Paladin Advisory Group, LLC Reduced Holdings in Q2 2025

Paladin Advisory Group, LLC

  • $128 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-23.1K
- 90.57%
$102.31 - $105.8 $2.37M - $2.45M
2.41K $251K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.98K
- 15.96%
$50.52 - $50.92 $454K - $457K
47.3K $2.41M
AAPL
Apple Inc.

Technology
-24
- 0.13%
$172.42 - $223.89 $4.14K - $5.37K
18.8K $3.85M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.85K
- 70.28%
$35.35 - $42.68 $242K - $292K
2.9K $123K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.75K
- 12.88%
$45.88 - $54.4 $264K - $313K
38.9K $2.11M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.64K
- 12.45%
$22.54 - $23.17 $195K - $200K
60.8K $1.4M
IEMG
Ishares Inc

ETFs
-2.91K
- 75.59%
N/A
940 $50K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-7.32K
- 99.32%
$20.12 - $21.0 $147K - $154K
50 $1K
SRLN
Ssga Active Trust

ETFs
-3.28K
- 78.01%
$39.47 - $41.59 $130K - $136K
925 $38K
LLY
Eli Lilly & CO

Healthcare
-126
- 28.44%
$713.71 - $898.95 $89.9K - $113K
317 $247K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.13K
- 9.27%
$90.56 - $109.49 $103K - $124K
11.1K $1.21M
XLI
Industrial Sector Spdr

ETFs
-492
- 39.49%
$116.42 - $147.52 $57.3K - $72.6K
754 $111K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-848
- 3.68%
$51.14 - $57.0 $43.4K - $48.3K
22.2K $1.26M
DIS
Walt Disney CO

Communication Services
-459
- 76.63%
$81.72 - $124.01 $37.5K - $56.9K
140 $17K
ICE
Intercontinental Exchange, Inc.

Financial Services
-308
- 21.4%
$151.62 - $183.47 $46.7K - $56.5K
1.13K $207K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-726
- 1.13%
$37.08 - $42.26 $26.9K - $30.7K
63.6K $2.64M
JPIE
J P Morgan Exchange Traded Fd
-1.05K
- 1.34%
$45.12 - $46.32 $47.3K - $48.6K
77.1K $3.57M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.43K
- 35.34%
$17.99 - $18.99 $25.6K - $27.1K
2.61K $49K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-917
- 20.73%
$34.72 - $42.74 $31.8K - $39.2K
3.51K $149K
WPC
W. P. Carey Inc.

Real Estate
-378
- 63.21%
$56.12 - $64.53 $21.2K - $24.4K
220 $13K
NKE
Nike, Inc.

Consumer Cyclical
-505
- 34.47%
$53.27 - $72.04 $26.9K - $36.4K
960 $68K
USB
Us Bancorp \De\

Financial Services
-1K
- 12.92%
$36.4 - $45.76 $36.4K - $45.8K
6.74K $304K
SPMD
Spdr Portfolio

ETFs
-389
- 16.74%
$44.89 - $54.38 $17.5K - $21.2K
1.94K $105K
PFE
Pfizer Inc

Healthcare
-448
- 24.14%
$21.59 - $24.84 $9.67K - $11.1K
1.41K $34K
ES
Eversource Energy

Utilities
-170
- 50.9%
$54.25 - $65.89 $9.22K - $11.2K
164 $10K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-193
- 75.98%
$45.11 - $52.34 $8.71K - $10.1K
61 $3K
LMT
Lockheed Martin Corp

Industrials
-10
- 16.39%
$430.82 - $486.45 $4.31K - $4.86K
51 $23K
IYR
Ishares Tr

ETFs
-53
- 1.41%
$84.48 - $96.25 $4.48K - $5.1K
3.69K $350K
XLU
Utilities Sector Spdr

ETFs
-54
- 14.92%
$73.09 - $82.77 $3.95K - $4.47K
308 $25K
VNQ
Vanguard Specialized Funds Van

ETFs
-10
- 0.36%
$79.79 - $91.42 $798 - $914
2.8K $249K
EL
Estee Lauder Companies Inc

Consumer Defensive
-124
- 20.0%
$50.06 - $80.8 $6.21K - $10K
496 $40K
SNOW
Snowflake Inc.

Technology
-7
- 14.89%
$130.53 - $223.77 $914 - $1.57K
40 $8K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-158
- 3.73%
$114.78 - $133.31 $18.1K - $21.1K
4.07K $542K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-123
- 4.69%
$75.29 - $91.16 $9.26K - $11.2K
2.5K $225K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-150
- 1.51%
$51.16 - $62.02 $7.67K - $9.3K
9.81K $608K
DGRO
Ishares Core Dividend Growth E

ETFs
-29
- 0.18%
$55.22 - $63.94 $1.6K - $1.85K
16.2K $1.03M
IWP
Ishares Russell Mid Cap Growth

ETFs
-89
- 2.81%
$104.34 - $138.68 $9.29K - $12.3K
3.08K $427K
SPYG
Spdr Portfolio

ETFs
-167
- 3.4%
$71.83 - $95.32 $12K - $15.9K
4.74K $451K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-218
- 6.37%
$456.74 - $568.03 $99.6K - $124K
3.21K $1.82M
EFG
Msci Eafe Growth ETF

ETFs
-905
- 5.57%
$89.8 - $112.0 $81.3K - $101K
15.3K $1.72M
AVLV
American Centy ETF Tr Avantis
-1.84K
- 3.09%
$56.85 - $68.21 $105K - $126K
57.7K $3.93M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-631
- 1.04%
$29.44 - $33.91 $18.6K - $21.4K
60.2K $1.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-77
- 0.55%
$72.96 - $90.39 $5.62K - $6.96K
14K $1.25M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 0.58%
$468.22 - $566.51 $15.9K - $19.3K
5.85K $3.32M
AMZN
Amazon Com Inc

Consumer Cyclical
-170
- 1.78%
$167.32 - $223.3 $28.4K - $38K
9.4K $2.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-36
- 0.69%
$496.48 - $617.85 $17.9K - $22.2K
5.19K $3.21M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.44K
- 1.88%
$33.78 - $43.68 $48.6K - $62.9K
75.2K $3.28M
AVGO
Broadcom Inc.

Technology
-211
- 4.07%
$146.29 - $275.65 $30.9K - $58.2K
4.98K $1.37M
NVDA
Nvidia Corp

Technology
-1.69K
- 10.82%
$94.31 - $157.99 $159K - $267K
13.9K $2.2M
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
Track This Portfolio

Track Paladin Advisory Group, LLC Portfolio

Follow Paladin Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email