Paladin Advisory Group, LLC Purchases and Sells in Q2 2025

Paladin Advisory Group, LLC

$128 Million
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	807 + 12.63%	$416.06 - $551.64 $336K - $445K	7.2K $3.97M
IEFA	1.53K + 1.93%	$67.83 - $84.09 $104K - $129K	80.9K $6.75M
IVV	365 + 5.31%	$498.8 - $620.9 $182K - $227K	7.25K $4.5M
VTEB	11.1K + 836.77%	$48.13 - $49.85 $534K - $554K	12.4K $609K
MSFT	7 + 0.18%	$354.56 - $497.45 $2.48K - $3.48K	3.88K $1.93M
MUNI	9.16K + 17.65%	$50.34 - $51.86 $461K - $475K	61.1K $3.14M

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOTL	1.31K New	$39.34 - $40.41 $51.4K - $52.8K	1.31K $52K
FNDX	1.01K New	$20.84 - $24.54 $21.1K - $24.9K	1.01K $24K
ABBV	126 New	$170.16 - $206.27 $21.4K - $26K	126 $23K
SCHX	826 New	$19.6 - $24.44 $16.2K - $20.2K	826 $20K
SCHF	802 New	$17.76 - $22.1 $14.2K - $17.7K	802 $17K
FNDF	401 New	$32.25 - $40.02 $12.9K - $16K	401 $16K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-23.1K - 90.57%	$102.31 - $105.8 $2.37M - $2.45M	2.41K $251K
JMST	-8.98K - 15.96%	$50.52 - $50.92 $454K - $457K	47.3K $2.41M
AAPL	-24 - 0.13%	$172.42 - $223.89 $4.14K - $5.37K	18.8K $3.85M
SPSM	-6.85K - 70.28%	$35.35 - $42.68 $242K - $292K	2.9K $123K
JEPQ	-5.75K - 12.88%	$45.88 - $54.4 $264K - $313K	38.9K $2.11M
GOVT	-8.64K - 12.45%	$22.54 - $23.17 $195K - $200K	60.8K $1.4M

Activity Summary All Purchases 59 New Holdings 33 Increased Positions 26 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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