Paladin Advisory Group

Paladin Advisory Group as of June 30, 2025

Portfolio Holdings for Paladin Advisory Group

Paladin Advisory Group holds 250 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.6 $10M 24k 424.57
Ishares Tr Core Msci Eafe (IEFA) 5.2 $6.8M 81k 83.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.2 $5.5M 108k 50.68
Ishares Tr Core S&p500 Etf (IVV) 3.4 $4.5M 7.2k 620.90
Proshares Tr S&p 500 Dv Arist (NOBL) 3.3 $4.3M 43k 100.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.0 $4.0M 7.2k 551.64
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.0 $3.9M 58k 68.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $3.9M 146k 26.50
Apple (AAPL) 2.9 $3.8M 19k 205.17
J P Morgan Exchange Traded F Income Etf (JPIE) 2.7 $3.6M 77k 46.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.5 $3.3M 5.9k 566.48
Global X Fds Us Infr Dev Etf (PAVE) 2.5 $3.3M 75k 43.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $3.2M 5.2k 617.85
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.4 $3.1M 61k 51.36
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.0M 9.8k 303.93
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.0 $2.6M 64k 41.42
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.8 $2.4M 47k 50.92
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.8 $2.4M 38k 62.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.7 $2.3M 56k 40.49
NVIDIA Corporation (NVDA) 1.7 $2.2M 14k 157.99
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.6 $2.1M 39k 54.40
Amazon (AMZN) 1.6 $2.1M 9.4k 219.39
Goldman Sachs Physical Gold Unit (AAAU) 1.5 $2.0M 60k 32.68
Microsoft Corporation (MSFT) 1.5 $1.9M 3.9k 497.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.8M 3.2k 567.94
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.8M 10k 176.23
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.7M 15k 112.00
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.6M 8.4k 194.23
Chubb (CB) 1.2 $1.6M 5.4k 289.72
Mastercard Incorporated Cl A (MA) 1.1 $1.5M 2.7k 561.94
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $1.4M 61k 22.98
Broadcom (AVGO) 1.0 $1.4M 5.0k 275.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $1.3M 22k 56.85
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.2M 14k 89.39
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.2M 11k 109.29
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.1M 6.1k 177.39
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.0M 16k 63.94
Meta Platforms Cl A (META) 0.6 $833k 1.1k 738.09
JPMorgan Chase & Co. (JPM) 0.6 $812k 2.8k 289.91
Visa Com Cl A (V) 0.5 $649k 1.8k 355.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $610k 12k 49.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $608k 9.8k 62.02
Spdr Series Trust Portfolio Agrgte (SPAB) 0.5 $604k 24k 25.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $572k 8.3k 69.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $550k 2.4k 226.49
Select Sector Spdr Tr Technology (XLK) 0.4 $548k 2.2k 253.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $543k 4.1k 133.29
UnitedHealth (UNH) 0.4 $534k 1.7k 311.97
Trane Technologies SHS (TT) 0.4 $524k 1.2k 437.41
Booking Holdings (BKNG) 0.4 $492k 85.00 5789.24
Spdr Gold Tr Gold Shs (GLD) 0.4 $477k 1.6k 304.83
Micron Technology (MU) 0.4 $464k 3.8k 123.25
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $452k 4.7k 95.32
Costco Wholesale Corporation (COST) 0.3 $438k 442.00 989.94
Ishares Tr Morningstar Grwt (ILCG) 0.3 $435k 4.5k 96.90
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $427k 3.1k 138.68
Eaton Corp SHS (ETN) 0.3 $396k 1.1k 356.99
salesforce (CRM) 0.3 $394k 1.4k 272.69
