Paladin Advisory Group, LLC Top Holdings and 13F Report (2024) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $135.56 million in total holdings as of September 30, 2024.Paladin Advisory Group, LLC owns shares of 235 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 225 new stocks and bought additional shares in 26 stocks.Paladin Advisory Group, LLC sold shares of 41 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 Growth ETF $8,999,172iShares U.S. Treasury Bond ETF $7,405,041iShares Core MSCI EAFE ETF $6,600,360JPMorgan Ultra-Short Income ETF $4,640,376Apple $4,516,472 Largest New Holdings this Quarter Dimensional US Large Cap Value ETF $61,897 HoldingDimensional International Value ETF $50,837 HoldingiShares Short Maturity Municipal Bond Active ETF $42,013 HoldingAvantis U.S. Small Cap Value ETF $29,265 HoldingDimensional US Marketwide Value ETF $25,889 Holding Largest Purchases this Quarter Broadcom 4,622 shares (about $797.30K)JPMorgan Nasdaq Equity Premium Income ETF 10,033 shares (about $551.11K)iShares Russell 1000 Value ETF 2,760 shares (about $523.85K)Invesco QQQ 623 shares (about $304.07K)JPMorgan Ultra-Short Municipal ETF 5,070 shares (about $258.27K) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 20,546 shares (about $537.07K)JPMorgan Equity Premium Income ETF 7,487 shares (about $445.55K)Schwab US Dividend Equity ETF 4,435 shares (about $374.89K)iShares MSCI EAFE Growth ETF 2,335 shares (about $251.36K)Alibaba Group 2,000 shares (about $212.24K) 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$8,999,172$177,926 ▼-1.9%23,9746.6%ETFGOVTiShares U.S. Treasury Bond ETF$7,405,041$194,401 ▲2.7%315,7805.5%ETFIEFAiShares Core MSCI EAFE ETF$6,600,360$257,408 ▲4.1%84,5664.9%ETFJPSTJPMorgan Ultra-Short Income ETF$4,640,376$120,355 ▼-2.5%91,4543.4%ETFAAPLApple$4,516,472$24,931 ▼-0.5%19,3843.3%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$4,344,171$150,105 ▲3.6%40,6913.2%ETFSCHDSchwab US Dividend Equity ETF$3,904,610$374,891 ▼-8.8%46,1922.9%ETFAVLVAvantis U.S. Large Cap Value ETF$3,862,773$235,803 ▲6.5%58,6782.8%ETFJPIEJPMorgan Income ETF$3,829,216$17,303 ▼-0.4%82,5442.8%ETFIVViShares Core S&P 500 ETF$3,487,454$184,006 ▲5.6%6,0462.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,364,412$7,406 ▼-0.2%5,9062.5%ETFQQQInvesco QQQ$3,302,770$304,068 ▲10.1%6,7672.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,301,842$551,113 ▲20.0%60,1102.4%ETFPAVEGlobal X U.S. Infrastructure Development ETF$3,170,472$138,874 ▲4.6%77,0282.3%ETFIJRiShares Core S&P Small-Cap ETF$3,051,779$98,712 ▲3.3%26,0932.3%ETFSPYSPDR S&P 500 ETF Trust$3,005,929$2,869 ▼-0.1%5,2392.2%FinanceMUBiShares National Muni Bond ETF$2,994,929$60,724 ▲2.1%27,5702.2%ETFXLREReal Estate Select Sector SPDR Fund$2,841,794$173,765 ▼-5.8%63,6182.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,690,8540.0%50,7902.0%ETFNVDANVIDIA$2,187,013$115,489 ▼-5.0%18,0091.6%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,077,406$25,353 ▼-1.2%55,3091.5%ETFVTIVanguard Total Stock Market ETF$1,785,324$92,310 ▲5.5%6,3051.3%ETFAMZNAmazon.com$1,783,364$78,818 ▼-4.2%9,5711.3%Retail/WholesaleMSFTMicrosoft$1,737,551$6,885 ▼-0.4%4,0381.3%Computer and TechnologyAAAUGoldman Sachs Physical Gold ETF$1,724,365$58,244 ▲3.5%66,2581.3%Finance, Insurance, And Real EstateGOOGLAlphabet$1,702,119$78,281 ▼-4.4%10,2631.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,652,643$251,363 ▼-13.2%15,3521.