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
PYPLPaypal Hldgs Inc Recent Activity New Position	0.71%	$806,986 10,342 shares@ $78.03 avg price	New Position
MDTMedtronic Plc Recent Activity New Position	0.69%	$789,383 8,768 shares@ $90.03 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.69%	$785,438 970 shares@ $809.73 avg price	New Position
MBSAngel Oak Funds Trust Recent Activity New Position	0.69%	$782,729 87,947 shares@ $8.91 avg price	New Position
KOCoca Cola Co Recent Activity New Position	0.68%	$769,262 10,705 shares@ $71.87 avg price	New Position
LMBSFirst Tr Exchange-traded Fd Recent Activity New Position	0.67%	$763,384 15,450 shares@ $49.41 avg price	New Position
VVisa Inc Recent Activity New Position	0.67%	$756,663 2,752 shares@ $274.96 avg price	New Position
EXRExtra Space Storage Inc Recent Activity New Position	0.66%	$754,997 4,190 shares@ $180.2 avg price	New Position
ABTAbbott Labs Recent Activity New Position	0.66%	$747,906 6,560 shares@ $114.02 avg price	New Position
SBUXStarbucks Corp Recent Activity New Position	0.65%	$734,491 7,534 shares@ $97.5 avg price	New Position