The Analysis of Paladin Wealth, LLC's Holdings
Currently, Paladin Wealth, LLC holds 120 types of securities in its portfolio with a total value $146.5M. In the most recent quarter, they have increased their positions in SPYM (+24.6K shares, valued at $2.0M), BTCO (+14.1K shares, valued at $1.2M), NFLX (+7.7K shares, valued at $717.3K); decreased their positions in HELO (-17.7K shares, valued at $1.2M), N/A (-3.0K shares, valued at $929.5K), NVDA (-3.2K shares, valued at $588.6K); initiated new positions in BTCO (+14.1K shares, valued at $1.2M), LLY (+541 shares, valued at $581.4K), CTAS (+2.9K shares, valued at $549.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST143.7K shares20.68%2025-12-312026-01-15
DMBS DOUBLELINE ETF TRUST98.1K shares11.11%2025-12-312026-01-15 NVDA NVIDIA CORPORATION20.2K shares-13.50%2025-12-312026-01-15 AVDE AMERICAN CENTY ETF TR45.7K shares21.18%2025-12-312026-01-15 AMZN AMAZON COM INC15.9K shares-4.93%2025-12-312026-01-15 JMBS JANUS DETROIT STR TR78.9K shares0.19%2025-12-312026-01-15 AAPL APPLE INC12.9K shares-6.03%2025-12-312026-01-15 MSFT MICROSOFT CORP7.3K shares-5.34%2025-12-312026-01-15 SPDW SPDR INDEX SHS FDS77.8K shares17.74%2025-12-312026-01-15 RECS COLUMBIA ETF TR I76.6K shares16.77%2025-12-312026-01-15 ALPHABET INC ALPHABET INC9.9K shares-22.94%2025-12-312026-01-15 AVEM AMERICAN CENTY ETF TR38.3K shares18.41%2025-12-312026-01-15 META META PLATFORMS INC3.9K shares-0.62%2025-12-312026-01-15 QQQM INVESCO EXCH TRADED FD TR II9.2K shares16.75%2025-12-312026-01-15 XFIV BONDBLOXX ETF TRUST47.0K shares11.48%2025-12-312026-01-15 JAAA JANUS DETROIT STR TR44.2K shares6.48%2025-12-312026-01-15 SPYI NEOS ETF TRUST39.2K shares13.15%2025-12-312026-01-15 DABS DOUBLELINE ETF TRUST39.2K shares7.18%2025-12-312026-01-15 IETC ISHARES U S ETF TR18.6K shares28.49%2025-12-312026-01-15 SEPU AIM ETF PRODUCTS TRUST65.0K shares12.53%2025-12-312026-01-15 BBBS BONDBLOXX ETF TRUST34.7K shares11.67%2025-12-312026-01-15 MUB ISHARES TR15.9K shares54.76%2025-12-312026-01-15 XSVN BONDBLOXX ETF TRUST33.5K shares11.51%2025-12-312026-01-15 BROADCOM INC BROADCOM INC4.6K shares-18.44%2025-12-312026-01-15 XLF SELECT SECTOR SPDR TR29.2K shares23.48%2025-12-312026-01-15 GLDM WORLD GOLD TR18.3K shares14.87%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC1.7K shares-11.15%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.4.6K shares-5.60%2025-12-312026-01-15 XTRE BONDBLOXX ETF TRUST28.7K shares11.88%2025-12-312026-01-15 MS MORGAN STANLEY7.7K shares-8.48%2025-12-312026-01-15 FTSM FIRST TR EXCHANGE-TRADED FD21.9K shares0.20%2025-12-312026-01-15 AVUS AMERICAN CENTY ETF TR11.5K shares49.80%2025-12-312026-01-15 XTEN BONDBLOXX ETF TRUST27.2K shares11.05%2025-12-312026-01-15 SPTI SPDR SERIES TRUST43.6K shares0.57%2025-12-312026-01-15 PCMM BONDBLOXX ETF TRUST24.8K shares11.82%2025-12-312026-01-15 BTCO INVESCO GALAXY BITCOIN ETF14.1K sharesnew addition2025-12-312026-01-15 GSY INVESCO ACTIVELY MANAGED EXC24.3K shares7.22%2025-12-312026-01-15 UYLD ANGEL OAK FUNDS TRUST23.7K shares7.34%2025-12-312026-01-15 WMT WALMART INC10.8K shares-13.96%2025-12-312026-01-15 CVX CHEVRON CORP NEW7.6K shares-5.46%2025-12-312026-01-15 V VISA INC3.3K shares-11.91%2025-12-312026-01-15 IGIB ISHARES TR20.6K shares1.72%2025-12-312026-01-15 PRFD PIMCO ETF TR20.2K shares0.84%2025-12-312026-01-15 MEDTRONIC PLC MEDTRONIC PLC10.7K shares-4.44%2025-12-312026-01-15 TGT TARGET CORP10.3K shares18.91%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC3.0K shares-7.99%2025-12-312026-01-15 SMOT VANECK ETF TRUST27.1K shares22.43%2025-12-312026-01-15 LOW LOWES COS INC4.1K shares-6.40%2025-12-312026-01-15 ABT ABBOTT LABS7.7K shares8.00%2025-12-312026-01-15 CSHI NEOS ETF TRUST18.0K shares-0.03%2025-12-312026-01-15 KO COCA COLA CO12.7K shares0.25%2025-12-312026-01-15 URI UNITED RENTALS INC1.1K shares-12.42%2025-12-312026-01-15 PANW PALO ALTO NETWORKS INC4.6K shares-6.76%2025-12-312026-01-15 SPTL SPDR