Paladin Advisory Group, LLC Top Holdings and 13F Report (2025) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $124.98 million in total holdings as of March 31, 2025.Paladin Advisory Group, LLC owns shares of 229 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 236 new stocks and bought additional shares in 26 stocks.Paladin Advisory Group, LLC sold shares of 51 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $8,615,427iShares Core MSCI EAFE ETF $6,002,564JPMorgan Ultra-Short Income ETF $5,401,512ProShares S&P 500 Aristocrats ETF $4,373,304Apple $4,172,268 Largest New Holdings this Quarter 46641Q134 - JPMorgan International Research Enhanced Equity ETF $51,295 Holding336917109 - First Trust Morningstar Dividend Leaders Index $29,018 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $28,239 Holding69344A834 - PGIM ETF TR $23,962 Holding74736L109 - Q2 $11,361 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 29,433 shares (about $1.76M)JPMorgan Ultra-Short Municipal ETF 24,279 shares (about $1.23M)Vanguard Total Stock Market ETF 2,434 shares (about $668.96K)iShares Core S&P 500 ETF 641 shares (about $360.18K)Vanguard S&P 500 ETF 558 shares (about $286.72K) Largest Sales this Quarter SPDR Blackstone Senior Loan ETF 37,386 shares (about $1.54M)iShares Core S&P Small-Cap ETF 13,626 shares (about $1.42M)iShares U.S. Treasury Bond ETF 54,096 shares (about $1.24M)iShares Core MSCI EAFE ETF 7,014 shares (about $530.61K)iShares National Muni Bond ETF 2,776 shares (about $292.70K) 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$8,615,427$172,236 ▲2.0%23,8606.9%ETFIEFAiShares Core MSCI EAFE ETF$6,002,564$530,606 ▼-8.1%79,3474.8%ETFJPSTJPMorgan Ultra-Short Income ETF$5,401,512$73,819 ▲1.4%106,6864.3%ETFNOBLProShares S&P 500 Aristocrats ETF$4,373,304$184,537 ▲4.4%42,8003.5%ETFAAPLApple$4,172,2680.0%18,7833.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,997,833$22,564 ▼-0.6%142,9843.2%ETFAVLVAvantis U.S. Large Cap Value ETF$3,880,973$7,369 ▲0.2%59,5153.1%ETFIVViShares Core S&P 500 ETF$3,865,872$360,178 ▲10.3%6,8803.1%ETFJPIEJPMorgan Income ETF$3,599,034$51,921 ▼-1.4%78,1212.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,140,597$6,402 ▼-0.2%5,8872.5%ETFQQQInvesco QQQ$2,995,930$37,045 ▼-1.2%6,3892.4%FinanceSPYSPDR S&P 500 ETF Trust$2,922,813$12,866 ▲0.4%5,2252.3%FinancePAVEGlobal X U.S. Infrastructure Development ETF$2,892,646$1,132 ▲0.0%76,6672.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,860,923$1,234,587 ▲75.9%56,2622.3%ETFMUBiShares National Muni Bond ETF$2,694,097$292,701 ▼-9.8%25,5512.2%ETFXLREReal Estate Select Sector SPDR Fund$2,692,734$50,261 ▲1.9%64,3432.2%ETFVTIVanguard Total Stock Market ETF$2,684,087$668,960 ▲33.2%9,7662.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,675,548$60,571 ▲2.3%51,9022.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,309,284$196,868 ▼-7.9%44,5981.8%ETFJ P MORGAN EXCHANGE TRADED F$2,016,468$1,756,562 ▲675.8%33,7881.6%HEDGED EQUITY LASPDWSPDR Portfolio Developed World ex-US ETF$2,014,529$10,486 ▲0.5%55,3291.6%ETFAAAUGoldman Sachs Physical Gold ETF$1,877,288$65,836 ▼-3.4%60,7931.5%FinanceAMZNAmazon.com$1,820,9780.0%9,5711.5%Retail/WholesaleVOOVanguard S&P 500 ETF$1,758,857$286,720 ▲19.5%3,4231.4%ETFNVDANVIDIA$1,694,088$130,706 ▼-7.2%15,6311.4%Computer and TechnologyCBChubb$1,640,1080.0%5,4311.3%FinanceEFGiShares MSCI EAFE Growth ETF$1,625,200$65,300 ▲4.2%16,2521.3%ETFGOVTiShares U.S. Treasury Bond ETF$1,595,389$1,243,397 ▼-43.8%69,4101.3%ETFGOOGLAlphabet$1,587,0700.0%10,2631.3%Computer and TechnologyMAMastercard$1,468,4130.0%2,6791.2%Business ServicesMSFTMicrosoft$1,453,510$62,315 ▼-4.1%3,8721.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,317,820$67,768 ▲5.4%23,0631.1%ETFIJRiShares Core S&P Small-Cap ETF$1,278,002$1,424,812 ▼-52.7%12,2221.0%ETFIWDiShares Russell 1000 Value ETF$1,213,068$9,972 ▲0.8%6,4471.0%ETFEFAiShares MSCI EAFE ETF$1,146,427$93,172 ▼-7.5%14,0270.9%FinanceDGROiShares Core Dividend Growth ETF$1,000,6200.0%16,1970.8%ETFGOOGAlphabet$959,2520.0%6,1400.8%Computer and TechnologyUNHUnitedHealth Group$895,6130.0%1,7100.7%MedicalAVGOBroadcom$868,9620.0%5,1900.7%Computer and TechnologyJPMJPMorgan Chase & Co.