Paladin Advisory Group
Latest statistics and disclosures from Paladin Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, GOVT, IEFA, JPST, SCHD, and represent 23.02% of Paladin Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: GOVT, IJH, AVLV, JMST, SRLN, JEPI, JPIE, IGIB, IJR, AAAU.
- Started 1 new stock position in AOA.
- Reduced shares in these 10 stocks: IEFA, VWO, SPEM, JPST, MDY, SCHD, SMDV, IWF, EFA, AAPL.
- Sold out of its positions in MKC, OHI, PRU.
- Paladin Advisory Group was a net seller of stock by $-1.6M.
- Paladin Advisory Group has $127M in assets under management (AUM), dropping by 4.39%.
- Central Index Key (CIK): 0001899703
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Portfolio Holdings for Paladin Advisory Group
Paladin Advisory Group holds 226 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.5 | $8.3M | 25k | 336.84 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 5.4 | $6.9M | +8% | 305k | 22.51 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.6 | $5.9M | -6% | 79k | 73.89 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.2 | $4.1M | -5% | 81k | 50.23 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.2 | $4.1M | -4% | 51k | 80.14 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.1 | $4.0M | -2% | 39k | 100.68 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.0 | $3.8M | +2% | 67k | 57.27 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 2.9 | $3.6M | 80k | 45.21 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.7 | $3.4M | +5% | 53k | 64.14 |
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| Apple (AAPL) | 2.6 | $3.3M | -3% | 20k | 170.03 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.6 | $3.3M | -6% | 5.9k | 552.38 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.4 | $3.1M | 79k | 38.84 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $3.0M | 5.7k | 524.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $2.8M | +2% | 26k | 109.39 |
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| Ishares Tr National Mun Etf (MUB) | 2.2 | $2.8M | 26k | 107.02 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 2.2 | $2.8M | 70k | 39.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $2.7M | 5.1k | 522.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $2.7M | -2% | 6.0k | 444.95 |
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| NVIDIA Corporation (NVDA) | 2.1 | $2.6M | 2.9k | 903.63 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.1 | $2.6M | 51k | 52.20 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 1.7 | $2.2M | +2% | 99k | 22.22 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.6 | $2.0M | -3% | 56k | 35.68 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.5 | $1.9M | 18k | 103.40 |
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| Amazon (AMZN) | 1.4 | $1.8M | 10k | 180.97 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.7M | 4.1k | 424.57 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.3 | $1.7M | +9% | 33k | 50.59 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.7M | -2% | 11k | 155.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $1.6M | 6.0k | 259.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $1.5M | -4% | 3.1k | 480.15 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.2 | $1.5M | +10% | 35k | 41.83 |
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| Chubb (CB) | 1.1 | $1.4M | +2% | 5.4k | 257.40 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $1.3M | -5% | 2.7k | 478.40 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.0 | $1.2M | 49k | 25.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $1.2M | -9% | 15k | 79.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $961k | -4% | 6.1k | 156.50 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $936k | 16k | 57.74 |
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| UnitedHealth (UNH) | 0.7 | $850k | -4% | 1.7k | 489.70 |
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| Broadcom (AVGO) | 0.6 | $767k | 568.00 | 1350.26 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $653k | 3.7k | 178.24 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $637k | 8.7k | 73.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $636k | +388% | 11k | 60.37 |
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| Meta Platforms Cl A (META) | 0.5 | $621k | 1.3k | 491.35 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $557k | -4% | 2.8k | 198.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $544k | +3% | 4.5k | 120.52 |
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| Micron Technology (MU) | 0.4 | $540k | 4.3k | 124.30 |
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| Trane Technologies SHS (TT) | 0.4 | $530k | -8% | 1.8k | 296.73 |
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| Visa Com Cl A (V) | 0.4 | $508k | 1.8k | 278.28 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $488k | -7% | 12k | 42.61 |
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| Eaton Corp SHS (ETN) | 0.4 | $457k | 1.5k | 312.03 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $453k | 2.2k | 208.85 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $452k | 901.00 | 502.09 |
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| Eli Lilly & Co. (LLY) | 0.4 | $449k | 590.00 | 760.55 |
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| American Tower Reit (AMT) | 0.4 | $444k | -4% | 2.3k | 193.01 |
