The Analysis of Paladin Advisory Group, LLC's Holdings
Currently, Paladin Advisory Group, LLC holds 239 types of securities in its portfolio with a total value $128.3M. In the most recent quarter, they have increased their positions in IWD (+16.7K shares, valued at $3.4M), SPMO (+25.2K shares, valued at $3.1M), IEFA (+14.4K shares, valued at $1.3M); decreased their positions in NOBL (-34.5K shares, valued at $3.6M), SCHD (-121.3K shares, valued at $3.3M), JEPQ (-38.8K shares, valued at $2.2M); initiated new positions in SPMO (+25.2K shares, valued at $3.1M), VGT (+86 shares, valued at $64.2K), VIS (+204 shares, valued at $60.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR22.4K shares-5.24%2025-09-302025-11-05
IEFA ISHARES TR95.3K shares17.85%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F116.7K shares8.40%2025-09-302025-11-05 IWD ISHARES TR25.1K shares199.67%2025-09-302025-11-05 IVV ISHARES TR7.2K shares0.00%2025-09-302025-11-05 AVLV AMERICAN CENTY ETF TR62.3K shares8.07%2025-09-302025-11-05 QQQ INVESCO QQQ TR7.1K shares-1.97%2025-09-302025-11-05 AAPL APPLE INC16.1K shares-14.14%2025-09-302025-11-05 JPIE J P MORGAN EXCHANGE TRADED F86.7K shares12.50%2025-09-302025-11-05 HELO J P MORGAN EXCHANGE TRADED F55.5K shares45.91%2025-09-302025-11-05 PAVE GLOBAL X FDS74.4K shares-1.08%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR5.2K shares-0.64%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TR5.3K shares-10.10%2025-09-302025-11-05 SPMO INVESCO EXCH TRADED FD TR II25.2K sharesnew addition2025-09-302025-11-05 VTI VANGUARD INDEX FDS9.2K shares-6.22%2025-09-302025-11-05 XLRE SELECT SECTOR SPDR TR63.9K shares0.42%2025-09-302025-11-05 AAAU GOLDMAN SACHS PHYSICAL GOLD62.9K shares4.57%2025-09-302025-11-05 MUNI PIMCO ETF TR45.8K shares-25.04%2025-09-302025-11-05 GOOGL ALPHABET INC9.0K shares-12.19%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS51.1K shares-8.02%2025-09-302025-11-05 NVDA NVIDIA CORPORATION10.5K shares-25.03%2025-09-302025-11-05 MSFT MICROSOFT CORP3.6K shares-6.63%2025-09-302025-11-05 EFG ISHARES TR15.8K shares3.27%2025-09-302025-11-05 VOO VANGUARD INDEX FDS2.9K shares-8.52%2025-09-302025-11-05 AMZN AMAZON COM INC8.0K shares-15.07%2025-09-302025-11-05 JMST J P MORGAN EXCHANGE TRADED F34.2K shares-27.61%2025-09-302025-11-05 GOOG ALPHABET INC6.1K shares0.00%2025-09-302025-11-05 IJR ISHARES TR11.0K shares-0.36%2025-09-302025-11-05 EFA ISHARES TR13.9K shares0.00%2025-09-302025-11-05 AVGO BROADCOM INC3.8K shares-23.70%2025-09-302025-11-05 DGRO ISHARES TR16.2K shares0.00%2025-09-302025-11-05 MA MASTERCARD INCORPORATED1.7K shares-36.24%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.2.8K shares-0.64%2025-09-302025-11-05 NOBL PROSHARES TR8.3K shares-80.56%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR24.8K shares-83.03%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS13.1K shares5.08%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR2.2K shares0.00%2025-09-302025-11-05 VXUS VANGUARD STAR FDS8.3K shares0.00%2025-09-302025-11-05 IJH ISHARES TR9.2K shares-6.65%2025-09-302025-11-05 META META PLATFORMS INC785 shares-30.47%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS4.1K shares0.00%2025-09-302025-11-05 GLD SPDR GOLD TR1.6K shares0.