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CIK: 0002040377
Total reported value
$171.9M
$171.9M
95 檔
11.4%
At the close of Q1 2025, Paladin Wealth, LLC disclosed equity holdings valued at approximately $171.9M, spread across 95 reported holdings.
Paladin Wealth, LLC executed strategic sector rebalancing during Q1 2025, establishing 9 new positions while fully exiting 9 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JMBS, AMZN) accounted for 11.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.13% | +0.74% | -27.04% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.42% | -0.12% | +22.79% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.17% | +6.96% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.06% | +8.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.36% | +9.51% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.55% | -0.13% | -11.07% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.45% | +14.16% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.19% | +3.93% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.01% | -0.06% | -42.99% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | -0.01% | +6.04% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 1.81% | -0.10% | +57.52% | |
| 12 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.75% | +0.07% | — | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.70% | -0.25% | -3.94% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.65% | — | +5.46% | |
| 15 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.65% | -0.01% | — | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.54% | -0.04% | +51.23% | |
| 17 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.43% | -1.17% | +25.45% | |
| 18 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.34% | +0.04% | -30.62% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.31% | +0.11% | +11.93% | |
| 20 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.27% | — | -32.40% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | +0.03% | +1.43% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.23% | -0.51% | EXIT | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.20% | -0.04% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.19% | +4.46% | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.15% | — | -33.74% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.29% | +6.60% | |
| 27 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.14% | — | +2.23% | |
| 28 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.13% | -0.11% | +2.34% | |
| 29 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 1.10% | — | +7.15% | |
| 30 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 1.10% | +0.01% | +7.56% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | — | +5.79% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | +0.01% | +7.79% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.22% | +7.96% | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.03% | -0.07% | -19.65% | |
| 35 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 1.00% | +0.42% | +58.96% | |
| 36 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.98% | -0.04% | -15.66% | |
| 37 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.97% | — | -49.80% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.93% | +0.04% | +9.62% | |
| 39 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.92% | -0.35% | +1.59% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.03% | +7.36% | |
| 41 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.91% | +0.02% | +0.44% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.15% | +1.10% | |
| 43 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.89% | -1.10% | EXIT | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.89% | -0.13% | +3.09% | |
| 45 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.86% | -0.05% | -19.88% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.35% | +1.81% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.07% | +2.64% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.81% | -0.17% | +11.97% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.16% | +3.07% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.78% | -0.16% | +13.57% |
According to official SEC Form 13F filings, Paladin Wealth, LLC reported a total U.S. public equity portfolio value of $171.9M across 95 disclosed positions in Q1 2025.
During Q1 2025, Paladin Wealth, LLC's top holdings by market value included SPYM (6.1%)、JMBS (3.4%)、AMZN (2.8%). The largest single position, SPYM, represented 6.1% of total portfolio value.
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Top New Position Initiated
RECS
市值: $1.9M
Top Position Liquidated / Trimmed
JSI
前期市值: $3.2M
In Q1 2025, Paladin Wealth, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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