Paladin Advisory Group, LLC Purchases and Sells in Q1 2025

Paladin Advisory Group, LLC

$122 Million
Q1 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	24.3K + 75.91%	$50.72 - $50.92 $1.23M - $1.24M	56.3K $2.86M
VTI	2.43K + 33.2%	$271.18 - $303.12 $660K - $738K	9.77K $2.67M
VXUS	4.56K + 122.71%	$58.01 - $64.46 $265K - $294K	8.28K $517K
NOBL	1.81K + 4.41%	$97.38 - $104.52 $176K - $189K	42.8K $4.32M
VOO	558 + 19.48%	$507.05 - $563.67 $283K - $315K	3.42K $1.75M
IVV	641 + 10.27%	$554.06 - $615.85 $355K - $395K	6.88K $3.84M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JIRE	805 New	$58.04 - $65.84 $46.7K - $53K	805 $51K
FDL	668 New	$39.69 - $43.83 $26.5K - $29.3K	668 $28K
ITOT	231 New	$120.29 - $134.6 $27.8K - $31.1K	231 $28K
QTWO	142 New	$71.37 - $102.68 $10.1K - $14.6K	142 $11K
IXUS	149 New	$65.06 - $72.31 $9.69K - $10.8K	149 $10K
PGIM ETF TR	467 New	N/A	467 $0

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-13.6K - 52.72%	$102.49 - $119.96 $1.4M - $1.63M	12.2K $1.27M
SRLN	-37.4K - 89.89%	$41.02 - $41.99 $1.53M - $1.57M	4.21K $172K
GOVT	-54.1K - 43.8%	$22.25 - $23.0 $1.2M - $1.24M	69.4K $1.59M
NVDA	-1.21K - 7.16%	$106.98 - $149.43 $129K - $180K	15.6K $1.69M
JEPQ	-3.8K - 7.86%	$51.45 - $58.51 $196K - $222K	44.6K $2.31M
MUB	-2.78K - 9.8%	$104.71 - $107.69 $291K - $299K	25.6K $2.69M

Activity Summary All Purchases 32 New Holdings 6 Increased Positions 26 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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