Paladin Advisory Group, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $126 Million distributed in 226 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 $8.26M, Ishares U.S. Treasury Bond ETF with a value of $6.95M, Ishares Tr with a value of $5.89M, Jp Morgan ETF Tr Ultra Short I with a value of $4.08M, and Schwab Strategic Tr Us Dividen with a value of $4.07M.

Examining the 13F form we can see an increase of $5.78M in the current position value, from $121M to 126M.

Below you can find more details about Paladin Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $87.4 Million
Technology: $11.4 Million
Financial Services: $5.4 Million
Consumer Cyclical: $4.31 Million
Communication Services: $3.37 Million
Industrials: $2.6 Million
Healthcare: $2.55 Million
Consumer Defensive: $1.29 Million
Other: $1.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 226
  • Current Value $126 Million
  • Prior Value $121 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Paladin Advisory Group, LLC Portfolio

Follow Paladin Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.


Stay updated on Paladin Advisory Group, LLC with notifications on news.