Paladin Advisory Group
Latest statistics and disclosures from Paladin Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, GOVT, IEFA, JPST, AAPL, and represent 23.72% of Paladin Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: AVGO, JEPQ, IWD, QQQ, JMST, IEFA, AVLV, GOVT, IVV, NOBL.
- Started 11 new stock positions in DUHP, DFIV, DIHP, AVDV, MEAR, AVUV, QUAL, DFLV, AOR, DFUV. MTUM.
- Reduced shares in these 10 stocks: SPAB, JEPI, SCHD, EFG, BABA, IWF, XLRE, IGIB, SPEM, JPST.
- Sold out of its position in ALLE.
- Paladin Advisory Group was a net buyer of stock by $1.2M.
- Paladin Advisory Group has $136M in assets under management (AUM), dropping by 5.69%.
- Central Index Key (CIK): 0001899703
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Portfolio Holdings for Paladin Advisory Group
Paladin Advisory Group holds 235 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.6 | $9.0M | 24k | 375.37 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 5.5 | $7.4M | +2% | 316k | 23.45 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.9 | $6.6M | +4% | 85k | 78.05 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.4 | $4.6M | -2% | 92k | 50.74 |
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| Apple (AAPL) | 3.3 | $4.5M | 19k | 233.00 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.2 | $4.3M | +3% | 41k | 106.76 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.9 | $3.9M | -8% | 46k | 84.53 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.8 | $3.9M | +6% | 59k | 65.83 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 2.8 | $3.8M | 83k | 46.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $3.5M | +5% | 6.0k | 576.82 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.5 | $3.4M | 5.9k | 569.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $3.3M | +10% | 6.8k | 488.07 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.4 | $3.3M | +20% | 60k | 54.93 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 2.3 | $3.2M | +4% | 77k | 41.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $3.1M | +3% | 26k | 116.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $3.0M | 5.2k | 573.76 |
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| Ishares Tr National Mun Etf (MUB) | 2.2 | $3.0M | +2% | 28k | 108.63 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.1 | $2.8M | -5% | 64k | 44.67 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.0 | $2.7M | 51k | 52.98 |
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| NVIDIA Corporation (NVDA) | 1.6 | $2.2M | -5% | 18k | 121.44 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.5 | $2.1M | 55k | 37.56 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $1.8M | +5% | 6.3k | 283.16 |
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| Amazon (AMZN) | 1.3 | $1.8M | -4% | 9.6k | 186.33 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.7M | 4.0k | 430.30 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 1.3 | $1.7M | +3% | 66k | 26.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.7M | -4% | 10k | 165.85 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.2 | $1.7M | -13% | 15k | 107.65 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.2 | $1.6M | +18% | 32k | 50.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $1.6M | 3.0k | 527.58 |
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| Chubb (CB) | 1.2 | $1.6M | 5.4k | 288.39 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.1 | $1.5M | 37k | 41.76 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $1.3M | 2.7k | 493.80 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $1.3M | -25% | 22k | 59.51 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.3M | 15k | 83.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $1.2M | +73% | 6.5k | 189.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.0M | 6.1k | 167.19 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $1.0M | 16k | 62.69 |
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| UnitedHealth (UNH) | 0.7 | $1000k | 1.7k | 584.68 |
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| Broadcom (AVGO) | 0.7 | $895k | +813% | 5.2k | 172.50 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $709k | -23% | 6.7k | 106.12 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.5 | $707k | -43% | 27k | 26.14 |
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| Trane Technologies SHS (TT) | 0.5 | $673k | -3% | 1.7k | 388.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $653k | 11k | 62.32 |
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| Meta Platforms Cl A (META) | 0.5 | $646k | -10% | 1.1k | 572.44 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $591k | 2.8k | 210.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $573k | 4.5k | 128.19 |
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| American Tower Reit (AMT) | 0.4 | $535k | 2.3k | 232.56 |
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| Eli Lilly & Co. (LLY) | 0.4 | $523k | 590.00 | 885.94 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $511k | -2% | 11k | 45.51 |
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| Visa Com Cl A (V) | 0.4 | $502k | 1.8k | 274.95 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $489k | 2.2k | 225.76 |
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| Eaton Corp SHS (ETN) | 0.4 | $486k | 1.5k | 331.44 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $467k | 901.00 | 517.78 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $427k | 4.2k | 101.87 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $422k | 2.4k | 173.67 |
