Paladin Advisory Group, LLC Top Holdings and 13F Report (2025) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $130.96 million in total holdings as of June 30, 2025.Paladin Advisory Group, LLC owns shares of 250 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 4.87% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 229 new stocks and bought additional shares in 26 stocks.Paladin Advisory Group, LLC sold shares of 51 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $10,015,205iShares Core MSCI EAFE ETF $6,751,531JPMorgan Ultra-Short Income ETF $5,455,905iShares Core S&P 500 ETF $4,498,421ProShares S&P 500 Aristocrats ETF $4,311,672 Largest New Holdings this Quarter 78467V848 - SPDR Doubleline Total Return Tactical ETF $52,384 Holding808524771 - Schwab Fundamental U.S. Large Company ETF $24,884 Holding00287Y109 - AbbVie $23,388 Holding808524201 - Schwab US Large-Cap ETF $20,187 Holding808524805 - Schwab International Equity ETF $17,724 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 11,104 shares (about $544.43K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 9,163 shares (about $470.61K)Invesco QQQ 807 shares (about $445.17K)iShares Russell 1000 Value ETF 1,915 shares (about $371.95K)J P MORGAN EXCHANGE TRADED F 4,278 shares (about $267.72K) Largest Sales this Quarter iShares National Muni Bond ETF 23,142 shares (about $2.42M)JPMorgan Ultra-Short Municipal ETF 8,979 shares (about $457.21K)JPMorgan Nasdaq Equity Premium Income ETF 5,746 shares (about $312.58K)SPDR Portfolio S&P 600 Small Cap ETF 6,846 shares (about $291.64K)NVIDIA 1,691 shares (about $267.16K) 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$10,015,205$115,059 ▼-1.1%23,5897.6%ETFIEFAiShares Core MSCI EAFE ETF$6,751,531$127,641 ▲1.9%80,8765.2%ETFJPSTJPMorgan Ultra-Short Income ETF$5,455,905$49,058 ▲0.9%107,6544.2%ETFIVViShares Core S&P 500 ETF$4,498,421$226,629 ▲5.3%7,2453.4%ETFNOBLProShares S&P 500 Aristocrats ETF$4,311,672$1,712 ▲0.0%42,8173.3%ETFQQQInvesco QQQ$3,969,601$445,173 ▲12.6%7,1963.0%FinanceAVLVAvantis U.S. Large Cap Value ETF$3,934,012$125,506 ▼-3.1%57,6753.0%ETFSCHDSchwab US Dividend Equity ETF$3,871,214$82,150 ▲2.2%146,0843.0%ETFAAPLApple$3,848,784$4,924 ▼-0.1%18,7592.9%Computer and TechnologyJPIEJPMorgan Income ETF$3,569,975$48,590 ▼-1.3%77,0722.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,315,607$19,260 ▼-0.6%5,8532.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$3,278,436$62,712 ▼-1.9%75,2282.5%ETFSPYSPDR S&P 500 ETF Trust$3,206,024$22,243 ▼-0.7%5,1892.4%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,136,298$470,612 ▲17.7%61,0652.4%ETFVTIVanguard Total Stock Market ETF$2,969,092$912 ▲0.0%9,7692.3%ETFXLREReal Estate Select Sector SPDR Fund$2,634,995$30,071 ▼-1.1%63,6172.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,407,650$457,211 ▼-16.0%47,2831.8%ETFJ P MORGAN EXCHANGE TRADED F$2,382,170$267,717 ▲12.7%38,0661.8%HEDGED EQUITY LASPDWSPDR Portfolio Developed World ex-US ETF$2,251,163$10,892 ▲0.5%55,5981.7%ETFNVDANVIDIA$2,202,381$267,161 ▼-10.8%13,9401.7%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,113,549$312,582 ▼-12.9%38,8521.6%ETFAMZNAmazon.com$2,062,485$37,296 ▼-1.8%9,4011.6%Retail/WholesaleAAAUGoldman Sachs Physical Gold ETF$1,966,094$20,621 ▼-1.0%60,1621.5%FinanceMSFTMicrosoft$1,929,453$3,482 ▲0.2%3,8791.5%Computer and TechnologyVOOVanguard S&P 500 ETF$1,820,252$123,811 ▼-6.4%3,2051.4%ETFGOOGLAlphabet$1,808,6480.0%10,2631.4%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,718,864$101,360 ▼-5.6%15,3471.3%ETFIWDiShares Russell 1000 Value ETF$1,624,151$371,950 ▲29.7%8,3621.2%ETFCBChubb$1,573,4690.0%5,4311.2%FinanceMAMastercard$1,505,4370.0%2,6791.1%Business ServicesGOVTiShares U.S. Treasury Bond ETF$1,396,403$198,639 ▼-12.5%60,7661.1%ETFAVGOBroadcom$1,372,461$58,162 ▼-4.1%4,9791.0%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,262,923$48,209 ▼-3.7%22,2151.0%ETFEFAiShares MSCI EAFE ETF$1,246,991$6,883 ▼-0.5%13,9501.0%FinanceIJRiShares Core S&P Small-Cap ETF$1,211,862$123,820 ▼-9.3%11,0890.9%ETFGOOGAlphabet$1,089,1750.0%6,1400.8%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,033,750$1,854 ▼-0.2%16,1680.8%ETFMETAMeta Platforms$833,3040.0%1,1290.6%Computer and TechnologyJPMJPMorgan Chase & Co.