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| salesforce (CRM) | 0.3 | $443k | 1.5k | 302.26 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $371k | -10% | 4.2k | 88.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $370k | -12% | 1.1k | 339.17 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $368k | -3% | 3.2k | 113.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $361k | 2.6k | 141.49 |
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| Home Depot (HD) | 0.3 | $340k | 925.00 | 368.03 |
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| Us Bancorp Del Com New (USB) | 0.3 | $340k | 7.7k | 43.95 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $339k | -2% | 4.5k | 75.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $338k | 1.3k | 268.70 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $334k | +20% | 6.5k | 51.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $325k | 1.6k | 207.82 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $320k | -48% | 8.8k | 36.30 |
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| Costco Wholesale Corporation (COST) | 0.3 | $319k | 442.00 | 721.24 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $313k | -4% | 4.3k | 73.27 |
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| Illinois Tool Works (ITW) | 0.2 | $306k | -3% | 1.2k | 265.23 |
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| Booking Holdings (BKNG) | 0.2 | $303k | 85.00 | 3568.87 |
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| Merck & Co (MRK) | 0.2 | $288k | 2.2k | 130.99 |
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| Honeywell International (HON) | 0.2 | $284k | 1.4k | 202.01 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $283k | 3.0k | 92.80 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $277k | 3.3k | 85.02 |
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| Bank of America Corporation (BAC) | 0.2 | $266k | -17% | 7.1k | 37.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $240k | -3% | 572.00 | 420.20 |
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| Nike CL B (NKE) | 0.2 | $240k | 2.6k | 92.56 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $232k | -5% | 2.9k | 81.00 |
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| Lowe's Companies (LOW) | 0.2 | $227k | -8% | 911.00 | 249.28 |
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| Pepsi (PEP) | 0.2 | $223k | 1.3k | 172.98 |
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| Abbott Laboratories (ABT) | 0.2 | $215k | 1.9k | 112.09 |
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| Intercontinental Exchange (ICE) | 0.2 | $214k | 1.6k | 137.03 |
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| Monster Beverage Corp (MNST) | 0.2 | $210k | 3.6k | 57.74 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $202k | 3.9k | 51.69 |
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| CSX Corporation (CSX) | 0.2 | $198k | 5.4k | 36.78 |
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| Amphenol Corp Cl A (APH) | 0.2 | $195k | 1.7k | 114.05 |
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| Celanese Corporation (CE) | 0.2 | $193k | 1.1k | 171.14 |
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| Starbucks Corporation (SBUX) | 0.1 | $184k | 2.0k | 91.53 |
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| Globe Life (GL) | 0.1 | $173k | 1.5k | 114.13 |
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| H&R Block (HRB) | 0.1 | $173k | 3.6k | 48.22 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $163k | -18% | 3.1k | 53.02 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $160k | -9% | 7.6k | 21.14 |
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| Pfizer (PFE) | 0.1 | $159k | -11% | 5.7k | 27.72 |
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| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $157k | 8.5k | 18.45 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $156k | 1.2k | 124.99 |
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| Workiva Com Cl A (WK) | 0.1 | $155k | 1.9k | 83.58 |
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| Yum! Brands (YUM) | 0.1 | $154k | 1.1k | 140.47 |
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| Linde SHS (LIN) | 0.1 | $151k | 326.00 | 463.40 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $147k | -16% | 1.5k | 97.76 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $147k | -22% | 2.1k | 70.50 |
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| Dollar Tree (DLTR) | 0.1 | $146k | 1.1k | 135.91 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $141k | 925.00 | 152.03 |
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| Valero Energy Corporation (VLO) | 0.1 | $138k | 800.00 | 172.64 |
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| McKesson Corporation (MCK) | 0.1 | $135k | -14% | 251.00 | 536.49 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $133k | 1.2k | 109.92 |
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| Edwards Lifesciences (EW) | 0.1 | $128k | 1.4k | 94.25 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $118k | 810.00 | 145.56 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $116k | 637.00 | 182.52 |
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| Morgan Stanley Com New (MS) | 0.1 | $108k | 1.2k | 93.53 |
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| Walt Disney Company (DIS) | 0.1 | $106k | -21% | 875.00 | 121.53 |
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| Oracle Corporation (ORCL) | 0.1 | $105k | 837.00 | 125.48 |