SERIES TRUST31.8K shares-0.67%2025-12-312026-01-15 MCD MCDONALDS CORP2.7K shares-6.31%2025-12-312026-01-15 XBJL INNOVATOR ETFS TRUST21.8K shares-5.47%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON4.0K shares-24.12%2025-12-312026-01-15 NFLX NETFLIX INC8.4K shares961.06%2025-12-312026-01-15 ECL ECOLAB INC3.0K shares0.64%2025-12-312026-01-15 BAC BANK AMERICA CORP14.2K shares-5.76%2025-12-312026-01-15 APH AMPHENOL CORP NEW5.5K shares-36.82%2025-12-312026-01-15 SBUX STARBUCKS CORP8.9K shares12.55%2025-12-312026-01-15 CSNR COHEN & STEERS ETF TRUST24.2K shares29.41%2025-12-312026-01-15 MLM MARTIN MARIETTA MATLS INC1.2K shares-3.24%2025-12-312026-01-15 IGSB ISHARES TR13.8K shares-2.18%2025-12-312026-01-15 PRIV SSGA ACTIVE TR28.6K shares10.46%2025-12-312026-01-15 SPAB SPDR SERIES TRUST27.6K shares2.35%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO5.0K shares8.10%2025-12-312026-01-15 IVV ISHARES TR1.0K shares3.02%2025-12-312026-01-15 TOLZ PROSHARES TR12.9K shares32.15%2025-12-312026-01-15 WCN WASTE CONNECTIONS INC4.0K shares5.71%2025-12-312026-01-15 COP CONOCOPHILLIPS7.3K shares-1.96%2025-12-312026-01-15 SPTS SPDR SERIES TRUST22.6K shares-0.48%2025-12-312026-01-15 DCRE DOUBLELINE ETF TRUST12.6K shares-0.16%2025-12-312026-01-15 PWR QUANTA SVCS INC1.5K shares-27.64%2025-12-312026-01-15 NOW SERVICENOW INC4.1K shares420.28%2025-12-312026-01-15 JMST J P MORGAN EXCHANGE TRADED F12.1K shares52.30%2025-12-312026-01-15 EXR EXTRA SPACE STORAGE INC4.7K shares-7.89%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW685 shares-6.80%2025-12-312026-01-15 TJUL INNOVATOR ETFS TRUST19.7K shares-3.71%2025-12-312026-01-15 LLY ELI LILLY & CO541 sharesnew addition2025-12-312026-01-15 DXCM DEXCOM INC8.7K shares0.02%2025-12-312026-01-15 BSX BOSTON SCIENTIFIC CORP6.0K shares-10.98%2025-12-312026-01-15 BKR BAKER HUGHES COMPANY12.5K shares-12.91%2025-12-312026-01-15 LUV SOUTHWEST AIRLS CO13.8K shares-21.96%2025-12-312026-01-15 PYPL PAYPAL HLDGS INC9.7K shares-5.46%2025-12-312026-01-15 NEE NEXTERA ENERGY INC7.0K shares-29.33%2025-12-312026-01-15 CTAS CINTAS CORP2.9K sharesnew addition2025-12-312026-01-15 TJX TJX COS INC NEW3.6K sharesnew addition2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC962 sharesnew addition2025-12-312026-01-15 EQIX EQUINIX INC704 shares-8.81%2025-12-312026-01-15 PODD INSULET CORP1.9K shares5.89%2025-12-312026-01-15 VRTX VERTEX PHARMACEUTICALS INC1.2K shares-5.01%2025-12-312026-01-15 SNPS SYNOPSYS INC1.1K shares-11.44%2025-12-312026-01-15 BBUS J P MORGAN EXCHANGE TRADED F3.9K shares4.56%2025-12-312026-01-15 FEBT AIM ETF PRODUCTS TRUST12.5K shares-4.82%2025-12-312026-01-15 BIL SPDR SERIES TRUST5.1K shares3.65%2025-12-312026-01-15 DFUS DIMENSIONAL ETF TRUST6.3K shares0.00%2025-12-312026-01-15 BOXX EA SERIES TRUST4.0K shares51.57%2025-12-312026-01-15 SCHX SCHWAB STRATEGIC TR14.5K shares0.00%2025-12-312026-01-15 CRPT FIRST TR EXCHNG TRADED FD VI25.8K shares116.06%2025-12-312026-01-15 ARKW ARK ETF TR2.4K shares91.73%2025-12-312026-01-15 BLOK AMPLIFY ETF TR6.2K shares88.77%2025-12-312026-01-15 DDTL INNOVATOR ETFS TRUST16.7K shares-4.77%2025-12-312026-01-15 NAUG INNOVATOR ETFS TRUST11.1K shares-4.71%2025-12-312026-01-15 HELO J P MORGAN EXCHANGE TRADED F4.8K shares-78.62%2025-12-312026-01-15 LOUP INNOVATOR ETFS TRUST3.6K sharesnew addition2025-12-312026-01-15 QTUM ETF SER SOLUTIONS2.5K sharesnew addition2025-12-312026-01-15 CHAT TIDAL TRUST II4.5K sharesnew addition2025-12-312026-01-15 SPMD SPDR SERIES TRUST4.5K sharesnew addition2025-12-312026-01-15 ALPHABET INC ALPHABET INC826 sharesnew addition2025-12-312026-01-15 JULT AIM ETF PRODUCTS TRUST5.3K shares-5.10%2025-12-312026-01-15 ISEP INNOVATOR ETFS TRUST7.0K shares-4.56%2025-12-312026-01-15 AZN ASTRAZENECA PLC2.4K sharesnew addition2025-12-312026-01-15 KEY KEYCORP9.9K sharesnew addition2025-12-312026-01-15 JEF JEFFERIES FINL GROUP INC3.2K sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available