The Analysis of Paladin Advisory Group, LLC's Holdings
Currently, Paladin Advisory Group, LLC holds 245 types of securities in its portfolio with a total value $136.9M. In the most recent quarter, they have increased their positions in AVIV (+100.2K shares, valued at $7.1M), IDMO (+54.2K shares, valued at $3.0M), IWR (+4.4K shares, valued at $423.6K); decreased their positions in IEFA (-67.7K shares, valued at $6.1M), SPDW (-20.8K shares, valued at $924.7K), IWF (-905 shares, valued at $428.3K); initiated new positions in AVIV (+100.2K shares, valued at $7.1M), IDMO (+54.2K shares, valued at $3.0M), IEMG (+4.8K shares, valued at $326.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR21.4K shares-4.05%2025-12-312026-01-21
AVIV AMERICAN CENTY ETF TR100.2K sharesnew addition2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F112.6K shares-3.51%2025-12-312026-01-21 IWD ISHARES TR25.0K shares-0.25%2025-12-312026-01-21 IVV ISHARES TR7.6K shares4.96%2025-12-312026-01-21 AVLV AMERICAN CENTY ETF TR61.0K shares-2.14%2025-12-312026-01-21 AAPL APPLE INC16.6K shares3.18%2025-12-312026-01-21 JPIE J P MORGAN EXCHANGE TRADED F93.1K shares7.36%2025-12-312026-01-21 HELO J P MORGAN EXCHANGE TRADED F54.8K shares-1.37%2025-12-312026-01-21 PAVE GLOBAL X FDS72.6K shares-2.44%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR5.0K shares-3.32%2025-12-312026-01-21 MDY SPDR S&P MIDCAP 400 ETF TR5.3K shares-0.23%2025-12-312026-01-21 VTI VANGUARD INDEX FDS9.1K shares-0.14%2025-12-312026-01-21 SPMO INVESCO EXCH TRADED FD TR II25.4K shares0.78%2025-12-312026-01-21 IDMO INVESCO EXCH TRADED FD TR II54.2K sharesnew addition2025-12-312026-01-21 ALPHABET INC ALPHABET INC9.5K shares5.55%2025-12-312026-01-21 XLRE SELECT SECTOR SPDR TR66.0K shares3.24%2025-12-312026-01-21 AAAU GOLDMAN SACHS PHYSICAL GOLD61.8K shares-1.82%2025-12-312026-01-21 MUNI PIMCO ETF TR48.9K shares6.91%2025-12-312026-01-21 IEFA ISHARES TR27.7K shares-70.98%2025-12-312026-01-21 NVDA NVIDIA CORPORATION10.5K shares0.00%2025-12-312026-01-21 AMZN AMAZON COM INC8.4K shares4.75%2025-12-312026-01-21 ALPHABET INC ALPHABET INC6.1K shares0.00%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F36.7K shares7.22%2025-12-312026-01-21 EFG ISHARES TR16.0K shares1.17%2025-12-312026-01-21 MSFT MICROSOFT CORP3.7K shares2.68%2025-12-312026-01-21 SPDW SPDR INDEX SHS FDS30.3K shares-40.72%2025-12-312026-01-21 IJR ISHARES TR11.0K shares-0.62%2025-12-312026-01-21 BROADCOM INC BROADCOM INC3.8K shares0.00%2025-12-312026-01-21 EFA ISHARES TR12.5K shares-10.36%2025-12-312026-01-21 DGRO ISHARES TR15.9K shares-1.65%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.2.9K shares5.06%2025-12-312026-01-21 MA MASTERCARD INCORPORATED1.6K shares-3.98%2025-12-312026-01-21 MU MICRON TECHNOLOGY INC3.0K shares0.00%2025-12-312026-01-21 NOBL PROSHARES TR8.0K shares-4.46%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS13.3K shares1.45%2025-12-312026-01-21 