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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
PGProcter And Gamble Co
Recent Activity
New Position
0.81%
$916,056
5,289 shares@ $173.21 avg price
XTREBondbloxx Etf Trust
Recent Activity
New Position
0.8%
$915,400
18,308 shares@ $50.0 avg price
MSMorgan Stanley
Recent Activity
New Position
0.77%
$879,577
8,438 shares@ $104.24 avg price
GLDMWorld Gold Tr
Recent Activity
New Position
0.77%
$878,860
16,859 shares@ $52.14 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.77%
$877,012
3,238 shares@ $270.85 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.76%
$866,535
5,347 shares@ $162.07 avg price
CSHINeos Etf Trust
Recent Activity
New Position
0.73%
$833,553
16,738 shares@ $49.81 avg price
DCREDoubleline Etf Trust
Recent Activity
New Position
0.72%
$820,297
15,781 shares@ $51.99 avg price
TGTTarget Corp
Recent Activity
New Position
0.72%
$818,889
5,254 shares@ $155.87 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.72%
$814,564
2,675 shares@ $304.51 avg price