Paladin Wealth, LLC
Follow13F filer, CIK 2040377, ARDEN HILLS, MN
Paladin Wealth, LLC reported $115,718,782 across 95 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-29. Its ten largest share positions make up 32.93% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002040377-25-000001
- Period
- 2024-12-31
- Reported value
- $116M
- Holdings
- 95
- Top 10 weight
- 32.93%
- New
- 14
- Sold out
- 133
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYMadded | +38,469 | $2.65M |
| OCTWnew | +59,661 | $2.12M |
| DMBSadded | +37,793 | $1.82M |
| AVDEnew | +19,296 | $1.18M |
| JSIadded | +18,499 | $958K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SIXJexited | -106,177 | -$3.12M |
| TFJLexited | -78,857 | -$1.66M |
| JEPIexited | -23,675 | -$1.41M |
| PFEBexited | -33,304 | -$1.2M |
| IQLTexited | -28,878 | -$1.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 95 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SIXJAIM ETF PRODUCTS TRUST | 106,177 | $3.12M | shares |
| TFJLINNOVATOR ETFS TRUST | 78,857 | $1.66M | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 23,675 | $1.41M | shares |
| PFEBINNOVATOR ETFS TRUST | 33,304 | $1.2M | shares |
| IQLTISHARES TR | 28,878 | $1.2M | shares |
| SPTISPDR SERIES TRUST | 34,248 | $995K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 15,450 | $763K | shares |
| AVYAVERY DENNISON CORP | 2,281 | $504K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 603 | $492K | shares |
| MAMASTERCARD INCORPORATED | 912 | $450K | shares |
| IQVIQVIA HLDGS INC | 1,853 | $439K | shares |
| IJANINNOVATOR ETFS TRUST | 9,442 | $311K | shares |
| ICVTISHARES TR | 3,590 | $300K | shares |
| KVUEKENVUE INC | 8,227 | $190K | shares |
| ORCLORACLE CORP | 1,037 | $177K | shares |
| XELXCEL ENERGY INC | 2,674 | $175K | shares |
| BXBLACKSTONE INC | 1,139 | $174K | shares |
| RTXRTX CORPORATION | 1,437 | $174K | shares |
| SHWSHERWIN WILLIAMS CO | 451 | $172K | shares |
| NYTNEW YORK TIMES CO MTN BE | 3,091 | $172K | shares |
| ABBVABBVIE INC | 856 | $169K | shares |
| NOCNORTHROP GRUMMAN CORP | 320 | $169K | shares |
| CAHCARDINAL HEALTH INC | 1,513 | $167K | shares |
| BALLBALL CORP | 2,448 | $166K | shares |
| AXPAMERICAN EXPRESS CO | 609 | $165K | shares |
| HDHOME DEPOT INC | 407 | $165K | shares |
| ARESARES MANAGEMENT CORPORATION | 1,051 | $164K | shares |
| AMTAMERICAN TOWER CORP | 704 | $164K | shares |
| CBCHUBB LIMITED | 563 | $162K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 5,078 | $161K | shares |
| ACNACCENTURE PLC IRELAND | 454 | $160K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 997 | $160K | shares |
| CRMSALESFORCE INC | 582 | $159K | shares |
| EJANINNOVATOR ETFS TRUST | 5,050 | $158K | shares |
| KJANINNOVATOR ETFS TRUST | 4,220 | $156K | shares |
| SYYSYSCO CORP | 1,988 | $155K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 636 | $151K | shares |
| XOMEXXON MOBIL CORP | 1,285 | $151K | shares |
| BDXBECTON DICKINSON & CO | 623 | $150K | shares |
| HONHONEYWELL INTL INC | 724 | $150K | shares |
| CITHE CIGNA GROUP | 431 | $149K | shares |
| WENWENDYS CO | 8,211 | $144K | shares |
| AMPAMERIPRISE FINL INC | 306 | $144K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 1,202 | $143K | shares |
| AMGNAMGEN INC | 440 | $142K | shares |
| STZCONSTELLATION BRANDS INC | 541 | $139K | shares |
| DSIISHARES TR | 884 | $96.2K | shares |
| PFMINVESCO EXCHANGE TRADED FD T | 1,512 | $70.4K | shares |
| EFIVSPDR SERIES TRUST | 1,131 | $63.1K | shares |
| ESMLISHARES TR | 1,417 | $59.3K | shares |
| ARKWARK ETF TR | 600 | $51.1K | shares |
| FTNTFORTINET INC | 597 | $46.3K | shares |
| CRPTFIRST TR EXCHNG TRADED FD VI | 3,589 | $44.9K | shares |
| USBUS BANCORP | 973 | $44.5K | shares |
| JUSTGOLDMAN SACHS ETF TR | 506 | $41.5K | shares |
| SAIASAIA INC | 92 | $40.2K | shares |
| BLOKAMPLIFY ETF TR | 1,064 | $39.9K | shares |
| MLPAGLOBAL X FDS | 826 | $39.6K | shares |
| INVHINVITATION HOMES INC | 1,122 | $39.6K | shares |
