Paladin Wealth, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$128.6B
Holdings
112
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 108,869 | $7.9B | 6.15% | |
| 2 | MSFTMICROSOFT CORP | 7,876 | $3.9B | 3.05% | |
| 3 | NVDANVIDIA CORPORATION | 24,189 | $3.8B | 2.97% | |
| 4 | AMZNAMAZON COM INC | 17,097 | $3.8B | 2.92% | |
| 5 | JMBSJANUS DETROIT STR TR | 77,895 | $3.5B | 2.73% | |
| 6 | DMBSDOUBLELINE ETF TRUST | 65,501 | $3.2B | 2.50% | |
| 7 | AAPLAPPLE INC | 14,320 | $2.9B | 2.28% | |
| 8 | METAMETA PLATFORMS INC | 3,962 | $2.9B | 2.27% | |
| 9 | SPDWSPDR INDEX SHS FDS | 62,018 | $2.5B | 1.95% | |
| 10 | GOOGALPHABET INC | 13,741 | $2.4B | 1.90% | |
| 11 | AVDEAMERICAN CENTY ETF TR | 32,054 | $2.4B | 1.84% | |
| 12 | RECSCOLUMBIA ETF TR I | 60,269 | $2.2B | 1.72% | |
| 13 | QUALISHARES TR | 11,000 | $2.0B | 1.56% | |
| 14 | AVEMAMERICAN CENTY ETF TR | 29,200 | $2.0B | 1.56% | |
| 15 | JAAAJANUS DETROIT STR TR | 38,228 | $1.9B | 1.51% | |
| 16 | XFIVBONDBLOXX ETF TRUST | 37,153 | $1.8B | 1.43% | |
| 17 | BBUSJ P MORGAN EXCHANGE TRADED F | 16,058 | $1.8B | 1.40% | |
| 18 | DABSDOUBLELINE ETF TRUST | 34,177 | $1.7B | 1.35% | |
| 19 | AVGOBROADCOM INC | 5,976 | $1.6B | 1.28% | |
| 20 | SPYINEOS ETF TRUST | 32,238 | $1.6B | 1.26% | |
| 21 | JPMJPMORGAN CHASE & CO. | 5,010 | $1.5B | 1.13% | |
| 22 | GSGOLDMAN SACHS GROUP INC | 2,045 | $1.4B | 1.13% | |
| 23 | BBBSBONDBLOXX ETF TRUST | 27,434 | $1.4B | 1.10% | |
| 24 | MBSANGEL OAK FUNDS TRUST | 161,631 | $1.4B | 1.09% | |
| 25 | VVISA INC | 3,782 | $1.3B | 1.04% | |
| 26 | HELOJ P MORGAN EXCHANGE TRADED F | 21,358 | $1.3B | 1.04% | |
| 27 | IGSBISHARES TR | 24,271 | $1.3B | 1.00% | |
| 28 | XSVNBONDBLOXX ETF TRUST | 26,471 | $1.3B | 0.99% | |
| 29 | WMTWALMART INC | 12,786 | $1.3B | 0.97% | |
| 30 | SPTISPDR SERIES TRUST | 43,232 | $1.2B | 0.97% | |
| 31 | DWDMORGAN STANLEY | 8,761 | $1.2B | 0.96% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,526 | $1.2B | 0.95% | |
| 33 | GSYINVESCO ACTIVELY MANAGED EXC | 23,830 | $1.2B | 0.93% | |
| 34 | CVXCHEVRON CORP NEW | 8,294 | $1.2B | 0.92% | |
| 35 | ULSTSSGA ACTIVE ETF TR | 29,195 | $1.2B | 0.92% | |
| 36 | SMOTVANECK ETF TRUST | 32,937 | $1.1B | 0.89% | |
| 37 | XTREBONDBLOXX ETF TRUST | 22,607 | $1.1B | 0.88% | |
| 38 | FTSMFIRST TR EXCHANGE-TRADED FD | 17,695 | $1.1B | 0.82% | |
| 39 | GLDMWORLD GOLD TR | 16,128 | $1.1B | 0.82% | |
| 40 | NFLXNETFLIX INC | 789 | $1.1B | 0.82% | |
| 41 | PRFDPIMCO ETF TR | 20,011 | $1.0B | 0.79% | |
| 42 | MDTMEDTRONIC PLC | 11,575 | $1.0B | 0.78% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 3,217 | $1.0B | 0.78% | |
| 44 | LOWLOWES COS INC | 4,494 | $997.1M | 0.78% | |
| 45 | PANWPALO ALTO NETWORKS INC | 4,869 | $996.4M | 0.77% | |
| 46 | OCTWAIM ETF PRODUCTS TRUST | 26,708 | $988.5M | 0.77% | |
| 47 | URIUNITED RENTALS INC | 1,304 | $982.4M | 0.76% | |
| 48 | ABTABBOTT LABS | 7,184 | $977.1M | 0.76% | |
| 49 | PCMMBONDBLOXX ETF TRUST | 19,345 | $974.6M | 0.76% | |
| 50 | ETNEATON CORP PLC | 2,562 | $914.6M | 0.71% | |
