Paladin Wealth, LLC
Q4 2024 13F Holdings
- Locationarden hills, MN
- Num holdings
95
- Value ($000)
$115,719
- Date Filed01/29/2025
- Form type13F-HR
- CIK0002040377
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $9.80M | 9 % | 142,133 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $3.68M | 3 % | 107,678 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.37M | 3 % | 15,381 | ||
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $3.18M | 3 % | 61,474 | ||
DMBS DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | $3.13M | 3 % | 65,110 | ||
AAPL APPLE INC | COM | 037833100 | $3.09M | 3 % | 12,325 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.04M | 3 % | 7,206 | ||
JMBS JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $3.03M | 3 % | 68,521 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $2.94M | 3 % | 57,027 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.85M | 3 % | 21,207 |
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