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, SCHD, and represent 23.40% of Paladin Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: AVLV, GOVT, SPAB, XLRE, JEPI, JMST, JPIE, IGIB, IEFA, MUB.
- Started 3 new stock positions in VLTO, AVLV, NLOP.
- Reduced shares in these 10 stocks: IJH, TIPX, VWO, MRK, SPEM, SCHD, SRLN, , NOBL, IJR.
- Sold out of its positions in ABBV, ALL, ADP, BDX, COF, CVX, CHWY, KO, DE, GWW.
- Paladin Advisory Group was a net seller of stock by $-8.6M.
- Paladin Advisory Group has $121M in assets under management (AUM), dropping by 2.10%.
- Central Index Key (CIK): 0001899703
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Portfolio Holdings for Paladin Advisory Group
Paladin Advisory Group holds 228 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.2 | $7.6M | 25k | 303.16 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 5.3 | $6.5M | +32% | 281k | 23.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.9 | $6.0M | +2% | 85k | 70.35 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.6 | $4.3M | 86k | 50.23 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.3 | $4.0M | -15% | 53k | 76.13 |
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| Apple (AAPL) | 3.2 | $3.9M | -4% | 20k | 192.53 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.2 | $3.9M | -10% | 41k | 95.20 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.0 | $3.6M | +8% | 65k | 54.98 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 3.0 | $3.6M | +5% | 79k | 45.61 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.6 | $3.2M | -6% | 6.3k | 507.38 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.6 | $3.2M | +12% | 79k | 40.06 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.4 | $2.9M | NEW | 50k | 57.76 |
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| Ishares Tr National Mun Etf (MUB) | 2.3 | $2.8M | +3% | 26k | 108.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $2.7M | -11% | 25k | 108.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $2.7M | -3% | 5.6k | 477.63 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.2 | $2.7M | -4% | 50k | 52.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $2.5M | 6.1k | 409.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $2.5M | -8% | 5.2k | 475.31 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 2.0 | $2.4M | 70k | 34.46 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 1.6 | $2.0M | -4% | 97k | 20.43 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.6 | $2.0M | +3% | 58k | 34.01 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.4 | $1.8M | -9% | 18k | 96.85 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.5M | -11% | 4.1k | 376.04 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.3 | $1.5M | +20% | 30k | 50.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.5M | 11k | 139.69 |
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| Amazon (AMZN) | 1.3 | $1.5M | -2% | 10k | 151.94 |
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| NVIDIA Corporation (NVDA) | 1.2 | $1.4M | 2.9k | 495.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $1.4M | 6.0k | 237.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $1.4M | -7% | 3.2k | 436.73 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.1 | $1.3M | -34% | 32k | 41.93 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $1.3M | 17k | 75.35 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.0 | $1.2M | +75% | 49k | 25.64 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $1.2M | -5% | 2.8k | 426.51 |
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| Chubb (CB) | 1.0 | $1.2M | -7% | 5.3k | 226.00 |
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| UnitedHealth (UNH) | 0.8 | $959k | 1.8k | 526.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $902k | 6.4k | 140.93 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $874k | +2% | 16k | 53.82 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $673k | 8.7k | 77.51 |
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| Broadcom (AVGO) | 0.5 | $634k | 568.00 | 1116.25 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $606k | -60% | 17k | 35.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $606k | 3.7k | 165.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $598k | -77% | 2.2k | 277.15 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $538k | 901.00 | 596.60 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $523k | -3% | 12k | 42.18 |
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| American Tower Reit (AMT) | 0.4 | $519k | -6% | 2.4k | 215.88 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $497k | -37% | 2.9k | 170.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $489k | +2% | 4.4k | 111.62 |
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| Trane Technologies SHS (TT) | 0.4 | $476k | -10% | 2.0k | 243.90 |
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| Visa Com Cl A (V) | 0.4 | $476k | 1.8k | 260.35 |
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| Meta Platforms Cl A (META) | 0.4 | $447k | 1.3k | 353.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $435k | -15% | 1.2k | 350.91 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.4 | $427k | 4.7k | 91.41 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $417k | -12% | 2.2k | 192.48 |
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| salesforce (CRM) | 0.3 | $385k | 1.5k | 263.14 |
