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Home > Institutional Investor > Paladin Wealth, Llc > Profile

Instuitional Investor - Paladin Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Paladin Wealth, Llc
Portfolio Value $111,321,850
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 103,704 $6,819,601 6.13%
2.
Janus Detroit Str Tr
 84,134 $3,802,857 3.42%
3.
Amazon Com Inc
 AMZN 16,452 $3,130,158 2.81%
4.
Apple Inc.
 AAPL 13,337 $2,962,548 2.66%
5.
Microsoft Corp
 MSFT 7,891 $2,962,202 2.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)