Paladin Wealth, LLC Top Holdings and 13F Report (2025) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $128.59 million in total holdings as of June 30, 2025.Paladin Wealth, LLC owns shares of 112 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 11.05% of the portfolio was purchased this quarter.About 4.08% of the portfolio was sold this quarter.This quarter, Paladin Wealth, LLC has purchased 95 new stocks and bought additional shares in 53 stocks.Paladin Wealth, LLC sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $7,913,717Microsoft $3,917,780NVIDIA $3,821,620Amazon.com $3,750,911Janus Henderson Mortgage-Backed Securities ETF $3,509,170 Largest New Holdings this Quarter 25861R808 - DOUBLELINE ETF TRUST $1,732,545 Holding025072885 - Avantis U.S. Equity ETF $579,413 Holding90353T100 - Uber Technologies $576,967 Holding45784P101 - Insulet $566,152 Holding92532F100 - Vertex Pharmaceuticals $552,048 Holding Largest Purchases this Quarter DOUBLELINE ETF TRUST 34,177 shares (about $1.73M)Avantis U.S. Equity ETF 5,747 shares (about $579.41K)Uber Technologies 6,184 shares (about $576.97K)Insulet 1,802 shares (about $566.15K)Vertex Pharmaceuticals 1,240 shares (about $552.05K) Largest Sales this Quarter AllianzIM U.S. Large Cap Buffer20 Oct ETF 13,623 shares (about $504.19K)Pfizer 15,224 shares (about $369.03K)Innovator U.S. Equity Accelerated 9 Buffer ETF - July 9,900 shares (about $356.20K)Schlumberger 8,548 shares (about $288.92K)Janus Henderson Mortgage-Backed Securities ETF 6,239 shares (about $281.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaladin Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$7,913,717$375,445 ▲5.0%108,8696.2%ETFMSFTMicrosoft$3,917,780$7,461 ▼-0.2%7,8763.0%Computer and TechnologyNVDANVIDIA$3,821,620$3,318 ▼-0.1%24,1893.0%Computer and TechnologyAMZNAmazon.com$3,750,911$141,507 ▲3.9%17,0972.9%Retail/WholesaleJMBSJanus Henderson Mortgage-Backed Securities ETF$3,509,170$281,067 ▼-7.4%77,8952.7%ETFDMBSDoubleLine Mortgage ETF$3,214,134$372,883 ▲13.1%65,5012.5%ETFAAPLApple$2,938,034$201,682 ▲7.4%14,3202.3%Computer and TechnologyMETAMeta Platforms$2,924,313$36,166 ▲1.3%3,9622.3%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,511,109$25,347 ▲1.0%62,0182.0%ETFGOOGAlphabet$2,437,516$66,344 ▲2.8%13,7411.9%Computer and TechnologyAVDEAvantis International Equity ETF$2,372,317$122,783 ▲5.5%32,0541.8%ETFRECSColumbia Research Enhanced Core ETF$2,217,297$61,476 ▲2.9%60,2691.7%ETFQUALiShares MSCI USA Quality Factor ETF$2,011,020$40,220 ▲2.0%11,0001.6%ETFAVEMAvantis Emerging Markets Equity ETF$2,001,368$46,607 ▲2.4%29,2001.6%ETFJAAAJanus Henderson AAA CLO ETF$1,940,071$44,051 ▲2.3%38,2281.5%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$1,833,501$228,589 ▲14.2%37,1531.4%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$1,797,211$242,531 ▼-11.9%16,0581.4%ETFDOUBLELINE ETF TRUST$1,732,545$1,732,545 ▲New Holding34,1771.3%ASSET BACKED SECAVGOBroadcom$1,647,284$6,340 ▼-0.4%5,9761.3%Computer and TechnologySPYINEOS S&P 500 High Income ETF$1,622,216$50,471 ▲3.2%32,2381.3%ETFJPMJPMorgan Chase & Co.