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| Micron Technology (MU) | 0.3 | $371k | -5% | 4.3k | 85.34 |
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| Eaton Corp SHS (ETN) | 0.3 | $353k | -4% | 1.5k | 240.82 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $351k | -2% | 3.4k | 104.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $348k | -79% | 8.5k | 41.10 |
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| Eli Lilly & Co. (LLY) | 0.3 | $344k | 590.00 | 582.92 |
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| Us Bancorp Del Com New (USB) | 0.3 | $341k | -22% | 7.9k | 43.28 |
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| Home Depot (HD) | 0.3 | $321k | 925.00 | 346.55 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $318k | 1.3k | 252.22 |
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| Illinois Tool Works (ITW) | 0.3 | $313k | 1.2k | 261.94 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $311k | 4.6k | 67.82 |
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| Booking Holdings (BKNG) | 0.2 | $302k | 85.00 | 3547.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $299k | 1.6k | 191.17 |
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| Honeywell International (HON) | 0.2 | $294k | 1.4k | 209.71 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $292k | -13% | 4.5k | 65.06 |
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| Costco Wholesale Corporation (COST) | 0.2 | $292k | 442.00 | 660.08 |
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| Bank of America Corporation (BAC) | 0.2 | $290k | 8.6k | 33.67 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $286k | -40% | 3.2k | 88.35 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $282k | +150% | 5.4k | 52.00 |
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| Nike CL B (NKE) | 0.2 | $281k | 2.6k | 108.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $265k | -14% | 2.6k | 104.00 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $253k | -3% | 3.0k | 82.96 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $240k | +6% | 3.0k | 79.34 |
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| Merck & Co (MRK) | 0.2 | $239k | -81% | 2.2k | 109.02 |
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| Lowe's Companies (LOW) | 0.2 | $222k | 996.00 | 222.55 |
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| Pepsi (PEP) | 0.2 | $219k | 1.3k | 169.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $212k | -32% | 593.00 | 356.66 |
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| Abbott Laboratories (ABT) | 0.2 | $211k | -6% | 1.9k | 110.07 |
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| Monster Beverage Corp (MNST) | 0.2 | $209k | 3.6k | 57.61 |
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| Boeing Company (BA) | 0.2 | $202k | -10% | 773.00 | 260.66 |
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| Intercontinental Exchange (ICE) | 0.2 | $200k | 1.6k | 128.43 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.2 | $198k | 3.1k | 65.01 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $197k | 3.9k | 50.58 |
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| Starbucks Corporation (SBUX) | 0.2 | $193k | -20% | 2.0k | 96.01 |
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| Workiva Com Cl A (WK) | 0.2 | $189k | 1.9k | 101.53 |
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| Pfizer (PFE) | 0.2 | $187k | -42% | 6.5k | 28.79 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $187k | 2.7k | 69.34 |
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| CSX Corporation (CSX) | 0.2 | $187k | -3% | 5.4k | 34.67 |
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| Globe Life (GL) | 0.2 | $185k | 1.5k | 121.72 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $183k | -50% | 3.8k | 48.72 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $178k | -61% | 8.4k | 21.18 |
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| Celanese Corporation (CE) | 0.1 | $175k | 1.1k | 155.37 |
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| H&R Block (HRB) | 0.1 | $173k | 3.6k | 48.37 |
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| Amphenol Corp Cl A (APH) | 0.1 | $170k | 1.7k | 99.13 |
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| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $158k | -89% | 8.5k | 18.59 |
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| Dollar Tree (DLTR) | 0.1 | $152k | -10% | 1.1k | 142.05 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $151k | -35% | 1.8k | 84.14 |
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| Yum! Brands (YUM) | 0.1 | $143k | -2% | 1.1k | 130.66 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $142k | 1.2k | 113.99 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $135k | 925.00 | 146.25 |
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| McKesson Corporation (MCK) | 0.1 | $135k | -23% | 292.00 | 462.98 |
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| Linde SHS (LIN) | 0.1 | $134k | 326.00 | 410.71 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $124k | 1.2k | 101.99 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $114k | 637.00 | 178.81 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $113k | 810.00 | 139.03 |
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| Morgan Stanley Com New (MS) | 0.1 | $108k | 1.2k | 93.25 |
