Portfolio (Quarterly)
Guide ↗
Paladin Wealth, LLC
· CIK 0002040377| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | EIX | EDISON INTL | Utilities | 2,854.0 | $209K | 0.14% | NEW | — | $73.18 | -2.7% |
| 122 | JULT | AIM ETF PRODUCTS TRUST | — | 4,558.0 | $200K | 0.14% | -761.0 | -14.3% | $43.96 | +7.7% |
| 123 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 20,612.0 | $104K | 0.07% | NEW | — | $5.03 | +6.6% |
| 124 | NMR | NOMURA HLDGS INC | Financial Services | 12,629.0 | $100K | 0.07% | NEW | — | $7.89 | +2.8% |
| 125 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 11,973.0 | $95K | 0.07% | NEW | — | $7.94 | +17.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
24.0%
Financial Services
17.2%
Healthcare
11.1%
Consumer Cyclical
10.7%
Communication Services
10.1%
Consumer Defensive
7.8%
Industrials
7.2%
Energy
5.8%
Basic Materials
2.8%
Real Estate
2.0%