Paladin Advisory Group, LLC Incresed Positions 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
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
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
IVW
Ishares S&P 500 Growth ETF

ETFs
32
+ 96.97%
$82.96 - $110.1 $2.65K - $3.52K
65 $7K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
50
+ 0.21%
$24.98 - $25.66 $1.25K - $1.28K
23.6K $604K
IXUS
Ishares Tr

ETFs
2
+ 1.34%
$62.37 - $77.63 $125 - $155
151 $11K
J P Morgan Exchange Traded F
4.28K
+ 12.66%
N/A
38.1K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17
+ 0.04%
$90.85 - $102.31 $1.54K - $1.74K
42.8K $4.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.1K
+ 2.17%
$24.32 - $27.87 $75.4K - $86.4K
146K $3.87M
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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