Paladin Advisory Group, LLC Portfolio Holdings
Paladin Advisory Group, LLC
- $124 Million
- Q3 2025
Paladin Advisory Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $124 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $10.5M, Ishares Tr with a value of $8.32M, Jp Morgan ETF Tr Ultra Short I with a value of $5.92M, Ishares Russell 1000 Val ETF with a value of $5.1M, and Ishares Core S&P 500 ETF with a value of $4.85M.
Examining the 13F form we can see an decrease of $3.8M in the current position value, from $128M to 124M.
Below you can find more details about Paladin Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$124 Million
ETFs: $86.8 Million
Technology: $11.8 Million
Financial Services: $4.33 Million
Communication Services: $4.33 Million
Consumer Cyclical: $3.37 Million
Industrials: $1.95 Million
Healthcare: $1.47 Million
Consumer Defensive: $838,000
Other: $568,000