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| Valero Energy Corporation (VLO) | 0.1 | $104k | 800.00 | 130.00 |
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| Edwards Lifesciences (EW) | 0.1 | $103k | 1.4k | 76.25 |
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| Walt Disney Company (DIS) | 0.1 | $101k | -12% | 1.1k | 90.29 |
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| Ingersoll Rand (IR) | 0.1 | $97k | 1.3k | 77.34 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.1 | $91k | 3.3k | 27.29 |
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| Goldman Sachs (GS) | 0.1 | $90k | 234.00 | 385.77 |
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| McDonald's Corporation (MCD) | 0.1 | $90k | 304.00 | 296.51 |
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| Oracle Corporation (ORCL) | 0.1 | $88k | 837.00 | 105.43 |
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| Tesla Motors (TSLA) | 0.1 | $88k | 354.00 | 248.48 |
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| Procter & Gamble Company (PG) | 0.1 | $83k | 568.00 | 146.54 |
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| Applied Materials (AMAT) | 0.1 | $81k | 500.00 | 162.07 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $81k | 308.00 | 262.26 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $78k | 169.00 | 460.70 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $77k | -32% | 1.1k | 72.43 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $76k | 355.00 | 213.33 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $75k | 958.00 | 78.02 |
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| Carrier Global Corporation (CARR) | 0.1 | $74k | -43% | 1.3k | 57.45 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $72k | -3% | 4.0k | 17.83 |
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| Cummins (CMI) | 0.1 | $69k | 288.00 | 239.57 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $63k | 1.2k | 51.05 |
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| Ecolab (ECL) | 0.1 | $61k | 309.00 | 198.35 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $61k | -12% | 1.1k | 55.90 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $59k | 807.00 | 72.66 |
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| International Business Machines (IBM) | 0.0 | $57k | 348.00 | 163.55 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $57k | 784.00 | 72.03 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $55k | 407.00 | 135.85 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $55k | -49% | 1.0k | 53.97 |
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| Intuit (INTU) | 0.0 | $54k | -3% | 87.00 | 625.03 |
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| Constellation Brands Cl A (STZ) | 0.0 | $54k | 223.00 | 241.75 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $53k | 302.00 | 173.89 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $52k | 380.00 | 137.07 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $51k | 373.00 | 136.38 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $50k | 504.00 | 99.98 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $50k | -84% | 502.00 | 99.25 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $50k | -22% | 1.2k | 42.22 |
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| CVS Caremark Corporation (CVS) | 0.0 | $49k | 615.00 | 78.96 |
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| Wells Fargo & Company (WFC) | 0.0 | $47k | 958.00 | 49.22 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $45k | 312.00 | 145.01 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $45k | 1.0k | 44.12 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $45k | 200.00 | 224.88 |
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| Verizon Communications (VZ) | 0.0 | $44k | 1.2k | 37.70 |
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| Rollins (ROL) | 0.0 | $44k | 1.0k | 43.67 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $44k | 818.00 | 53.84 |
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| Dover Corporation (DOV) | 0.0 | $42k | -22% | 272.00 | 153.81 |
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| Vanguard World Fds Financials Etf (VFH) | 0.0 | $41k | 444.00 | 92.26 |
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| Wp Carey (WPC) | 0.0 | $39k | 598.00 | 64.81 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $39k | 880.00 | 43.85 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $38k | 603.00 | 63.33 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $38k | 449.00 | 83.84 |
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| Stryker Corporation (SYK) | 0.0 | $37k | 125.00 | 299.46 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $36k | 420.00 | 86.72 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $36k | -67% | 407.00 | 89.47 |
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| Principal Financial (PFG) | 0.0 | $35k | 449.00 | 78.67 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $33k | 511.00 | 63.66 |
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| Intel Corporation (INTC) | 0.0 | $32k | 635.00 | 50.25 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $31k | 122.00 | 250.70 |
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| Voya Financial (VOYA) | 0.0 | $30k | 415.00 | 72.96 |
