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Paladin Wealth, LLC13F | |
| Paladin Wealth, LLC | |
| Last update 2025-07-08 | 112 Stocks (20 new) |
| Value $129.00 Mil | Turnover 11 % |
Paladin Wealth, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 108,869 | 7,913.7 | +4.98% | 6.150 | +0.29% | 0.010 | +19.60% | +7.78% | 76,985.6 | ||
MSFT | Microsoft Corp | 7,876 | 3,917.8 | -0.19% | 3.050 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 24,189 | 3,821.6 | -0.09% | 2.970 | 0% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AMZN | Amazon.com Inc | 17,097 | 3,750.9 | +3.92% | 2.920 | +0.11% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
JMBS |
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
| 77,895 | 3,509.2 | -7.42% | 2.730 | -0.25% | 0.060 | +1.44% | +3.36% | 5,863.1 | ||
DMBS | DoubleLine Mortgage ETF | 65,501 | 3,214.1 | +13.12% | 2.500 | +0.29% | 0.740 | +1.41% | +3.42% | 427.8 | ||
AAPL | Apple Inc | 14,320 | 2,938.0 | +7.37% | 2.280 | +0.16% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
META | Meta Platforms Inc | 3,962 | 2,924.3 | +1.25% | 2.270 | +0.03% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 62,018 | 2,511.1 | +1.02% | 1.950 | +0.02% | 0.010 | +12.67% | +19.87% | 26,951.4 | ||
GOOG | Alphabet Inc | 13,741 | 2,437.5 | +2.80% | 1.900 | +0.05% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media |
Paladin Wealth, LLC's Historical Top Holdings Breakdowns
Paladin Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DABS |
DoubleLine Asset-Backed Securities ETF
DoubleLine Asset-Backed Securities ETF
| 2025-06-30 | New Buy New Buy | +1.35% | 49.71 ($50.09) 50.69 | $50.45 | 0.72% | New holding | 34,177 | 34,177 | |
GPN | Global Payments Inc | 2025-06-30 | Sold Out Sold Out | -0.46% | 67.47 ($79.44) 99.6 | $81.93 | 3.13% | Sold Out | 0 | -5,173 | |
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | New Buy New Buy | +0.45% | 81.38 ($93.61) 100.82 | $102.51 | 9.51% | New holding | 5,747 | 5,747 | |
UBER | Uber Technologies Inc | 2025-06-30 | New Buy New Buy | +0.45% | 64.62 ($82.17) 93.3 | $90.59 | 10.25% | New holding | 6,184 | 6,184 | |
PODD | Insulet Corp | 2025-06-30 | New Buy New Buy | +0.44% | 238.57 ($288.2) 327.47 | $284.23 | -1.38% | New holding | 1,802 | 1,802 | |
AZBO | AZBO | 2025-06-30 | Reduce Reduce | -0.43% | 33.24 ($35.54) 37.01 | $27.59 | -22.38% | Reduce -33.78% | 26,708 | -13,623 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-06-30 | New Buy New Buy | +0.43% | 421.16 ($461.21) 509.5 | $459.81 | -0.30% | New holding | 1,240 | 1,240 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Add Add | +0.42% | 102.31 ($103.99) 105.8 | $103.24 | -0.72% | Add 163.67% | 8,287 | 5,144 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | New Buy New Buy | +0.40% | 53.65 ($61.9) 67.02 | $68.13 | 10.06% | New holding | 7,621 | 7,621 | |
JUNW |
AllianzIM U.S. Large Cap Buffer20 Jun ETF
AllianzIM U.S. Large Cap Buffer20 Jun ETF
| 2025-06-30 | Sold Out Sold Out | -0.38% | 28.02 ($30.33) 31.86 | $32.04 | 5.64% | Sold Out | 0 | -14,157 |
Paladin Wealth, LLC Total Holding History ($B)
Paladin Wealth, LLC's Asset Allocation
Paladin Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Paladin Wealth, LLC's Hypothetical Growth since 2025-06-30
Paladin Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Paladin Wealth, LLC's Holdings Heat Map
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Paladin Wealth, LLC's Holdings Bubble Chart
Paladin Wealth, LLC News
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