Paladin Advisory Group, LLC Incresed Positions in Q3 2024

Paladin Advisory Group, LLC

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
3.3K
+ 4.06%
$70.09 - $78.74 $231K - $260K
84.6K $6.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.76K
+ 73.76%
$173.36 - $189.8 $478K - $524K
6.5K $1.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.41K
+ 3.58%
$95.1 - $106.76 $134K - $150K
40.7K $4.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 20.04%
$49.7 - $56.11 $499K - $563K
60.1K $3.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.29K
+ 2.7%
$22.38 - $23.66 $186K - $196K
316K $7.41M
PAVE
Global X Fds Us Infrastructure

ETFs
3.37K
+ 4.58%
$36.39 - $41.16 $123K - $139K
77K $3.17M
AVLV
American Centy ETF Tr Avantis
3.58K
+ 6.5%
$60.05 - $65.83 $215K - $236K
58.7K $3.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
623
+ 10.14%
$434.77 - $502.96 $271K - $313K
6.77K $3.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
844
+ 3.34%
$105.53 - $118.34 $89.1K - $99.9K
26.1K $3.05M
IVV
Ishares Core S&P 500 ETF

ETFs
319
+ 5.57%
$520.18 - $576.82 $166K - $184K
6.05K $3.49M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.24K
+ 3.5%
$23.06 - $26.41 $51.6K - $59.1K
66.3K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
326
+ 5.45%
$255.18 - $283.2 $83.2K - $92.3K
6.31K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
559
+ 2.07%
$106.13 - $108.7 $59.3K - $60.8K
27.6K $2.99M
WFC
Wells Fargo & Company

Financial Services
1.99K
+ 207.31%
$51.58 - $60.97 $102K - $121K
2.94K $166K
VTV
Vanguard Value ETF

ETFs
405
+ 343.22%
$159.75 - $174.57 $64.7K - $70.7K
523 $91K
VEA
Vanguard Ftse Developed Market

ETFs
947
+ 165.56%
$47.6 - $53.31 $45.1K - $50.5K
1.52K $80K
VONG
Vanguard Russell 1000 Growth E

ETFs
184
+ 18.11%
$85.48 - $98.39 $15.7K - $18.1K
1.2K $115K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
134
+ 46.85%
$63.28 - $70.06 $8.48K - $9.39K
420 $29K
SRLN
Ssga Active Trust

ETFs
273
+ 0.75%
$40.93 - $41.85 $11.2K - $11.4K
36.8K $1.54M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
84
+ 6.8%
$60.84 - $67.51 $5.11K - $5.67K
1.32K $89K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
101
+ 8.24%
$49.93 - $51.15 $5.04K - $5.17K
1.33K $67K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15
+ 2.24%
$96.25 - $101.98 $1.44K - $1.53K
684 $69K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
89
+ 1.16%
$20.69 - $21.17 $1.84K - $1.88K
7.74K $162K
J P Morgan Exchange Traded F
1K
+ 36.65%
N/A
3.74K $0
AVGO
Broadcom Inc.

Technology
4.62K
+ 813.73%
$136.27 - $1745.86 $630K - $8.07M
5.19K $895K
Activity Summary
Buys All Purchases 37 New Holdings 11 Increased Positions 26 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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