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