Paladin Advisory Group, LLC Top Holdings and 13F Report (2025) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $130.59 million in total holdings as of December 31, 2024.Paladin Advisory Group, LLC owns shares of 236 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.02% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 235 new stocks and bought additional shares in 20 stocks.Paladin Advisory Group, LLC sold shares of 51 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $9,389,944iShares Core MSCI EAFE ETF $6,069,417JPMorgan Ultra-Short Income ETF $5,300,334Apple $4,703,639ProShares S&P 500 Aristocrats ETF $4,080,953 Largest New Holdings this Quarter Vanguard Total Bond Market ETF $232,269 HoldingVanguard Total International Stock ETF $218,984 HoldingVanguard Total International Bond ETF $99,473 HoldingVanguard Extended Market ETF $58,704 HoldingREVELYST INC $1,923 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 97,599 shares (about $2.67M)JPMorgan Ultra-Short Income ETF 13,774 shares (about $693.80K)Vanguard Total Stock Market ETF 1,027 shares (about $297.63K)Schwab U.S. Large-Cap Growth ETF 8,907 shares (about $248.24K)Vanguard Total Bond Market ETF 3,230 shares (about $232.27K) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 192,274 shares (about $4.42M)JPMorgan Nasdaq Equity Premium Income ETF 11,710 shares (about $660.21K)Alibaba Group 5,170 shares (about $438.36K)iShares Russell 1000 Growth ETF 591 shares (about $237.33K)NVIDIA 1,172 shares (about $157.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaladin Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$9,389,944$237,329 ▼-2.5%23,3837.2%ETFIEFAiShares Core MSCI EAFE ETF$6,069,417$126,152 ▲2.1%86,3614.6%ETFJPSTJPMorgan Ultra-Short Income ETF$5,300,334$693,796 ▲15.1%105,2284.1%ETFAAPLApple$4,703,639$150,502 ▼-3.1%18,7833.6%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$4,080,953$30,164 ▲0.7%40,9943.1%ETFAVLVAvantis U.S. Large Cap Value ETF$3,966,272$48,341 ▲1.2%59,4023.0%ETFSCHDSchwab US Dividend Equity ETF$3,928,370$2,666,405 ▲211.3%143,7913.0%ETFIVViShares Core S&P 500 ETF$3,672,775$113,615 ▲3.2%6,2392.8%ETFJPIEJPMorgan Income ETF$3,615,294$150,364 ▼-4.0%79,2482.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,359,952$3,987 ▼-0.1%5,8992.6%ETFQQQInvesco QQQ$3,306,636$152,858 ▼-4.4%6,4682.5%FinancePAVEGlobal X U.S. Infrastructure Development ETF$3,096,901$15,800 ▼-0.5%76,6372.4%ETFSPYSPDR S&P 500 ETF Trust$3,048,788$21,685 ▼-0.7%5,2022.3%FinanceMUBiShares National Muni Bond ETF$3,018,242$80,658 ▲2.7%28,3272.3%ETFIJRiShares Core S&P Small-Cap ETF$2,978,149$28,228 ▼-0.9%25,8482.3%ETFGOVTiShares U.S. Treasury Bond ETF$2,838,168$4,418,457 ▼-60.9%123,5062.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,728,792$660,210 ▼-19.5%48,4002.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,624,108$3,259 ▼-0.1%50,7272.0%ETFXLREReal Estate Select Sector SPDR Fund$2,567,965$19,359 ▼-0.7%63,1422.0%ETFNVDANVIDIA$2,261,041$157,388 ▼-6.5%16,8371.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,124,887$297,635 ▲16.3%7,3321.6%ETFAMZNAmazon.com$2,099,7820.0%9,5711.6%Retail/WholesaleGOOGLAlphabet$1,942,7860.0%10,2631.5%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,878,549$9,147 ▼-0.5%55,0411.4%ETFSRLNSPDR Blackstone Senior Loan ETF$1,735,686$199,220 ▲13.0%41,5931.3%ETFMSFTMicrosoft$1,702,0170.0%4,0381.3%Computer and TechnologyAAAUGoldman Sachs Physical Gold ETF$1,631,960$86,441 ▼-5.0%62,9251.2%Finance, Insurance, And Real EstateJMSTJPMorgan Ultra-Short Municipal ETF$1,621,858$16,785 ▼-1.0%31,9831.2%ETFVOOVanguard S&P 500 ETF$1,543,960$75,447 ▼-4.7%2,8651.2%ETFEFGiShares MSCI EAFE Growth ETF$1,510,451$23,917 ▲1.6%15,5991.2%ETFCBChubb$1,500,5850.0%5,4311.1%FinanceMAMastercard$1,410,6810.0%2,6791.1%Business ServicesJEPIJPMorgan Equity Premium Income ETF$1,258,584$1,036 ▼-0.1%21,8771.0%ETFAVGOBroadcom$1,203,2500.0%5,1900.9%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,183,721$19,994 ▼-1.7%6,3940.9%ETFGOOGAlphabet$1,169,3020.0%6,1400.