American Tower Reit (AMT) 0.3 $391k 1.8k 221.02
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $360k 1.3k 285.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $351k 12k 29.21
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $350k 3.7k 94.77
Amphenol Corp Cl A (APH) 0.3 $338k 3.4k 98.75
Bank of America Corporation (BAC) 0.3 $336k 7.1k 47.32
Accenture Plc Ireland Shs Class A (ACN) 0.2 $326k 1.1k 298.89
Home Depot (HD) 0.2 $315k 860.00 366.64
Adobe Systems Incorporated (ADBE) 0.2 $311k 804.00 386.88
Honeywell International (HON) 0.2 $311k 1.3k 232.88
Us Bancorp Del Com New (USB) 0.2 $305k 6.7k 45.25
Illinois Tool Works (ITW) 0.2 $265k 1.1k 247.25
Ishares Tr National Mun Etf (MUB) 0.2 $252k 2.4k 104.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $249k 2.8k 89.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $247k 509.00 485.77
Eli Lilly & Co. (LLY) 0.2 $247k 317.00 779.53
Abbott Laboratories (ABT) 0.2 $246k 1.8k 136.01
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $225k 2.5k 90.12
Monster Beverage Corp (MNST) 0.2 $210k 3.3k 62.64
Intercontinental Exchange (ICE) 0.2 $208k 1.1k 183.47
Lowe's Companies (LOW) 0.2 $202k 911.00 221.87
Raytheon Technologies Corp (RTX) 0.2 $202k 1.4k 146.02
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $200k 1.8k 109.20
H&R Block (HRB) 0.2 $197k 3.6k 54.89
Ishares Tr Core High Dv Etf (HDV) 0.1 $194k 1.7k 117.17
Wells Fargo & Company (WFC) 0.1 $193k 2.4k 80.12
Globe Life (GL) 0.1 $189k 1.5k 124.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $185k 3.5k 53.29
Starbucks Corporation (SBUX) 0.1 $185k 2.0k 91.63
CSX Corporation (CSX) 0.1 $176k 5.4k 32.63
Oracle Corporation (ORCL) 0.1 $172k 787.00 218.63
Goldman Sachs (GS) 0.1 $166k 234.00 707.75
Vanguard Index Fds Growth Etf (VUG) 0.1 $165k 376.00 438.40
Morgan Stanley Com New (MS) 0.1 $163k 1.2k 140.86
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.1 $161k 8.4k 19.14
McKesson Corporation (MCK) 0.1 $158k 216.00 732.78
Linde SHS (LIN) 0.1 $153k 326.00 469.18
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $152k 2.1k 72.69
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $150k 3.5k 42.74
Merck & Co (MRK) 0.1 $148k 1.9k 79.16
Pepsi (PEP) 0.1 $142k 1.1k 132.04
Workiva Com Cl A (WK) 0.1 $127k 1.9k 68.45
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $123k 2.9k 42.60
McDonald's Corporation (MCD) 0.1 $122k 418.00 292.40
Parker-Hannifin Corporation (PH) 0.1 $118k 169.00 698.47
Tesla Motors (TSLA) 0.1 $113k 354.00 317.66
Select Sector Spdr Tr Indl (XLI) 0.1 $111k 754.00 147.52
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $108k 955.00 113.41
Valero Energy Corporation (VLO) 0.1 $108k 800.00 134.42
Dollar Tree (DLTR) 0.1 $106k 1.1k 99.04
Edwards Lifesciences (EW) 0.1 $106k 1.4k 78.21
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $105k 1.9k 54.38
Ishares Tr Rus 1000 Etf (IWB) 0.1 $105k 308.00 339.57
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $103k 1.2k 84.06
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $103k 473.00 217.33
International Business Machines (IBM) 0.1 $103k 348.00 294.78
Agilent Technologies Inc C ommon (A) 0.1 $96k 810.00 118.01
Cummins (CMI) 0.1 $94k 288.00 327.50
Boeing Company (BA) 0.1 $94k 449.00 209.53
Vanguard Index Fds Value Etf (VTV) 0.1 $92k 523.00 176.74
Ingersoll Rand (IR) 0.1 $92k 1.1k 83.18
Applied Materials (AMAT) 0.1 $92k 500.00 183.07
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $89k 1.2k 74.89
Procter & Gamble Company (PG) 0.1 $89k 559.00 159.32
Select Sector Spdr Tr Communication (XLC) 0.1 $88k 807.00 108.53
Yum! Brands (YUM) 0.1 $88k 591.00 148.18
