Paladin Advisory Group

Paladin Advisory Group as of March 31, 2025

Portfolio Holdings for Paladin Advisory Group

Paladin Advisory Group holds 229 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.9 $8.6M 24k 361.08
Ishares Tr Core Msci Eafe (IEFA) 4.8 $6.0M 79k 75.65
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.3 $5.4M 107k 50.63
Proshares Tr S&p 500 Dv Arist (NOBL) 3.5 $4.4M 43k 102.18
Apple (AAPL) 3.3 $4.2M 19k 222.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $4.0M 143k 27.96
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.1 $3.9M 60k 65.21
Ishares Tr Core S&p500 Etf (IVV) 3.1 $3.9M 6.9k 561.90
J P Morgan Exchange Traded F Income Etf (JPIE) 2.9 $3.6M 78k 46.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.5 $3.1M 5.9k 533.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $3.0M 6.4k 468.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $2.9M 5.2k 559.39
Global X Fds Us Infr Dev Etf (PAVE) 2.3 $2.9M 77k 37.73
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.3 $2.9M 56k 50.85
Ishares Tr National Mun Etf (MUB) 2.2 $2.7M 26k 105.44
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.2 $2.7M 64k 41.85
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.7M 9.8k 274.84
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.1 $2.7M 52k 51.55
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.8 $2.3M 45k 51.78
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.6 $2.0M 34k 59.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $2.0M 55k 36.41
Goldman Sachs Physical Gold Unit (AAAU) 1.5 $1.9M 61k 30.88
Amazon (AMZN) 1.5 $1.8M 9.6k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.8M 3.4k 513.83
NVIDIA Corporation (NVDA) 1.4 $1.7M 16k 108.38
Chubb (CB) 1.3 $1.6M 5.4k 301.99
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.6M 16k 100.00
Ishares Tr Us Treas Bd Etf (GOVT) 1.3 $1.6M 69k 22.98
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.6M 10k 154.64
Mastercard Incorporated Cl A (MA) 1.2 $1.5M 2.7k 548.12
Microsoft Corporation (MSFT) 1.2 $1.5M 3.9k 375.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $1.3M 23k 57.14
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.3M 12k 104.57
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.2M 6.4k 188.16
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.1M 14k 81.73
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.0M 16k 61.78
Alphabet Cap Stk Cl C (GOOG) 0.8 $959k 6.1k 156.23
UnitedHealth (UNH) 0.7 $896k 1.7k 523.75
Broadcom (AVGO) 0.7 $869k 5.2k 167.43
JPMorgan Chase & Co. (JPM) 0.5 $687k 2.8k 245.30
Meta Platforms Cl A (META) 0.5 $651k 1.1k 576.36
Visa Com Cl A (V) 0.5 $640k 1.8k 350.46
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $601k 24k 25.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $581k 10k 58.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $546k 4.2k 128.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $514k 8.3k 62.10
American Tower Reit (AMT) 0.4 $501k 2.3k 217.60
Spdr Gold Tr Gold Shs (GLD) 0.4 $451k 1.6k 288.14
Select Sector Spdr Tr Technology (XLK) 0.4 $447k 2.2k 206.48
Costco Wholesale Corporation (COST) 0.3 $418k 442.00 945.78
Trane Technologies SHS (TT) 0.3 $404k 1.2k 336.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $403k 2.4k 166.00
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $397k 9.7k 40.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $394k 4.9k 80.37
Booking Holdings (BKNG) 0.3 $392k 85.00 4606.91
salesforce (CRM) 0.3 $388k 1.4k 268.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $372k 3.2k 117.49
Eli Lilly & Co. (LLY) 0.3 $366k 443.00 825.91
Ishares Tr Morningstar Grwt (ILCG) 0.3 $364k 4.5k 80.99
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $359k 3.7k 95.75
Accenture Plc Ireland Shs Class A (ACN) 0.3 $340k 1.1k 312.04
Micron Technology (MU) 0.3 $327k 3.8k 86.89
Us Bancorp Del Com New (USB) 0.3 $327k 7.7k 42.22
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $322k 1.3k 255.53
Home Depot (HD) 0.3 $315k 860.00 366.49
Adobe Systems Incorporated (ADBE) 0.2 $308k 804.00 383.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $297k 12k 25.04
Eaton Corp SHS (ETN) 0.2 $297k 1.1k 271.83
Bank of America Corporation (BAC) 0.2 $296k 7.1k 41.73
Honeywell International (HON) 0.2 $283k 1.3k 211.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $271k 509.00 532.58
Illinois Tool Works (ITW) 0.2 $266k 1.1k 248.01
