% of portfolio
8,760
Q4 2024 New
$44.7B
$610 Million 0.53% of portfolio
1,929
Q4 2024 Added 1.85%
$134B
$610 Million 0.53% of portfolio
8,512
Q4 2024 Added 13.27%
$56.9B
$584 Million 0.5% of portfolio
15,234
Q4 2024 Added 22.59%
$21.2B
$576 Million 0.5% of portfolio
5,457
Q4 2024 Added 9.47%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $116 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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