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The Analysis of Paladin Wealth, LLC's Holdings & P&L

Currently, Paladin Wealth, LLC holds 125 types of securities in its portfolio with a total value $145.4M. In the most recent quarter, they have increased their positions in SPYM (+11.6K shares, valued at $886.3K), DMBS (+11.2K shares, valued at $551.6K), IVV (+752 shares, valued at $491.2K); decreased their positions in SPYI (-12.3K shares, valued at $605.4K), N/A (-1.0K shares, valued at $298.6K), NVDA (-1.7K shares, valued at $295.3K); initiated new positions in N/A (+1.5K shares, valued at $289.5K), LYB (+3.1K shares, valued at $253.2K), ASML (+189 shares, valued at $249.6K).

1M P&L

+3.1M+2.15%

3M P&L

+4.9M+3.47%

HY P&L

+8.5M+6.25%

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/A90.6M

66.1%

2Software - Infrastructure3.8M

2.8%

3Semiconductors3.2M

2.4%

Top Industries by Stock Count

1N/A59 stocks

50.9%

2Medical Devices4 stocks

3.4%

3Discount Stores3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST155.2K shares8.06%2026-03-312026-04-16

DMBS DOUBLELINE ETF TRUST109.2K shares11.39%2026-03-312026-04-16

AVDE AMERICAN CENTY ETF TR50.4K shares10.22%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS84.8K shares8.94%2026-03-312026-04-16

JMBS JANUS DETROIT STR TR81.0K shares2.74%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR41.8K shares9.25%2026-03-312026-04-16

RECS COLUMBIA ETF TR I84.8K shares10.82%2026-03-312026-04-16

NVDA NVIDIA CORPORATION18.5K shares-8.37%2026-03-312026-04-16

Sponsored

AMZN AMAZON COM INC15.2K shares-4.14%2026-03-312026-04-16

AAPL APPLE INC12.1K shares-6.53%2026-03-312026-04-16

MSFT MICROSOFT CORP7.3K shares0.43%2026-03-312026-04-16

XFIV BONDBLOXX ETF TRUST52.9K shares12.62%2026-03-312026-04-16

ALPHABET INC ALPHABET INC8.9K shares-10.46%2026-03-312026-04-16

QQQM INVESCO EXCH TRADED FD TR II10.2K shares10.88%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR48.1K shares8.69%2026-03-312026-04-16

DABS DOUBLELINE ETF TRUST42.7K shares8.96%2026-03-312026-04-16

Sponsored

MUB ISHARES TR20.4K shares28.12%2026-03-312026-04-16

META META PLATFORMS INC3.6K shares-6.58%2026-03-312026-04-16

BBBS BONDBLOXX ETF TRUST39.1K shares12.58%2026-03-312026-04-16

IETC ISHARES U S ETF TR22.0K shares17.99%2026-03-312026-04-16

SEPU AIM ETF PRODUCTS TRUST68.6K shares5.69%2026-03-312026-04-16

GLDM WORLD GOLD TR20.0K shares9.45%2026-03-312026-04-16

XSVN BONDBLOXX ETF TRUST37.8K shares12.73%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR33.3K shares14.19%2026-03-312026-04-16

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XTRE BONDBLOXX ETF TRUST32.4K shares12.97%2026-03-312026-04-16

AVUS AMERICAN CENTY ETF TR13.6K shares18.44%2026-03-312026-04-16

XTEN BONDBLOXX ETF TRUST30.5K shares12.07%2026-03-312026-04-16

PCMM BONDBLOXX ETF TRUST28.1K shares13.43%2026-03-312026-04-16

CVX CHEVRON CORPORATION6.6K shares-13.44%2026-03-312026-04-16

BROADCOM INC BROADCOM INC4.4K shares-5.54%2026-03-312026-04-16

FTSM FIRST TR EXCHANGE-TRADED FD22.6K shares3.20%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC1.6K shares-7.47%2026-03-312026-04-16

Sponsored

SPYI NEOS ETF TRUST27.0K shares-31.25%2026-03-312026-04-16

SPTI SPDR SERIES TRUST44.7K shares2.59%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO4.3K shares-4.73%2026-03-312026-04-16