$1,452,449$6,088 ▲0.4%5,0101.1%FinanceGSThe Goldman Sachs Group$1,447,349$79,976 ▼-5.2%2,0451.1%FinanceBONDBLOXX ETF TRUST$1,410,108$174,092 ▲14.1%27,4341.1%BBB RATED 1 5 YEANGEL OAK FUNDS TRUST$1,395,684$174,203 ▲14.3%161,6311.1%MORTGAGE BACKEDVVisa$1,342,799$44,026 ▼-3.2%3,7821.0%Business ServicesJ P MORGAN EXCHANGE TRADED F$1,336,584$1,001 ▼-0.1%21,3581.0%HEDGED EQUITY LAIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,280,538$96,867 ▼-7.0%24,2711.0%ManufacturingXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,267,431$147,231 ▲13.1%26,4711.0%ETFWMTWalmart$1,250,215$40,090 ▼-3.1%12,7861.0%Retail/WholesaleSPTISPDR Portfolio Intermediate Term Treasury ETF$1,243,785$99,688 ▼-7.4%43,2321.0%ETFMSMorgan Stanley$1,234,074$10,283 ▼-0.8%8,7611.0%FinanceBRK.BBerkshire Hathaway$1,227,055$54,406 ▲4.6%2,5261.0%FinanceGSYInvesco Ultra Short Duration ETF$1,194,836$68,441 ▼-5.4%23,8300.9%ETFCVXChevron$1,187,618$98,658 ▲9.1%8,2940.9%EnergyULSTSPDR SSgA Ultra Short Term Bond ETF$1,187,069$79,694 ▼-6.3%29,1950.9%ETFSMOTVanEck Morningstar SMID Moat ETF$1,146,208$72,558 ▲6.8%32,9370.9%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$1,125,376$127,387 ▲12.8%22,6070.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,059,400$93,277 ▼-8.1%17,6950.8%ManufacturingGLDMSPDR Gold MiniShares Trust$1,056,707$26,536 ▼-2.4%16,1280.8%FinanceNFLXNetflix$1,056,574$92,400 ▼-8.0%7890.8%Consumer DiscretionaryPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$1,019,951$78,901 ▼-7.2%20,0110.8%ETFMDTMedtronic$1,008,993$48,815 ▲5.1%11,5750.8%MedicalUNHUnitedHealth Group$1,003,607$131,651 ▲15.1%3,2170.8%MedicalLOWLowe's Companies$997,084$176,165 ▲21.5%4,4940.8%Retail/WholesalePANWPalo Alto Networks$996,392$63,438 ▲6.8%4,8690.8%Computer and TechnologyOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$988,463$504,187 ▼-33.8%26,7080.8%ETFURIUnited Rentals$982,434$35,410 ▲3.7%1,3040.8%ConstructionABTAbbott Laboratories$977,096$21,762 ▲2.3%7,1840.8%MedicalBONDBLOXX ETF TRUST$974,601$129,980 ▲15.4%19,3450.8%BONDBLOXX PRIVATETNEaton$914,608$86,035 ▲10.4%2,5620.7%IndustrialsKOCocaCola$906,803$5,731 ▼-0.6%12,8170.7%Consumer StaplesAPHAmphenol$903,168$109,909 ▼-10.8%9,1460.7%Computer and TechnologyCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$886,487$74,496 ▼-7.8%17,8260.7%ETFMCDMcDonald's$883,814$49,961 ▲6.0%3,0250.7%Retail/WholesaleMUBiShares National Muni Bond ETF$865,826$537,445 ▲163.7%8,2870.7%ETFEXRExtra Space Storage$862,377$94,362 ▲12.3%5,8490.7%FinanceTGTTarget$861,609$45,675 ▲5.6%8,7340.7%Retail/WholesaleAZEKAZEK$860,197$13,751 ▲1.6%15,8270.7%ConstructionJNJJohnson & Johnson$842,416$49,796 ▲6.3%5,5150.7%MedicalSBUXStarbucks$831,634$97,128 ▲13.2%9,0760.6%Retail/WholesaleECLEcolab$816,942$44,727 ▲5.8%3,0320.6%Basic MaterialsPWRQuanta Services$816,653$38,942 ▼-4.6%2,1600.6%ConstructionNOWServiceNow$798,818$9,253 ▼-1.1%7770.6%Computer and TechnologyXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$790,375$356,203 ▼-31.1%21,9670.6%ETFRSPInvesco S&P 500 Equal Weight ETF$788,388$57,430 ▲7.9%4,3380.