13F HOLDINGS REPORT
Paladin Wealth, LLC
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0002040377-25-000001
Total Value
$115.7M
Positions
95
Other Managers
0
Confidential Omitted
No
Holdings (95)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 142,133 | $9.8M | 8.47% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 107,678 | $3.7M | 3.18% |
| 3 | AMAZON COM INC | AMZN | 15,381 | $3.4M | 2.92% |
| 4 | JANUS DETROIT STR TR | 47103U746 | 61,474 | $3.2M | 2.75% |
| 5 | DOUBLELINE ETF TRUST | 25861R402 | 65,110 | $3.1M | 2.71% |
| 6 | APPLE INC | AAPL | 12,325 | $3.1M | 2.67% |
| 7 | MICROSOFT CORP | MSFT | 7,206 | $3.0M | 2.62% |
| 8 | JANUS DETROIT STR TR | 47103U852 | 68,521 | $3.0M | 2.62% |
| 9 | ISHARES TR | 464288638 | 57,027 | $2.9M | 2.54% |
| 10 | NVIDIA CORPORATION | NVDA | 21,207 | $2.8M | 2.46% |
| 11 | ALPHABET INC | GOOG | 12,606 | $2.4M | 2.07% |
| 12 | NEOS ETF TRUST | 78433H303 | 45,023 | $2.3M | 1.98% |
| 13 | META PLATFORMS INC | META | 3,765 | $2.2M | 1.91% |
| 14 | INNOVATOR ETFS TRUST | INHD | 63,486 | $2.2M | 1.87% |
| 15 | AIM ETF PRODUCTS TRUST | 00888H505 | 59,661 | $2.1M | 1.83% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 32,258 | $2.0M | 1.73% |
| 17 | JANUS DETROIT STR TR | 47103U845 | 38,891 | $2.0M | 1.70% |
| 18 | ISHARES TR | 46432F339 | 10,222 | $1.8M | 1.57% |
| 19 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 23,961 | $1.4M | 1.24% |
| 20 | BROADCOM INC | AVGO | 5,934 | $1.4M | 1.19% |
| 21 | PIMCO ETF TR | 72201R619 | 25,562 | $1.3M | 1.11% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 2,497 | $1.3M | 1.09% |
| 23 | BONDBLOXX ETF TRUST | 09789C838 | 25,924 | $1.2M | 1.07% |
| 24 | INVESCO ACTIVELY MANAGED EXC | IVZ | 24,618 | $1.2M | 1.07% |
| 25 | SSGA ACTIVE ETF TR | 78467V707 | 30,474 | $1.2M | 1.06% |
| 26 | VISA INC | V | 3,851 | $1.2M | 1.05% |
| 27 | NEOS ETF TRUST | 78433H501 | 24,118 | $1.2M | 1.04% |
| 28 | AMERICAN CENTY ETF TR | 025072703 | 19,296 | $1.2M | 1.02% |
| 29 | INNOVATOR ETFS TRUST | INHD | 42,322 | $1.2M | 1.02% |
| 30 | GOLDMAN SACHS GROUP INC | GSCE | 2,002 | $1.1M | 0.99% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 4,716 | $1.1M | 0.98% |
| 32 | BONDBLOXX ETF TRUST | 09789C754 | 22,356 | $1.1M | 0.98% |
| 33 | ANGEL OAK FUNDS TRUST | 03463K737 | 132,014 | $1.1M | 0.97% |
| 34 | AMERICAN CENTY ETF TR | 025072604 | 18,859 | $1.1M | 0.96% |
| 35 | WALMART INC | WMT | 12,223 | $1.1M | 0.95% |
| 36 | DOUBLELINE ETF TRUST | 25861R303 | 21,297 | $1.1M | 0.95% |
| 37 | VANECK ETF TRUST | 92189H730 | 30,717 | $1.1M | 0.91% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,311 | $1.0M | 0.91% |
| 39 | CHEVRON CORP NEW | CVX | 7,134 | $1.0M | 0.89% |
| 40 | MORGAN STANLEY | MS-PQ | 8,059 | $1.0M | 0.88% |
| 41 | TARGET CORP | TGT | 7,283 | $984,516 | 0.85% |
| 42 | PROCTER AND GAMBLE CO | 742718109 | 5,568 | $933,475 | 0.81% |
| 43 | SPDR SER TR | 78464A649 | 35,519 | $887,620 | 0.77% |
| 44 | MEDTRONIC PLC | MDT | 10,685 | $853,518 | 0.74% |
| 45 | WORLD GOLD TR | GLDW | 16,274 | $846,085 | 0.73% |