WMT WALMART INC9.7K shares-10.42%2026-03-312026-04-16

MS MORGAN STANLEY7.3K shares-5.13%2026-03-312026-04-16

IVV ISHARES TR1.8K shares73.51%2026-03-312026-04-16

IGIB ISHARES TR21.4K shares3.60%2026-03-312026-04-16

BTCO INVESCO GALAXY BITCOIN ETF16.5K shares16.93%2026-03-312026-04-16

Sponsored

TGT TARGET CORP9.2K shares-10.68%2026-03-312026-04-16

SMOT VANECK ETF TRUST30.6K shares12.67%2026-03-312026-04-16

PRFD PIMCO ETF TR20.9K shares3.26%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-7.01%2026-03-312026-04-16

GSY INVESCO ACTIVELY MANAGED EXC20.1K shares-17.23%2026-03-312026-04-16

UYLD ANGEL OAK FUNDS TRUST19.7K shares-16.82%2026-03-312026-04-16

CSNR COHEN & STEERS ETF TRUST26.6K shares9.68%2026-03-312026-04-16

V VISA INC3.1K shares-4.66%2026-03-312026-04-16

Sponsored

CSHI NEOS ETF TRUST18.6K shares3.06%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC2.5K shares-10.92%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC10.2K shares-4.57%2026-03-312026-04-16

KO COCA COLA CO11.6K shares-8.45%2026-03-312026-04-16

TOLZ PROSHARES TR14.7K shares13.91%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON3.5K shares-11.90%2026-03-312026-04-16

SPTL SPDR SERIES TRUST32.6K shares2.59%2026-03-312026-04-16

LOW LOWES COS INC3.6K shares-11.61%2026-03-312026-04-16

Sponsored

COP CONOCOPHILLIPS6.4K shares-12.51%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC3.0K shares0.79%2026-03-312026-04-16

PRIV SSGA ACTIVE TR31.9K shares11.85%2026-03-312026-04-16

MCD MCDONALDS CORP2.6K shares-5.68%2026-03-312026-04-16

JMST J P MORGAN EXCHANGE TRADED F15.6K shares29.18%2026-03-312026-04-16

NFLX NETFLIX INC.8.2K shares-2.36%2026-03-312026-04-16

ABT ABBOTT LABORATORIES7.7K shares-0.18%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP3.6K shares-16.46%2026-03-312026-04-16

Sponsored

IGSB ISHARES TR14.0K shares1.11%2026-03-312026-04-16

ECL ECOLAB INC2.7K shares-10.06%2026-03-312026-04-16

PWR QUANTA SVCS INC1.3K shares-14.47%2026-03-312026-04-16

SBUX STARBUCKS CORP8.0K shares-10.01%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC4.4K shares-3.02%2026-03-312026-04-16

URI UNITED RENTALS INC950 shares-11.38%2026-03-312026-04-16

SPAB SPDR SERIES TRUST26.7K shares-3.07%2026-03-312026-04-16

SPTS SPDR SERIES TRUST23.3K shares2.90%2026-03-312026-04-16

Sponsored

DCRE DOUBLELINE ETF TRUST13.0K shares3.22%2026-03-312026-04-16

BAC BANK AMERICA CORP13.8K shares-2.58%2026-03-312026-04-16

PG PROCTER & GAMBLE CO4.5K shares-9.19%2026-03-312026-04-16

BKR BAKER HUGHES COMPANY10.5K shares-16.01%2026-03-312026-04-16

MLM MARTIN MARIETTA MATLS INC1.1K shares-9.62%2026-03-312026-04-16

APH AMPHENOL CORP5.0K shares-9.81%2026-03-312026-04-16

WCN WASTE CONNECTIONS INC3.7K shares-5.73%2026-03-312026-04-16

BOXX EA SERIES TRUST5.1K shares28.04%2026-03-312026-04-16

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F5.0K shares29.30%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION587 shares-14.31%2026-03-312026-04-16

EQIX EQUINIX INC591 shares-16.05%2026-03-312026-04-16

NEE NEXTERA ENERGY INC6.2K shares-10.85%2026-03-312026-04-16

EXR EXTRA SPACE STORAGE INC4.2K shares-10.06%2026-03-312026-04-16

TJX TJX COS INC NEW3.3K shares-7.27%2026-03-312026-04-16

BIL SPDR SERIES TRUST5.6K shares8.37%2026-03-312026-04-16

DXCM DEXCOM INC8.0K shares-9.04%2026-03-312026-04-16

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-8.60%2026-03-312026-04-16

NOW SERVICENOW INC4.5K shares9.59%2026-03-312026-04-16

PYPL PAYPAL HLDGS INC10.3K shares6.43%2026-03-312026-04-16

CRPT FIRST TR EXCHNG TRADED FD VI38.7K shares50.18%2026-03-312026-04-16

LLY ELI LILLY & CO489 shares-9.61%2026-03-312026-04-16

LUV SOUTHWEST AIRLS CO12.0K shares-13.13%2026-03-312026-04-16

CTAS CINTAS CORP2.7K shares-9.08%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC932 shares-3.12%2026-03-312026-04-16

