Paladin Advisory Group

Paladin Advisory Group as of Sept. 30, 2025

Portfolio Holdings for Paladin Advisory Group

Paladin Advisory Group holds 239 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 8.2 $11M 22k 468.40
Ishares Tr Core Msci Eafe (IEFA) 6.5 $8.3M 95k 87.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.6 $5.9M 117k 50.73
Ishares Tr Rus 1000 Val Etf (IWD) 4.0 $5.1M 25k 203.59
Ishares Tr Core S&p500 Etf (IVV) 3.8 $4.8M 7.2k 669.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.5 $4.5M 62k 72.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $4.2M 7.1k 600.37
Apple (AAPL) 3.2 $4.1M 16k 254.63
J P Morgan Exchange Traded F Income Etf (JPIE) 3.1 $4.0M 87k 46.41
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.8 $3.6M 56k 65.00
Global X Fds Us Infr Dev Etf (PAVE) 2.8 $3.5M 74k 47.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $3.4M 5.2k 666.18
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.4 $3.1M 5.3k 596.03
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.4 $3.1M 25k 121.06
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.0M 9.2k 328.17
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.1 $2.7M 64k 42.13
Goldman Sachs Physical Gold Unit (AAAU) 1.9 $2.4M 63k 38.12
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.9 $2.4M 46k 52.28
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.2M 9.0k 243.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.7 $2.2M 51k 42.79
NVIDIA Corporation (NVDA) 1.5 $1.9M 11k 186.58
Microsoft Corporation (MSFT) 1.5 $1.9M 3.6k 517.95
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $1.8M 16k 113.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.8M 2.9k 612.28
Amazon (AMZN) 1.4 $1.8M 8.0k 219.57
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.4 $1.7M 34k 51.04
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.5M 6.1k 243.55
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.3M 11k 118.82
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.3M 14k 93.37
Broadcom (AVGO) 1.0 $1.3M 3.8k 329.91
Ishares Tr Core Div Grwth (DGRO) 0.9 $1.1M 16k 68.08
Mastercard Incorporated Cl A (MA) 0.8 $972k 1.7k 568.81
JPMorgan Chase & Co. (JPM) 0.7 $878k 2.8k 315.43
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $858k 8.3k 103.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $677k 25k 27.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $654k 13k 50.07
Select Sector Spdr Tr Technology (XLK) 0.5 $610k 2.2k 281.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $608k 8.3k 73.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $597k 9.2k 65.26
Meta Platforms Cl A (META) 0.4 $577k 785.00 734.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $574k 4.1k 140.93
Spdr Gold Tr Gold Shs (GLD) 0.4 $556k 1.6k 355.47
UnitedHealth (UNH) 0.4 $520k 1.5k 345.30
Micron Technology (MU) 0.4 $498k 3.0k 167.32
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.4 $493k 4.7k 104.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $492k 1.8k 279.29
Ishares Tr Morningstar Grwt (ILCG) 0.4 $468k 4.5k 104.30
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $439k 3.1k 142.41
Amphenol Corp Cl A (APH) 0.3 $424k 3.4k 123.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $403k 1.3k 320.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $383k 12k 31.91
Bank of America Corporation (BAC) 0.3 $366k 7.1k 51.59
Booking Holdings (BKNG) 0.3 $362k 67.00 5399.27
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $359k 3.7k 97.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $357k 15k 23.12
Trane Technologies SHS (TT) 0.3 $344k 815.00 421.96
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $339k 4.3k 78.34
Chubb (CB) 0.2 $318k 1.1k 282.25
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $302k 2.5k 120.50
Visa Com Cl A (V) 0.2 $263k 770.00 341.38
Us Bancorp Del Com New (USB) 0.2 $257k 5.3k 48.33
Costco Wholesale Corporation (COST) 0.2 $256k 277.00 925.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $256k 509.00 502.74
Ishares Tr National Mun Etf (MUB) 0.2 $251k 2.4k 106.49
Home Depot (HD) 0.2 $250k 616.00 405.19
Eaton Corp SHS (ETN) 0.2 $248k 663.00 374.25
Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $247k 9.6k 25.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $243k 2.7k 91.40
Eli Lilly & Co. (LLY) 0.2 $242k 317.00 763.00
Raytheon Technologies Corp (RTX) 0.2 $231k 1.4k 167.33
Illinois Tool Works (ITW) 0.2 $230k 882.00 260.76
Lowe's Companies (LOW) 0.2 $229k 911.00 251.31
American Tower Reit (AMT) 0.2 $222k 1.2k 192.32
Oracle Corporation (ORCL) 0.2 $221k 787.00 281.24
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $221k 2.5k 89.57
Globe Life (GL) 0.2 $217k 1.5k 142.97
