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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92189H730

Shares:30.9K

Value:$1.0M

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

Broadcom Inc.

AVGO|11135F101

Shares:6.0K

Value:$1.0M

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

09789C846

Shares:20.0K

Value:$993.0K

% of Portfolio:0.9% ($993.0K/$111.3M)

Medtronic plc

MDT|G5960L103

Shares:11.0K

Value:$989.8K

% of Portfolio:0.9% ($989.8K/$111.3M)

78433H501

Shares:19.3K

Value:$959.0K

% of Portfolio:0.9% ($959.0K/$111.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:7.0K

Value:$931.7K

% of Portfolio:0.8% ($931.7K/$111.3M)

COCA COLA CO

KO|191216100

Shares:12.9K

Value:$923.8K

% of Portfolio:0.8% ($923.8K/$111.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:8.6K

Value:$903.8K

% of Portfolio:0.8% ($903.8K/$111.3M)

MCDONALDS CORP

MCD|580135101

Shares:2.9K

Value:$891.5K

% of Portfolio:0.8% ($891.5K/$111.3M)

TARGET CORP

TGT|87612E106

Shares:8.3K

Value:$863.2K

% of Portfolio:0.8% ($863.2K/$111.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.7K

Value:$863.0K

% of Portfolio:0.8% ($863.0K/$111.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.2K

Value:$860.5K

% of Portfolio:0.8% ($860.5K/$111.3M)

09789C671

Shares:16.8K

Value:$853.0K

% of Portfolio:0.8% ($853.0K/$111.3M)

78468R101

Shares:28.8K

Value:$842.3K

% of Portfolio:0.8% ($842.3K/$111.3M)

464288638

Shares:15.8K

Value:$830.2K

% of Portfolio:0.7% ($830.2K/$111.3M)

78464A664

Shares:30.3K

Value:$826.7K

% of Portfolio:0.7% ($826.7K/$111.3M)

NETFLIX INC

NFLX|64110L106

Shares:858

Value:$800.1K

% of Portfolio:0.7% ($800.1K/$111.3M)

UNITED RENTALS, INC.

URI|911363109

Shares:1.3K

Value:$787.8K

% of Portfolio:0.7% ($787.8K/$111.3M)

STARBUCKS CORP

SBUX|855244109

Shares:8.0K

Value:$786.3K

% of Portfolio:0.7% ($786.3K/$111.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:4.6K

Value:$777.9K

% of Portfolio:0.7% ($777.9K/$111.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189H730)✕	30.9K	QoQ +0.43% (-135) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$111.3M)	QoQ -4.45% (-$47.2K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	6.0K	QoQ +1.09% (-65) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$111.3M)	QoQ -26.99% (-$371.3K) YoY-
(cusip09789C846)✕	20.0K	QoQ +43.48% (+6.1K) YoY-	All Managers (Combined)	$993.0K	0.9% ($993.0K/$111.3M)	QoQ +45.72% (+$311.6K) YoY-
Medtronic plc(MDTcusipG5960L103)	11.0K	QoQ +3.08% (+330) YoY-	All Managers (Combined)	$989.8K	0.9% ($989.8K/$111.3M)	QoQ +15.96% (+$136.3K) YoY-
(cusip78433H501)✕	19.3K	QoQ -19.87% (-4.8K) YoY-	All Managers (Combined)	$959.0K	0.9% ($959.0K/$111.3M)	QoQ -20.18% (-$242.5K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	7.0K	QoQ +1.81% (+125) YoY-	All Managers (Combined)	$931.7K	0.8% ($931.7K/$111.3M)	QoQ +19.40% (+$151.4K) YoY-
COCA COLA CO(KOcusip191216100)	12.9K	QoQ +2.64% (+332) YoY-	All Managers (Combined)	$923.8K	0.8% ($923.8K/$111.3M)	QoQ +18.07% (+$141.4K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	8.6K	QoQ +11.96% (+920) YoY-	All Managers (Combined)	$903.8K	0.8% ($903.8K/$111.3M)	QoQ +18.57% (+$141.6K) YoY-
MCDONALDS CORP(MCDcusip580135101)	2.9K	QoQ +3.06% (+85) YoY-	All Managers (Combined)	$891.5K	0.8% ($891.5K/$111.3M)	QoQ +11.06% (+$88.8K) YoY-
TARGET CORP(TGTcusip87612E106)	8.3K	QoQ +13.56% (-988) YoY-	All Managers (Combined)	$863.2K	0.8% ($863.2K/$111.3M)	QoQ -12.32% (-$121.4K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	3.7K	QoQ +13.70% (+446) YoY-	All Managers (Combined)	$863.0K	0.8% ($863.0K/$111.3M)	QoQ +7.45% (+$59.9K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	5.2K	QoQ +3.84% (+192) YoY-	All Managers (Combined)	$860.5K	0.8% ($860.5K/$111.3M)	QoQ +19.07% (+$137.9K) YoY-
(cusip09789C671)✕	16.8K	QoQ NEW(+16.8K) YoY-	All Managers (Combined)	$853.0K	0.8% ($853.0K/$111.3M)	QoQ NEW(+$853.0K) YoY-
(cusip78468R101)✕	28.8K	QoQ NEW(+28.8K) YoY-	All Managers (Combined)	$842.3K	0.8% ($842.3K/$111.3M)	QoQ NEW(+$842.3K) YoY-
(cusip464288638)✕	15.8K	QoQ -72.27% (-41.2K) YoY-	All Managers (Combined)	$830.2K	0.7% ($830.2K/$111.3M)	QoQ -71.73% (-$2.1M) YoY-
(cusip78464A664)✕	30.3K	QoQ -5.08% (-1.6K) YoY-	All Managers (Combined)	$826.7K	0.7% ($826.7K/$111.3M)	QoQ -1.21% (-$10.1K) YoY-
NETFLIX INC(NFLXcusip64110L106)	858	QoQ +3.00% (+25) YoY-	All Managers (Combined)	$800.1K	0.7% ($800.1K/$111.3M)	QoQ +7.76% (+$57.6K) YoY-
UNITED RENTALS, INC.(URIcusip911363109)	1.3K	QoQ +21.21% (+220) YoY-	All Managers (Combined)	$787.8K	0.7% ($787.8K/$111.3M)	QoQ +7.83% (+$57.3K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	8.0K	QoQ +5.52% (+420) YoY-	All Managers (Combined)	$786.3K	0.7% ($786.3K/$111.3M)	QoQ +13.43% (+$93.2K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	4.6K	QoQ +10.22% (+423) YoY-	All Managers (Combined)	$777.9K	0.7% ($777.9K/$111.3M)	QoQ +3.36% (+$25.4K) YoY-