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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.8 Billion 8.47% of portfolio
142,133
Q4 2024 Added 37.11%
$0
$3.68 Billion 3.18% of portfolio
107,678
Q4 2024 Added 7.37%
$0
$3.03 Billion 2.62% of portfolio
68,521
Q4 2024 Reduced 0.5%
$0
$2.94 Billion 2.54% of portfolio
57,027
Q4 2024 Reduced 17.39%
$0
$2.17 Billion 1.87% of portfolio
63,486
Q4 2024 Added 45.92%
$0
$2.12 Billion 1.83% of portfolio
59,661
Q4 2024 New
$0
$1.97 Billion 1.7% of portfolio
38,891
Q4 2024 Added 33.44%
$0
$1.82 Billion 1.57% of portfolio
10,222
Q4 2024 Reduced 1.07%
$0
$1.43 Billion 1.24% of portfolio
23,961
Q4 2024 Reduced 13.39%
$0
$1.23 Billion 1.07% of portfolio
24,618
Q4 2024 Reduced 18.42%
$0
$1.23 Billion 1.06% of portfolio
30,474
Q4 2024 Reduced 18.27%
$0
$1.18 Billion 1.02% of portfolio
19,296
Q4 2024 New
$0
$1.11 Billion 0.96% of portfolio
18,859
Q4 2024 Added 0.74%
$0
$888 Million 0.77% of portfolio
35,519
Q4 2024 Added 1.11%
$8.15B
$846 Million 0.73% of portfolio
16,274
Q4 2024 Reduced 3.47%
$0
$837 Million 0.72% of portfolio
31,952
Q4 2024 New
$0
$570 Million 0.49% of portfolio
11,026
Q4 2024 Added 49.99%
$0
$537 Million 0.46% of portfolio
17,771
Q4 2024 New
$0
$340 Million 0.29% of portfolio
3,722
Q4 2024 Added 33.69%
$0
$288 Million 0.25% of portfolio
9,154
Q4 2024 New

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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