VONG VANGUARD SCOTTSDALE FDS5.3K shares110.93%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR22.9K shares-7.55%2025-12-312026-01-21 VXUS VANGUARD STAR FDS8.3K shares0.00%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR4.3K shares100.00%2025-12-312026-01-21 GLD SPDR GOLD TR1.6K shares0.00%2025-12-312026-01-21 IJH ISHARES TR9.0K shares-1.58%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS4.1K shares0.00%2025-12-312026-01-21 SPYM SPDR SERIES TRUST7.0K shares61.27%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares0.00%2025-12-312026-01-21 META META PLATFORMS INC785 shares0.00%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC1.5K shares0.00%2025-12-312026-01-21 SPYG SPDR SERIES TRUST4.6K shares-1.57%2025-12-312026-01-21 ILCG ISHARES TR4.5K shares0.00%2025-12-312026-01-21 APH AMPHENOL CORP NEW3.4K shares0.00%2025-12-312026-01-21 IWR ISHARES TR4.7K shares1305.64%2025-12-312026-01-21 BAC BANK AMERICA CORP7.8K shares9.39%2025-12-312026-01-21 IWO ISHARES TR1.3K shares0.00%2025-12-312026-01-21 IWP ISHARES TR2.8K shares-9.38%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR11.6K shares-3.23%2025-12-312026-01-21 CB CHUBB LIMITED1.2K shares6.30%2025-12-312026-01-21 GOVT ISHARES TR15.4K shares0.00%2025-12-312026-01-21 IYR ISHARES TR3.7K shares0.00%2025-12-312026-01-21 LLY ELI LILLY & CO317 shares0.00%2025-12-312026-01-21 IEMG ISHARES INC4.8K sharesnew addition2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC815 shares0.00%2025-12-312026-01-21 USB US BANCORP DEL5.3K shares0.00%2025-12-312026-01-21 EFV ISHARES TR3.9K shares2106.74%2025-12-312026-01-21 V VISA INC770 shares0.00%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW302 shares9.03%2025-12-312026-01-21 MUB ISHARES TR2.4K shares0.85%2025-12-312026-01-21 RTX RTX CORPORATION1.4K shares0.00%2025-12-312026-01-21 SPAB SPDR SERIES TRUST9.6K shares0.03%2025-12-312026-01-21 VIGI VANGUARD WHITEHALL FDS2.5K shares0.00%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS2.5K shares-4.21%2025-12-312026-01-21 WFC WELLS FARGO CO NEW2.4K shares-0.96%2025-12-312026-01-21 SCHH SCHWAB STRATEGIC TR10.5K shares7272.73%2025-12-312026-01-21 LOW LOWES COS INC911 shares0.00%2025-12-312026-01-21 ITW ILLINOIS TOOL WKS INC882 shares0.00%2025-12-312026-01-21 AMT AMERICAN TOWER CORP NEW1.2K shares7.10%2025-12-312026-01-21 HEFA ISHARES TR5.2K shares1091.03%2025-12-312026-01-21 GL GLOBE LIFE INC1.5K shares0.00%2025-12-312026-01-21 HD HOME DEPOT INC616 shares0.00%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC234 shares0.00%2025-12-312026-01-21 MS MORGAN STANLEY1.2K shares0.00%2025-12-312026-01-21 MNST MONSTER BEVERAGE CORP NEW2.5K shares0.00%2025-12-312026-01-21 IGIB ISHARES TR3.5K shares0.00%2025-12-312026-01-21 ADBE ADOBE INC533 shares0.00%2025-12-312026-01-21 MCK MCKESSON CORP216 shares0.00%2025-12-312026-01-21 AVDE AMERICAN CENTY ETF TR2.0K shares0.00%2025-12-312026-01-21 VUG