Sponsored
The Analysis of Paladin Wealth, LLC's Holdings & P&L
Currently, Paladin Wealth, LLC holds 134 types of securities in its portfolio with a total value $171.9M. In the most recent quarter, they have increased their positions in XTEN (+47.2K shares, valued at $2.2M), XTWY (+49.2K shares, valued at $1.8M), N/A (+19.0K shares, valued at $1.7M); decreased their positions in XFIV (-30.9K shares, valued at $1.5M), ABT (-4.1K shares, valued at $371.1K), PCMM (-6.8K shares, valued at $337.9K); initiated new positions in XTWY (+49.2K shares, valued at $1.8M), FOXY (+44.2K shares, valued at $1.3M), SPIB (+38.1K shares, valued at $1.3M).
1M P&L
-574.7K-0.42%
3M P&L
+917.8K+0.67%
HY P&L
+3.5M+2.61%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A88.7M
63.9%
2Semiconductors4.9M
3.5%
3Software - Infrastructure4.6M
3.3%
Top Industries by Stock Count
1N/A55 stocks
48.7%
2Banks - Regional4 stocks
3.5%
3Semiconductor Equipment & Materials3 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
SPDR SERIES TRUST
12.26%SPDR SERIES TRUST
Shares174.3K
Event2026-06-30
Filed2026-07-09
DMBS
14.85%DOUBLELINE ETF TRUST
Shares125.5K
Event2026-06-30
Filed2026-07-09
AVDE
8.89%AMERICAN CENTY ETF TR
Shares54.8K
Event2026-06-30
Filed2026-07-09
NVDA
23.81%NVIDIA CORPORATION
Shares22.9K
Event2026-06-30
Filed2026-07-09
SPDW
4.44%SPDR INDEX SHS FDS
Shares88.6K
Event2026-06-30
Filed2026-07-09
JMBS
13.36%JANUS DETROIT STR TR
Shares91.9K
Event2026-06-30
Filed2026-07-09
RECS
9.80%COLUMBIA ETF TR I
Shares93.2K
Event2026-06-30
Filed2026-07-09
AVEM
-3.03%AMERICAN CENTY ETF TR
Shares40.5K
Event2026-06-30
Filed2026-07-09
XTEN
154.80%BONDBLOXX ETF TRUST
Shares77.7K
Event2026-06-30
Filed2026-07-09
AAPL
0.59%APPLE INC
Shares12.2K
Event2026-06-30
Filed2026-07-09
AMZN
-4.53%AMAZON COM INC
Shares14.5K
Event2026-06-30
Filed2026-07-09
QQQM
4.28%INVESCO EXCH TRADED FD TR II
Shares10.7K
Event2026-06-30
Filed2026-07-09
GOOG
-4.50%ALPHABET INC
Shares8.5K
Event2026-06-30
Filed2026-07-09
IETC
20.98%ISHARES U S ETF TR
Shares26.6K
Event2026-06-30
Filed2026-07-09
XSVN
59.87%BONDBLOXX ETF TRUST
Shares60.4K
Event2026-06-30
Filed2026-07-09
MUB
24.47%ISHARES TR
Shares25.4K
Event2026-06-30
Filed2026-07-09
MSFT
-5.03%MICROSOFT CORP
Shares6.9K
Event2026-06-30
Filed2026-07-09
AVUS
41.71%AMERICAN CENTY ETF TR
Shares19.2K
Event2026-06-30
Filed2026-07-09
JAAA
0.32%JANUS DETROIT STR TR
Shares48.2K
Event2026-06-30
Filed2026-07-09
BBBS
19.06%BONDBLOXX ETF TRUST
Shares46.5K
Event2026-06-30
Filed2026-07-09
SEPU
10.87%AIM ETF PRODUCTS TRUST
Shares76.1K
Event2026-06-30
Filed2026-07-09
DABS
6.02%DOUBLELINE ETF TRUST
Shares45.3K
Event2026-06-30
Filed2026-07-09
XLF
21.40%SELECT SECTOR SPDR TR
Shares40.4K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
3.62%META PLATFORMS INC
Shares3.8K
Event2026-06-30
Filed2026-07-09
BROADCOM INC
12.55%BROADCOM INC
Shares4.9K
Event2026-06-30
