Paladin Wealth, LLC

Q4 2024 13F Holdings

  • Location
    arden hills, MN
  • Num holdings

    95

  • Value ($000)

    $115,719

  • Date Filed
    01/29/2025
  • Form type
    13F-HR
  • CIK
    0002040377
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$9.80M
9 %

142,133

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$3.68M
3 %

107,678

AMZN
AMZN

AMAZON COM INC

COM
$3.37M
3 %

15,381

JSI
JSI

JANUS DETROIT STR TR

HENDERSON SECURI
$3.18M
3 %

61,474

DMBS
DMBS

DOUBLELINE ETF TRUST

MORTGAGE ETF
$3.13M
3 %

65,110

AAPL
AAPL

APPLE INC

COM
$3.09M
3 %

12,325

MSFT
MSFT

MICROSOFT CORP

COM
$3.04M
3 %

7,206

JMBS
JMBS

JANUS DETROIT STR TR

HENDERSON MTG
$3.03M
3 %

68,521

IGIB
IGIB

ISHARES TR

ISHS 5-10YR INVT
$2.94M
3 %

57,027

NVDA
NVDA

NVIDIA CORPORATION

COM
$2.85M
3 %

21,207

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