$687,3310.0%2,8020.5%FinanceMETAMeta Platforms$650,7100.0%1,1290.5%Computer and TechnologyVVisa$640,2900.0%1,8270.5%Business ServicesSPABSPDR Portfolio Aggregate Bond ETF$601,314$93,144 ▼-13.4%23,5440.5%ETFIJHiShares Core S&P Mid-Cap ETF$580,874$30,750 ▼-5.0%9,9550.5%ETFVYMVanguard High Dividend Yield ETF$545,565$4,900 ▲0.9%4,2310.4%ETFVXUSVanguard Total International Stock ETF$513,940$283,176 ▲122.7%8,2760.4%ETFAMTAmerican Tower$500,4800.0%2,3000.4%FinanceGLDSPDR Gold Shares$450,9390.0%1,5650.4%FinanceXLKTechnology Select Sector SPDR Fund$447,0290.0%2,1650.4%ETFCOSTCostco Wholesale$418,0350.0%4420.3%Retail/WholesaleTTTrane Technologies$403,630$139,148 ▼-25.6%1,1980.3%ConstructionTSMTaiwan Semiconductor Manufacturing$403,0480.0%2,4280.3%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$397,043$72,186 ▼-15.4%9,7410.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$394,376$59,233 ▲17.7%4,9070.3%ETFBKNGBooking$391,5870.0%850.3%Retail/WholesaleCRMSalesforce$388,0490.0%1,4460.3%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$372,443$1,527 ▼-0.4%3,1700.3%ETFLLYEli Lilly and Company$365,878$121,409 ▼-24.9%4430.3%MedicalILCGiShares Morningstar Growth ETF$363,6450.0%4,4900.3%ETFIYRiShares U.S. Real Estate ETF$358,775$30,927 ▼-7.9%3,7470.3%ETFACNAccenture$340,1240.0%1,0900.3%Computer and TechnologyMUMicron Technology$327,0540.0%3,7640.3%Computer and TechnologyUSBU.S. Bancorp$326,7830.0%7,7400.3%FinanceIWOiShares Russell 2000 Growth ETF$321,7120.0%1,2590.3%ETFHDHome Depot$315,1810.0%8600.3%Retail/WholesaleADBEAdobe$308,3580.0%8040.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$297,3750.0%11,8760.2%ETFETNEaton$297,110$101,393 ▼-25.4%1,0930.2%IndustrialsBACBank of America$296,1160.0%7,0960.2%FinanceHONHoneywell International$282,6860.0%1,3350.2%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$271,083$21,303 ▼-7.3%5090.2%FinanceITWIllinois Tool Works$266,115$6,944 ▼-2.5%1,0730.2%IndustrialsVNQVanguard Real Estate ETF$254,282$19,372 ▼-7.1%2,8090.2%ETFICEIntercontinental Exchange$248,2280.0%1,4390.2%FinanceABTAbbott Laboratories$239,5660.0%1,8060.2%MedicalAPHAmphenol$224,5800.0%3,4240.2%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$217,303$2,986 ▼-1.4%2,6200.2%ETFLOWLowe's Companies$212,4730.0%9110.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$207,838$24,125 ▼-10.4%3,8510.2%ETFGLGlobe Life$199,9510.0%1,5180.2%FinanceSBUXStarbucks$197,4550.0%2,0130.2%Retail/WholesaleHRBH&R Block$196,7970.0%3,5840.2%Consumer DiscretionaryMNSTMonster Beverage$195,6910.0%3,3440.2%Consumer StaplesRTXRTX$182,9270.0%1,3810.1%AerospaceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$182,139$6,302 ▼-3.3%3,4680.1%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$174,173$9,961 ▼-5.4%4,4240.1%ETFSRLNSPDR Blackstone Senior Loan ETF$173,034$1,537,687 ▼-89.9%4,2070.1%ETFWFCWells Fargo & Company$172,870$144 ▼-0.1%2,4080.1%FinanceMRKMerck & Co., Inc.$167,6720.0%1,8680.1%MedicalVONGVanguard Russell 1000 Growth ETF$167,208$31,085 ▲22.8%1,8020.1%ETFXLIIndustrial Select Sector SPDR Fund$163,3130.0%1,2460.1%ETFPEPPepsiCo$161,6350.0%1,0780.1%Consumer StaplesTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$160,9270.0%8,3860.1%ETFCSXCSX$158,5390.0%5,3870.1%TransportationBKLNInvesco Senior Loan ETF$152,456$12,503 ▼-7.6%7,3650.1%ETFLINDE PLC$151,7990.0%3260.1%SHSMCKMcKesson$145,366$23,555 ▼-13.9%2160.1%MedicalWKWorkiva$140,9650.0%1,8570.1%Computer and TechnologyHDViShares Core High Dividend ETF$138,319$727 ▼-0.5%1,1420.1%ETFMSMorgan Stanley$134,8710.0%1,1560.1%FinanceShowing 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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