Sponsored

SNPS SYNOPSYS INC1.1K shares-4.01%2026-03-312026-04-16

BLOK AMPLIFY ETF TR8.5K shares36.19%2026-03-312026-04-16

ARKW ARK ETF TR3.4K shares40.48%2026-03-312026-04-16

FEBT AIM ETF PRODUCTS TRUST10.5K shares-15.82%2026-03-312026-04-16

PODD INSULET CORP1.9K shares-1.43%2026-03-312026-04-16

BSX BOSTON SCIENTIFIC CORP6.2K shares2.47%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR14.5K shares0.00%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST5.2K shares-17.23%2026-03-312026-04-16

Sponsored

CHAT TIDAL TRUST II5.8K shares28.51%2026-03-312026-04-16

QTUM ETF SER SOLUTIONS3.2K shares27.93%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR587 shares-2.33%2026-03-312026-04-16

LOUP INNOVATOR ETFS TRUST4.7K shares29.78%2026-03-312026-04-16

SPMD SPDR SERIES TRUST5.2K shares15.72%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.1K shares28.21%2026-03-312026-04-16

DDTL INNOVATOR ETFS TRUST14.5K shares-13.40%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC1.5K sharesnew addition2026-03-312026-04-16

Sponsored

NAUG INNOVATOR ETFS TRUST9.6K shares-13.55%2026-03-312026-04-16

LYB LYONDELLBASELL INDUSTRIES NV3.1K sharesnew addition2026-03-312026-04-16

ASML ASML HLDG NV189 sharesnew addition2026-03-312026-04-16

KEY KEYCORP11.7K shares17.69%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC651 sharesnew addition2026-03-312026-04-16

HODL VANECK BITCOIN ETF11.5K sharesnew addition2026-03-312026-04-16

EOG EOG RES INC1.5K sharesnew addition2026-03-312026-04-16

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-16

Sponsored

EIX EDISON INTL2.9K sharesnew addition2026-03-312026-04-16

JULT AIM ETF PRODUCTS TRUST4.6K shares-14.31%2026-03-312026-04-16

LYG LLOYDS BANKING GROUP PLC20.6K sharesnew addition2026-03-312026-04-16

NMR NOMURA HLDGS INC12.6K sharesnew addition2026-03-312026-04-16

MFG MIZUHO FINANCIAL GROUP INC12.0K sharesnew addition2026-03-312026-04-16

SPYM

SPDR SERIES TRUST

8.06%

Shares155.2K

Event2026-03-31

Filed2026-04-16

DMBS

DOUBLELINE ETF TRUST

11.39%

Shares109.2K

Event2026-03-31

Filed2026-04-16

AVDE

AMERICAN CENTY ETF TR

10.22%

Shares50.4K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

8.94%

Shares84.8K

Event2026-03-31

Filed2026-04-16

JMBS

JANUS DETROIT STR TR

2.74%

Shares81.0K

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

9.25%

Shares41.8K

Event2026-03-31

Filed2026-04-16

RECS

COLUMBIA ETF TR I

10.82%

Shares84.8K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-8.37%

Shares18.5K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-4.14%

Shares15.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-6.53%

Shares12.1K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

0.43%

Shares7.3K

Event2026-03-31

Filed2026-04-16

XFIV

BONDBLOXX ETF TRUST

12.62%

Shares52.9K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-10.46%

Shares8.9K

Event2026-03-31

Filed2026-04-16

QQQM

INVESCO EXCH TRADED FD TR II

10.88%

Shares10.2K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS DETROIT STR TR

8.69%

Shares48.1K

Event2026-03-31

Filed2026-04-16

DABS

DOUBLELINE ETF TRUST

8.96%

Shares42.7K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

28.12%

Shares20.4K

Event2026-03-31

Filed2026-04-16