Paladin-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AZEK",
  "ABT",
  "AVDE",
  "AVGO",
  "LOW",
  "AVEM",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  "LRCX",
  null,
  null,
  null,
  null,
  "PWR",
  null,
  "MDT",
  "MSFT",
  "MS",
  "EQIX",
  null,
  "PANW",
  "PYPL",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  null,
  null,
  null,
  "NOW",
  "SLB",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  null,
  "SBUX",
  "SNPS",
  "TGT",
  null,
  null,
  null,
  "GPN",
  null,
  "APH",
  "WCN",
  "BKR",
  "AMZN",
  "LUV",
  null,
  "V",
  "WMT",
  "ZBH",
  "EXR",
  "BAC",
  "BRK-B",
  null,
  "CVX",
  "KO",
  "COP",
  "COST",
  "DXCM",
  "RSP",
  "NEE",
  null,
  "ETN",
  "GOOG",
  "JNJ",
  "NFLX",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 95
Total Value: 111321850
Accession Number: 0002040377-25-000002
Form Type: 13F-HR
CIK: paladin-wealth
Manager Name: Paladin-Wealth

Data Enrichment

64% identified

61 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $111.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VISA INC.

V|92826C839

Shares:3.9K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$111.3M)

464288646

Shares:26.1K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$111.3M)

78464A672

Shares:46.7K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$111.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.4K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$111.3M)

46654Q724

Shares:21.4K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$111.3M)

CHEVRON CORP

CVX|166764100

Shares:7.6K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$111.3M)

78467V707

Shares:31.2K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$111.3M)

46090A887

Shares:25.2K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$111.3M)

03463K737

Shares:141.5K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$111.3M)

09789C754

Shares:24.0K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$111.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.0K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$111.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.2K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$111.3M)

Walmart Inc.

WMT|931142103

Shares:13.2K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$111.3M)

33739Q408

Shares:19.3K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$111.3M)

09789C820

Shares:23.4K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$111.3M)

72201R619

Shares:21.6K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$111.3M)

45783Y889

Shares:31.9K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$111.3M)

MORGAN STANLEY

MS|617446448

Shares:8.8K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$111.3M)

98149E303

Shares:16.5K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$111.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.0K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$111.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	3.9K	QoQ +1.42% (+55) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$111.3M)	QoQ +12.47% (+$151.8K) YoY-
(cusip464288646)✕	26.1K	QoQ +136.77% (+15.1K) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$111.3M)	QoQ +139.84% (+$797.2K) YoY-
(cusip78464A672)✕	46.7K	QoQ NEW(+46.7K) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$111.3M)	QoQ NEW(+$1.3M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.4K	QoQ +4.45% (+103) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$111.3M)	QoQ +22.73% (+$238.1K) YoY-
(cusip46654Q724)✕	21.4K	QoQ -33.74% (-10.9K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$111.3M)	QoQ -36.26% (-$725.7K) YoY-
CHEVRON CORP(CVXcusip166764100)	7.6K	QoQ +6.60% (+471) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$111.3M)	QoQ +23.12% (+$239.0K) YoY-
(cusip78467V707)✕	31.2K	QoQ +2.23% (+681) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$111.3M)	QoQ +2.84% (+$35.0K) YoY-
(cusip46090A887)✕	25.2K	QoQ +2.34% (+577) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$111.3M)	QoQ +2.36% (+$29.2K) YoY-
(cusip03463K737)✕	141.5K	QoQ +7.15% (+9.4K) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$111.3M)	QoQ +9.03% (+$101.8K) YoY-
(cusip09789C754)✕	24.0K	QoQ +7.56% (+1.7K) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$111.3M)	QoQ +8.70% (+$98.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.0K	QoQ +5.78% (+273) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$111.3M)	QoQ +8.25% (+$93.3K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.2K	QoQ +7.79% (+156) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$111.3M)	QoQ +2.83% (+$32.5K) YoY-
Walmart Inc.(WMTcusip931142103)	13.2K	QoQ +7.96% (+973) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$111.3M)	QoQ +4.90% (+$54.1K) YoY-
(cusip33739Q408)✕	19.3K	QoQ -19.64% (-4.7K) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$111.3M)	QoQ -19.55% (-$280.0K) YoY-
(cusip09789C820)✕	23.4K	QoQ +58.96% (+8.7K) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$111.3M)	QoQ +64.08% (+$436.3K) YoY-
(cusip72201R619)✕	21.6K	QoQ -15.65% (-4.0K) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$111.3M)	QoQ -15.19% (-$195.3K) YoY-
(cusip45783Y889)✕	31.9K	QoQ -49.80% (-31.6K) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$111.3M)	QoQ -50.25% (-$1.1M) YoY-
MORGAN STANLEY(MScusip617446448)	8.8K	QoQ +9.61% (+775) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$111.3M)	QoQ +1.72% (+$17.5K) YoY-
(cusip98149E303)✕	16.5K	QoQ +1.59% (+259) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$111.3M)	QoQ +20.93% (+$177.1K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	6.0K	QoQ +7.36% (+410) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$111.3M)	QoQ +9.13% (+$85.3K) YoY-