VANGUARD INDEX FDS342 shares-3.39%2025-12-312026-01-21 ABT ABBOTT LABS1.3K shares0.00%2025-12-312026-01-21 SPEM SPDR INDEX SHS FDS3.5K shares0.00%2025-12-312026-01-21 WK WORKIVA INC1.9K shares0.00%2025-12-312026-01-21 TIPX SPDR SERIES TRUST8.4K shares0.00%2025-12-312026-01-21 TSLA TESLA INC354 shares0.00%2025-12-312026-01-21 CRM SALESFORCE INC590 shares0.00%2025-12-312026-01-21 ORCL ORACLE CORP787 shares0.00%2025-12-312026-01-21 IWS ISHARES TR1.1K sharesnew addition2025-12-312026-01-21 PH PARKER-HANNIFIN CORP169 shares0.00%2025-12-312026-01-21 HON HONEYWELL INTL INC751 shares0.00%2025-12-312026-01-21 HDV ISHARES TR1.2K shares0.00%2025-12-312026-01-21 BABA ALIBABA GROUP HLDG LTD955 shares0.00%2025-12-312026-01-21 DLTR DOLLAR TREE INC1.1K shares0.00%2025-12-312026-01-21 VLO VALERO ENERGY CORP800 shares0.00%2025-12-312026-01-21 AMAT APPLIED MATLS INC500 shares0.00%2025-12-312026-01-21 ICE INTERCONTINENTAL EXCHANGE IN792 shares0.00%2025-12-312026-01-21 MCD MCDONALDS CORP418 shares0.00%2025-12-312026-01-21 SCHP SCHWAB STRATEGIC TR4.7K sharesnew addition2025-12-312026-01-21 PEP PEPSICO INC858 shares0.00%2025-12-312026-01-21 VB VANGUARD INDEX FDS465 shares-19.27%2025-12-312026-01-21 SPSM SPDR SERIES TRUST2.5K shares-12.44%2025-12-312026-01-21 XLI SELECT SECTOR SPDR TR754 shares0.00%2025-12-312026-01-21 VFH VANGUARD WORLD FD873 shares0.00%2025-12-312026-01-21 IWB ISHARES TR308 shares0.00%2025-12-312026-01-21 CSX CSX CORP3.2K shares0.00%2025-12-312026-01-21 A AGILENT TECHNOLOGIES INC810 shares0.00%2025-12-312026-01-21 EFAV ISHARES TR1.2K shares0.00%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS348 shares0.00%2025-12-312026-01-21 XLY SELECT SECTOR SPDR TR862 shares100.00%2025-12-312026-01-21 VTV VANGUARD INDEX FDS523 shares0.00%2025-12-312026-01-21 BA BOEING CO449 shares0.00%2025-12-312026-01-21 XLC SELECT SECTOR SPDR TR807 shares0.00%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS1.5K shares0.00%2025-12-312026-01-21 YUM YUM BRANDS INC591 shares0.00%2025-12-312026-01-21 SBUX STARBUCKS CORP997 shares0.00%2025-12-312026-01-21 IR INGERSOLL RAND INC1.0K shares-6.33%2025-12-312026-01-21 CMI CUMMINS INC158 shares0.00%2025-12-312026-01-21 SPMD SPDR SERIES TRUST1.4K shares-14.93%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO559 shares0.00%2025-12-312026-01-21 VPU VANGUARD WORLD FD395 shares-34.71%2025-12-312026-01-21 IWM ISHARES TR275 sharesnew addition2025-12-312026-01-21 DFIV DIMENSIONAL ETF TRUST1.3K shares0.00%2025-12-312026-01-21 ECL ECOLAB INC251 shares0.00%2025-12-312026-01-21 VGT VANGUARD WORLD FD86 shares0.00%2025-12-312026-01-21 IVE ISHARES TR302 shares0.00%2025-12-312026-01-21 CARR CARRIER GLOBAL CORPORATION1.2K shares0.00%2025-12-312026-01-21 NKE NIKE INC960 shares0.00%2025-12-312026-01-21 XLP SELECT SECTOR SPDR TR784 shares0.00%2025-12-312026-01-21 VIS VANGUARD WORLD FD204 shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP504 