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,146,7770.0%15,1670.9%FinanceDGROiShares Core Dividend Growth ETF$993,4930.0%16,1970.8%ETFUNHUnitedHealth Group$865,0210.0%1,7100.7%MedicalSPABSPDR Portfolio Aggregate Bond ETF$679,503$4,048 ▲0.6%27,1910.5%ETFJPMJPMorgan Chase & Co.$671,6670.0%2,8020.5%FinanceMETAMeta Platforms$661,0410.0%1,1290.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$653,1330.0%10,4820.5%ETFTTTrane Technologies$595,023$44,322 ▼-6.9%1,6110.5%ConstructionVVisa$577,4050.0%1,8270.4%Business ServicesVYMVanguard High Dividend Yield ETF$534,921$35,593 ▼-6.2%4,1930.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$517,119$13,072 ▲2.6%11,5120.4%ETFXLKTechnology Select Sector SPDR Fund$503,406$465 ▼-0.1%2,1650.4%ETFETNEaton$486,5210.0%1,4660.4%Industrial ProductsCRMSalesforce$483,4410.0%1,4460.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$479,5060.0%2,4280.4%Computer and TechnologyLLYEli Lilly and Company$455,4800.0%5900.3%MedicalBKNGBooking$422,3160.0%850.3%Retail/WholesaleAMTAmerican Tower$421,8430.0%2,3000.3%FinanceCOSTCostco Wholesale$404,9910.0%4420.3%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$403,445$1,267 ▼-0.3%3,1830.3%ETFILCGiShares Morningstar Growth ETF$402,3040.0%4,4900.3%ETFACNAccenture$383,4510.0%1,0900.3%Computer and TechnologyGLDSPDR Gold Shares$378,9330.0%1,5650.3%FinanceIYRiShares U.S. Real Estate ETF$378,754$11,632 ▼-3.0%4,0700.3%ETFUSBU.S. Bancorp$370,2040.0%7,7400.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$366,543$8,351 ▼-2.2%4,1700.3%ETFIWOiShares Russell 2000 Growth ETF$362,3650.0%1,2590.3%ETFADBEAdobe$357,523$43,134 ▼-10.8%8040.3%Computer and TechnologyHDHome Depot$334,5310.0%8600.3%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$330,984$248,238 ▲300.0%11,8760.3%ETFMUMicron Technology$316,7780.0%3,7640.2%Computer and TechnologyBACBank of America$311,8690.0%7,0960.2%FinanceHONHoneywell International$301,5630.0%1,3350.2%Multi-Sector ConglomeratesITWIllinois Tool Works$279,1700.0%1,1010.2%Industrial ProductsJ P MORGAN EXCHANGE TRADED F$270,184$38,155 ▲16.4%4,3550.2%HEDGED EQUITY LAVNQVanguard Real Estate ETF$269,244$6,056 ▼-2.2%3,0230.2%ETFBRK.BBerkshire Hathaway$248,851$27,197 ▼-9.9%5490.2%FinanceAPHAmphenol$237,7970.0%3,4240.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$232,269$232,269 ▲New Holding3,2300.2%ETFLOWLowe's Companies$224,8350.0%9110.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$224,4420.0%4,2980.2%ETFVXUSVanguard Total International Stock ETF$218,984$218,984 ▲New Holding3,7160.2%ETFICEIntercontinental Exchange$214,4250.0%1,4390.2%FinanceVIGIVanguard International Dividend Appreciation ETF$212,453$9,439 ▼-4.3%2,6560.2%ETFABTAbbott Laboratories$204,2770.0%1,8060.2%MedicalWKWorkiva$203,3420.0%1,8570.2%Computer and TechnologyHRBH&R Block$189,3790.0%3,5840.1%Consumer DiscretionaryMRKMerck & Co., Inc.$185,829$24,771 ▼-11.8%1,8680.1%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$184,818$515 ▲0.3%3,5880.1%ManufacturingSBUXStarbucks$183,6860.0%2,0130.1%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$179,456$10,552 ▼-5.6%4,6770.1%ETFMNSTMonster Beverage$175,7610.0%3,3440.1%Consumer StaplesCSXCSX$173,8380.0%5,3870.1%TransportationGLGlobe Life$169,2870.0%1,5180.1%FinanceWFCWells Fargo & Company$169,278$37,508 ▼-18.1%2,4100.1%FinanceBKLNInvesco Senior Loan ETF$167,907$4,888 ▲3.0%7,9690.1%ETFXLIIndustrial Select Sector SPDR Fund$164,1730.0%1,2460.1%ETFPEPPepsiCo$163,921$19,616 ▼-10.7%1,0780.1%Consumer StaplesRTXRTX$159,809$14,581 ▼-8.4%1,3810.1%AerospaceTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$155,057$1,812 ▼-1.2%8,3860.1%ETFVONGVanguard Russell 1000 Growth ETF$151,541$27,581 ▲22.3%1,4670.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$147,0770.0%2,0800.1%ETFMSMorgan Stanley$145,3320.0%1,1560.1%FinanceMCKMcKesson$143,0470.0%2510.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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