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
JSIJanus Detroit Str Tr Recent Activity New Position	1.99%	$2.277M 42,975 shares@ $52.98 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	1.83%	$2.089M 12,497 shares@ $167.19 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	1.74%	$1.981M 3,461 shares@ $572.45 avg price	New Position
QUALIshares Tr Recent Activity New Position	1.62%	$1.853M 10,333 shares@ $179.31 avg price	New Position
SPYINeos Etf Trust Recent Activity New Position	1.48%	$1.686M 32,902 shares@ $51.24 avg price	New Position
TFJLInnovator Etfs Trust Recent Activity New Position	1.46%	$1.661M 78,857 shares@ $21.06 avg price	New Position
FTSMFirst Tr Exchange-traded Fd Recent Activity New Position	1.45%	$1.656M 27,665 shares@ $59.88 avg price	New Position
ULSTSsga Active Etf Tr Recent Activity New Position	1.33%	$1.52M 37,285 shares@ $40.79 avg price	New Position
GSYInvesco Actively Managed Exc Recent Activity New Position	1.33%	$1.514M 30,177 shares@ $50.19 avg price	New Position
JAAAJanus Detroit Str Tr Recent Activity New Position	1.3%	$1.483M 29,144 shares@ $50.89 avg price	New Position