Filed2026-07-09
XTWY
NewBONDBLOXX ETF TRUST
Shares49.2K
Event2026-06-30
Filed2026-07-09
SPYI
15.34%NEOS ETF TRUST
Shares31.1K
Event2026-06-30
Filed2026-07-09
GS
0.13%GOLDMAN SACHS GROUP INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
WORLD GOLD TR
0.60%WORLD GOLD TR
Shares20.1K
Event2026-06-30
Filed2026-07-09
LRCX
3.05%LAM RESEARCH CORP
Shares3.7K
Event2026-06-30
Filed2026-07-09
ISHARES TR
14.87%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO
6.74%JPMORGAN CHASE & CO
Shares4.6K
Event2026-06-30
Filed2026-07-09
PANW
-0.23%PALO ALTO NETWORKS INC
Shares4.4K
Event2026-06-30
Filed2026-07-09
FTSM
10.17%FIRST TR EXCHANGE-TRADED FD
Shares24.9K
Event2026-06-30
Filed2026-07-09
MS
-2.85%MORGAN STANLEY
Shares7.1K
Event2026-06-30
Filed2026-07-09
SPTI
13.17%SPDR SERIES TRUST
Shares50.6K
Event2026-06-30
Filed2026-07-09
FOXY
NewSIMPLIFY EXCHANGE TRADED FUN
Shares44.2K
Event2026-06-30
Filed2026-07-09
SMOT
10.06%VANECK ETF TRUST
Shares33.6K
Event2026-06-30
Filed2026-07-09
SPIB
NewSPDR SERIES TRUST
Shares38.1K
Event2026-06-30
Filed2026-07-09
PRFD
10.61%PIMCO ETF TR
Shares23.1K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
-7.33%UNITEDHEALTH GROUP INC
Shares2.8K
Event2026-06-30
Filed2026-07-09
VISA INC
9.26%VISA INC
Shares3.4K
Event2026-06-30
Filed2026-07-09
URI
6.11%UNITED RENTALS INC
Shares1.0K
Event2026-06-30
Filed2026-07-09
ETN
4.89%EATON CORP PLC
Shares2.7K
Event2026-06-30
Filed2026-07-09
CVX
1.88%CHEVRON CORPORATION
Shares6.7K
Event2026-06-30
Filed2026-07-09
PRIV
34.22%SSGA ACTIVE TR
Shares42.9K
Event2026-06-30
Filed2026-07-09
XFIV
-58.32%BONDBLOXX ETF TRUST
Shares22.1K
Event2026-06-30
Filed2026-07-09
PCMM
-24.09%BONDBLOXX ETF TRUST
Shares21.4K
Event2026-06-30
Filed2026-07-09
WMT
-4.96%WALMART INC
Shares9.2K
Event2026-06-30
Filed2026-07-09
TGT
-13.01%TARGET CORP
Shares8.0K
Event2026-06-30
Filed2026-07-09
CSHI
9.89%NEOS ETF TRUST
Shares20.4K
Event2026-06-30
Filed2026-07-09
JMST
26.25%J P MORGAN EXCHANGE TRADED F
Shares19.7K
Event2026-06-30
Filed2026-07-09
APH
13.21%AMPHENOL CORP
Shares5.7K
Event2026-06-30
Filed2026-07-09
SPTL
16.65%SPDR SERIES TRUST
Shares38.0K
Event2026-06-30
Filed2026-07-09
GSY
-1.38%INVESCO ACTIVELY MANAGED EXC
Shares19.9K
Event2026-06-30
Filed2026-07-09
UYLD
-1.17%ANGEL OAK FUNDS TRUST
Shares19.5K
Event2026-06-30
Filed2026-07-09
TOLZ
12.18%PROSHARES TR
Shares16.5K
Event2026-06-30
Filed2026-07-09
JNJ
8.35%JOHNSON & JOHNSON
Shares3.8K
Event2026-06-30
Filed2026-07-09
KO
-1.48%COCA COLA CO
Shares11.4K
Event2026-06-30
Filed2026-07-09
CSNR
1.37%COHEN & STEERS ETF TRUST
Shares26.9K
Event2026-06-30
Filed2026-07-09
BRK.B
-17.42%BERKSHIRE HATHAWAY INC DEL
Shares1.8K
Event2026-06-30
Filed2026-07-09
CROWDSTRIKE HLDGS INC
NewCROWDSTRIKE HLDGS INC
Shares1.1K
Event2026-06-30
Filed2026-07-09
MEDTRONIC PLC
2.39%MEDTRONIC PLC
Shares10.5K
Event2026-06-30
Filed2026-07-09
LLY
38.45%ELI LILLY & CO