Carrier Global Corporation (CARR) 0.1 $87k 1.2k 73.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $87k 1.5k 57.01
Ecolab (ECL) 0.1 $78k 288.00 269.44
Vanguard Index Fds Small Cp Etf (VB) 0.1 $75k 316.00 236.98
Nike CL B (NKE) 0.1 $68k 960.00 71.04
Intuit (INTU) 0.1 $68k 86.00 787.63
Arthur J. Gallagher & Co. (AJG) 0.0 $64k 200.00 320.12
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $64k 1.0k 62.64
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $64k 784.00 80.97
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $59k 302.00 195.42
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $57k 1.3k 42.83
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $57k 805.00 70.77
Vanguard World Financials Etf (VFH) 0.0 $57k 444.00 127.30
Ishares Core Msci Emkt (IEMG) 0.0 $56k 940.00 60.03
Exxon Mobil Corporation (XOM) 0.0 $54k 504.00 107.80
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.0 $53k 304.00 174.61
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $52k 1.3k 40.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $50k 373.00 134.79
Dover Corporation (DOV) 0.0 $50k 272.00 183.23
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $50k 2.6k 18.99
Vanguard World Utilities Etf (VPU) 0.0 $49k 280.00 176.51
Rollins (ROL) 0.0 $48k 844.00 56.42
Ishares Tr U.s. Energy Etf (IYE) 0.0 $46k 1.0k 45.22
Stryker Corporation (SYK) 0.0 $45k 113.00 395.63
Lauder Estee Cos Cl A (EL) 0.0 $40k 496.00 80.80
Ishares Tr Core Msci Intl (IDEV) 0.0 $39k 511.00 76.04
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $39k 925.00 41.59
Select Sector Spdr Tr Energy (XLE) 0.0 $38k 449.00 84.81
Uber Technologies (UBER) 0.0 $37k 400.00 93.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $37k 273.00 134.99
Constellation Brands Cl A (STZ) 0.0 $36k 223.00 162.68
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $36k 420.00 86.09
Principal Financial (PFG) 0.0 $36k 449.00 79.43
Otis Worldwide Corp (OTIS) 0.0 $35k 353.00 99.02
Pfizer (PFE) 0.0 $34k 1.4k 24.24
Comcast Corp Cl A (CMCSA) 0.0 $31k 880.00 35.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $31k 337.00 91.97
Casey's General Stores (CASY) 0.0 $30k 58.00 510.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $29k 122.00 240.32
First Tr Exchange-traded SHS (FDL) 0.0 $28k 668.00 41.87
Palantir Technologies Cl A (PLTR) 0.0 $27k 200.00 136.32
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $26k 621.00 42.28
Emerson Electric (EMR) 0.0 $26k 192.00 133.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $25k 308.00 81.66
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $25k 1.0k 24.54
Delta Air Lines Inc Del Com New (DAL) 0.0 $25k 500.00 49.18
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $24k 467.00 51.45
Lockheed Martin Corporation (LMT) 0.0 $24k 51.00 463.14
Abbvie (ABBV) 0.0 $23k 126.00 185.62
Mondelez Intl Cl A (MDLZ) 0.0 $22k 321.00 67.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $20k 826.00 24.44
Qualcomm (QCOM) 0.0 $20k 126.00 159.26
Verizon Communications (VZ) 0.0 $20k 460.00 43.27
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $19k 189.00 99.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $18k 802.00 22.10
Walt Disney Company (DIS) 0.0 $17k 140.00 124.01
Alliant Energy Corporation (LNT) 0.0 $17k 286.00 60.47
Tyson Foods Cl A (TSN) 0.0 $17k 300.00 55.94
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $17k 435.00 37.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $16k 57.00 284.39
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $16k 401.00 40.02
ConocoPhillips (COP) 0.0 $15k 169.00 89.74
Ishares Tr Select Divid Etf (DVY) 0.0 $14k 108.00 132.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $14k 175.00 79.50