shares0.00%2025-12-312026-01-21 JIRE J P MORGAN EXCHANGE TRADED F805 shares0.00%2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR373 shares0.00%2025-12-312026-01-21 INTU INTUIT86 shares0.00%2025-12-312026-01-21 EW EDWARDS LIFESCIENCES CORP653 shares0.00%2025-12-312026-01-21 VCR VANGUARD WORLD FD140 shares0.00%2025-12-312026-01-21 WMT WALMART INC480 sharesnew addition2025-12-312026-01-21 DOV DOVER CORP272 shares0.00%2025-12-312026-01-21 TOTL SSGA ACTIVE ETF TR1.3K shares0.00%2025-12-312026-01-21 EL LAUDER ESTEE COS INC496 shares0.00%2025-12-312026-01-21 AJG GALLAGHER ARTHUR J & CO200 shares0.00%2025-12-312026-01-21 ROL ROLLINS INC844 shares0.00%2025-12-312026-01-21 FPEI FIRST TR EXCH TRADED FD III2.6K shares0.00%2025-12-312026-01-21 IYE ISHARES TR1.0K shares0.00%2025-12-312026-01-21 IDEV ISHARES TR511 shares0.00%2025-12-312026-01-21 IXJ ISHARES TR420 shares0.00%2025-12-312026-01-21 ITOT ISHARES TR274 shares0.37%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR898 shares9.78%2025-12-312026-01-21 SPTM SPDR SERIES TRUST486 shares-9.67%2025-12-312026-01-21 SYK STRYKER CORPORATION113 shares0.00%2025-12-312026-01-21 PFG PRINCIPAL FINANCIAL GROUP IN449 shares0.00%2025-12-312026-01-21 SRLN SSGA ACTIVE ETF TR925 shares0.00%2025-12-312026-01-21 LGLV SPDR SERIES TRUST217 shares-28.62%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC200 shares0.00%2025-12-312026-01-21 PFE PFIZER INC1.4K shares0.00%2025-12-312026-01-21 DAL DELTA AIR LINES INC DEL500 shares0.00%2025-12-312026-01-21 UNP UNION PAC CORP142 sharesnew addition2025-12-312026-01-21 UBER UBER TECHNOLOGIES INC400 shares0.00%2025-12-312026-01-21 VHT VANGUARD WORLD FD112 shares-44.00%2025-12-312026-01-21 CASY CASEYS GEN STORES INC58 shares0.00%2025-12-312026-01-21 OTIS OTIS WORLDWIDE CORP353 shares0.00%2025-12-312026-01-21 STZ CONSTELLATION BRANDS INC223 shares0.00%2025-12-312026-01-21 MTUM ISHARES TR122 shares0.00%2025-12-312026-01-21 FDL FIRST TR EXCHANGE-TRADED FD668 shares0.00%2025-12-312026-01-21 DFUV DIMENSIONAL ETF TRUST621 shares0.00%2025-12-312026-01-21 VDC VANGUARD WORLD FD136 shares-45.60%2025-12-312026-01-21 BE BLOOM ENERGY CORP318 shares-23.92%2025-12-312026-01-21 CMCSA COMCAST CORP NEW880 shares0.00%2025-12-312026-01-21 XLU SELECT SECTOR SPDR TR616 shares100.00%2025-12-312026-01-21 EMR EMERSON ELEC CO192 shares0.00%2025-12-312026-01-21 PAAA PGIM ETF TR467 shares0.00%2025-12-312026-01-21 VAW VANGUARD WORLD FD113 shares-58.61%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR826 shares0.00%2025-12-312026-01-21 QCOM QUALCOMM INC126 shares0.00%2025-12-312026-01-21 FNDX SCHWAB STRATEGIC TR764 shares-24.65%2025-12-312026-01-21 AGG ISHARES TR205 shares0.00%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR802 shares0.00%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC460 shares0.00%2025-12-312026-01-21 LNT ALLIANT ENERGY CORP286 shares0.00%2025-12-312026-01-21 FNDF SCHWAB STRATEGIC TR401 