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| Emerson Electric (EMR) | 0.0 | $28k | 292.00 | 97.33 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $28k | 61.00 | 453.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $27k | 572.00 | 47.90 |
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| Cigna Corp (CI) | 0.0 | $27k | 90.00 | 299.46 |
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| Nutrien (NTR) | 0.0 | $26k | 468.00 | 56.34 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $25k | 252.00 | 100.97 |
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| Uber Technologies (UBER) | 0.0 | $25k | 400.00 | 61.57 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $23k | 199.00 | 117.22 |
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| Casey's General Stores (CASY) | 0.0 | $23k | 84.00 | 274.74 |
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| Rockwell Automation (ROK) | 0.0 | $23k | 74.00 | 310.49 |
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| Allegion Ord Shs (ALLE) | 0.0 | $22k | 175.00 | 126.69 |
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| Eversource Energy (ES) | 0.0 | $21k | 334.00 | 61.72 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $20k | 500.00 | 40.23 |
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| ConocoPhillips (COP) | 0.0 | $20k | 169.00 | 116.07 |
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| Qualcomm (QCOM) | 0.0 | $18k | 126.00 | 144.63 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $18k | 118.00 | 149.50 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $16k | 281.00 | 58.45 |
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| Tyson Foods Cl A (TSN) | 0.0 | $16k | 300.00 | 53.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $15k | -89% | 49.00 | 310.88 |
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| Alliant Energy Corporation (LNT) | 0.0 | $15k | 286.00 | 51.30 |
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| Lumos Pharma (LUMO) | 0.0 | $14k | 4.4k | 3.18 |
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| Snowflake Cl A (SNOW) | 0.0 | $14k | 68.00 | 199.00 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $13k | 400.00 | 32.81 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $13k | 281.00 | 46.63 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $13k | 57.00 | 219.56 |
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| Medtronic SHS (MDT) | 0.0 | $11k | -22% | 132.00 | 82.38 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $10k | 150.00 | 68.42 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $9.8k | 197.00 | 49.93 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $9.5k | 478.00 | 19.97 |
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| Kenvue (KVUE) | 0.0 | $8.6k | -47% | 401.00 | 21.53 |
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| Prudential Financial (PRU) | 0.0 | $8.6k | 83.00 | 103.71 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $8.0k | 36.00 | 223.39 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $8.0k | 96.00 | 83.62 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $8.0k | +2% | 78.00 | 102.40 |
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| Playags (AGS) | 0.0 | $7.6k | 900.00 | 8.43 |
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| Evergy (EVRG) | 0.0 | $7.6k | 145.00 | 52.20 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $6.9k | -35% | 13.00 | 530.77 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $6.6k | 130.00 | 50.94 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $6.2k | 418.00 | 14.80 |
|
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $6.1k | 52.00 | 117.29 |
|
|
| Danaher Corporation (DHR) | 0.0 | $5.8k | 25.00 | 231.36 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $5.6k | 183.00 | 30.66 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $5.0k | 31.00 | 160.32 |
|
|
| L3harris Technologies (LHX) | 0.0 | $4.0k | 19.00 | 210.63 |
|
|
| Amgen (AMGN) | 0.0 | $3.7k | 13.00 | 288.00 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.6k | 52.00 | 68.81 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $3.4k | 200.00 | 17.17 |
|
|
| Constellation Energy (CEG) | 0.0 | $3.4k | 29.00 | 116.90 |
|
|
| Exelon Corporation (EXC) | 0.0 | $3.1k | 87.00 | 35.90 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $3.0k | 100.00 | 29.57 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $2.8k | -50% | 55.00 | 51.64 |
|
| Whirlpool Corporation (WHR) | 0.0 | $2.8k | 23.00 | 121.78 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.6k | 35.00 | 75.54 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.5k | 22.00 | 115.18 |
|
|
| Lci Industries (LCII) | 0.0 | $2.5k | 20.00 | 125.70 |
|
|
| Corteva (CTVA) | 0.0 | $2.0k | -63% | 41.00 | 47.93 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.5k | 20.00 | 75.10 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $1.4k | 56.00 | 25.30 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $721.000800 | NEW | 39.00 | 18.49 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $658.000000 | NEW | 8.00 | 82.25 |
|
| Lucid Group (LCID) | 0.0 | $421.000000 | 100.00 | 4.21 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $109.000000 | 2.00 | 54.50 |
|
Past Filings by Paladin Advisory Group
SEC 13F filings are viewable for Paladin Advisory Group going back to 2021
- 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