Paladin Advisory Group, LLC Sells in Q1 2025

Paladin Advisory Group, LLC

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.6K
- 52.72%
$102.49 - $119.96 $1.4M - $1.63M
12.2K $1.27M
SRLN
Ssga Active Trust

ETFs
-37.4K
- 89.89%
$41.02 - $41.99 $1.53M - $1.57M
4.21K $172K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-54.1K
- 43.8%
$22.25 - $23.0 $1.2M - $1.24M
69.4K $1.59M
NVDA
Nvidia Corp

Technology
-1.21K
- 7.16%
$106.98 - $149.43 $129K - $180K
15.6K $1.69M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.8K
- 7.86%
$51.45 - $58.51 $196K - $222K
44.6K $2.31M
MUB
Ishares National Muni Bond ETF

ETFs
-2.78K
- 9.8%
$104.71 - $107.69 $291K - $299K
25.6K $2.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-79
- 1.22%
$468.34 - $539.52 $37K - $42.6K
6.39K $3M
MSFT
Microsoft Corp

Technology
-166
- 4.11%
$375.39 - $447.2 $62.3K - $74.2K
3.87K $1.45M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-12
- 0.2%
$522.96 - $601.18 $6.28K - $7.21K
5.89K $3.14M
TT
Trane Technologies PLC

Industrials
-413
- 25.64%
$332.0 - $400.86 $137K - $166K
1.2K $403K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.77K
- 15.38%
$40.03 - $46.81 $70.9K - $82.9K
9.74K $395K
LLY
Eli Lilly & CO

Healthcare
-147
- 24.92%
$725.72 - $929.72 $107K - $137K
443 $365K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.65K
- 13.41%
$24.73 - $25.62 $90.2K - $93.4K
23.5K $600K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-527
- 5.03%
$57.21 - $65.8 $30.1K - $34.7K
9.96K $579K
PFE
Pfizer Inc

Healthcare
-2.56K
- 57.95%
$25.01 - $27.13 $64K - $69.4K
1.86K $47K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-851
- 40.91%
$69.81 - $78.9 $59.4K - $67.1K
1.23K $96K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-438
- 69.86%
$95.85 - $99.25 $42K - $43.5K
189 $18K
NKE
Nike, Inc.

Consumer Cyclical
-230
- 13.57%
$63.29 - $81.72 $14.6K - $18.8K
1.47K $92K
IWP
Ishares Russell Mid Cap Growth

ETFs
-13
- 0.41%
$114.9 - $139.6 $1.49K - $1.81K
3.17K $372K
IYR
Ishares Tr

ETFs
-323
- 7.94%
$89.49 - $98.98 $28.9K - $32K
3.75K $354K
IEMG
Ishares Inc

ETFs
-447
- 10.4%
N/A
3.85K $206K
VB
Vanguard Small Cap ETF

ETFs
-74
- 20.85%
$217.89 - $252.64 $16.1K - $18.7K
281 $62K
JPIE
J P Morgan Exchange Traded Fd
-1.13K
- 1.42%
$45.46 - $46.18 $51.2K - $52K
78.1K $3.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
-167
- 21.22%
$64.26 - $85.48 $10.7K - $14.3K
620 $40K
SPMD
Spdr Portfolio

ETFs
-187
- 7.45%
$50.21 - $57.73 $9.39K - $10.8K
2.32K $118K
VNQ
Vanguard Specialized Funds Van

ETFs
-214
- 7.08%
$85.55 - $94.34 $18.3K - $20.2K
2.81K $251K
VPU
Vanguard Utilities ETF

ETFs
-100
- 26.32%
$161.24 - $173.33 $16.1K - $17.3K
280 $47K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-604
- 7.58%
$20.7 - $21.15 $12.5K - $12.8K
7.37K $152K
BA
Boeing CO

Industrials
-64
- 12.48%
$148.15 - $186.25 $9.48K - $11.9K
449 $76K
ITW
Illinois Tool Works Inc

Industrials
-28
- 2.54%
$244.9 - $274.48 $6.86K - $7.69K
1.07K $266K
ROK
Rockwell Automation, Inc

Industrials
-37
- 50.0%
$255.29 - $303.75 $9.45K - $11.2K
37 $9K
ACWI
Ishares Msci Acwi ETF

ETFs
-74
- 92.5%
$115.16 - $124.13 $8.52K - $9.19K
6 $0
IEFA
Ishares Tr

ETFs
-7.01K
- 8.12%
$69.57 - $78.65 $488K - $552K
79.3K $6.06M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-253
- 5.41%
$37.07 - $40.63 $9.38K - $10.3K
4.42K $174K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-100
- 69.93%
$42.5 - $46.71 $4.25K - $4.67K
43 $1K
SNOW
Snowflake Inc.

Technology
-21
- 30.88%
$146.16 - $192.78 $3.07K - $4.05K
47 $6K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-120
- 3.34%
$50.82 - $52.7 $6.1K - $6.32K
3.47K $181K
SYK
Stryker Corp

Healthcare
-12
- 9.6%
$355.18 - $399.9 $4.26K - $4.8K
113 $42K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-557
- 36.84%
$80.53 - $147.57 $44.9K - $82.2K
955 $126K
ROL
Rollins Inc

Consumer Cyclical
-168
- 16.6%
$45.65 - $54.03 $7.67K - $9.08K
844 $45K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-7
- 8.05%
$80.73 - $94.96 $565 - $665
80 $6K
ECL
Ecolab Inc.

Basic Materials
-21
- 6.8%
$229.72 - $269.82 $4.82K - $5.67K
288 $73K
MCK
Mckesson Corp

Healthcare
-35
- 13.94%
$566.21 - $672.99 $19.8K - $23.6K
216 $145K
WFC
Wells Fargo & Company

Financial Services
-2
- 0.08%
$66.78 - $81.42 $134 - $163
2.41K $172K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-36
- 1.36%
$78.97 - $85.82 $2.84K - $3.09K
2.62K $218K
HDV
Ishares Core High Dividend ETF

ETFs
-6
- 0.52%
$110.86 - $121.12 $665 - $727
1.14K $136K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.14K
- 7.52%
$74.85 - $84.89 $85.3K - $96.8K
14K $1.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-807
- 0.56%
$27.01 - $28.54 $21.8K - $23K
143K $3.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 7.29%
$442.66 - $534.52 $17.7K - $21.4K
509 $267K
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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