| 51 | KOCOCA COLA CO | 12,817 | $906.8M | 0.71% | |
| 52 | APHAMPHENOL CORP NEW | 9,146 | $903.2M | 0.70% | |
| 53 | CSHINEOS ETF TRUST | 17,826 | $886.5M | 0.69% | |
| 54 | MCDMCDONALDS CORP | 3,025 | $883.8M | 0.69% | |
| 55 | MUBISHARES TR | 8,287 | $865.8M | 0.67% | |
| 56 | EXREXTRA SPACE STORAGE INC | 5,849 | $862.4M | 0.67% | |
| 57 | DYHTARGET CORP | 8,734 | $861.6M | 0.67% | |
| 58 | AZEKAZEK CO INC | 15,827 | $860.2M | 0.67% | |
| 59 | JNJJOHNSON & JOHNSON | 5,515 | $842.4M | 0.66% | |
| 60 | SBUXSTARBUCKS CORP | 9,076 | $831.6M | 0.65% | |
| 61 | ECLECOLAB INC | 3,032 | $816.9M | 0.64% | |
| 62 | PWRQUANTA SVCS INC | 2,160 | $816.7M | 0.64% | |
| 63 | NOWSERVICENOW INC | 777 | $798.8M | 0.62% | |
| 64 | XBJLINNOVATOR ETFS TRUST | 21,967 | $790.4M | 0.61% | |
| 65 | RSPINVESCO EXCHANGE TRADED FD T | 4,338 | $788.4M | 0.61% | |
| 66 | SPTSSPDR SERIES TRUST | 26,627 | $779.9M | 0.61% | |
| 67 | IGIBISHARES TR | 14,496 | $772.5M | 0.60% | |
| 68 | PYPLPAYPAL HLDGS INC | 10,286 | $764.5M | 0.59% | |
| 69 | LRCXLAM RESEARCH CORP | 7,783 | $757.6M | 0.59% | |
| 70 | DC4DEXCOM INC | 8,604 | $751.0M | 0.58% | |
| 71 | PGPROCTER AND GAMBLE CO | 4,650 | $740.8M | 0.58% | |
| 72 | SPTLSPDR SERIES TRUST | 27,762 | $737.9M | 0.57% | |
| 73 | COSTCOSTCO WHSL CORP NEW | 745 | $737.6M | 0.57% | |
| 74 | BACBANK AMERICA CORP | 15,558 | $736.2M | 0.57% | |
| 75 | BSXBOSTON SCIENTIFIC CORP | 6,844 | $735.1M | 0.57% | |
| 76 | INTUINTUIT | 932 | $734.1M | 0.57% | |
| 77 | XTENBONDBLOXX ETF TRUST | 15,292 | $705.9M | 0.55% | |
| 78 | WCNWASTE CONNECTIONS INC | 3,753 | $700.8M | 0.54% | |
| 79 | NEENEXTERA ENERGY INC | 10,070 | $699.1M | 0.54% | |
| 80 | SPABSPDR SERIES TRUST | 26,733 | $684.4M | 0.53% | |
| 81 | SNPSSYNOPSYS INC | 1,332 | $682.9M | 0.53% | |
| 82 | COPCONOCOPHILLIPS | 7,549 | $677.4M | 0.53% | |
| 83 | DCREDOUBLELINE ETF TRUST | 12,699 | $660.8M | 0.51% | |
| 84 | EQIXEQUINIX INC | 808 | $642.7M | 0.50% | |
| 85 | IVVISHARES TR | 972 | $603.5M | 0.47% | |
| 86 | LUVSOUTHWEST AIRLS CO | 17,883 | $580.1M | 0.45% | |
| 87 | AVUSAMERICAN CENTY ETF TR | 5,747 | $579.4M | 0.45% | |
| 88 | UBERUBER TECHNOLOGIES INC | 6,184 | $577.0M | 0.45% | |
| 89 | BKRBAKER HUGHES COMPANY | 15,021 | $575.9M | 0.45% | |
| 90 | PODDINSULET CORP | 1,802 | $566.2M | 0.44% | |
| 91 | ZBHZIMMER BIOMET HOLDINGS INC | 6,069 | $553.6M | 0.43% | |
| 92 | VRTXVERTEX PHARMACEUTICALS INC | 1,240 | $552.0M | 0.43% | |
| 93 | TJULINNOVATOR ETFS TRUST | 19,100 | $548.0M | 0.43% | |
| 94 | DFUSDIMENSIONAL ETF TRUST | 7,621 | $510.8M | 0.40% | |
| 95 | BILSPDR SERIES TRUST | 5,061 | $464.2M | 0.36% | |
| 96 | FEBTAIM ETF PRODUCTS TRUST | 12,690 | $445.4M | 0.35% | |
| 97 | BAPRINNOVATOR ETFS TRUST | 9,775 | $441.7M | 0.34% | |
| 98 | XBAPINNOVATOR ETFS TRUST | 11,900 | $437.2M | 0.34% | |
| 99 | CSNRCOHEN & STEERS ETF TRUST | 16,125 | $426.6M | 0.33% | |
| 100 | AGQPROSHARES TR | 7,586 | $408.5M | 0.32% |
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