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Jeff Foley

@Paladin Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$114.451MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XBJLInnovator Etfs Trust
Recent Activity
New Position
1.28%
$1.457M
43,507 shares@ $33.48 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
New Position
1.24%
$1.409M
23,675 shares@ $59.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
New Position
1.21%
$1.38M
2,361 shares@ $584.68 avg price
DMBSDoubleline Etf Trust
Recent Activity
New Position
1.21%
$1.377M
27,317 shares@ $50.39 avg price
SMOTVaneck Etf Trust
Recent Activity
New Position
1.19%
$1.361M
38,859 shares@ $35.04 avg price
GBUYGoldman Sachs Etf Tr
Recent Activity
New Position
1.14%
$1.301M
37,210 shares@ $34.96 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
1.06%
$1.209M
18,720 shares@ $64.61 avg price
PFEBInnovator Etfs Trust
Recent Activity
New Position
1.05%
$1.2M
33,304 shares@ $36.05 avg price
IQLTIshares Tr
Recent Activity
New Position
1.05%
$1.198M
28,878 shares@ $41.5 avg price
BBBSBondbloxx Etf Trust
Recent Activity
New Position
1.02%
$1.158M
22,478 shares@ $51.51 avg price