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| Applied Materials (AMAT) | 0.1 | $104k | 500.00 | 208.69 |
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| Ingersoll Rand (IR) | 0.1 | $103k | -11% | 1.1k | 93.62 |
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| Boeing Company (BA) | 0.1 | $97k | -33% | 513.00 | 189.50 |
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| Goldman Sachs (GS) | 0.1 | $97k | 234.00 | 413.51 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $93k | 169.00 | 551.01 |
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| Procter & Gamble Company (PG) | 0.1 | $91k | 568.00 | 160.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $89k | 308.00 | 287.40 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.1 | $86k | 3.3k | 25.82 |
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| McDonald's Corporation (MCD) | 0.1 | $85k | 304.00 | 280.22 |
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| Cummins (CMI) | 0.1 | $85k | 288.00 | 294.53 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $83k | 958.00 | 86.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $81k | 355.00 | 226.63 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $75k | +11% | 1.2k | 61.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $74k | 1.1k | 69.76 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $73k | 4.0k | 18.20 |
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| Ecolab (ECL) | 0.1 | $70k | 309.00 | 227.93 |
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| Carrier Global Corporation (CARR) | 0.1 | $68k | -8% | 1.2k | 57.40 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $66k | 807.00 | 82.29 |
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| International Business Machines (IBM) | 0.1 | $66k | 348.00 | 189.83 |
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| Tesla Motors (TSLA) | 0.0 | $62k | 354.00 | 175.22 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $62k | 1.2k | 50.34 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $59k | 784.00 | 75.75 |
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| Constellation Brands Cl A (STZ) | 0.0 | $59k | 223.00 | 266.00 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $59k | 1.0k | 57.86 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $59k | 504.00 | 116.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $56k | 302.00 | 185.67 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $56k | 407.00 | 136.81 |
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| Intuit (INTU) | 0.0 | $56k | 87.00 | 639.84 |
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| Wells Fargo & Company (WFC) | 0.0 | $55k | 958.00 | 57.61 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $55k | 373.00 | 146.47 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $54k | 380.00 | 141.78 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $53k | +8% | 547.00 | 96.94 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $51k | 1.0k | 49.71 |
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| Verizon Communications (VZ) | 0.0 | $50k | 1.2k | 42.28 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $49k | 200.00 | 247.18 |
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| Dover Corporation (DOV) | 0.0 | $48k | 272.00 | 175.53 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $47k | -4% | 1.1k | 42.17 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $47k | -2% | 304.00 | 154.52 |
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| Rollins (ROL) | 0.0 | $46k | 1.0k | 45.72 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $46k | 818.00 | 56.13 |
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| CVS Caremark Corporation (CVS) | 0.0 | $46k | -6% | 574.00 | 79.56 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $45k | 444.00 | 101.53 |
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| Stryker Corporation (SYK) | 0.0 | $44k | 125.00 | 354.67 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $43k | 449.00 | 95.11 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $39k | 420.00 | 92.28 |
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| Principal Financial (PFG) | 0.0 | $39k | 449.00 | 86.01 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $37k | 880.00 | 42.28 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $35k | -13% | 353.00 | 98.57 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $34k | 511.00 | 66.85 |
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| Wp Carey (WPC) | 0.0 | $34k | 598.00 | 56.07 |
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| Emerson Electric (EMR) | 0.0 | $33k | 292.00 | 113.54 |
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| Cigna Corp (CI) | 0.0 | $33k | 90.00 | 364.08 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $33k | 122.00 | 268.18 |
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| Uber Technologies (UBER) | 0.0 | $31k | 400.00 | 76.40 |
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| Voya Financial (VOYA) | 0.0 | $30k | 415.00 | 73.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $29k | 572.00 | 49.97 |
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| Intel Corporation (INTC) | 0.0 | $28k | 635.00 | 44.52 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $28k | 61.00 | 452.79 |
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| Casey's General Stores (CASY) | 0.0 | $27k | 84.00 | 315.37 |
