Filer Name: PALADIN WEALTH, LLC
CIK: 2040377
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 95
Portfolio Value: $0.12B

Paladin Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 142,133 $10M 8.47% 37.1% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 107,678 $4M 3.18% 7.4% -
AMZN US AMAZON.COM INC 15,381 $3M 2.92% 15.3% -
JSI US JH SECURITIZED INCOME ETF 61,474 $3M 2.75% 43.0% -
DMBS US DOUBLELINE MORTGAGE ETF 65,110 $3M 2.71% 138.3% -
AAPL US APPLE INC 12,325 $3M 2.67% 0.0% -
JMBS US JANUS HENDERSON MORTG BACKED 68,521 $3M 2.62% -0.5% -
MSFT US MICROSOFT CORP 7,206 $3M 2.62% 15.8% -
IGIB US ISHARES 5-10Y INV GRADE CORP 57,027 $3M 2.54% -17.4% -
NVDA US NVIDIA CORP 21,207 $3M 2.46% 11.2% -
GOOG US ALPHABET INC-CL C 12,606 $2M 2.07% 0.9% -
SPYI US NEOS S&P 500 HIGH INCOME ETF 45,023 $2M 1.98% 36.8% -
META US META PLATFORMS INC-CLASS A 3,765 $2M 1.91% 8.8% -
XBJL US INN US EQ ACC 9 BUFF JULY 63,486 $2M 1.87% 45.9% -
OCTW US ALLIANZIM US LC BUFFER20 OCT 59,661 $2M 1.83% 100.0% -
HELO US JPMORGAN HEDGED EQUITY ETF 32,258 $2M 1.73% -28.5% -
JAAA US JANUS HENDERSON AAA CLO ETF 38,891 $2M 1.70% 33.4% -
QUAL US ISHARES MSCI USA QUALITY FAC 10,222 $2M 1.57% -1.1% -
FTSM US FIRST TRUST ENH SHORT MAT FD 23,961 $1M 1.24% -13.4% -
AVGO US BROADCOM INC 5,934 $1M 1.19% 5.9% -
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