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $254k 2.8k 90.52
Intercontinental Exchange (ICE) 0.2 $248k 1.4k 172.50
Abbott Laboratories (ABT) 0.2 $240k 1.8k 132.65
Amphenol Corp Cl A (APH) 0.2 $225k 3.4k 65.59
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $217k 2.6k 82.94
Lowe's Companies (LOW) 0.2 $213k 911.00 233.23
Ishares Core Msci Emkt (IEMG) 0.2 $208k 3.9k 53.97
Globe Life (GL) 0.2 $200k 1.5k 131.72
Starbucks Corporation (SBUX) 0.2 $198k 2.0k 98.09
H&R Block (HRB) 0.2 $197k 3.6k 54.91
Monster Beverage Corp (MNST) 0.2 $196k 3.3k 58.52
Raytheon Technologies Corp (RTX) 0.1 $183k 1.4k 132.46
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $182k 3.5k 52.52
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $174k 4.4k 39.37
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $173k 4.2k 41.13
Wells Fargo & Company (WFC) 0.1 $173k 2.4k 71.79
Merck & Co (MRK) 0.1 $168k 1.9k 89.76
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $167k 1.8k 92.79
Select Sector Spdr Tr Indl (XLI) 0.1 $163k 1.2k 131.07
Pepsi (PEP) 0.1 $162k 1.1k 149.94
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $161k 8.4k 19.19
CSX Corporation (CSX) 0.1 $159k 5.4k 29.43
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $153k 7.4k 20.70
Linde SHS (LIN) 0.1 $152k 326.00 465.64
McKesson Corporation (MCK) 0.1 $145k 216.00 672.99
Workiva Com Cl A (WK) 0.1 $141k 1.9k 75.91
Ishares Tr Core High Dv Etf (HDV) 0.1 $138k 1.1k 121.12
Morgan Stanley Com New (MS) 0.1 $135k 1.2k 116.67
Goldman Sachs (GS) 0.1 $128k 234.00 546.29
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $126k 955.00 132.23
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $119k 2.3k 51.18
Oracle Corporation (ORCL) 0.1 $110k 787.00 139.81
Valero Energy Corporation (VLO) 0.1 $106k 800.00 132.07
Parker-Hannifin Corporation (PH) 0.1 $103k 169.00 607.85
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $103k 1.6k 65.76
Edwards Lifesciences (EW) 0.1 $98k 1.4k 72.48
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $96k 1.2k 77.92
Procter & Gamble Company (PG) 0.1 $95k 559.00 170.42
Agilent Technologies Inc C ommon (A) 0.1 $95k 810.00 116.98
Ishares Tr Rus 1000 Etf (IWB) 0.1 $95k 308.00 306.74
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $93k 473.00 197.46
Yum! Brands (YUM) 0.1 $93k 591.00 157.36
Nike CL B (NKE) 0.1 $93k 1.5k 63.48
Tesla Motors (TSLA) 0.1 $92k 354.00 259.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $91k 245.00 370.82
Vanguard Index Fds Value Etf (VTV) 0.1 $90k 523.00 172.74
Cummins (CMI) 0.1 $90k 288.00 313.44
Ingersoll Rand (IR) 0.1 $88k 1.1k 80.03
International Business Machines (IBM) 0.1 $87k 348.00 248.66
McDonald's Corporation (MCD) 0.1 $84k 268.00 312.37
Dollar Tree (DLTR) 0.1 $80k 1.1k 75.07
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $79k 1.2k 68.01
Select Sector Spdr Tr Communication (XLC) 0.1 $78k 807.00 96.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $77k 1.5k 50.83
Boeing Company (BA) 0.1 $77k 449.00 170.55
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $75k 4.0k 18.70
Carrier Global Corporation (CARR) 0.1 $75k 1.2k 63.40
Ecolab (ECL) 0.1 $73k 288.00 253.52
Applied Materials (AMAT) 0.1 $73k 500.00 145.12
Arthur J. Gallagher & Co. (AJG) 0.1 $69k 200.00 345.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $66k 1.3k 49.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $64k 784.00 81.67
Vanguard Index Fds Small Cp Etf (VB) 0.0 $62k 281.00 221.75
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $61k 2.0k 30.57
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $61k 1.0k 60.19
Exxon Mobil Corporation (XOM) 0.0 $60k 504.00 118.93
Walt Disney Company (DIS) 0.0 $59k 599.00 98.70
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $58k 302.00 190.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $55k 373.00 146.01
Vanguard World Financials Etf (VFH) 0.0 $53k 444.00 119.47
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $53k 304.00 174.04
Intuit (INTU) 0.0 $53k 86.00 613.99
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $53k 1.3k 39.36
Ishares Tr Ishares Biotech (IBB) 0.0 $52k 407.00 127.90
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $51k 805.00 63.72
Ishares Tr U.s. Energy Etf (IYE) 0.0 $51k 1.0k 49.30
Vanguard World Utilities Etf (VPU) 0.0 $48k 280.00 170.81
Dover Corporation (DOV) 0.0 $48k 272.00 175.68
Pfizer (PFE) 0.0 $47k 1.9k 25.34