Wells Fargo & Company (WFC) 0.2 $202k 2.4k 83.82
Adobe Systems Incorporated (ADBE) 0.1 $188k 533.00 352.75
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $188k 3.5k 54.09
Goldman Sachs (GS) 0.1 $186k 234.00 796.35
Morgan Stanley Com New (MS) 0.1 $184k 1.2k 158.96
Abbott Laboratories (ABT) 0.1 $177k 1.3k 133.94
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $171k 955.00 178.73
Vanguard Index Fds Growth Etf (VUG) 0.1 $170k 354.00 479.61
Monster Beverage Corp (MNST) 0.1 $167k 2.5k 67.31
McKesson Corporation (MCK) 0.1 $167k 216.00 772.54
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $163k 3.5k 46.81
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.1 $162k 8.4k 19.29
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $161k 2.0k 78.90
Workiva Com Cl A (WK) 0.1 $160k 1.9k 86.08
Honeywell International (HON) 0.1 $158k 751.00 210.50
Tesla Motors (TSLA) 0.1 $157k 354.00 444.72
Vanguard Index Fds Small Cp Etf (VB) 0.1 $147k 576.00 254.28
Ishares Tr Core High Dv Etf (HDV) 0.1 $142k 1.2k 122.45
Accenture Plc Ireland Shs Class A (ACN) 0.1 $141k 573.00 246.60
salesforce (CRM) 0.1 $140k 590.00 237.00
Valero Energy Corporation (VLO) 0.1 $136k 800.00 170.26
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $134k 2.9k 46.32
Intercontinental Exchange (ICE) 0.1 $133k 792.00 168.48
Parker-Hannifin Corporation (PH) 0.1 $128k 169.00 758.15
McDonald's Corporation (MCD) 0.1 $127k 418.00 304.13
Merck & Co (MRK) 0.1 $124k 1.5k 83.93
Pepsi (PEP) 0.1 $121k 858.00 140.44
Select Sector Spdr Tr Indl (XLI) 0.1 $116k 754.00 154.23
Vanguard World Utilities Etf (VPU) 0.1 $115k 605.00 189.41
Vanguard World Financials Etf (VFH) 0.1 $115k 873.00 131.24
Ishares Tr Rus 1000 Etf (IWB) 0.1 $113k 308.00 365.48
CSX Corporation (CSX) 0.1 $112k 3.2k 35.51
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $104k 1.2k 84.83
Agilent Technologies Inc C ommon (A) 0.1 $104k 810.00 128.35
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $103k 431.00 239.64
Applied Materials (AMAT) 0.1 $102k 500.00 204.74
Dollar Tree (DLTR) 0.1 $101k 1.1k 94.37
International Business Machines (IBM) 0.1 $98k 348.00 282.16
Vanguard Index Fds Value Etf (VTV) 0.1 $98k 523.00 186.49
Boeing Company (BA) 0.1 $97k 449.00 215.83
Select Sector Spdr Tr Communication (XLC) 0.1 $96k 807.00 118.37
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $93k 1.6k 57.19
Ingersoll Rand (IR) 0.1 $91k 1.1k 82.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $91k 1.5k 59.92
Yum! Brands (YUM) 0.1 $90k 591.00 152.00
Procter & Gamble Company (PG) 0.1 $86k 559.00 153.65
Starbucks Corporation (SBUX) 0.1 $84k 997.00 84.60
Select Sector Spdr Tr Energy (XLE) 0.1 $73k 818.00 89.34
Carrier Global Corporation (CARR) 0.1 $71k 1.2k 59.70
Ecolab (ECL) 0.1 $69k 251.00 273.86
Nike CL B (NKE) 0.1 $67k 960.00 69.73
Cummins (CMI) 0.1 $67k 158.00 422.37
Vanguard World Inf Tech Etf (VGT) 0.1 $64k 86.00 746.63
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $62k 302.00 206.51
Arthur J. Gallagher & Co. (AJG) 0.0 $62k 200.00 309.74
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $62k 1.3k 46.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $61k 784.00 78.37
Vanguard World Industrial Etf (VIS) 0.0 $60k 204.00 296.29
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $59k 805.00 73.54
Intuit (INTU) 0.0 $59k 86.00 682.91
Exxon Mobil Corporation (XOM) 0.0 $57k 504.00 112.75
Vanguard World Materials Etf (VAW) 0.0 $56k 273.00 204.86
Vanguard World Consum Dis Etf (VCR) 0.0 $56k 140.00 396.15
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.0 $54k 304.00 178.16
Vanguard World Consum Stp Etf (VDC) 0.0 $53k 250.00 213.73
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $53k 1.3k 40.57
Vanguard World Health Car Etf (VHT) 0.0 $52k 200.00 259.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $52k 373.00 139.17
Edwards Lifesciences (EW) 0.0 $51k 653.00 77.77
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $50k 2.6k 19.34
Rollins (ROL) 0.0 $50k 844.00 58.74
Ishares Tr U.s. Energy Etf (IYE) 0.0 $49k 1.0k 47.52
Dover Corporation (DOV) 0.0 $45k 272.00 166.83
Lauder Estee Cos Cl A (EL) 0.0 $44k 496.00 88.12
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $43k 538.00 80.65
Stryker Corporation (SYK) 0.0 $42k 113.00 369.67
Ishares Tr Core Msci Intl (IDEV) 0.0 $41k 511.00 80.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $40k 273.00 145.84
Uber Technologies (UBER) 0.0 $39k 400.00 97.97
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $39k 925.00 41.58
Principal Financial (PFG) 0.0 $37k 449.00 82.91
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $37k 420.00 88.62
Palantir Technologies Cl A (PLTR) 0.0 $37k 200.00 182.42
Pfizer (PFE) 0.0 $36k 1.4k 25.48
