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Paladin Advisory Group, LLC13F | |
| Paladin Advisory Group, LLC | |
| Last update 2025-04-15 | 229 Stocks (6 new) |
| Value $125.00 Mil | Turnover 5 % |
Paladin Advisory Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 23,860 | 8,615.4 | +2.04% | 6.890 | +0.14% | 0.010 | +21.46% | +6.64% | 112,461.7 | ||
IEFA | iShares Core MSCI EAFE ETF | 79,347 | 6,002.6 | -8.12% | 4.800 | -0.38% | 0.000 | +15.26% | +20.32% | 142,203.0 | ||
JPST | JPMorgan Ultra-Short Income ETF | 106,686 | 5,401.5 | +1.39% | 4.320 | +0.06% | 0.020 | +1.43% | +2.62% | 31,782.1 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 42,800 | 4,373.3 | +4.41% | 3.500 | +0.15% | 0.040 | +5.95% | +4.30% | 11,605.3 | ||
AAPL | Apple Inc | 18,783 | 4,172.3 | 0% | 3.340 | 0% | 0.000 | +3.62% | -16.11% | 3,130,101.1 | Hardware | |
SCHD | Schwab US Dividend Equity ETF | 142,984 | 3,997.8 | -0.56% | 3.200 | -0.02% | 0.010 | +9.08% | +1.93% | 71,198.8 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 59,515 | 3,881.0 | +0.19% | 3.110 | +0.01% | 0.060 | +14.25% | +4.71% | 7,738.9 | ||
IVV | iShares Core S&P 500 ETF | 6,880 | 3,865.9 | +10.27% | 3.090 | +0.29% | 0.000 | +15.91% | +6.95% | 621,319.6 | ||
JPIE | JPMorgan Income ETF | 78,121 | 3,599.0 | -1.42% | 2.880 | -0.04% | 0.110 | +3.05% | +3.88% | 3,989.2 | ||
MDY | S&P MidCap 400 ETF | 5,887 | 3,140.6 | -0.20% | 2.510 | -0.01% | 0.010 | +15.29% | +2.21% | 23,337.9 |
Paladin Advisory Group, LLC's Historical Top Holdings Breakdowns
Paladin Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Add Add | +1.40% | 59.58 ($62) 63.7 | $62.95 | 1.54% | Add 675.84% | 33,788 | 29,433 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -1.20% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Reduce -52.72% | 12,222 | -13,626 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | Reduce Reduce | -1.20% | 41.02 ($41.59) 41.99 | $41.52 | -0.16% | Reduce -89.89% | 4,207 | -37,386 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-03-31 | Add Add | +0.99% | 50.72 ($50.82) 50.92 | $50.88 | 0.13% | Add 75.91% | 56,262 | 24,279 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.95% | 22.25 ($22.67) 23 | $22.71 | 0.18% | Reduce -43.8% | 69,410 | -54,096 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.54% | 271.18 ($290.53) 303.12 | $307.02 | 5.68% | Add 33.2% | 9,766 | 2,434 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.38% | 69.57 ($74.78) 78.65 | $82.88 | 10.83% | Reduce -8.12% | 79,347 | -7,014 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.29% | 554.06 ($590.51) 615.85 | $626.01 | 6.01% | Add 10.27% | 6,880 | 641 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -0.23% | 104.71 ($106.35) 107.68 | $103.97 | -2.23% | Reduce -9.8% | 25,551 | -2,776 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.23% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Add 19.48% | 3,423 | 558 |
Paladin Advisory Group, LLC Total Holding History ($B)
Paladin Advisory Group, LLC's Asset Allocation
Paladin Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Paladin Advisory Group, LLC's Hypothetical Growth since 2025-03-31
Paladin Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Paladin Advisory Group, LLC's Holdings Heat Map
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Paladin Advisory Group, LLC's Holdings Bubble Chart
Paladin Advisory Group, LLC News
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