Paladin Advisory Group, LLC Reduced Holdings in Q4 2024

Paladin Advisory Group, LLC

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-192K
- 60.89%
$22.39 - $23.45 $4.31M - $4.51M
124K $2.84M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5.17K
- 77.37%
$82.28 - $117.52 $425K - $608K
1.51K $128K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-11.7K
- 19.48%
$53.94 - $58.15 $632K - $681K
48.4K $2.73M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-476
- 0.75%
$40.06 - $45.21 $19.1K - $21.5K
63.1K $2.57M
JPIE
J P Morgan Exchange Traded Fd
-3.3K
- 3.99%
$45.59 - $46.25 $150K - $152K
79.2K $3.62M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-268
- 0.48%
$34.13 - $37.35 $9.15K - $10K
55K $1.88M
ADBE
Adobe Inc.

Technology
-97
- 10.77%
$437.39 - $552.96 $42.4K - $53.6K
804 $357K
CE
Celanese Corp

Basic Materials
-311
- 28.56%
$67.03 - $136.68 $20.8K - $42.5K
778 $53K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-3.33K
- 5.03%
$25.33 - $27.57 $84.4K - $91.9K
62.9K $1.63M
TT
Trane Technologies PLC

Industrials
-120
- 6.93%
$369.35 - $419.14 $44.3K - $50.3K
1.61K $595K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-245
- 0.94%
$113.92 - $127.38 $27.9K - $31.2K
25.8K $2.98M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-63
- 0.12%
$51.58 - $52.91 $3.25K - $3.33K
50.7K $2.62M
NKE
Nike, Inc.

Consumer Cyclical
-472
- 21.78%
$73.36 - $89.13 $34.6K - $42.1K
1.7K $128K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-744
- 69.86%
$59.25 - $72.99 $44.1K - $54.3K
321 $19K
MRK
Merck & Co., Inc.

Healthcare
-249
- 11.76%
$96.31 - $114.76 $24K - $28.6K
1.87K $185K
IWD
Ishares Russell 1000 Val ETF

ETFs
-108
- 1.66%
$183.23 - $199.79 $19.8K - $21.6K
6.39K $1.18M
IYR
Ishares Tr

ETFs
-125
- 2.98%
$90.74 - $102.87 $11.3K - $12.9K
4.07K $378K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-18
- 0.08%
$57.53 - $60.83 $1.04K - $1.09K
21.9K $1.26M
PEP
Pepsico Inc

Consumer Defensive
-129
- 10.69%
$151.29 - $176.1 $19.5K - $22.7K
1.08K $163K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-140
- 4.66%
$521.84 - $558.82 $73.1K - $78.2K
2.87K $1.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-279
- 6.24%
$126.68 - $134.74 $35.3K - $37.6K
4.19K $534K
VZ
Verizon Communications Inc

Communication Services
-717
- 60.92%
$39.6 - $45.21 $28.4K - $32.4K
460 $18K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-118
- 4.25%
$79.93 - $88.06 $9.43K - $10.4K
2.66K $212K
VNQ
Vanguard Specialized Funds Van

ETFs
-68
- 2.2%
$87.85 - $98.6 $5.97K - $6.7K
3.02K $269K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 9.85%
$442.29 - $483.08 $26.5K - $29K
549 $248K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-331
- 1.02%
$50.67 - $50.9 $16.8K - $16.8K
32K $1.62M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-275
- 5.55%
$38.37 - $42.82 $10.6K - $11.8K
4.68K $179K
PFE
Pfizer Inc

Healthcare
-449
- 9.23%
$24.8 - $30.19 $11.1K - $13.6K
4.41K $117K
RTX
Raytheon Technologies Corp

Industrials
-126
- 8.36%
$114.45 - $127.21 $14.4K - $16K
1.38K $159K
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 11.84%
$288.47 - $316.54 $10.4K - $11.4K
268 $77K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-309
- 33.88%
$42.33 - $43.3 $13.1K - $13.4K
603 $25K
HDV
Ishares Core High Dividend ETF

ETFs
-41
- 3.45%
$110.82 - $121.28 $4.54K - $4.97K
1.15K $128K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-57
- 8.33%
$96.64 - $101.23 $5.51K - $5.77K
627 $60K
CASY
Caseys General Stores Inc

Consumer Cyclical
-26
- 30.95%
$366.65 - $427.88 $9.53K - $11.1K
58 $22K
EMR
Emerson Electric CO

Industrials
-100
- 34.25%
$108.13 - $134.33 $10.8K - $13.4K
192 $23K
PG
Procter & Gamble CO

Consumer Defensive
-9
- 1.58%
$161.05 - $179.7 $1.45K - $1.62K
559 $93K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-98
- 1.16%
$18.41 - $18.97 $1.8K - $1.86K
8.39K $155K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.12%
$563.99 - $620.12 $3.95K - $4.34K
5.9K $3.36M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-59
- 4.47%
$66.77 - $71.52 $3.94K - $4.22K
1.26K $86K
INTU
Intuit Inc

Technology
-1
- 1.15%
$602.01 - $706.25 $602 - $706
86 $54K
WFC
Wells Fargo & Company

Financial Services
-534
- 18.14%
$54.98 - $77.35 $29.4K - $41.3K
2.41K $169K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-299
- 4.42%
$481.22 - $538.17 $144K - $161K
6.47K $3.31M
XLY
Select Sector Spdr Consumer Di

ETFs
-29
- 5.78%
$194.8 - $239.43 $5.65K - $6.94K
473 $106K
SPYG
Spdr Portfolio

ETFs
-95
- 2.23%
$81.74 - $91.38 $7.77K - $8.68K
4.17K $366K
XLK
Technology Sector Spdr

ETFs
-2
- 0.09%
$220.26 - $241.44 $441 - $483
2.17K $503K
IWP
Ishares Russell Mid Cap Growth

ETFs
-10
- 0.31%
$116.4 - $138.52 $1.16K - $1.39K
3.18K $403K
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 0.71%
$567.81 - $607.81 $21K - $22.5K
5.2K $3.05M
NVDA
Nvidia Corp

Technology
-1.17K
- 6.51%
$117.0 - $148.88 $137K - $174K
16.8K $2.26M
AAPL
Apple Inc.

Technology
-601
- 3.1%
$221.69 - $259.02 $133K - $156K
18.8K $4.7M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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