Paladin Advisory Group, LLC Purchases in Q2 2025

Paladin Advisory Group, LLC

  • $128 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
807
+ 12.63%
$416.06 - $551.64 $336K - $445K
7.2K $3.97M
IEFA
Ishares Tr

ETFs
1.53K
+ 1.93%
$67.83 - $84.09 $104K - $129K
80.9K $6.75M
IVV
Ishares Core S&P 500 ETF

ETFs
365
+ 5.31%
$498.8 - $620.9 $182K - $227K
7.25K $4.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.1K
+ 836.77%
$48.13 - $49.85 $534K - $554K
12.4K $609K
MSFT
Microsoft Corp

Technology
7
+ 0.18%
$354.56 - $497.45 $2.48K - $3.48K
3.88K $1.93M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.16K
+ 17.65%
$50.34 - $51.86 $461K - $475K
61.1K $3.14M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.92K
+ 29.7%
$166.82 - $194.23 $319K - $372K
8.36K $1.62M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.03%
$243.75 - $303.93 $731 - $912
9.77K $2.97M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
269
+ 0.49%
$32.66 - $40.75 $8.79K - $11K
55.6K $2.25M
ETN
Eaton Corp PLC

Industrials
16
+ 1.46%
$246.52 - $356.99 $3.94K - $5.71K
1.11K $395K
HDV
Ishares Core High Dividend ETF

ETFs
512
+ 44.83%
$108.41 - $120.51 $55.5K - $61.7K
1.65K $193K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
968
+ 0.91%
$50.36 - $50.68 $48.7K - $49.1K
108K $5.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
124
+ 1.04%
$22.27 - $29.21 $2.76K - $3.62K
12K $350K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.31K
New
$39.34 - $40.41 $51.4K - $52.8K
1.31K $52K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
522
+ 33.42%
$58.41 - $72.69 $30.5K - $37.9K
2.08K $151K
MCD
Mcdonalds Corp

Consumer Cyclical
150
+ 55.97%
$285.55 - $321.23 $42.8K - $48.2K
418 $122K
VONG
Vanguard Russell 1000 Growth E

ETFs
26
+ 1.44%
$82.51 - $109.2 $2.15K - $2.84K
1.83K $199K
FNDX
Schwab Fundamental U S Large C

ETFs
1.01K
New
$20.84 - $24.54 $21.1K - $24.9K
1.01K $24K
ABBV
Abb Vie Inc.

Healthcare
126
New
$170.16 - $206.27 $21.4K - $26K
126 $23K
SCHX
Schwab Strategic Tr Us Large C

ETFs
826
New
$19.6 - $24.44 $16.2K - $20.2K
826 $20K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
802
New
$17.76 - $22.1 $14.2K - $17.7K
802 $17K
FNDF
Schwab Fundamental Intl Large

ETFs
401
New
$32.25 - $40.02 $12.9K - $16K
401 $16K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
175
New
$77.94 - $79.5 $13.6K - $13.9K
175 $13K
VB
Vanguard Small Cap ETF

ETFs
35
+ 12.46%
$193.73 - $237.37 $6.78K - $8.31K
316 $74K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
29
+ 2.5%
$60.34 - $74.89 $1.75K - $2.17K
1.19K $89K
ITOT
Ishares Core S&P Total U.S. St

ETFs
42
+ 18.18%
$108.12 - $135.04 $4.54K - $5.67K
273 $36K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
433
New
N/A
433 $8K
FTCS
First Trust Capital Strength E

ETFs
58
New
$81.6 - $92.39 $4.73K - $5.36K
58 $5K
AVDE
American Centy ETF Tr Avantis

ETFs
70
New
$59.32 - $74.36 $4.15K - $5.21K
70 $5K
PKW
Invesco Exchange Traded Fd Tr

ETFs
45
New
$98.58 - $123.6 $4.44K - $5.56K
45 $5K
JPUS
Jpmorgan Diversified Return Us

ETFs
47
New
$102.8 - $118.19 $4.83K - $5.55K
47 $5K
IVW
Ishares S&P 500 Growth ETF

ETFs
32
+ 96.97%
$82.96 - $110.1 $2.65K - $3.52K
65 $7K
RPV
Invesco Exchange Traded Fd Tr

ETFs
51
New
$81.66 - $93.76 $4.16K - $4.78K
51 $4K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
50
+ 0.21%
$24.98 - $25.66 $1.25K - $1.28K
23.6K $604K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
143
New
$18.94 - $21.67 $2.71K - $3.1K
143 $3K
FTA
First Tr Large Cap Value

ETFs
46
New
$67.12 - $78.63 $3.09K - $3.62K
46 $3K
FNX
First Tr Mid Cap Core Alphadex

ETFs
31
New
$94.92 - $114.85 $2.94K - $3.56K
31 $3K
FYX
First Tr Small Cap Core Alphad

ETFs
40
New
$79.22 - $97.28 $3.17K - $3.89K
40 $3K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
55
New
$40.51 - $71.03 $2.23K - $3.91K
55 $3K
SAP
Sap Se

Technology
8
New
$237.53 - $309.8 $1.9K - $2.48K
8 $2K
SAN
Banco Santander, S.A.

Financial Services
285
New
$5.72 - $8.32 $1.63K - $2.37K
285 $2K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
93
New
$26.18 - $30.91 $2.43K - $2.87K
93 $2K
VONV
Vanguard Russell 1000 Value Et

ETFs
26
New
$73.19 - $85.21 $1.9K - $2.22K
26 $2K
FNDA
Schwab Fundamental U S Small C

ETFs
38
New
$23.85 - $28.69 $906 - $1.09K
38 $1K
GE
General Electric CO

Industrials
5
New
$166.81 - $257.39 $834 - $1.29K
5 $1K
PHYS
Sprott Physical Gold Trust

Financial Services
45
New
$22.82 - $26.29 $1.03K - $1.18K
45 $1K
RELX
Relx PLC

Communication Services
27
New
$45.31 - $55.66 $1.22K - $1.5K
27 $1K
LYG
Lloyds Banking Group PLC

Financial Services
291
New
$3.32 - $4.29 $966 - $1.25K
291 $1K
IXUS
Ishares Tr

ETFs
2
+ 1.34%
$62.37 - $77.63 $125 - $155
151 $11K
Activity Summary
Buys All Purchases 59 New Holdings 33 Increased Positions 26 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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