Shares677
Event2026-06-30
Filed2026-07-09
QUANTA SVCS INC
-14.25%QUANTA SVCS INC
Shares1.1K
Event2026-06-30
Filed2026-07-09
BAC
1.89%BANK OF AMER CORP
Shares14.1K
Event2026-06-30
Filed2026-07-09
LOW
-3.62%LOWES COS INC
Shares3.5K
Event2026-06-30
Filed2026-07-09
SBUX
-6.80%STARBUCKS CORP
Shares7.5K
Event2026-06-30
Filed2026-07-09
DCRE
12.34%DOUBLELINE ETF TRUST
Shares14.6K
Event2026-06-30
Filed2026-07-09
SPTS
11.18%SPDR SERIES TRUST
Shares25.9K
Event2026-06-30
Filed2026-07-09
MLM
18.96%MARTIN MARIETTA MATLS INC
Shares1.3K
Event2026-06-30
Filed2026-07-09
BOXX
23.60%EA SERIES TRUST
Shares6.3K
Event2026-06-30
Filed2026-07-09
PG
9.32%PROCTER & GAMBLE CO
Shares4.9K
Event2026-06-30
Filed2026-07-09
LUV
16.06%SOUTHWEST AIRLS CO
Shares13.9K
Event2026-06-30
Filed2026-07-09
COP
8.00%CONOCOPHILLIPS
Shares6.9K
Event2026-06-30
Filed2026-07-09
BBUS
0.32%J P MORGAN EXCHANGE TRADED F
Shares5.0K
Event2026-06-30
Filed2026-07-09
MCD
-3.32%MCDONALDS CORP
Shares2.5K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
20.02%NEXTERA ENERGY INC
Shares7.5K
Event2026-06-30
Filed2026-07-09
SERVICENOW INC
47.23%SERVICENOW INC
Shares6.6K
Event2026-06-30
Filed2026-07-09
ECL
-14.33%ECOLAB INC
Shares2.3K
Event2026-06-30
Filed2026-07-09
BLOK
19.87%AMPLIFY ETF TR
Shares10.2K
Event2026-06-30
Filed2026-07-09
DEXCOM INC
17.43%DEXCOM INC
Shares9.3K
Event2026-06-30
Filed2026-07-09
AIS
NewTIDAL TRUST III
Shares7.2K
Event2026-06-30
Filed2026-07-09
EQIX
-3.05%EQUINIX INC
Shares573
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
7.33%COSTCO WHOLESALE CORPORATION
Shares630
Event2026-06-30
Filed2026-07-09
GOOGL
51.37%ALPHABET INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
WCN
-8.86%WASTE CONNECTIONS INC
Shares3.4K
Event2026-06-30
Filed2026-07-09
QQQ
30.66%INVESCO QQQ TR
Shares767
Event2026-06-30
Filed2026-07-09
BSX
111.72%BOSTON SCIENTIFIC CORP
Shares13.1K
Event2026-06-30
Filed2026-07-09
EXR
-9.48%EXTRA SPACE STORAGE INC
Shares3.8K
Event2026-06-30
Filed2026-07-09
CTAS
21.88%CINTAS CORP
Shares3.2K
Event2026-06-30
Filed2026-07-09
PYPL
19.17%PAYPAL HLDGS INC
Shares12.3K
Event2026-06-30
Filed2026-07-09
TJX
5.30%TJX COS INC NEW
Shares3.5K
Event2026-06-30
Filed2026-07-09
CHAT
-10.78%TIDAL TRUST II
Shares5.2K
Event2026-06-30
Filed2026-07-09
SPAB
-26.20%SPDR SERIES TRUST
Shares19.7K
Event2026-06-30
Filed2026-07-09
QTUM
-4.41%ETF SER SOLUTIONS
Shares3.0K
Event2026-06-30
Filed2026-07-09
CRPT
13.73%FIRST TR EXCHNG TRADED FD VI
Shares44.1K
Event2026-06-30
Filed2026-07-09
BKR
-14.93%BAKER HUGHES COMPANY
Shares8.9K
Event2026-06-30
Filed2026-07-09
SPMD
40.32%SPDR SERIES TRUST
Shares7.3K
Event2026-06-30
Filed2026-07-09
LOUP
6.37%INNOVATOR ETFS TRUST
Shares4.9K
Event2026-06-30
Filed2026-07-09
ISRG
31.44%INTUITIVE SURGICAL INC
Shares1.2K
Event2026-06-30
Filed2026-07-09
SNPS
0.37%SYNOPSYS INC
Shares1.1K
Event2026-06-30
Filed2026-07-09
NETFLIX INC.
