Portfolio (Quarterly)
Guide ↗
Paladin Wealth, LLC
· CIK 0002040377| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XTRE | BONDBLOXX ETF TRUST | — | 32,421 | $1.6M | 1.10% | SOLD |
| 2 | IGIB | ISHARES TR | — | 21,377 | $1.1M | 0.78% | SOLD |
| 3 | BTCO | INVESCO GALAXY BITCOIN ETF | Financial Services | 16,537 | $1.1M | 0.77% | SOLD |
| 4 | IGSB | ISHARES TR | — | 13,985 | $735K | 0.51% | SOLD |
| 5 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 1,074 | $480K | 0.33% | SOLD |
| 6 | ARKW | ARK ETF TR | — | 3,418 | $412K | 0.28% | SOLD |
| 7 | PODD | INSULET CORP | Healthcare | 1,861 | $391K | 0.27% | SOLD |
| 8 | — | INNOVATOR ETFS TRUST | — | 14,491 | $300K | 0.21% | SOLD |
| 9 | — | INNOVATOR ETFS TRUST | — | 9,606 | $278K | 0.19% | SOLD |
| 10 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 3,143 | $253K | 0.17% | SOLD |
| 11 | XOM | EXXON MOBIL CORP | Energy | 1,265 | $215K | 0.15% | SOLD |
| 12 | JULT | AIM ETF PRODUCTS TRUST | — | 4,558 | $200K | 0.14% | SOLD |
Sector Allocation
Technology
31.7%
Financial Services
17.0%
Consumer Cyclical
10.3%
Healthcare
10.1%
Industrials
8.3%
Consumer Defensive
7.3%
Communication Services
5.0%
Energy
4.4%
Basic Materials
2.2%
Utilities
1.9%