Rollins (ROL) 0.0 $46k 844.00 54.03
Celanese Corporation (CE) 0.0 $44k 778.00 56.77
Stryker Corporation (SYK) 0.0 $42k 113.00 372.25
Select Sector Spdr Tr Energy (XLE) 0.0 $42k 449.00 93.45
Ishares U S Etf Tr Short Maturity M (MEAR) 0.0 $42k 835.00 50.24
Constellation Brands Cl A (STZ) 0.0 $41k 223.00 183.52
Lauder Estee Cos Cl A (EL) 0.0 $41k 620.00 66.00
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $38k 420.00 91.20
Principal Financial (PFG) 0.0 $38k 449.00 84.37
Wp Carey (WPC) 0.0 $38k 598.00 63.11
Otis Worldwide Corp (OTIS) 0.0 $36k 353.00 103.20
Ishares Tr Core Msci Intl (IDEV) 0.0 $35k 511.00 68.89
Comcast Corp Cl A (CMCSA) 0.0 $33k 880.00 36.90
Uber Technologies (UBER) 0.0 $29k 400.00 72.86
First Tr Morningstar Divid L SHS (FDL) 0.0 $29k 668.00 43.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $29k 337.00 85.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $29k 362.00 78.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $28k 231.00 122.25
Voya Financial (VOYA) 0.0 $28k 415.00 67.76
Lockheed Martin Corporation (LMT) 0.0 $27k 61.00 446.70
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $26k 603.00 42.52
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $26k 621.00 41.21
Casey's General Stores (CASY) 0.0 $25k 58.00 434.03
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $25k 122.00 202.13
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $24k 467.00 51.31
Delta Air Lines Inc Del Com New (DAL) 0.0 $22k 500.00 43.60
Mondelez Intl Cl A (MDLZ) 0.0 $22k 321.00 67.85
Emerson Electric (EMR) 0.0 $21k 192.00 109.64
Verizon Communications (VZ) 0.0 $21k 460.00 45.36
Eversource Energy (ES) 0.0 $21k 334.00 62.11
Qualcomm (QCOM) 0.0 $19k 126.00 153.61
Tyson Foods Cl A (TSN) 0.0 $19k 300.00 63.81
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $19k 189.00 98.92
Alliant Energy Corporation (LNT) 0.0 $18k 286.00 64.35
ConocoPhillips (COP) 0.0 $18k 169.00 105.02
Palantir Technologies Cl A (PLTR) 0.0 $17k 200.00 84.40
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $16k 435.00 36.29
Ishares Tr Select Divid Etf (DVY) 0.0 $15k 108.00 134.29
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $14k 57.00 244.63
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $13k 395.00 33.14
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $13k 254.00 51.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $13k 75.00 170.89
Q2 Holdings (QTWO) 0.0 $11k 142.00 80.01
Playags (AGS) 0.0 $11k 900.00 12.11
Ishares Tr Eafe Value Etf (EFV) 0.0 $11k 178.00 58.94
Ishares Tr Core Msci Total (IXUS) 0.0 $10k 149.00 69.81
Evergy (EVRG) 0.0 $10k 145.00 68.95
Ishares Tr S&p 100 Etf (OEF) 0.0 $9.7k 36.00 270.83
Rockwell Automation (ROK) 0.0 $9.6k 37.00 258.38
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $8.3k 400.00 20.76
Metropcs Communications (TMUS) 0.0 $8.3k 31.00 266.71
Bloom Energy Corp Com Cl A (BE) 0.0 $8.2k 418.00 19.66
Ishares Tr Core 60/40 Balan (AOR) 0.0 $8.0k 139.00 57.57
Snowflake Cl A (SNOW) 0.0 $6.9k 47.00 146.17
Vanguard World Energy Etf (VDE) 0.0 $6.7k 52.00 129.71
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $6.6k 80.00 83.00
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $6.6k 101.00 65.59
Thermo Fisher Scientific (TMO) 0.0 $6.5k 13.00 497.62
Constellation Energy (CEG) 0.0 $5.8k 29.00 201.62
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $5.7k 225.00 25.22
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $5.6k 73.00 76.51
Danaher Corporation (DHR) 0.0 $5.1k 25.00 205.00
Global X Fds Lithium Btry Etf (LIT) 0.0 $5.0k 130.00 38.80
Charles Schwab Corporation (SCHW) 0.0 $4.1k 52.00 78.29
Amgen (AMGN) 0.0 $4.1k 13.00 311.54
Exelon Corporation (EXC) 0.0 $4.0k 87.00 46.08
L3harris Technologies (LHX) 0.0 $4.0k 19.00 209.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $3.1k 33.00 92.82
Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.7k 35.00 76.51
Corteva (CTVA) 0.0 $2.6k 41.00 62.93
Crown Castle Intl (CCI) 0.0 $2.3k 22.00 104.23
Whirlpool Corporation (WHR) 0.0 $2.1k 23.00 90.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.9k 43.00 45.26
Lci Industries (LCII) 0.0 $1.7k 20.00 87.45
Veralto Corp Com Shs (VLTO) 0.0 $780.000000 8.00 97.50
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $724.000200 6.00 120.67
Lucid Group 0.0 $242.000000 100.00 2.42
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $115.000000 2.00 57.50