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC1.5K shares-11.99%2025-09-302025-11-05 MU MICRON TECHNOLOGY INC3.0K shares-20.88%2025-09-302025-11-05 SPYG SPDR SERIES TRUST4.7K shares-0.51%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares-27.51%2025-09-302025-11-05 ILCG ISHARES TR4.5K shares0.00%2025-09-302025-11-05 IWP ISHARES TR3.1K shares0.00%2025-09-302025-11-05 APH AMPHENOL CORP NEW3.4K shares0.00%2025-09-302025-11-05 IWO ISHARES TR1.3K shares0.00%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR12.0K shares0.00%2025-09-302025-11-05 BAC BANK AMERICA CORP7.1K shares0.00%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC67 shares-21.18%2025-09-302025-11-05 IYR ISHARES TR3.7K shares0.00%2025-09-302025-11-05 GOVT ISHARES TR15.4K shares-74.62%2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC815 shares-31.97%2025-09-302025-11-05 SPYM SPDR SERIES TRUST4.3K shares107.92%2025-09-302025-11-05 CB CHUBB LIMITED1.1K shares-79.25%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS2.5K shares37.20%2025-09-302025-11-05 V VISA INC770 shares-57.85%2025-09-302025-11-05 USB US BANCORP DEL5.3K shares-21.16%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW277 shares-37.33%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL509 shares0.00%2025-09-302025-11-05 MUB ISHARES TR2.4K shares-2.08%2025-09-302025-11-05 HD HOME DEPOT INC616 shares-28.37%2025-09-302025-11-05 ETN EATON CORP PLC663 shares-40.22%2025-09-302025-11-05 SPAB SPDR SERIES TRUST9.6K shares-59.49%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS2.7K shares-4.97%2025-09-302025-11-05 LLY ELI LILLY & CO317 shares0.00%2025-09-302025-11-05 RTX RTX CORPORATION1.4K shares0.00%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC882 shares-17.80%2025-09-302025-11-05 LOW LOWES COS INC911 shares0.00%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW1.2K shares-34.75%2025-09-302025-11-05 ORCL ORACLE CORP787 shares0.00%2025-09-302025-11-05 VIGI VANGUARD WHITEHALL FDS2.5K shares-1.24%2025-09-302025-11-05 GL GLOBE LIFE INC1.5K shares0.00%2025-09-302025-11-05 WFC WELLS FARGO CO NEW2.4K shares0.00%2025-09-302025-11-05 ADBE ADOBE INC533 shares-33.71%2025-09-302025-11-05 IGIB ISHARES TR3.5K shares0.00%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC234 shares0.00%2025-09-302025-11-05 MS MORGAN STANLEY1.2K shares0.00%2025-09-302025-11-05 ABT ABBOTT LABS1.3K shares-26.91%2025-09-302025-11-05 BABA ALIBABA GROUP HLDG LTD955 shares0.00%2025-09-302025-11-05 VUG VANGUARD INDEX FDS354 shares-5.85%2025-09-302025-11-05 MNST MONSTER BEVERAGE CORP NEW2.5K shares-25.72%2025-09-302025-11-05 MCK MCKESSON CORP216 shares0.00%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS3.5K shares-1.03%2025-09-302025-11-05 TIPX SPDR SERIES TRUST8.4K shares0.00%2025-09-302025-11-05 AVDE AMERICAN CENTY ETF TR2.0K shares2821.43%2025-09-302025-11-05 WK WORKIVA INC1.9K shares0.00%2025-09-302025-11-05 HON HONEYWELL INTL INC751 shares-43.75%2025-09-302025-11-05 TSLA TESLA INC354 shares0.00%2025-09-302025-11-05 VB VANGUARD INDEX FDS576 shares82.28%2025-09-302025-11-05 HDV ISHARES TR1.2K shares-29.93%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND573 shares-47.43%2025-09-302025-11-05 CRM SALESFORCE INC590 shares-59.20%2025-09-302025-11-05 VLO VALERO ENERGY CORP800 shares0.00%2025-09-302025-11-05 SPSM SPDR SERIES TRUST2.9K shares0.00%2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE IN792 shares-29.97%2025-09-302025-11-05 PH PARKER-HANNIFIN CORP169 shares0.00%2025-09-302025-11-05 MCD MCDONALDS CORP418 shares0.00%2025-09-302025-11-05 MRK MERCK & CO INC1.5K shares-20.88%2025-09-302025-11-05 PEP PEPSICO INC858 shares-20.41%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR754 shares0.00%2025-09-302025-11-05 VPU VANGUARD WORLD FD605 shares116.07%2025-09-302025-11-05 VFH VANGUARD WORLD FD873 shares96.62%2025-09-302025-11-05 IWB ISHARES TR308 shares0.00%2025-09-302025-11-05 CSX CSX CORP3.2K shares-41.30%2025-09-302025-11-05 EFAV ISHARES TR1.2K shares0.00%2025-09-302025-11-05 A AGILENT TECHNOLOGIES INC810 shares0.00%2025-09-302025-11-05 XLY SELECT SECTOR SPDR TR431 shares-8.88%2025-09-302025-11-05 AMAT APPLIED MATLS INC500 shares0.00%2025-09-302025-11-05 DLTR DOLLAR TREE