Paladin Advisory Group, LLC Top Holdings and 13F Report (2024) → (Free Workshop) Advanced “bug-out bag” hacks! (From Warrior Life) (Ad) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $126.46 million in total holdings as of March 31, 2024.Paladin Advisory Group, LLC owns shares of 226 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 228 new stocks and bought additional shares in 22 stocks.Paladin Advisory Group, LLC sold shares of 55 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $8,257,372iShares U.S. Treasury Bond ETF $6,870,862iShares Core MSCI EAFE ETF $5,866,442JPMorgan Ultra-Short Income ETF $4,062,803Schwab US Dividend Equity ETF $4,050,135 Largest New Holdings this Quarter iShares Core Aggressive Allocation ETF $586 Holding Largest Purchases this Quarter iShares U.S. Treasury Bond ETF 24,552 shares (about $552.67K)iShares Core S&P Mid-Cap ETF 8,382 shares (about $506.02K)Avantis U.S. Large Cap Value ETF 2,590 shares (about $166.12K)JPMorgan Ultra-Short Municipal ETF 2,951 shares (about $149.29K)SPDR Blackstone Senior Loan ETF 3,474 shares (about $145.32K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 5,415 shares (about $400.12K)Vanguard FTSE Emerging Markets ETF 8,173 shares (about $342.77K)SPDR Portfolio Emerging Markets ETF 8,289 shares (about $300.89K)JPMorgan Ultra-Short Income ETF 5,083 shares (about $255.32K)SPDR S&P MidCap 400 ETF Trust 424 shares (about $234.21K) 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$8,257,372$146,864 ▼-1.7%24,5146.5%ETFGOVTiShares U.S. Treasury Bond ETF$6,870,862$552,665 ▲8.7%305,2365.4%ETFIEFAiShares Core MSCI EAFE ETF$5,866,442$400,116 ▼-6.4%79,3944.6%ETFJPSTJPMorgan Ultra-Short Income ETF$4,062,803$255,319 ▼-5.9%80,8843.2%ETFSCHDSchwab US Dividend Equity ETF$4,050,135$199,069 ▼-4.7%50,5383.2%ETFNOBLProShares S&P 500 Aristocrats ETF$3,969,108$104,405 ▼-2.6%39,4233.1%ETFJEPIJPMorgan Equity Premium Income ETF$3,818,878$88,024 ▲2.4%66,6823.0%ETFJPIEJPMorgan Income ETF$3,613,138$65,283 ▲1.8%79,9192.9%ETFAVLVAvantis U.S. Large Cap Value ETF$3,390,376$166,123 ▲5.2%52,8592.7%ETFAAPLApple$3,326,127$120,211 ▼-3.5%19,5622.6%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$3,253,518$234,209 ▼-6.7%5,8902.6%ETFXLREReal Estate Select Sector SPDR Fund$3,063,563$272 ▲0.0%78,8772.4%ETFIVViShares Core S&P 500 ETF$2,988,142$29,918 ▲1.0%5,6932.4%ETFIJRiShares Core S&P Small-Cap ETF$2,795,516$56,554 ▲2.1%25,5562.2%ETFMUBiShares National Muni Bond ETF$2,783,269$54,473 ▲2.0%26,0072.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,750,370$11,537 ▼-0.4%69,6122.2%ETFSPYSPDR S&P 500 ETF Trust$2,679,203$13,054 ▼-0.5%5,1312.1%FinanceQQQInvesco QQQ$2,655,907$64,963 ▼-2.4%5,9692.1%FinanceNVDANVIDIA$2,640,407$2,711 ▼-0.1%2,9222.1%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,640,328$9,135 ▲0.3%50,5812.1%ETFAAAUGoldman Sachs Physical Gold ETF$2,198,047$54,661 ▲2.6%98,9221.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,993,477$69,433 ▼-3.4%55,8711.6%ETFEFGiShares MSCI EAFE Growth ETF$1,884,698$11,891 ▲0.6%18,2271.5%ETFAMZNAmazon.com$1,808,6140.0%9,9941.4%Retail/WholesaleMSFTMicrosoft$1,744,9830.0%4,1101.4%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,689,453$149,291 ▲9.7%33,3951.3%ETFGOOGLAlphabet$1,669,185$49,446 ▼-2.9%10,7351.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,553,525$14,543 ▼-0.9%5,9821.2%ETFVOOVanguard S&P 500 ETF$1,484,136$62,419 ▼-4.0%3,0911.2%ETFSRLNSPDR Blackstone Senior Loan ETF$1,473,891$145,318 ▲10.9%35,2351.2%ETFCBChubb$1,397,939$28,829 ▲2.1%5,4311.1%FinanceMAMastercard$1,281,634$76,066 ▼-5.6%2,6791.0%Business ServicesSPABSPDR Portfolio Aggregate Bond ETF$1,232,452$16,995 ▲1.4%49,2391.0%ETFEFAiShares MSCI EAFE ETF$1,228,266$126,039 ▼-9.3%15,4461.0%FinanceGOOGAlphabet$960,910$40,690 ▼-4.1%6,1400.8%Computer and TechnologyDGROiShares Core Dividend Growth ETF$936,110$1,790 ▼-0.2%16,2130.7%ETFUNHUnitedHealth Group$849,630$42,114 ▼-4.7%1,7350.7%MedicalAVGOBroadcom$766,9480.0%5680.