Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

  • $114 Billion
  • Q3 2024

Paladin Wealth, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 795 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 $7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.77B, Ishares Trust Ishares 5 10 Yea with a value of $3.71B, Janus Detroit Str Tr Henderson with a value of $3.21B, and Aim ETF Prods Tr Allianzim U S with a value of $3.12B.

Examining the 13F form we can see an increase of $114B in the current position value.

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 $114 Billion
ETFs: $35.9 Billion
Technology: $12.5 Billion
Financial Services: $7.5 Billion
Healthcare: $7.24 Billion
Consumer Cyclical: $5.52 Billion
Communication Services: $4.99 Billion
Industrials: $4.56 Billion
Consumer Defensive: $4.48 Billion
Other: $5.69 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.25B
$172 Million 0.15% of portfolio
3,091
Q3 2024 New
$4.32B
$144 Million 0.13% of portfolio
8,211
Q3 2024 New
$6.8B
$39.2 Million 0.03% of portfolio
838
Q3 2024 New
$7.29B
$38.7 Million 0.03% of portfolio
473
Q3 2024 New
$7.85B
$38.2 Million 0.03% of portfolio
5,377
Q3 2024 New
$5.17B
$26.2 Million 0.02% of portfolio
296
Q3 2024 New
$5.55B
$23.7 Million 0.02% of portfolio
279
Q3 2024 New
$3.26B
$8.55 Million 0.01% of portfolio
126
Q3 2024 New
$6.94B
$5.33 Million 0.0% of portfolio
751
Q3 2024 New
$2.32B
$721,000 0.0% of portfolio
23
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $114 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 214 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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