Jeff Foley

@Paladin Wealth, Llc

Latest period2024 - Q3

Reported3mo 8d 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
WMTWalmart Inc Recent Activity New Position	0.93%	$1.053M 13,044 shares@ $80.75 avg price	New Position
TJULInnovator Etfs Trust Recent Activity New Position	0.91%	$1.041M 37,950 shares@ $27.44 avg price	New Position
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.88%	$997,384 2,167 shares@ $460.27 avg price	New Position
SPTISpdr Ser Tr Recent Activity New Position	0.87%	$995,248 34,248 shares@ $29.07 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.85%	$966,691 5,604 shares@ $172.51 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.84%	$951,190 4,511 shares@ $210.87 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.84%	$951,106 1,921 shares@ $495.11 avg price	New Position
CVXChevron Corp New Recent Activity New Position	0.83%	$949,892 6,450 shares@ $147.28 avg price	New Position
PRFDPimco Etf Tr Recent Activity New Position	0.82%	$927,063 17,942 shares@ $51.67 avg price	New Position
SPABSpdr Ser Tr Recent Activity New Position	0.81%	$918,246 35,128 shares@ $26.15 avg price	New Position