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,646,075$258,266 ▲18.6%32,3141.2%ETFVOOVanguard S&P 500 ETF$1,585,385$2,110 ▼-0.1%3,0051.2%ETFCBChubb$1,566,2460.0%5,4311.2%FinanceSRLNSPDR Blackstone Senior Loan ETF$1,537,572$11,401 ▲0.7%36,8191.1%ETFMAMastercard$1,322,8900.0%2,6791.0%Business ServicesJEPIJPMorgan Equity Premium Income ETF$1,302,971$445,551 ▼-25.5%21,8951.0%ETFEFAiShares MSCI EAFE ETF$1,268,4160.0%15,1670.9%FinanceIWDiShares Russell 1000 Value ETF$1,234,080$523,848 ▲73.8%6,5020.9%ETFGOOGAlphabet$1,026,5470.0%6,1400.8%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,015,359$1,003 ▼-0.1%16,1970.7%ETFUNHUnitedHealth Group$999,803$14,617 ▼-1.4%1,7100.7%MedicalAVGOBroadcom$895,275$797,295 ▲813.7%5,1900.7%Computer and TechnologyBABAAlibaba Group$709,094$212,240 ▼-23.0%6,6820.5%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$706,538$537,072 ▼-43.2%27,0290.5%ETFTTTrane Technologies$672,892$21,380 ▼-3.1%1,7310.5%ConstructionIJHiShares Core S&P Mid-Cap ETF$653,2380.0%10,4820.5%ETFMETAMeta Platforms$646,285$77,279 ▼-10.7%1,1290.5%Computer and TechnologyJPMJPMorgan Chase & Co.$590,8300.0%2,8020.4%FinanceVYMVanguard High Dividend Yield ETF$573,246$2,692 ▼-0.5%4,4720.4%ETFAMTAmerican Tower$534,8880.0%2,3000.4%FinanceLLYEli Lilly and Company$522,7050.0%5900.4%MedicalSPSMSPDR Portfolio S&P 600 Small Cap ETF$510,668$10,467 ▼-2.0%11,2210.4%ETFVVisa$502,3340.0%1,8270.4%Business ServicesXLKTechnology Select Sector SPDR Fund$489,2220.0%2,1670.4%ETFETNEaton$485,8910.0%1,4660.4%Industrial ProductsADBEAdobe$466,5200.0%9010.3%Computer and TechnologyIYRiShares U.S. Real Estate ETF$427,3450.0%4,1950.3%ETFTSMTaiwan Semiconductor Manufacturing$421,6710.0%2,4280.3%Computer and TechnologyCRMSalesforce$395,785$4,927 ▼-1.2%1,4460.3%Computer and TechnologyCOSTCostco Wholesale$391,8420.0%4420.3%Retail/WholesaleMUMicron Technology$390,364$59,944 ▼-13.3%3,7640.3%Computer and TechnologyACNAccenture$385,2930.0%1,0900.3%Computer and TechnologyGLDSPDR Gold Shares$380,3890.0%1,5650.3%FinanceILCGiShares Morningstar Growth ETF$377,3400.0%4,4900.3%ETFIWPiShares Russell Mid-Cap Growth ETF$374,5070.0%3,1930.3%ETFBKNGBooking$358,0300.0%850.3%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$357,5560.0%1,2590.3%ETFUSBU.S. Bancorp$353,9500.0%7,7400.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$353,739$829 ▼-0.2%4,2650.3%ETFHDHome Depot$348,472$26,338 ▼-7.0%8600.3%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$309,3100.0%2,9690.2%ETFVNQVanguard Real Estate ETF$301,077$22,306 ▼-6.9%3,0910.2%ETFITWIllinois Tool Works$288,5390.0%1,1010.2%Industrial ProductsBACBank of America$281,5690.0%7,0960.2%FinanceBRK.BBerkshire Hathaway$280,298$7,824 ▼-2.7%6090.2%FinanceHONHoneywell International$275,958$3,721 ▼-1.3%1,3350.2%Multi-Sector ConglomeratesIEMGiShares Core MSCI Emerging Markets ETF$246,7480.0%4,2980.2%ETFLOWLowe's Companies$246,7440.0%9110.2%Retail/WholesaleVIGIVanguard International Dividend Appreciation ETF$244,889$8,298 ▼-3.3%2,7740.2%ETFMRKMerck & Co., Inc.$240,4070.0%2,1170.2%MedicalICEIntercontinental Exchange$231,161$5,783 ▼-2.4%1,4390.2%FinanceJ P MORGAN EXCHANGE TRADED F$228,664$61,324 ▲36.6%3,7400.2%HEDGED EQUITY LAHRBH&R Block$227,7630.0%3,5840.2%Consumer DiscretionaryAPHAmphenol$223,1080.0%3,4240.2%Computer and TechnologyABTAbbott Laboratories$205,902$12,997 ▼-5.9%1,8060.2%MedicalPEPPepsiCo$205,2500.0%1,2070.2%Consumer StaplesSPEMSPDR Portfolio Emerging Markets ETF$204,419$138,990 ▼-40.5%4,9520.2%ETFSBUXStarbucks$196,2470.0%2,0130.1%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$192,210$140,317 ▼-42.2%3,5780.1%ManufacturingNKENIKE$191,5630.0%2,1670.1%Consumer DiscretionaryCSXCSX$186,0130.0%5,3870.1%TransportationRTXRTX$182,5880.0%1,5070.1%AerospaceMNSTMonster Beverage$174,4560.0%3,3440.1%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$168,7580.0%1,2460.1%ETFWFCWells Fargo & Company$166,307$112,189 ▲207.3%2,9440.1%FinanceBKLNInvesco Senior Loan ETF$162,554$1,870 ▲1.2%7,7370.1%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$160,7720.0%8,4840.1%ETFGLGlobe Life$160,7710.0%1,5180.1%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$159,5360.0%2,0800.1%ETFLINDE PLC$155,4560.0%3260.1%SHSCECelanese$148,0600.0%1,0890.1%Basic MaterialsWKWorkiva$146,9260.0%1,8570.1%Computer and TechnologyPFEPfizer$140,7350.0%4,8630.1%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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