| 46 | SPDR SER TR | 78464A664 | 31,952 | $836,823 | 0.72% |
| 47 | LOWES COS INC | 548661107 | 3,254 | $803,087 | 0.69% |
| 48 | MCDONALDS CORP | MCD | 2,769 | $802,705 | 0.69% |
| 49 | COCA COLA CO | KO | 12,566 | $782,359 | 0.68% |
| 50 | ABBOTT LABS | ABLZF | 6,899 | $780,346 | 0.67% |
| 51 | CONOCOPHILLIPS | COP | 7,686 | $762,221 | 0.66% |
| 52 | PALO ALTO NETWORKS INC | PANW | 4,136 | $752,587 | 0.65% |
| 53 | NETFLIX INC | NFLX | 833 | $742,470 | 0.64% |
| 54 | PAYPAL HLDGS INC | PYPL | 8,635 | $736,997 | 0.64% |
| 55 | J P MORGAN EXCHANGE TRADED F | 46641Q738 | 7,841 | $734,231 | 0.63% |
| 56 | UNITED RENTALS INC | URI | 1,037 | $730,504 | 0.63% |
| 57 | JOHNSON & JOHNSON | JNJ | 4,997 | $722,666 | 0.62% |
| 58 | AIM ETF PRODUCTS TRUST | 00888H737 | 23,862 | $716,576 | 0.62% |
| 59 | SERVICENOW INC | NOW | 671 | $711,341 | 0.61% |
| 60 | EXTRA SPACE STORAGE INC | EXR | 4,690 | $701,624 | 0.61% |
| 61 | STARBUCKS CORP | SBUX | 7,596 | $693,135 | 0.60% |
| 62 | PFIZER INC | PFE | 26,051 | $691,133 | 0.60% |
| 63 | BONDBLOXX ETF TRUST | 09789C846 | 13,972 | $681,414 | 0.59% |
| 64 | BONDBLOXX ETF TRUST | 09789C820 | 14,718 | $680,855 | 0.59% |
| 65 | DEXCOM INC | DXCM | 8,514 | $662,134 | 0.57% |
| 66 | EATON CORP PLC | ETN | 1,995 | $662,081 | 0.57% |
| 67 | AZEK CO INC | 05478C105 | 13,722 | $651,383 | 0.56% |
| 68 | COSTCO WHSL CORP NEW | 22160K105 | 704 | $645,054 | 0.56% |
| 69 | EA SERIES TRUST | 02072L565 | 5,834 | $643,374 | 0.56% |
| 70 | ECOLAB INC | ECL | 2,708 | $634,539 | 0.55% |
| 71 | BANK AMERICA CORP | 060505104 | 14,429 | $634,155 | 0.55% |
| 72 | BOSTON SCIENTIFIC CORP | BSX | 7,043 | $629,081 | 0.54% |
| 73 | INTUIT | INTU | 997 | $626,615 | 0.54% |
| 74 | NEXTERA ENERGY INC | NEE-PW | 8,512 | $610,225 | 0.53% |
| 75 | QUANTA SVCS INC | 74762E102 | 1,929 | $609,660 | 0.53% |
| 76 | AMPHENOL CORP NEW | 032095101 | 8,760 | $608,382 | 0.53% |
| 77 | SCHLUMBERGER LTD | SLB | 15,234 | $584,072 | 0.50% |
| 78 | ZIMMER BIOMET HOLDINGS INC | ZBH | 5,457 | $576,423 | 0.50% |
| 79 | ISHARES TR | 464288646 | 11,026 | $570,044 | 0.49% |
| 80 | EQUINIX INC | EQIX | 589 | $555,362 | 0.48% |
| 81 | INNOVATOR ETFS TRUST | INHD | 17,771 | $536,506 | 0.46% |
| 82 | SOUTHWEST AIRLS CO | 844741108 | 15,471 | $520,135 | 0.45% |
| 83 | LAM RESEARCH CORP | LRCX | 7,200 | $520,056 | 0.45% |
| 84 | GLOBAL PMTS INC | 37940X102 | 4,581 | $513,347 | 0.44% |
| 85 | ADVANCED MICRO DEVICES INC | AMD | 4,153 | $501,641 | 0.43% |
| 86 | GOLDMAN SACHS ETF TR | NVGLF | 14,228 | $500,481 | 0.43% |
| 87 | WASTE CONNECTIONS INC | WCN | 2,865 | $491,577 | 0.42% |
| 88 | BAKER HUGHES COMPANY | BKR | 11,125 | $456,348 | 0.39% |
| 89 | BONDBLOXX ETF TRUST | 09789C812 | 10,090 | $452,335 | 0.39% |
| 90 | SYNOPSYS INC | SNPS | 863 | $418,866 | 0.36% |
| 91 | MATTHEWS ASIA FDS | 577125818 | 12,611 | $364,836 | 0.32% |
| 92 | SPDR SER TR | 78468R663 | 3,722 | $340,302 | 0.29% |
| 93 | INNOVATOR ETFS TRUST | INHD | 9,154 | $287,619 | 0.25% |
| 94 | INNOVATOR ETFS TRUST | INHD | 8,822 | $216,483 | 0.19% |
| 95 | INNOVATOR ETFS TRUST | INHD | 8,482 | $213,110 | 0.18% |