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$653,0710.0%3,6640.5%ETFBABAAlibaba Group$636,9980.0%8,6820.5%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$636,300$506,021 ▲388.4%10,5400.5%ETFMETAMeta Platforms$621,0660.0%1,2640.5%Computer and TechnologyJPMJPMorgan Chase & Co.$557,430$24,072 ▼-4.1%2,8020.4%FinanceVYMVanguard High Dividend Yield ETF$543,651$16,149 ▲3.1%4,5110.4%ETFMUMicron Technology$539,7110.0%4,3420.4%Computer and TechnologyTTTrane Technologies$529,960$49,257 ▼-8.5%1,7860.4%Business ServicesVVisa$508,4180.0%1,8270.4%Business ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$487,927$40,607 ▼-7.7%11,4510.4%ETFETNEaton$457,4360.0%1,4660.4%Industrial ProductsXLKTechnology Select Sector SPDR Fund$452,5780.0%2,1670.4%ETFADBEAdobe$452,3830.0%9010.4%Computer and TechnologyLLYEli Lilly and Company$448,7250.0%5900.4%MedicalAMTAmerican Tower$443,923$20,073 ▼-4.3%2,3000.4%FinanceCRMSalesforce$442,5090.0%1,4640.3%Computer and TechnologyIYRiShares U.S. Real Estate ETF$370,922$41,823 ▼-10.1%4,1950.3%ETFACNAccenture$369,695$50,875 ▼-12.1%1,0900.3%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$367,627$13,952 ▼-3.7%3,2410.3%ETFTSMTaiwan Semiconductor Manufacturing$360,9410.0%2,5510.3%Computer and TechnologyHDHome Depot$340,4280.0%9250.3%Retail/WholesaleUSBU.S. Bancorp$340,173$6,373 ▼-1.8%7,7400.3%FinanceILCGiShares Morningstar Growth ETF$338,950$7,549 ▼-2.2%4,4900.3%ETFIWOiShares Russell 2000 Growth ETF$338,2930.0%1,2590.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$333,983$57,493 ▲20.8%6,5410.3%ManufacturingGLDSPDR Gold Shares$325,2380.0%1,5650.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$320,384$300,891 ▼-48.4%8,8260.3%ETFCOSTCostco Wholesale$318,7880.0%4420.3%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$313,229$15,753 ▼-4.8%4,2750.2%ETFITWIllinois Tool Works$306,341$10,344 ▼-3.3%1,1550.2%Industrial ProductsBKNGBooking$303,3540.0%850.2%Retail/WholesaleMRKMerck & Co., Inc.$287,6540.0%2,1960.2%MedicalHONHoneywell International$283,6220.0%1,4040.2%Multi-Sector ConglomeratesSCHGSchwab U.S. Large-Cap Growth ETF$282,4830.0%3,0440.2%ETFVNQVanguard Real Estate ETF$276,900$1,275 ▲0.5%3,2570.2%ETFBACBank of America$266,242$56,655 ▼-17.5%7,0960.2%FinanceBRK.BBerkshire Hathaway$240,354$8,824 ▼-3.5%5720.2%FinanceNKENIKE$239,5450.0%2,5880.2%Consumer DiscretionaryVIGIVanguard International Dividend Appreciation ETF$232,308$12,798 ▼-5.2%2,8680.2%ETFLOWLowe's Companies$227,094$21,189 ▼-8.5%9110.2%Retail/WholesalePEPPepsiCo$222,9710.0%1,2890.2%Consumer StaplesABTAbbott Laboratories$215,2130.0%1,9200.2%MedicalICEIntercontinental Exchange$213,7670.0%1,5600.2%FinanceMNSTMonster Beverage$209,8270.0%3,6340.2%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$201,4880.0%3,8980.2%ETFCSXCSX$198,1340.0%5,3870.2%TransportationAPHAmphenol$195,2540.0%1,7120.2%Computer and TechnologyCECelanese$193,2170.0%1,1290.2%Basic MaterialsSBUXStarbucks$184,2500.0%2,0130.1%Retail/WholesaleGLGlobe Life$173,2490.0%1,5180.1%FinanceHRBH&R Block$172,8200.0%3,5840.1%Consumer DiscretionarySPMDSPDR Portfolio S&P 400 Mid Cap ETF$162,612$36,796 ▼-18.5%3,0670.1%ETFBKLNInvesco Senior Loan ETF$160,410$17,440 ▼-9.8%7,5880.1%ETFPFEPfizer$158,780$21,289 ▼-11.8%5,7280.1%MedicalTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$156,5300.0%8,4840.1%ETFXLIIndustrial Select Sector SPDR Fund$155,7380.0%1,2460.1%ETFWKWorkiva$155,2080.0%1,8570.1%Computer and TechnologyYUMYum! Brands$153,6740.0%1,0940.1%Retail/WholesaleLINDE PLC$151,0680.0%3260.1%SHSRTXRTX$147,324$28,448 ▼-16.2%1,5070.1%AerospaceEFAViShares MSCI EAFE Min Vol Factor ETF$146,640$43,358 ▼-22.8%2,0800.1%ETFDLTRDollar Tree$145,5600.0%1,0710.1%Retail/WholesaleShowing 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. 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