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| Nutrien (NTR) | 0.0 | $26k | 468.00 | 54.86 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $24k | 252.00 | 95.87 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $24k | 500.00 | 48.22 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $24k | -39% | 362.00 | 65.25 |
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| Allegion Ord Shs (ALLE) | 0.0 | $23k | 175.00 | 132.32 |
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| ConocoPhillips (COP) | 0.0 | $22k | 169.00 | 128.68 |
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| Qualcomm (QCOM) | 0.0 | $22k | 126.00 | 171.72 |
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| Rockwell Automation (ROK) | 0.0 | $21k | 74.00 | 283.36 |
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| Eversource Energy (ES) | 0.0 | $20k | 334.00 | 58.88 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $19k | 118.00 | 162.22 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $18k | 284.00 | 64.02 |
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| Tyson Foods Cl A (TSN) | 0.0 | $17k | 300.00 | 57.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $17k | 49.00 | 344.27 |
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| Alliant Energy Corporation (LNT) | 0.0 | $14k | 286.00 | 49.68 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $13k | 57.00 | 234.47 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $13k | -45% | 108.00 | 122.31 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $13k | -9% | 254.00 | 49.79 |
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| Lumos Pharma (LUMO) | 0.0 | $13k | 4.4k | 2.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $12k | -96% | 294.00 | 41.94 |
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| Medtronic SHS (MDT) | 0.0 | $12k | 132.00 | 87.02 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $11k | 400.00 | 28.35 |
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| Snowflake Cl A (SNOW) | 0.0 | $11k | 68.00 | 160.51 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $11k | 197.00 | 53.93 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $9.1k | 478.00 | 18.96 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $8.9k | 36.00 | 247.08 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $8.6k | 78.00 | 110.55 |
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| Kenvue (KVUE) | 0.0 | $8.5k | 401.00 | 21.23 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $8.3k | 96.00 | 86.70 |
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| Playags (AGS) | 0.0 | $8.1k | 900.00 | 9.05 |
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| Evergy (EVRG) | 0.0 | $7.6k | 145.00 | 52.74 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $7.5k | 13.00 | 577.46 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $6.9k | 52.00 | 132.58 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $6.4k | -96% | 101.00 | 62.94 |
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| Danaher Corporation (DHR) | 0.0 | $6.2k | 25.00 | 247.80 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $5.9k | 130.00 | 45.58 |
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| Constellation Energy (CEG) | 0.0 | $5.4k | 29.00 | 185.97 |
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| Metropcs Communications (TMUS) | 0.0 | $5.0k | 31.00 | 162.68 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $4.9k | 418.00 | 11.73 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $4.6k | 200.00 | 22.86 |
|
|
| L3harris Technologies (LHX) | 0.0 | $4.0k | 19.00 | 208.58 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.8k | 52.00 | 72.37 |
|
|
| Amgen (AMGN) | 0.0 | $3.7k | 13.00 | 283.08 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $3.3k | 100.00 | 32.50 |
|
|
| Exelon Corporation (EXC) | 0.0 | $3.2k | 87.00 | 37.23 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $2.9k | 55.00 | 51.91 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $2.7k | 23.00 | 119.22 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.5k | 35.00 | 71.74 |
|
|
| Lci Industries (LCII) | 0.0 | $2.4k | 20.00 | 119.95 |
|
|
| Corteva (CTVA) | 0.0 | $2.4k | 41.00 | 57.68 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.3k | 22.00 | 104.27 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.7k | 20.00 | 84.55 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $1.4k | 56.00 | 25.50 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $909.998700 | 39.00 | 23.33 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $700.000000 | 8.00 | 87.50 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $586.000000 | NEW | 8.00 | 73.25 |
|
| Lucid Group (LCID) | 0.0 | $286.000000 | 100.00 | 2.86 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $106.000000 | 2.00 | 53.00 |
|
Past Filings by Paladin Advisory Group
SEC 13F filings are viewable for Paladin Advisory Group going back to 2021
- Paladin Advisory Group 2024 Q1 filed May 8, 2024
- Paladin Advisory Group 2023 Q4 filed Jan. 31, 2024
- Paladin Advisory Group 2023 Q3 filed Oct. 17, 2023
- Paladin Advisory Group 2023 Q2 filed Aug. 3, 2023
- Paladin Advisory Group 2023 Q1 filed April 21, 2023
- Paladin Advisory Group 2022 Q4 filed Jan. 11, 2023
- Paladin Advisory Group 2022 Q3 filed Oct. 7, 2022
- Paladin Advisory Group 2022 Q2 filed July 6, 2022
- Paladin Advisory Group 2022 Q1 filed April 15, 2022
- Paladin Advisory Group 2021 Q4 filed Jan. 11, 2022