| HQYHEALTHEQUITY INC | 473 | $38.7K | shares |
| SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO | 5,377 | $38.2K | shares |
| DTDYNATRACE INC | 710 | $38K | shares |
| EAGGISHARES TR | 777 | $37.8K | shares |
| BJULINNOVATOR ETFS TRUST | 863 | $37.7K | shares |
| LPLALPL FINL HLDGS INC | 146 | $34K | shares |
| ULTAULTA BEAUTY INC | 83 | $32.3K | shares |
| CRBNISHARES TR | 159 | $31.2K | shares |
| SNAPSNAP INC | 2,760 | $29.5K | shares |
| PDIPIMCO DYNAMIC INCOME FD | 1,450 | $29.4K | shares |
| LULULULULEMON ATHLETICA INC | 108 | $29.3K | shares |
| FIVEFIVE BELOW INC | 296 | $26.2K | shares |
| WFRDWEATHERFORD INTL PLC | 279 | $23.7K | shares |
| PJULINNOVATOR ETFS TRUST | 564 | $22.8K | shares |
| CHATTIDAL TRUST II | 538 | $20.1K | shares |
| ROBTFIRST TR EXCHANGE TRADED FD | 448 | $19.6K | shares |
| HODLVANECK BITCOIN ETF | 237 | $17K | shares |
| EMREMERSON ELEC CO | 150 | $16.4K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 283 | $16.3K | shares |
| MRKMERCK & CO INC | 142 | $16.1K | shares |
| SHESPDR SERIES TRUST | 138 | $15.7K | shares |
| CLOIVANECK ETF TRUST | 295 | $15.6K | shares |
| CLOZSERIES PORTFOLIOS TR | 523 | $14.1K | shares |
| JDJD.COM INC | 337 | $13.5K | shares |
| CMCANADIAN IMPERIAL BANK OF CO | 198 | $12.1K | shares |
| SUSCISHARES TR | 502 | $11.9K | shares |
| TBJLINNOVATOR ETFS TRUST | 563 | $11.8K | shares |
| RYROYAL BK CDA | 93 | $11.6K | shares |
| NGGNATIONAL GRID PLC | 163 | $11.4K | shares |
| SNYSANOFI SA | 193 | $11.1K | shares |
| CRHCRH PLC | 119 | $11K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 63 | $10.9K | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 138 | $10.9K | shares |
| IAIISHARES TR | 82 | $10.5K | shares |
| LINLINDE PLC | 22 | $10.5K | shares |
| NVSNOVARTIS AG | 90 | $10.4K | shares |
| HSBCHSBC HLDGS PLC | 228 | $10.3K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 131 | $10.2K | shares |
| RELXRELX PLC | 215 | $10.2K | shares |
| TDTORONTO DOMINION BK ONT | 159 | $10.1K | shares |
| SMFGSUMITOMO MITSUI FIN GRP INC | 796 | $10.1K | shares |
| UPSUNITED PARCEL SVCS INC | 72 | $9.82K | shares |
| SUSUNCOR ENERGY INC NEW | 261 | $9.64K | shares |
| UBSUBS GROUP AG | 311 | $9.61K | shares |
| TELTE CONNECTIVITY PLC | 63 | $9.51K | shares |
| KJULINNOVATOR ETFS TRUST | 315 | $9.18K | shares |
| IJULINNOVATOR ETFS TRUST | 310 | $9.12K | shares |
| PUKPRUDENTIAL PLC | 485 | $8.99K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 138 | $8.92K | shares |
| CNICANADIAN NATL RY CO | 76 | $8.9K | shares |
| SHELSHELL PLC | 135 | $8.9K | shares |
| FFIVF5 INC | 39 | $8.59K | shares |
| OMABGRUPO AEROPORTUARIO DEL CENT | 126 | $8.54K | shares |
| JPREJ P MORGAN EXCHANGE TRADED F | 166 | $8.46K | shares |
| EJULINNOVATOR ETFS TRUST | 326 | $8.32K | shares |
| KBWDINVESCO EXCH TRADED FD TR II | 518 | $7.92K | shares |
| HYSPIMCO ETF TR | 82 | $7.83K | shares |
| TMTOYOTA MOTOR CORP | 42 | $7.5K | shares |
| MARWAIM ETF PRODUCTS TRUST | 236 | $7.18K | shares |
| TSCOTRACTOR SUPPLY CO | 24 | $6.98K | shares |
| EXCEXELON CORP | 160 | $6.49K | shares |
| PPLTABRDN PLATINUM ETF TRUST | 61 | $5.48K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 751 | $5.33K | shares |
| NJULINNOVATOR ETFS TRUST | 74 | $4.5K | shares |
| SIVRABRDN SILVER ETF TRUST | 139 | $4.13K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 13 | $3.6K | shares |
| MORTVANECK ETF TRUST | 267 | $3.22K | shares |
| FPEFIRST TR EXCH TRADED FD III | 165 | $2.99K | shares |
| CCICROWN CASTLE INC | 25 | $2.97K | shares |
| BIZDVANECK ETF TRUST | 177 | $2.93K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 37 | $2.4K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 2 | $2.3K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 3 | $1.86K | shares |
| CELHCELSIUS HLDGS INC | 23 | $721 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002040377-25-000001 | base | 2025-01-29 | acceptance time not in the bulk data set |