Wp Carey (WPC) 0.0 $14k 220.00 62.38
Rockwell Automation (ROK) 0.0 $12k 37.00 332.16
Ishares Tr Core Msci Total (IXUS) 0.0 $12k 151.00 77.07
Ishares Tr Eafe Value Etf (EFV) 0.0 $11k 178.00 63.48
Playags (AGS) 0.0 $11k 900.00 12.49
Ishares Tr S&p 100 Etf (OEF) 0.0 $11k 36.00 304.36
Eversource Energy (ES) 0.0 $10k 164.00 63.62
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $10k 433.00 23.39
Bloom Energy Corp Com Cl A (BE) 0.0 $10k 418.00 23.92
Evergy (EVRG) 0.0 $10k 145.00 68.93
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $9.7k 400.00 24.35
Constellation Energy (CEG) 0.0 $9.4k 29.00 322.76
Snowflake Cl A (SNOW) 0.0 $9.0k 40.00 223.78
Ishares Tr Core 60/40 Balan (AOR) 0.0 $8.6k 139.00 61.57
Metropcs Communications (TMUS) 0.0 $7.4k 31.00 238.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $7.2k 65.00 110.11
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $7.1k 80.00 88.75
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $6.6k 101.00 65.06
Vanguard World Energy Etf (VDE) 0.0 $6.2k 52.00 119.12
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $6.1k 73.00 83.40
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $5.6k 45.00 123.60
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.0 $5.6k 47.00 118.19
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $5.3k 58.00 90.90
Thermo Fisher Scientific (TMO) 0.0 $5.3k 13.00 405.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $5.2k 70.00 74.01
Global X Fds Lithium Btry Etf (LIT) 0.0 $5.0k 130.00 38.40
Danaher Corporation (DHR) 0.0 $4.9k 25.00 197.56
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $4.8k 51.00 93.76
L3harris Technologies (LHX) 0.0 $4.8k 19.00 250.84
Charles Schwab Corporation (SCHW) 0.0 $4.7k 52.00 91.23
Ishares Tr Global Equity (GLOF) 0.0 $4.6k 95.00 48.20
First Tr Exchange-traded A Com Shs (FYX) 0.0 $3.9k 40.00 97.28
Ark Etf Tr Innovation Etf (ARKK) 0.0 $3.9k 55.00 70.29
Exelon Corporation (EXC) 0.0 $3.8k 87.00 43.43
Amgen (AMGN) 0.0 $3.6k 13.00 279.23
First Tr Exchange-traded A Com Shs (FTA) 0.0 $3.6k 46.00 78.63
First Tr Exchange-traded A Com Shs (FNX) 0.0 $3.6k 31.00 114.84
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $3.2k 61.00 52.34
Corteva (CTVA) 0.0 $3.1k 41.00 74.54
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.0k 143.00 21.16
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $2.8k 93.00 30.10
Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.7k 35.00 78.03
Sap Se Spon Adr (SAP) 0.0 $2.4k 8.00 304.12
Banco Santander Adr (SAN) 0.0 $2.4k 285.00 8.30
Crown Castle Intl (CCI) 0.0 $2.3k 22.00 102.73
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $2.2k 26.00 85.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.1k 43.00 49.47
Lci Industries (LCII) 0.0 $1.8k 20.00 91.20
Relx Sponsored Adr (RELX) 0.0 $1.5k 27.00 54.33
Ge Aerospace Com New (GE) 0.0 $1.3k 5.00 257.40
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $1.2k 291.00 4.25
Sprott Physical Gold Tr Unit (PHYS) 0.0 $1.1k 45.00 25.36
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.1k 38.00 28.66
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.0k 50.00 20.92
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $892.999900 13.00 68.69
National Grid Sponsored Adr Ne (NGG) 0.0 $893.000400 12.00 74.42
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $807.000000 6.00 134.50
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $792.000000 24.00 33.00
Natwest Group Spons Adr (NWG) 0.0 $664.998300 47.00 14.15
Lucid Group 0.0 $211.000000 100.00 2.11
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $113.000000 2.00 56.50
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $85.000000 2.00 42.50