Paladin Advisory Group, LLC Purchases in Q4 2025

Paladin Advisory Group, LLC

  • $131 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVIV
American Centy ETF Tr Avantis
100K
New
$66.39 - $70.06 $6.65M - $7.02M
100K $6.94M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
54.2K
New
$52.81 - $55.35 $2.86M - $3M
54.2K $2.95M
XLK
Technology Sector Spdr

ETFs
2.17K
+ 100.0%
$278.39 - $304.13 $603K - $658K
4.33K $1.25M
GOOGL
Alphabet Inc.

Communication Services
500
+ 5.55%
$236.57 - $291.31 $118K - $146K
9.51K $2.63M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.4K
+ 1305.64%
$94.02 - $97.61 $414K - $429K
4.74K $448K
AAPL
Apple Inc.

Technology
512
+ 3.18%
$245.27 - $275.25 $126K - $141K
16.6K $4.44M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.78K
+ 110.93%
$118.2 - $126.51 $329K - $352K
5.29K $641K
IVV
Ishares Core S&P 500 ETF

ETFs
359
+ 4.96%
$656.2 - $690.71 $236K - $248K
7.6K $5.14M
JPIE
J P Morgan Exchange Traded Fd
6.38K
+ 7.36%
$46.18 - $46.47 $295K - $297K
93.1K $4.3M
EFV
Msci Eafe Value ETF

ETFs
3.75K
+ 2106.74%
$66.73 - $70.99 $250K - $266K
3.93K $275K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.4K
+ 7272.73%
$20.85 - $21.86 $217K - $227K
10.5K $223K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.66K
+ 61.27%
$76.84 - $80.86 $204K - $215K
6.99K $552K
AMZN
Amazon Com Inc

Consumer Cyclical
379
+ 4.75%
$213.04 - $254.0 $80.7K - $96.3K
8.36K $1.96M
HEFA
Ishares Currency Hedged Msci E

ETFs
4.75K
+ 1091.03%
$39.63 - $41.86 $188K - $199K
5.18K $213K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.16K
+ 6.91%
$52.21 - $52.72 $165K - $167K
48.9K $2.57M
IWS
Ishares Russell Midcap Value E

ETFs
1.07K
New
$135.66 - $140.93 $145K - $150K
1.07K $147K
QQQ
Invesco Qqq Trust, Series 1

ETFs
188
+ 2.67%
$589.5 - $635.77 $111K - $120K
7.24K $4.37M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.7K
New
$26.75 - $27.15 $126K - $128K
4.7K $125K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.47K
+ 7.22%
$50.85 - $51.0 $126K - $126K
36.7K $1.87M
XLY
Select Sector Spdr Consumer Di

ETFs
431
+ 100.0%
$228.75 - $242.18 $98.6K - $104K
862 $199K
IWM
Ishares Russell 2000 ETF

ETFs
275
New
$236.79 - $250.33 $65.1K - $68.8K
275 $65K
WMT
Walmart Inc.

Consumer Defensive
480
New
$101.18 - $109.03 $48.6K - $52.3K
480 $49K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 15.91%
$475.68 - $513.11 $38.5K - $41.6K
590 $300K
CB
Chubb LTD

Financial Services
71
+ 6.3%
$268.2 - $296.22 $19K - $21K
1.2K $354K
EFG
Msci Eafe Growth ETF

ETFs
185
+ 1.17%
$112.91 - $117.61 $20.9K - $21.8K
16K $1.84M
BAC
Bank Of America Corp

Financial Services
666
+ 9.39%
$48.65 - $54.11 $32.4K - $36K
7.76K $399K
UNP
Union Pacific Corp

Industrials
142
New
$216.37 - $237.41 $30.7K - $33.7K
142 $31K
XLU
Utilities Sector Spdr

ETFs
308
+ 100.0%
$87.89 - $92.9 $27.1K - $28.6K
616 $54K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 9.03%
$910.94 - $954.99 $22.8K - $23.9K
302 $275K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
189
+ 1.45%
$49.98 - $50.59 $9.45K - $9.56K
13.3K $666K
DE
Deere & CO

Industrials
25
New
$439.11 - $480.78 $11K - $12K
25 $11K
MSFT
Microsoft Corp

Technology
97
+ 2.68%
$496.82 - $542.07 $48.2K - $52.6K
3.72K $1.89M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.07K
+ 3.24%
$40.65 - $42.74 $84.1K - $88.4K
66K $2.7M
XLE
Energy Sector Spdr

ETFs
80
+ 9.78%
$85.22 - $92.02 $6.82K - $7.36K
898 $82K
MUB
Ishares National Muni Bond ETF

ETFs
20
+ 0.85%
$106.36 - $107.61 $2.13K - $2.15K
2.38K $254K
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.72%
$63.43 - $65.6 $63.4 - $65.6
140 $9K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.37%
$142.79 - $150.05 $143 - $150
274 $40K
AMT
American Tower Corp

Real Estate
82
+ 7.1%
$176.64 - $193.32 $14.5K - $15.9K
1.24K $223K
Solstice Advanced Matls Inc
142
New
N/A
142 $0
JPM
Jpmorgan Chase & CO

Financial Services
141
+ 5.06%
$294.11 - $320.41 $41.5K - $45.2K
2.93K $878K
IXUS
Ishares Tr

ETFs
2
+ 1.32%
$81.21 - $85.27 $162 - $171
153 $12K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3
+ 0.03%
$25.75 - $26.12 $77.3 - $78.4
9.56K $246K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
197
+ 0.78%
$117.68 - $124.18 $23.2K - $24.5K
25.4K $2.99M
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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