$812,3280.0%2,8020.6%FinanceVVisa$648,6760.0%1,8270.5%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$609,492$544,429 ▲836.8%12,4310.5%ETFIJHiShares Core S&P Mid-Cap ETF$608,106$9,303 ▼-1.5%9,8050.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$604,006$1,280 ▲0.2%23,5940.5%ETFVXUSVanguard Total International Stock ETF$571,7890.0%8,2760.4%ETFTSMTaiwan Semiconductor Manufacturing$549,9180.0%2,4280.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$548,2430.0%2,1650.4%ETFVYMVanguard High Dividend Yield ETF$542,905$21,060 ▼-3.7%4,0730.4%ETFUNHUnitedHealth Group$533,4690.0%1,7100.4%MedicalTTTrane Technologies$524,0170.0%1,1980.4%ConstructionBKNGBooking$492,0850.0%850.4%Retail/WholesaleGLDSPDR Gold Shares$477,0590.0%1,5650.4%FinanceMUMicron Technology$463,9130.0%3,7640.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$451,817$15,918 ▼-3.4%4,7400.3%ETFCOSTCostco Wholesale$437,5530.0%4420.3%Retail/WholesaleILCGiShares Morningstar Growth ETF$435,0810.0%4,4900.3%ETFIWPiShares Russell Mid-Cap Growth ETF$427,273$12,343 ▼-2.8%3,0810.3%ETFETNEaton$395,902$5,712 ▲1.5%1,1090.3%IndustrialsCRMSalesforce$394,3100.0%1,4460.3%Computer and TechnologyAMTAmerican Tower$391,205$117,140 ▼-23.0%1,7700.3%FinanceIWOiShares Russell 2000 Growth ETF$359,8980.0%1,2590.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$350,520$3,622 ▲1.0%12,0000.3%ETFIYRiShares U.S. Real Estate ETF$350,080$5,023 ▼-1.4%3,6940.3%ETFAPHAmphenol$338,1200.0%3,4240.3%Computer and TechnologyBACBank of America$335,7830.0%7,0960.3%FinanceACNAccenture$325,7900.0%1,0900.2%Computer and TechnologyHDHome Depot$315,3100.0%8600.2%Retail/WholesaleADBEAdobe$311,0520.0%8040.2%Computer and TechnologyHONHoneywell International$310,8950.0%1,3350.2%Multi-Sector ConglomeratesUSBU.S. Bancorp$304,985$45,250 ▼-12.9%6,7400.2%FinanceITWIllinois Tool Works$265,2990.0%1,0730.2%IndustrialsMUBiShares National Muni Bond ETF$251,692$2,417,873 ▼-90.6%2,4090.2%ETFVNQVanguard Real Estate ETF$249,234$890 ▼-0.4%2,7990.2%ETFBRK.BBerkshire Hathaway$247,2570.0%5090.2%FinanceLLYEli Lilly and Company$247,111$98,221 ▼-28.4%3170.2%MedicalABTAbbott Laboratories$245,6340.0%1,8060.2%MedicalVIGIVanguard International Dividend Appreciation ETF$225,030$11,085 ▼-4.7%2,4970.2%ETFMNSTMonster Beverage$209,4680.0%3,3440.2%Consumer StaplesICEIntercontinental Exchange$207,505$56,509 ▼-21.4%1,1310.2%FinanceLOWLowe's Companies$202,1240.0%9110.2%Retail/WholesaleRTXRTX$201,6540.0%1,3810.2%AerospaceVONGVanguard Russell 1000 Growth ETF$199,618$2,839 ▲1.4%1,8280.2%ETFHRBH&R Block$196,7260.0%3,5840.2%Consumer DiscretionaryHDViShares Core High Dividend ETF$193,799$59,991 ▲44.8%1,6540.1%ETFWFCWells Fargo & Company$192,9290.0%2,4080.1%FinanceGLGlobe Life$188,6720.0%1,5180.1%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$184,8100.0%3,4680.1%ManufacturingSBUXStarbucks$184,4510.0%2,0130.1%Retail/WholesaleCSXCSX$175,7780.0%5,3870.1%TransportationORCLOracle$172,0620.0%7870.1%Computer and TechnologyGSThe Goldman Sachs Group$165,6140.0%2340.1%FinanceVUGVanguard Growth ETF$164,838$57,430 ▲53.5%3760.1%ETFMSMorgan Stanley$162,8340.0%1,1560.1%FinanceTIPXSPDR Bloomberg 1-10 Year TIPS ETF$160,5080.0%8,3860.1%ETFMCKMcKesson$158,2800.0%2160.1%MedicalLINDE PLC$152,9530.0%3260.1%SHSSPLGSPDR Portfolio S&P 500 ETF$151,486$37,944 ▲33.4%2,0840.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$149,889$39,193 ▼-20.7%3,5070.1%ETFMRKMerck & Co., Inc.$147,8710.0%1,8680.1%MedicalPEPPepsiCo$142,3390.0%1,0780.1%Consumer StaplesWKWorkiva$127,1120.0%1,8570.1%Computer and TechnologyShowing 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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