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| salesforce (CRM) | 0.3 | $396k | 1.4k | 273.71 |
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| Costco Wholesale Corporation (COST) | 0.3 | $392k | 442.00 | 886.52 |
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| Micron Technology (MU) | 0.3 | $390k | -13% | 3.8k | 103.71 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $385k | 1.1k | 353.48 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $380k | 1.6k | 243.06 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $377k | 4.5k | 84.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $375k | 3.2k | 117.29 |
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| Booking Holdings (BKNG) | 0.3 | $358k | 85.00 | 4212.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $358k | 1.3k | 284.00 |
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| Us Bancorp Del Com New (USB) | 0.3 | $354k | 7.7k | 45.73 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $354k | 4.3k | 82.94 |
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| Home Depot (HD) | 0.3 | $349k | -7% | 860.00 | 405.20 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $309k | 3.0k | 104.18 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $301k | -6% | 3.1k | 97.40 |
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| Illinois Tool Works (ITW) | 0.2 | $289k | 1.1k | 262.07 |
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| Bank of America Corporation (BAC) | 0.2 | $282k | 7.1k | 39.68 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $280k | -2% | 609.00 | 460.26 |
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| Honeywell International (HON) | 0.2 | $276k | 1.3k | 206.71 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $247k | 4.3k | 57.41 |
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| Lowe's Companies (LOW) | 0.2 | $247k | 911.00 | 270.85 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $245k | -3% | 2.8k | 88.28 |
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| Merck & Co (MRK) | 0.2 | $240k | 2.1k | 113.56 |
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| Intercontinental Exchange (ICE) | 0.2 | $231k | -2% | 1.4k | 160.64 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $229k | +36% | 3.7k | 61.14 |
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| H&R Block (HRB) | 0.2 | $228k | 3.6k | 63.55 |
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| Amphenol Corp Cl A (APH) | 0.2 | $223k | 3.4k | 65.16 |
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| Abbott Laboratories (ABT) | 0.2 | $206k | -5% | 1.8k | 114.01 |
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| Pepsi (PEP) | 0.2 | $205k | 1.2k | 170.05 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $204k | -40% | 5.0k | 41.28 |
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| Starbucks Corporation (SBUX) | 0.1 | $196k | 2.0k | 97.49 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $192k | -42% | 3.6k | 53.72 |
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| Nike CL B (NKE) | 0.1 | $192k | 2.2k | 88.40 |
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| CSX Corporation (CSX) | 0.1 | $186k | 5.4k | 34.53 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $183k | 1.5k | 121.16 |
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| Monster Beverage Corp (MNST) | 0.1 | $175k | 3.3k | 52.17 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $169k | 1.2k | 135.44 |
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| Wells Fargo & Company (WFC) | 0.1 | $166k | +207% | 2.9k | 56.49 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $163k | 7.7k | 21.01 |
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| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $161k | 8.5k | 18.95 |
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| Globe Life (GL) | 0.1 | $161k | 1.5k | 105.91 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $160k | 2.1k | 76.70 |
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| Linde SHS (LIN) | 0.1 | $156k | 326.00 | 476.86 |
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| Celanese Corporation (CE) | 0.1 | $148k | 1.1k | 135.96 |
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| Workiva Com Cl A (WK) | 0.1 | $147k | 1.9k | 79.12 |
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| Pfizer (PFE) | 0.1 | $141k | 4.9k | 28.94 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $140k | 1.2k | 117.62 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $137k | -18% | 2.5k | 54.68 |
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| Oracle Corporation (ORCL) | 0.1 | $134k | -5% | 787.00 | 170.40 |
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| McKesson Corporation (MCK) | 0.1 | $124k | 251.00 | 494.42 |
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| Morgan Stanley Com New (MS) | 0.1 | $121k | 1.2k | 104.24 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $120k | 810.00 | 148.48 |
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| Goldman Sachs (GS) | 0.1 | $116k | 234.00 | 495.11 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $116k | +18% | 1.2k | 96.52 |
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| Ingersoll Rand (IR) | 0.1 | $109k | 1.1k | 98.16 |
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| Valero Energy Corporation (VLO) | 0.1 | $108k | 800.00 | 135.03 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $107k | 169.00 | 631.82 |
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| Applied Materials (AMAT) | 0.1 | $101k | 500.00 | 202.05 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $101k | -21% | 502.00 | 200.37 |
