Paladin Advisory Group, LLC Purchases and Sells in Q4 2024

Paladin Advisory Group, LLC

$130 Million
Q4 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	13.8K + 15.06%	$50.37 - $50.6 $694K - $697K	105K $5.3M
VTI	1.03K + 16.29%	$280.04 - $302.45 $288K - $311K	7.33K $2.12M
SRLN	4.77K + 12.97%	$41.48 - $42.08 $198K - $201K	41.6K $1.74M
IVV	193 + 3.19%	$570.51 - $610.59 $110K - $118K	6.24K $3.67M
AVLV	724 + 1.23%	$65.51 - $71.22 $47.4K - $51.6K	59.4K $3.97M
VONG	267 + 22.25%	$95.27 - $107.82 $25.4K - $28.8K	1.47K $151K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	3.23K New	$71.75 - $75.11 $232K - $243K	3.23K $232K
VXUS	3.72K New	$58.88 - $64.8 $219K - $241K	3.72K $218K
BNDX	2.03K New	$48.91 - $50.61 $99.2K - $103K	2.03K $99K
VXF	309 New	$179.17 - $207.15 $55.4K - $64K	309 $58K
MGEE	6 New	$88.55 - $108.16 $531 - $649	6 $0
REVELYST INC	100 New	N/A	100 $0

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-192K - 60.89%	$22.39 - $23.45 $4.31M - $4.51M	124K $2.84M
BABA	-5.17K - 77.37%	$82.28 - $117.52 $425K - $608K	1.51K $128K
JEPQ	-11.7K - 19.48%	$53.94 - $58.15 $632K - $681K	48.4K $2.73M
XLRE	-476 - 0.75%	$40.06 - $45.21 $19.1K - $21.5K	63.1K $2.57M
JPIE	-3.3K - 3.99%	$45.59 - $46.25 $150K - $152K	79.2K $3.62M
SPDW	-268 - 0.48%	$34.13 - $37.35 $9.15K - $10K	55K $1.88M

Activity Summary All Purchases 26 New Holdings 6 Increased Positions 20 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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