Paladin Wealth, LLC
- SEC CIK
- 0002040377
- Latest filing
- Jul 9, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 11, 2024. Long positions only.
- Positions
- 214
- No filing for Q2 2024
- Portfolio value
- $114.5M
- No filing for Q2 2024
Paladin Wealth, LLC did not file a 13F for Q2 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 103,664 | $7.00M | 6.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 100,291 | $3.77M | 3.3% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 69,031 | $3.71M | 3.2% | – | – | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 68,867 | $3.21M | 2.8% | – | – | – |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 106,177 | $3.12M | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 12,320 | $2.87M | 2.5% | – | – | History |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 45,110 | $2.76M | 2.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,224 | $2.68M | 2.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 13,343 | $2.49M | 2.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 19,068 | $2.32M | 2.0% | – | – | History |
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 42,975 | $2.28M | 2.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 12,497 | $2.09M | 1.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,461 | $1.98M | 1.7% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,333 | $1.85M | 1.6% | – | – | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 32,902 | $1.69M | 1.5% | – | – | – |
| Innovator ETFs Tr45782C243 | INVTOR 2 PLS 5 | 78,857 | $1.66M | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 27,665 | $1.66M | 1.4% | – | – | – |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 37,285 | $1.52M | 1.3% | – | – | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 30,177 | $1.51M | 1.3% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 29,144 | $1.48M | 1.3% | – | – | – |
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 43,507 | $1.46M | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,675 | $1.41M | 1.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,361 | $1.38M | 1.2% | – | – | History |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 27,317 | $1.38M | 1.2% | – | – | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 38,859 | $1.36M | 1.2% | – | – | – |
| Goldman Sachs ETF Tr38149W788 | CMN | 37,210 | $1.30M | 1.1% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 18,720 | $1.21M | 1.1% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 33,304 | $1.20M | 1.0% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 28,878 | $1.20M | 1.0% | – | – | – |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 22,478 | $1.16M | 1.0% | – | – | – |
| WMTWalmart Inc. | Stock | 13,044 | $1.05M | 0.9% | – | – | History |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 37,950 | $1.04M | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,167 | $997.4K | 0.9% | – | – | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 34,248 | $995.2K | 0.9% | – | – | – |
| AVGOBroadcom Inc. | Stock | 5,604 | $966.7K | 0.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,511 | $951.2K | 0.8% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 1,921 | $951.1K | 0.8% | – | – | History |
| CVXChevron Corp | Stock | 6,450 | $949.9K | 0.8% | – | – | History |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 17,942 | $927.1K | 0.8% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 35,128 | $918.2K | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,289 | $916.1K | 0.8% | – | – | History |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 18,308 | $915.4K | 0.8% | – | – | – |
| MSMorgan Stanley | Stock | 8,438 | $879.6K | 0.8% | – | – | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 16,859 | $878.9K | 0.8% | – | – | History |
| LOWLowes Companies Inc | Stock | 3,238 | $877.0K | 0.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,347 | $866.5K | 0.8% | – | – | History |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 16,738 | $833.6K | 0.7% | – | – | – |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 15,781 | $820.3K | 0.7% | – | – | – |
| TGTTarget Corp | Stock | 5,254 | $818.9K | 0.7% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,675 | $814.6K | 0.7% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 10,342 | $807.0K | 0.7% | – | – | History |
| MDTMedtronic plc | Stock | 8,768 | $789.4K | 0.7% | – | – | History |
| URIUnited Rentals, Inc. | COM | 970 | $785.4K | 0.7% | – | – | History |
| Angel Oak Funds Trust03463K737 | MORTGAGE BACKED | 87,947 | $782.7K | 0.7% | – | – | – |
| KOCoca Cola Co | Stock | 10,705 | $769.3K | 0.7% | – | – | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,450 | $763.4K | 0.7% | – | – | – |
| VVisa Inc. | Stock | 2,752 | $756.7K | 0.7% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 4,190 | $755.0K | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 6,560 | $747.9K | 0.7% | – | – | History |
| SBUXStarbucks Corp | Stock | 7,534 | $734.5K | 0.6% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2,077 | $709.9K | 0.6% | – | – | History |
| COPConocoPhillips | Stock | 6,576 | $692.3K | 0.6% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,092 | $671.4K | 0.6% | – | – | History |
| NEENextera Energy Inc | Stock | 7,515 | $635.2K | 0.6% | – | – | History |
| ECLEcolab Inc. | Stock | 2,463 | $628.9K | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 698 | $618.8K | 0.5% | – | – | History |
| NOWServiceNow, Inc. | Stock | 683 | $610.9K | 0.5% | – | – | History |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 12,201 | $610.0K | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 20,955 | $606.4K | 0.5% | – | – | History |
| ETNEaton Corp plc | Stock | 1,780 | $590.0K | 0.5% | – | – | History |
| BSXBoston Scientific Corp | Stock | 6,998 | $586.4K | 0.5% | – | – | History |
| PWRQuanta Services, Inc. | COM | 1,894 | $564.7K | 0.5% | – | – | History |
| BACBank of America Corp | Stock | 13,838 | $549.1K | 0.5% | – | – | History |
| INTUIntuit Inc. | Stock | 877 | $544.6K | 0.5% | – | – | History |
| EQIXEquinix Inc | COM | 610 | $541.5K | 0.5% | – | – | History |
| NFLXNetflix Inc | Stock | 761 | $539.8K | 0.5% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,985 | $538.1K | 0.5% | – | – | History |
| SLBSLB Limited | Stock | 12,427 | $521.3K | 0.5% | – | – | History |
| AVYAvery Dennison Corp | COM | 2,281 | $503.6K | 0.4% | – | – | History |
| LRCXLam Research Corp | COM | 603 | $492.1K | 0.4% | – | – | History |
| GPNGlobal Payments Inc | Stock | 4,626 | $473.8K | 0.4% | – | – | History |
| LUVSouthwest Airlines Co | COM | 15,427 | $457.1K | 0.4% | – | – | History |
| MAMastercard Inc | Stock | 912 | $450.3K | 0.4% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 1,853 | $439.1K | 0.4% | – | – | History |
| DXCMDexcom Inc | COM | 6,335 | $424.7K | 0.4% | – | – | History |
| WCNWaste Connections, Inc. | COM | 2,302 | $411.6K | 0.4% | – | – | History |
| Matthews Asia FDS577125818 | EMER MKTS EQUITY | 12,154 | $401.2K | 0.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,351 | $387.1K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 9,442 | $311.3K | 0.3% | – | – | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 6,267 | $307.5K | 0.3% | – | – | – |
| Innovator ETFs Tr45783Y665 | GRADIENT TACTIC | 10,614 | $300.5K | 0.3% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 3,590 | $300.4K | 0.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,784 | $255.6K | 0.2% | – | – | – |
| KVUEKenvue Inc. | Stock | 8,227 | $190.3K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 1,037 | $176.7K | 0.2% | – | – | History |
| XELXcel Energy Inc | Stock | 2,674 | $174.6K | 0.2% | – | – | History |
| BXBlackstone Inc. | COM | 1,139 | $174.4K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 1,437 | $174.1K | 0.2% | – | – | History |
| SHWSherwin Williams Co | COM | 451 | $172.1K | 0.2% | – | – | History |
| NYTNew York Times Co | CL A | 3,091 | $172.1K | 0.2% | – | – | History |