INC1.1K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS348 shares0.00%2025-09-302025-11-05 VTV VANGUARD INDEX FDS523 shares0.00%2025-09-302025-11-05 BA BOEING CO449 shares0.00%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR807 shares0.00%2025-09-302025-11-05 SPMD SPDR SERIES TRUST1.6K shares-15.56%2025-09-302025-11-05 IR INGERSOLL RAND INC1.1K shares0.00%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS1.5K shares0.00%2025-09-302025-11-05 YUM YUM BRANDS INC591 shares0.00%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO559 shares0.00%2025-09-302025-11-05 SBUX STARBUCKS CORP997 shares-50.47%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR818 shares82.18%2025-09-302025-11-05 CARR CARRIER GLOBAL CORPORATION1.2K shares0.00%2025-09-302025-11-05 ECL ECOLAB INC251 shares-12.85%2025-09-302025-11-05 NKE NIKE INC960 shares0.00%2025-09-302025-11-05 CMI CUMMINS INC158 shares-45.14%2025-09-302025-11-05 VGT VANGUARD WORLD FD86 sharesnew addition2025-09-302025-11-05 IVE ISHARES TR302 shares0.00%2025-09-302025-11-05 AJG GALLAGHER ARTHUR J & CO200 shares0.00%2025-09-302025-11-05 DFIV DIMENSIONAL ETF TRUST1.3K shares0.00%2025-09-302025-11-05 XLP SELECT SECTOR SPDR TR784 shares0.00%2025-09-302025-11-05 VIS VANGUARD WORLD FD204 sharesnew addition2025-09-302025-11-05 JIRE J P MORGAN EXCHANGE TRADED F805 shares0.00%2025-09-302025-11-05 INTU INTUIT86 shares0.00%2025-09-302025-11-05 XOM EXXON MOBIL CORP504 shares0.00%2025-09-302025-11-05 VAW VANGUARD WORLD FD273 sharesnew addition2025-09-302025-11-05 VCR VANGUARD WORLD FD140 sharesnew addition2025-09-302025-11-05 LGLV SPDR SERIES TRUST304 shares0.00%2025-09-302025-11-05 VDC VANGUARD WORLD FD250 sharesnew addition2025-09-302025-11-05 TOTL SSGA ACTIVE ETF TR1.3K shares0.00%2025-09-302025-11-05 VHT VANGUARD WORLD FD200 sharesnew addition2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR373 shares0.00%2025-09-302025-11-05 EW EDWARDS LIFESCIENCES CORP653 shares-51.84%2025-09-302025-11-05 FPEI FIRST TR EXCH TRADED FD III2.6K shares0.00%2025-09-302025-11-05 ROL ROLLINS INC844 shares0.00%2025-09-302025-11-05 IYE ISHARES TR1.0K shares0.00%2025-09-302025-11-05 DOV DOVER CORP272 shares0.00%2025-09-302025-11-05 EL LAUDER ESTEE COS INC496 shares0.00%2025-09-302025-11-05 SPTM SPDR SERIES TRUST538 shares-54.83%2025-09-302025-11-05 SYK STRYKER CORPORATION113 shares0.00%2025-09-302025-11-05 IDEV ISHARES TR511 shares0.00%2025-09-302025-11-05 ITOT ISHARES TR273 shares0.00%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC400 shares0.00%2025-09-302025-11-05 SRLN SSGA ACTIVE ETF TR925 shares0.00%2025-09-302025-11-05 PFG PRINCIPAL FINANCIAL GROUP IN449 shares0.00%2025-09-302025-11-05 IXJ ISHARES TR420 shares0.00%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC200 shares0.00%2025-09-302025-11-05 PFE PFIZER INC1.4K shares0.00%2025-09-302025-11-05 BE BLOOM ENERGY CORP418 shares0.00%2025-09-302025-11-05 MOAT VANECK ETF TRUST347 sharesnew addition2025-09-302025-11-05 CASY CASEYS GEN STORES INC58 shares0.00%2025-09-302025-11-05 IWR ISHARES TR337 shares0.00%2025-09-302025-11-05 OTIS OTIS WORLDWIDE CORP353 shares0.00%2025-09-302025-11-05 MTUM ISHARES TR122 shares0.00%2025-09-302025-11-05 STZ CONSTELLATION BRANDS INC223 shares0.00%2025-09-302025-11-05 FDL FIRST TR EXCHANGE-TRADED FD668 shares0.00%2025-09-302025-11-05 DAL DELTA AIR LINES INC DEL500 shares0.00%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST621 shares0.00%2025-09-302025-11-05 CMCSA COMCAST CORP NEW880 shares0.00%2025-09-302025-11-05 XLU SELECT SECTOR SPDR TR308 shares0.00%2025-09-302025-11-05 FNDX SCHWAB STRATEGIC TR1.0K shares0.00%2025-09-302025-11-05 EMR EMERSON ELEC CO192 shares0.00%2025-09-302025-11-05 PAAA PGIM ETF TR467 shares0.00%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR826 