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| Procter & Gamble Company (PG) | 0.1 | $98k | 568.00 | 173.20 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $97k | 308.00 | 314.39 |
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| Carrier Global Corporation (CARR) | 0.1 | $95k | 1.2k | 80.49 |
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| Cummins (CMI) | 0.1 | $93k | 288.00 | 323.79 |
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| Tesla Motors (TSLA) | 0.1 | $93k | 354.00 | 261.63 |
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| McDonald's Corporation (MCD) | 0.1 | $93k | 304.00 | 304.51 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.1 | $92k | 3.3k | 27.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $91k | +343% | 523.00 | 174.57 |
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| Edwards Lifesciences (EW) | 0.1 | $90k | 1.4k | 65.99 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $89k | +6% | 1.3k | 67.51 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $84k | 355.00 | 237.21 |
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| Yum! Brands (YUM) | 0.1 | $83k | -38% | 591.00 | 139.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $80k | +165% | 1.5k | 52.81 |
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| Ecolab (ECL) | 0.1 | $79k | 309.00 | 255.33 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $79k | 1.1k | 73.67 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $79k | 787.00 | 99.69 |
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| Boeing Company (BA) | 0.1 | $78k | 513.00 | 152.04 |
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| International Business Machines (IBM) | 0.1 | $77k | 348.00 | 221.08 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $77k | 4.0k | 19.07 |
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| Dollar Tree (DLTR) | 0.1 | $75k | 1.1k | 70.32 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $73k | 807.00 | 90.40 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $69k | +2% | 684.00 | 101.27 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $68k | +8% | 1.3k | 51.12 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $66k | 380.00 | 174.05 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $65k | 784.00 | 83.00 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $62k | NEW | 2.0k | 30.81 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $60k | 1.0k | 59.22 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $60k | 302.00 | 197.17 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $59k | 407.00 | 145.60 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $59k | 504.00 | 117.22 |
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| Walt Disney Company (DIS) | 0.0 | $58k | 599.00 | 96.19 |
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| Constellation Brands Cl A (STZ) | 0.0 | $58k | 223.00 | 257.69 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $57k | 373.00 | 154.02 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $56k | 200.00 | 281.37 |
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| Intuit (INTU) | 0.0 | $54k | 87.00 | 621.00 |
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| Verizon Communications (VZ) | 0.0 | $53k | 1.2k | 44.91 |
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| Dover Corporation (DOV) | 0.0 | $52k | 272.00 | 191.74 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $51k | 304.00 | 169.23 |
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| Rollins (ROL) | 0.0 | $51k | 1.0k | 50.58 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $51k | NEW | 1.3k | 38.08 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $49k | 444.00 | 109.91 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $48k | 1.0k | 46.34 |
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| Stryker Corporation (SYK) | 0.0 | $45k | 125.00 | 361.26 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $42k | NEW | 835.00 | 50.31 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $41k | 420.00 | 98.16 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $40k | -10% | 912.00 | 43.42 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $39k | 449.00 | 87.80 |
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| Principal Financial (PFG) | 0.0 | $39k | 449.00 | 85.90 |
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| Wp Carey (WPC) | 0.0 | $37k | 598.00 | 62.30 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $37k | 880.00 | 41.77 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $37k | 353.00 | 103.94 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $36k | 511.00 | 70.83 |
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| CVS Caremark Corporation (CVS) | 0.0 | $36k | 574.00 | 62.88 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $36k | 61.00 | 584.56 |
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| Voya Financial (VOYA) | 0.0 | $33k | 415.00 | 79.22 |
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| Emerson Electric (EMR) | 0.0 | $32k | 292.00 | 109.37 |
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| Casey's General Stores (CASY) | 0.0 | $32k | 84.00 | 375.71 |
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| Cigna Corp (CI) | 0.0 | $31k | 90.00 | 346.44 |