Bloom Energy Corp Com Cl A (BE) 0.0 $35k 418.00 84.57
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $34k 347.00 99.11
Casey's General Stores (CASY) 0.0 $33k 58.00 565.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $33k 337.00 96.55
Otis Worldwide Corp (OTIS) 0.0 $32k 353.00 91.43
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $31k 122.00 256.45
Constellation Brands Cl A (STZ) 0.0 $30k 223.00 134.67
First Tr Exchange-traded SHS (FDL) 0.0 $29k 668.00 43.41
Delta Air Lines Inc Del Com New (DAL) 0.0 $28k 500.00 56.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $28k 621.00 44.69
Comcast Corp Cl A (CMCSA) 0.0 $28k 880.00 31.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $27k 308.00 87.21
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $27k 1.0k 26.30
Emerson Electric (EMR) 0.0 $25k 192.00 131.18
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $24k 467.00 51.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $22k 826.00 26.34
Qualcomm (QCOM) 0.0 $21k 126.00 166.36
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $21k 205.00 100.25
Verizon Communications (VZ) 0.0 $20k 460.00 43.95
Mondelez Intl Cl A (MDLZ) 0.0 $20k 321.00 62.47
Alliant Energy Corporation (LNT) 0.0 $19k 286.00 67.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $19k 802.00 23.28
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $17k 435.00 39.61
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $17k 401.00 42.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $17k 57.00 293.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $17k 290.00 57.10
Tyson Foods Cl A (TSN) 0.0 $16k 300.00 54.30
Walt Disney Company (DIS) 0.0 $16k 140.00 114.50
ConocoPhillips (COP) 0.0 $16k 169.00 94.59
Ishares Tr Select Divid Etf (DVY) 0.0 $15k 108.00 142.10
Wp Carey (WPC) 0.0 $15k 220.00 67.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $14k 175.00 79.93
Rockwell Automation (ROK) 0.0 $13k 37.00 349.54
Ishares Tr Core Msci Total (IXUS) 0.0 $12k 151.00 82.32
Ishares Tr Eafe Value Etf (EFV) 0.0 $12k 178.00 67.83
Ishares Tr S&p 100 Etf (OEF) 0.0 $12k 36.00 332.83
Eversource Energy (ES) 0.0 $12k 164.00 71.14
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $11k 400.00 27.77
Evergy (EVRG) 0.0 $11k 145.00 76.02
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $11k 433.00 25.42
Constellation Energy (CEG) 0.0 $9.5k 29.00 329.07
Ishares Tr Core 60/40 Balan (AOR) 0.0 $8.9k 139.00 64.38
Snowflake Com Shs (SNOW) 0.0 $8.6k 38.00 225.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $7.8k 65.00 120.72
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $7.5k 80.00 94.31
Metropcs Communications (TMUS) 0.0 $7.4k 31.00 239.39
Global X Fds Lithium Btry Etf (LIT) 0.0 $7.4k 130.00 56.85
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $6.7k 101.00 66.64
Vanguard World Energy Etf (VDE) 0.0 $6.5k 52.00 125.87
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $6.4k 73.00 88.14
Thermo Fisher Scientific (TMO) 0.0 $6.3k 13.00 485.00
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $6.0k 45.00 132.49
L3harris Technologies (LHX) 0.0 $5.8k 19.00 305.42
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $5.1k 51.00 99.37
Charles Schwab Corporation (SCHW) 0.0 $5.0k 52.00 95.46
Danaher Corporation (DHR) 0.0 $5.0k 25.00 198.28
Ishares Tr Global Equity (GLOF) 0.0 $4.9k 95.00 51.62
Ark Etf Tr Innovation Etf (ARKK) 0.0 $4.7k 55.00 86.31
First Tr Exchange-traded A Com Shs (FYX) 0.0 $4.4k 40.00 108.97
Exelon Corporation (EXC) 0.0 $3.9k 87.00 45.01
First Tr Exchange-traded A Com Shs (FNX) 0.0 $3.9k 31.00 125.42
Amgen (AMGN) 0.0 $3.7k 13.00 282.23
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $3.5k 60.00 57.52
Sprott Asset Management Physical Gold An (CEF) 0.0 $3.4k 93.00 36.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $3.4k 61.00 55.33
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.1k 143.00 21.57
Corteva (CTVA) 0.0 $2.8k 41.00 67.63
Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.3k 35.00 67.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.3k 43.00 54.19
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $2.3k 26.00 89.38
Crown Castle Intl (CCI) 0.0 $2.1k 22.00 96.50
Lci Industries (LCII) 0.0 $1.9k 20.00 93.15
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $1.3k 45.00 29.62
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.2k 38.00 31.16
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $868.000800 24.00 36.17
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $867.000000 6.00 144.50
Lucid Group Com New (LCID) 0.0 $238.000000 10.00 23.80
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $117.000000 2.00 58.50
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $91.000000 2.00 45.50