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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.86T
$3.13 Billion 2.81% of portfolio
16,452
Q1 2025 Added 6.96%
$2.89T
$2.96 Billion 2.66% of portfolio
7,891
Q1 2025 Added 9.51%
$3.25T
$2.96 Billion 2.66% of portfolio
13,337
Q1 2025 Added 8.21%
$276B
$2.62 Billion 2.36% of portfolio
24,210
Q1 2025 Added 14.16%
$1.17T
$2.26 Billion 2.03% of portfolio
3,913
Q1 2025 Added 3.93%
$983B
$2.09 Billion 1.88% of portfolio
13,367
Q1 2025 Added 6.04%
-
$1.6 Billion 1.43% of portfolio
-
Q1 2025 Added 25.45%
-
$1.5 Billion 1.34% of portfolio
-
Q1 2025 Reduced 30.62%
$549B
$1.46 Billion 1.31% of portfolio
2,795
Q1 2025 Added 11.93%
$548B
$1.37 Billion 1.23% of portfolio
3,906
Q1 2025 Added 1.43%
$683B
$1.29 Billion 1.15% of portfolio
2,414
Q1 2025 Added 4.46%
$265B
$1.27 Billion 1.14% of portfolio
7,605
Q1 2025 Added 6.6%
$688B
$1.22 Billion 1.1% of portfolio
4,989
Q1 2025 Added 5.79%
$172B
$1.18 Billion 1.06% of portfolio
2,158
Q1 2025 Added 7.79%
$257B
$1.16 Billion 1.04% of portfolio
13,196
Q1 2025 Added 7.96%
-
$1.12 Billion 1.0% of portfolio
-
Q1 2025 Added 58.96%
$401B
$1.02 Billion 0.92% of portfolio
5,978
Q1 2025 Added 7.36%
-
$1.01 Billion 0.91% of portfolio
-
Q1 2025 Added 0.44%
$72.2B
$1 Billion 0.9% of portfolio
5,999
Q1 2025 Added 1.1%
$112B
$990 Million 0.89% of portfolio
11,015
Q1 2025 Added 3.09%
-
$959 Million 0.86% of portfolio
-
Q1 2025 Reduced 19.88%
$224B
$932 Million 0.84% of portfolio
7,024
Q1 2025 Added 1.81%
$313B
$924 Million 0.83% of portfolio
12,898
Q1 2025 Added 2.64%
$110B
$904 Million 0.81% of portfolio
8,606
Q1 2025 Added 11.97%
$233B
$892 Million 0.8% of portfolio
2,854
Q1 2025 Added 3.07%
$139B
$863 Million 0.78% of portfolio
3,700
Q1 2025 Added 13.71%
$43.6B
$863 Million 0.78% of portfolio
8,271
Q1 2025 Added 13.57%
$404B
$861 Million 0.77% of portfolio
5,189
Q1 2025 Added 3.84%
$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%
$96B
$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%
$135B
$722 Million 0.65% of portfolio
7,156
Q1 2025 Added 1.6%
$68B
$727 Million 0.65% of portfolio
2,866
Q1 2025 Added 5.83%
$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%

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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