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
PANWPalo Alto Networks Inc Recent Activity New Position	0.63%	$709,919 2,077 shares@ $341.81 avg price	New Position
COPConocophillips Recent Activity New Position	0.61%	$692,322 6,576 shares@ $105.29 avg price	New Position
AMDAdvanced Micro Devices Inc Recent Activity New Position	0.59%	$671,415 4,092 shares@ $164.08 avg price	New Position
NEENextera Energy Inc Recent Activity New Position	0.56%	$635,243 7,515 shares@ $84.54 avg price	New Position
ECLEcolab Inc Recent Activity New Position	0.55%	$628,877 2,463 shares@ $255.33 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.55%	$618,791 698 shares@ $886.53 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.54%	$610,869 683 shares@ $894.4 avg price	New Position
XFIVBondbloxx Etf Trust Recent Activity New Position	0.54%	$610,008 12,201 shares@ $50.0 avg price	New Position
PFEPfizer Inc Recent Activity New Position	0.53%	$606,438 20,955 shares@ $28.95 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.52%	$589,965 1,780 shares@ $331.45 avg price	New Position