Jeff Foley

@Paladin Wealth, Llc

Latest period2024 - Q3

Reported3mo 7d ago

Managed Assets$114.451M

Total holdings214

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paladin Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Paladin Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 114.451M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Jeff Foley, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPLGSpdr Ser Tr Recent Activity New Position	6.12%	$6.998M 103,664 shares@ $67.52 avg price	New Position
SPDWSpdr Index Shs Fds Recent Activity New Position	3.3%	$3.767M 100,291 shares@ $37.56 avg price	New Position
IGIBIshares Tr Recent Activity New Position	3.25%	$3.708M 69,031 shares@ $53.72 avg price	New Position
JMBSJanus Detroit Str Tr Recent Activity New Position	2.81%	$3.213M 68,867 shares@ $46.66 avg price	New Position
SIXJAim Etf Products Trust Recent Activity New Position	2.73%	$3.122M 106,177 shares@ $29.41 avg price	New Position
AAPLApple Inc Recent Activity New Position	2.51%	$2.871M 12,320 shares@ $233.0 avg price	New Position
HELOJ P Morgan Exchange Traded F Recent Activity New Position	2.41%	$2.758M 45,110 shares@ $61.15 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	2.35%	$2.678M 6,224 shares@ $430.3 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	2.18%	$2.486M 13,343 shares@ $186.34 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	2.03%	$2.316M 19,068 shares@ $121.45 avg price	New Position