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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
SPLGSpdr Ser Tr
Recent Activity
New Position
6.12%
$6.998M
103,664 shares@ $67.52 avg price
SPDWSpdr Index Shs Fds
Recent Activity
New Position
3.3%
$3.767M
100,291 shares@ $37.56 avg price
IGIBIshares Tr
Recent Activity
New Position
3.25%
$3.708M
69,031 shares@ $53.72 avg price
JMBSJanus Detroit Str Tr
Recent Activity
New Position
2.81%
$3.213M
68,867 shares@ $46.66 avg price
SIXJAim Etf Products Trust
Recent Activity
New Position
2.73%
$3.122M
106,177 shares@ $29.41 avg price
AAPLApple Inc
Recent Activity
New Position
2.51%
$2.871M
12,320 shares@ $233.0 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
2.41%
$2.758M
45,110 shares@ $61.15 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
2.35%
$2.678M
6,224 shares@ $430.3 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
2.18%
$2.486M
13,343 shares@ $186.34 avg price
NVDANvidia Corporation
Recent Activity
New Position
2.03%
$2.316M
19,068 shares@ $121.45 avg price