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$779,905$63,852 ▼-7.6%26,6270.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$772,492$69,916 ▼-8.3%14,4960.6%ManufacturingPYPLPayPal$764,456$32,849 ▲4.5%10,2860.6%Business ServicesLAM RESEARCH CORP$757,597$28,618 ▲3.9%7,7830.6%COM NEWDXCMDexCom$751,043$34,741 ▼-4.4%8,6040.6%MedicalPGProcter & Gamble$740,838$211,577 ▼-22.2%4,6500.6%Consumer StaplesSPTLSPDR Portfolio Long Term Treasury ETF$737,914$68,151 ▼-8.5%27,7620.6%ETFCOSTCostco Wholesale$737,576$42,572 ▼-5.5%7450.6%Retail/WholesaleBACBank of America$736,205$2,981 ▲0.4%15,5580.6%FinanceBSXBoston Scientific$735,114$33,512 ▼-4.4%6,8440.6%MedicalINTUIntuit$734,071$144,136 ▼-16.4%9320.6%Computer and TechnologyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$705,879$94,120 ▲15.4%15,2920.5%ETFWCNWaste Connections$700,760$123,795 ▲21.5%3,7530.5%Business ServicesNEENextEra Energy$699,059$56,508 ▲8.8%10,0700.5%UtilitiesSPABSPDR Portfolio Aggregate Bond ETF$684,365$55,373 ▼-7.5%26,7330.5%ETFSNPSSynopsys$682,890$167,646 ▲32.5%1,3320.5%Computer and TechnologyCOPConocoPhillips$677,447$94,855 ▼-12.3%7,5490.5%EnergyDCMBDoubleline Commercial Real Estate ETF$660,757$60,357 ▼-8.4%12,6990.5%ETFEQIXEquinix$642,740$116,934 ▲22.2%8080.5%FinanceIVViShares Core S&P 500 ETF$603,515$167,022 ▲38.3%9720.5%ETFLUVSouthwest Airlines$580,125$49,212 ▲9.3%17,8830.5%TransportationAVUSAvantis U.S. Equity ETF$579,413$579,413 ▲New Holding5,7470.5%ETFUBERUber Technologies$576,967$576,967 ▲New Holding6,1840.4%Computer and TechnologyBKRBaker Hughes$575,905$120,081 ▲26.3%15,0210.4%EnergyPODDInsulet$566,152$566,152 ▲New Holding1,8020.4%MedicalZBHZimmer Biomet$553,553$21,890 ▲4.1%6,0690.4%MedicalVRTXVertex Pharmaceuticals$552,048$552,048 ▲New Holding1,2400.4%MedicalINNOVATOR ETFS TRUST$547,979$13,656 ▼-2.4%19,1000.4%EQUITY DEF PROTNDFUSDimensional U.S. Equity ETF$510,759$510,759 ▲New Holding7,6210.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$464,246$92,464 ▲24.9%5,0610.4%ETFFEBTAllianzIM U.S. Large Cap Buffer10 Feb ETF$445,429$445,429 ▲New Holding12,6900.3%ETFBAPRInnovator U.S. Equity Buffer ETF - April$441,711$441,711 ▲New Holding9,7750.3%ETFXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$437,206$437,206 ▲New Holding11,9000.3%ETFCOHEN & STEERS ETF TRUST$426,616$426,616 ▲New Holding16,1250.3%NATURAL RES ACTITOLZDJ Brookfield Global Infrastructure ETF$408,521$41,143 ▲11.2%7,5860.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
