Paladin Wealth, LLC
Q1 2025 13F Holdings
- Locationarden hills, MN
- Num holdings
95
- Value ($000)
$111,322
- Date Filed04/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $6.82 M | 6 % | 103,704 | ||
JMBS JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $3.80 M | 3 % | 84,134 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.13 M | 3 % | 16,452 | ||
AAPL APPLE INC | COM | 037833100 | $2.96 M | 3 % | 13,337 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.96 M | 3 % | 7,891 | ||
DMBS DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | $2.84 M | 3 % | 57,902 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.62 M | 2 % | 24,210 | ||
META META PLATFORMS INC | CL A | 30303M102 | $2.26 M | 2 % | 3,913 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $2.24 M | 2 % | 61,392 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $2.09 M | 2 % | 13,367 |
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