shares0.00%2025-09-302025-11-05 QCOM QUALCOMM INC126 shares0.00%2025-09-302025-11-05 AGG ISHARES TR205 shares8.47%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC460 shares0.00%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC321 shares0.00%2025-09-302025-11-05 LNT ALLIANT ENERGY CORP286 shares0.00%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR802 shares0.00%2025-09-302025-11-05 HEFA ISHARES TR435 shares0.00%2025-09-302025-11-05 FNDF SCHWAB STRATEGIC TR401 shares0.00%2025-09-302025-11-05 VOT VANGUARD INDEX FDS57 shares0.00%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F290 shares-98.69%2025-09-302025-11-05 TSN TYSON FOODS INC300 shares0.00%2025-09-302025-11-05 DIS DISNEY WALT CO140 shares0.00%2025-09-302025-11-05 COP CONOCOPHILLIPS169 shares0.00%2025-09-302025-11-05 DVY ISHARES TR108 shares0.00%2025-09-302025-11-05 WPC WP CAREY INC220 shares0.00%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS175 shares0.00%2025-09-302025-11-05 ROK ROCKWELL AUTOMATION INC37 shares0.00%2025-09-302025-11-05 IXUS ISHARES TR151 shares0.00%2025-09-302025-11-05 EFV ISHARES TR178 shares0.00%2025-09-302025-11-05 OEF ISHARES TR36 shares0.00%2025-09-302025-11-05 ES EVERSOURCE ENERGY164 shares0.00%2025-09-302025-11-05 ARKG ARK ETF TR400 shares0.00%2025-09-302025-11-05 EVRG EVERGY INC145 shares0.00%2025-09-302025-11-05 PXH INVESCO EXCH TRADED FD TR II433 shares0.00%2025-09-302025-11-05 CEG CONSTELLATION ENERGY CORP29 shares0.00%2025-09-302025-11-05 AOR ISHARES TR139 shares0.00%2025-09-302025-11-05 SNOW SNOWFLAKE INC38 shares-5.00%2025-09-302025-11-05 IVW ISHARES TR65 shares0.00%2025-09-302025-11-05 SLYG SPDR SERIES TRUST80 shares0.00%2025-09-302025-11-05 TMUS T-MOBILE US INC31 shares0.00%2025-09-302025-11-05 LIT GLOBAL X FDS130 shares0.00%2025-09-302025-11-05 SMDV PROSHARES TR101 shares0.00%2025-09-302025-11-05 VDE VANGUARD WORLD FD52 shares0.00%2025-09-302025-11-05 AOA ISHARES TR73 shares0.00%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC13 shares0.00%2025-09-302025-11-05 PKW INVESCO EXCHANGE TRADED FD T45 shares0.00%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC19 shares0.00%2025-09-302025-11-05 RPV INVESCO EXCHANGE TRADED FD T51 shares0.00%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP52 shares0.00%2025-09-302025-11-05 DHR DANAHER CORPORATION25 shares0.00%2025-09-302025-11-05 GLOF ISHARES TR95 shares0.00%2025-09-302025-11-05 ARKK ARK ETF TR55 shares0.00%2025-09-302025-11-05 FYX FIRST TR EXCHANGE-TRADED ALP40 shares0.00%2025-09-302025-11-05 EXC EXELON CORP87 shares0.00%2025-09-302025-11-05 FNX FIRST TR EXCHANGE-TRADED ALP31 shares0.00%2025-09-302025-11-05 AMGN AMGEN INC13 shares0.00%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F60 shares-99.85%2025-09-302025-11-05 CEF SPROTT ASSET MANAGEMENT LP93 shares0.00%2025-09-302025-11-05 SPYV SPDR SERIES TRUST61 shares0.00%2025-09-302025-11-05 SCHH SCHWAB STRATEGIC TR143 shares0.00%2025-09-302025-11-05 CTVA CORTEVA INC41 shares0.00%2025-09-302025-11-05 CTSH COGNIZANT TECHNOLOGY SOLUTIO35 shares0.00%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F43 shares0.00%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS26 shares0.00%2025-09-302025-11-05 CCI CROWN CASTLE INC22 shares0.00%2025-09-302025-11-05 LCII LCI INDS20 shares0.00%2025-09-302025-11-05 PHYS SPROTT ASSET MANAGEMENT LP45 shares0.00%2025-09-302025-11-05 FNDA SCHWAB STRATEGIC TR38 shares0.00%2025-09-302025-11-05 FNDE SCHWAB STRATEGIC TR24 shares0.00%2025-09-302025-11-05 ACWI ISHARES TR6 shares0.00%2025-09-302025-11-05 LCID LUCID GROUP INC10 sharesnew addition2025-09-302025-11-05 USRT ISHARES TR2 shares0.00%2025-09-302025-11-05 SCHC SCHWAB STRATEGIC TR2 shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available