shares0.00%2025-12-312026-01-21 TSN TYSON FOODS INC300 shares0.00%2025-12-312026-01-21 MDLZ MONDELEZ INTL INC321 shares0.00%2025-12-312026-01-21 DIS DISNEY WALT CO140 shares0.00%2025-12-312026-01-21 VOT VANGUARD INDEX FDS57 shares0.00%2025-12-312026-01-21 COP CONOCOPHILLIPS169 shares0.00%2025-12-312026-01-21 DVY ISHARES TR108 shares0.00%2025-12-312026-01-21 ROK ROCKWELL AUTOMATION INC37 shares0.00%2025-12-312026-01-21 WPC WP CAREY INC220 shares0.00%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS175 shares0.00%2025-12-312026-01-21 IXUS ISHARES TR153 shares1.32%2025-12-312026-01-21 OEF ISHARES TR36 shares0.00%2025-12-312026-01-21 DE DEERE & CO25 sharesnew addition2025-12-312026-01-21 ARKG ARK ETF TR400 shares0.00%2025-12-312026-01-21 ES EVERSOURCE ENERGY164 shares0.00%2025-12-312026-01-21 EVRG EVERGY INC145 shares0.00%2025-12-312026-01-21 CEG CONSTELLATION ENERGY CORP29 shares0.00%2025-12-312026-01-21 AOR ISHARES TR140 shares0.72%2025-12-312026-01-21 LIT GLOBAL X FDS130 shares0.00%2025-12-312026-01-21 IVW ISHARES TR65 shares0.00%2025-12-312026-01-21 SLYG SPDR SERIES TRUST80 shares0.00%2025-12-312026-01-21 TMO THERMO FISHER SCIENTIFIC INC13 shares0.00%2025-12-312026-01-21 SNOW SNOWFLAKE INC32 shares-15.79%2025-12-312026-01-21 SMDV PROSHARES TR101 shares0.00%2025-12-312026-01-21 VDE VANGUARD WORLD FD52 shares0.00%2025-12-312026-01-21 AOA ISHARES TR73 shares0.00%2025-12-312026-01-21 TMUS T-MOBILE US INC31 shares0.00%2025-12-312026-01-21 PKW INVESCO EXCHANGE TRADED FD T45 shares0.00%2025-12-312026-01-21 DHR DANAHER CORPORATION25 shares0.00%2025-12-312026-01-21 LHX L3HARRIS TECHNOLOGIES INC19 shares0.00%2025-12-312026-01-21 RPV INVESCO EXCHANGE TRADED FD T51 shares0.00%2025-12-312026-01-21 SCHW SCHWAB CHARLES CORP52 shares0.00%2025-12-312026-01-21 GLOF ISHARES TR95 shares0.00%2025-12-312026-01-21 FYX FIRST TR EXCHANGE-TRADED ALP40 shares0.00%2025-12-312026-01-21 CEF SPROTT ASSET MANAGEMENT LP93 shares0.00%2025-12-312026-01-21 AMGN AMGEN INC13 shares0.00%2025-12-312026-01-21 ARKK ARK ETF TR55 shares0.00%2025-12-312026-01-21 FNX FIRST TR EXCHANGE-TRADED ALP31 shares0.00%2025-12-312026-01-21 EXC EXELON CORP87 shares0.00%2025-12-312026-01-21 JEPQ J P MORGAN EXCHANGE TRADED F60 shares0.00%2025-12-312026-01-21 CTSH COGNIZANT TECHNOLOGY SOLUTIO35 shares0.00%2025-12-312026-01-21 CTVA CORTEVA INC41 shares0.00%2025-12-312026-01-21 LCII LCI INDS20 shares0.00%2025-12-312026-01-21 VONV VANGUARD SCOTTSDALE FDS26 shares0.00%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F43 shares0.00%2025-12-312026-01-21 PHYS SPROTT ASSET MANAGEMENT LP45 shares0.00%2025-12-312026-01-21 ACWI ISHARES TR6 shares0.00%2025-12-312026-01-21 FNDE SCHWAB STRATEGIC TR24 shares0.00%2025-12-312026-01-21 FNDA SCHWAB STRATEGIC TR14 shares-63.16%2025-12-312026-01-21 USRT ISHARES TR2 shares0.00%2025-12-312026-01-21 SCHC SCHWAB STRATEGIC TR2 shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available