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| Uber Technologies (UBER) | 0.0 | $30k | 400.00 | 75.16 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $30k | 337.00 | 88.14 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $29k | +46% | 420.00 | 70.06 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $29k | NEW | 305.00 | 95.95 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $29k | 362.00 | 80.78 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $29k | 252.00 | 115.02 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $26k | NEW | 621.00 | 41.69 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $25k | 500.00 | 50.79 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $25k | NEW | 122.00 | 202.76 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $25k | NEW | 891.00 | 27.70 |
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| Eversource Energy (ES) | 0.0 | $23k | 334.00 | 68.05 |
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| Nutrien (NTR) | 0.0 | $23k | 468.00 | 48.06 |
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| Qualcomm (QCOM) | 0.0 | $21k | 126.00 | 170.05 |
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| Rockwell Automation (ROK) | 0.0 | $20k | 74.00 | 268.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $19k | 49.00 | 383.94 |
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| Tyson Foods Cl A (TSN) | 0.0 | $18k | 300.00 | 59.56 |
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| ConocoPhillips (COP) | 0.0 | $18k | 169.00 | 105.28 |
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| Alliant Energy Corporation (LNT) | 0.0 | $17k | 286.00 | 60.69 |
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| Lumos Pharma (LUMO) | 0.0 | $17k | 4.4k | 3.87 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $15k | 435.00 | 35.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $15k | 108.00 | 135.07 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $14k | 57.00 | 243.47 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $14k | NEW | 395.00 | 34.07 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $13k | NEW | 75.00 | 179.31 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $13k | 254.00 | 52.86 |
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| Medtronic SHS (MDT) | 0.0 | $12k | 132.00 | 90.03 |
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| Playags (AGS) | 0.0 | $10k | 900.00 | 11.39 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $10k | 178.00 | 57.53 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $10k | 400.00 | 25.60 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $10k | 36.00 | 276.75 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $9.5k | 79.00 | 119.76 |
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| Kenvue (KVUE) | 0.0 | $9.3k | 401.00 | 23.13 |
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| Evergy (EVRG) | 0.0 | $9.0k | 145.00 | 62.01 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $8.2k | NEW | 138.00 | 59.24 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $8.1k | 87.00 | 93.11 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $8.0k | 13.00 | 618.54 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $7.8k | 68.00 | 114.85 |
|
|
| Constellation Energy (CEG) | 0.0 | $7.5k | 29.00 | 260.03 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $7.4k | 200.00 | 37.20 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $7.0k | 101.00 | 69.26 |
|
|
| Danaher Corporation (DHR) | 0.0 | $7.0k | 25.00 | 278.04 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $6.8k | 143.00 | 47.85 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $6.4k | 31.00 | 206.35 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $6.4k | 52.00 | 122.46 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $5.9k | 225.00 | 26.27 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $5.7k | 130.00 | 43.59 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $4.7k | NEW | 66.00 | 70.67 |
|
| L3harris Technologies (LHX) | 0.0 | $4.5k | 19.00 | 237.89 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $4.4k | 418.00 | 10.56 |
|
|
| Amgen (AMGN) | 0.0 | $4.2k | 13.00 | 322.23 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $3.9k | 100.00 | 39.18 |
|
|
| Exelon Corporation (EXC) | 0.0 | $3.5k | 87.00 | 40.55 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.4k | 52.00 | 64.81 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.7k | 35.00 | 77.17 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.6k | 22.00 | 118.64 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $2.5k | 23.00 | 107.00 |
|
|
| Lci Industries (LCII) | 0.0 | $2.4k | 20.00 | 120.55 |
|
|
| Corteva (CTVA) | 0.0 | $2.4k | 41.00 | 58.78 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $2.0k | 21.00 | 95.76 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $1.2k | 39.00 | 30.62 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $895.000000 | 8.00 | 111.88 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $631.000000 | 8.00 | 78.88 |
|
|
| Lucid Group (LCID) | 0.0 | $353.000000 | 100.00 | 3.53 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $123.000000 | 2.00 | 61.50 |
|
Past Filings by Paladin Advisory Group
SEC 13F filings are viewable for Paladin Advisory Group going back to 2021
- Paladin Advisory Group 2024 Q3 filed Nov. 5, 2024
- Paladin Advisory Group 2024 Q2 filed July 24, 2024
- Paladin Advisory Group 2024 Q1 filed May 8, 2024
- Paladin Advisory Group 2023 Q4 filed Jan. 31, 2024
- Paladin Advisory Group 2023 Q3 filed Oct. 17, 2023
- Paladin Advisory Group 2023 Q2 filed Aug. 3, 2023
- Paladin Advisory Group 2023 Q1 filed April 21, 2023
- Paladin Advisory Group 2022 Q4 filed Jan. 11, 2023
- Paladin Advisory Group 2022 Q3 filed Oct. 7, 2022
- Paladin Advisory Group 2022 Q2 filed July 6, 2022
- Paladin Advisory Group 2022 Q1 filed April 15, 2022
- Paladin Advisory Group 2021 Q4 filed Jan. 11, 2022