-24.58%NETFLIX INC.
Shares6.2K
Event2026-06-30
Filed2026-07-09
SCHX
0.00%SCHWAB STRATEGIC TR
Shares14.5K
Event2026-06-30
Filed2026-07-09
DFUS
0.12%DIMENSIONAL ETF TRUST
Shares5.2K
Event2026-06-30
Filed2026-07-09
BIL
-19.34%SPDR SERIES TRUST
Shares4.5K
Event2026-06-30
Filed2026-07-09
FEBT
-6.09%AIM ETF PRODUCTS TRUST
Shares9.9K
Event2026-06-30
Filed2026-07-09
ASML
4.23%ASML HLDG NV
Shares197
Event2026-06-30
Filed2026-07-09
ABT
-53.24%ABBOTT LABORATORIES
Shares3.6K
Event2026-06-30
Filed2026-07-09
ASTRAZENECA PLC
12.87%ASTRAZENECA PLC
Shares1.7K
Event2026-06-30
Filed2026-07-09
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares15.8K
Event2026-06-30
Filed2026-07-09
AGGH
NewSIMPLIFY EXCHANGE TRADED FUN
Shares14.5K
Event2026-06-30
Filed2026-07-09
HODL
52.11%VANECK BITCOIN ETF
Shares17.5K
Event2026-06-30
Filed2026-07-09
KEY
6.96%KEYCORP
Shares12.5K
Event2026-06-30
Filed2026-07-09
ROK
-10.91%ROCKWELL AUTOMATION INC
Shares580
Event2026-06-30
Filed2026-07-09
KLAC
NewKLA CORP
Shares937
Event2026-06-30
Filed2026-07-09
TXN
NewTEXAS INSTRS INC
Shares886
Event2026-06-30
Filed2026-07-09
CISCO SYS INC
NewCISCO SYS INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
C
NewCITIGROUP INC
Shares1.7K
Event2026-06-30
Filed2026-07-09
MHO
NewM/I HOMES INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
EIX
6.34%EDISON INTL
Shares3.0K
Event2026-06-30
Filed2026-07-09
MO
NewALTRIA GROUP INC
Shares3.0K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
NewABBVIE INC
Shares844
Event2026-06-30
Filed2026-07-09
USB
NewUS BANCORP
Shares3.5K
Event2026-06-30
Filed2026-07-09
EOG
5.29%EOG RES INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
ALL
NewALLSTATE CORP
Shares866
Event2026-06-30
Filed2026-07-09
AEP
NewAMERICAN ELEC PWR CO INC
Shares1.5K
Event2026-06-30
Filed2026-07-09
ETF SER SOLUTIONS
NewETF SER SOLUTIONS
Shares7.5K
Event2026-06-30
Filed2026-07-09
NJUN
NewINNOVATOR ETFS TRUST
Shares6.2K
Event2026-06-30
Filed2026-07-09
KMI
NewKINDER MORGAN INC DEL
Shares6.3K
Event2026-06-30
Filed2026-07-09
LYG
16.35%LLOYDS BANKING GROUP PLC
Shares24.0K
Event2026-06-30
Filed2026-07-09
MFG
17.18%MIZUHO FINANCIAL GROUP INC
Shares14.0K
Event2026-06-30
Filed2026-07-09
SBS
NewCOMPANHIA DE SANEAMENTO BASI
Shares23.0K
Event2026-06-30
Filed2026-07-09
NMR
17.77%NOMURA HLDGS INC
Shares14.9K
Event2026-06-30
Filed2026-07-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available