Paladin Advisory Group, LLC Sells in Q3 2025

Paladin Advisory Group, LLC

  • $124 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-34.5K
- 80.56%
$101.12 - $106.18 $3.49M - $3.66M
8.32K $857K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-121K
- 83.03%
$26.38 - $27.95 $3.2M - $3.39M
24.8K $676K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-38.8K
- 99.85%
$53.81 - $57.52 $2.09M - $2.23M
60 $3K
CB
Chubb LTD

Financial Services
-4.3K
- 79.25%
$265.99 - $289.59 $1.14M - $1.25M
1.13K $318K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-21.9K
- 98.69%
$55.61 - $57.37 $1.22M - $1.26M
290 $16K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-45.3K
- 74.62%
$22.64 - $23.22 $1.03M - $1.05M
15.4K $356K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-15.3K
- 25.04%
$50.9 - $52.37 $778K - $801K
45.8K $2.39M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13.1K
- 27.61%
$50.81 - $51.07 $663K - $667K
34.2K $1.75M
MA
Mastercard Inc

Financial Services
-971
- 36.24%
$550.18 - $598.96 $534K - $582K
1.71K $971K
V
Visa Inc.

Financial Services
-1.06K
- 57.85%
$332.09 - $358.86 $351K - $379K
770 $262K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.42K
- 15.07%
$211.65 - $238.24 $300K - $338K
7.98K $1.75M
META
Meta Platforms, Inc.

Communication Services
-344
- 30.47%
$695.21 - $791.73 $239K - $272K
785 $576K
CRM
Salesforce, Inc.

Technology
-856
- 59.2%
$231.66 - $273.65 $198K - $234K
590 $139K
NVDA
Nvidia Corp

Technology
-3.49K
- 25.03%
$153.3 - $186.58 $535K - $651K
10.5K $1.95M
ACN
Accenture PLC

Technology
-517
- 47.43%
$232.56 - $304.78 $120K - $158K
573 $141K
TT
Trane Technologies PLC

Industrials
-383
- 31.97%
$398.96 - $472.54 $153K - $181K
815 $343K
COST
Costco Wholesale Corp

Consumer Defensive
-165
- 37.33%
$915.95 - $994.57 $151K - $164K
277 $256K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-591
- 10.1%
$567.09 - $607.37 $335K - $359K
5.26K $3.14M
AMT
American Tower Corp

Real Estate
-615
- 34.75%
$192.32 - $232.35 $118K - $143K
1.16K $222K
HON
Honeywell International Inc

Industrials
-584
- 43.75%
$207.7 - $240.4 $121K - $140K
751 $158K
ETN
Eaton Corp PLC

Industrials
-446
- 40.22%
$342.99 - $392.76 $153K - $175K
663 $248K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-18
- 21.18%
$5364.25 - $5815.92 $96.6K - $105K
67 $361K
ADBE
Adobe Inc.

Technology
-271
- 33.71%
$333.65 - $392.1 $90.4K - $106K
533 $188K
AVGO
Broadcom Inc.

Technology
-1.18K
- 23.7%
$264.74 - $369.57 $312K - $436K
3.8K $1.25M
SBUX
Starbucks Corp

Consumer Cyclical
-1.02K
- 50.47%
$81.9 - $96.86 $83.2K - $98.4K
997 $84K
ICE
Intercontinental Exchange, Inc.

Financial Services
-339
- 29.97%
$167.28 - $188.45 $56.7K - $63.9K
792 $133K
ABT
Abbott Laboratories

Healthcare
-486
- 26.91%
$120.51 - $136.62 $58.6K - $66.4K
1.32K $176K
HD
Home Depot, Inc.

Consumer Cyclical
-244
- 28.37%
$357.4 - $423.42 $87.2K - $103K
616 $249K
CSX
Csx Corp

Industrials
-2.23K
- 41.3%
$32.05 - $36.52 $71.3K - $81.3K
3.16K $112K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.46K
- 8.02%
$39.8 - $42.86 $178K - $191K
51.1K $2.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-668
- 27.51%
$224.68 - $282.71 $150K - $189K
1.76K $491K
EW
Edwards Lifesciences Corp

Healthcare
-703
- 51.84%
$73.75 - $81.83 $51.8K - $57.5K
653 $50K
MSFT
Microsoft Corp

Technology
-257
- 6.63%
$491.09 - $535.64 $126K - $138K
3.62K $1.88M
HDV
Ishares Core High Dividend ETF

ETFs
-495
- 29.93%
$118.16 - $123.66 $58.5K - $61.2K
1.16K $141K
USB
Us Bancorp \De\

Financial Services
-1.43K
- 21.16%
$43.94 - $50.41 $62.7K - $71.9K
5.31K $256K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-653
- 54.83%
$74.93 - $80.73 $48.9K - $52.7K
538 $43K
MNST
Monster Beverage Corp

Consumer Defensive
-860
- 25.72%
$58.65 - $67.31 $50.4K - $57.9K
2.48K $167K
ITW
Illinois Tool Works Inc

Industrials
-191
- 17.8%
$252.31 - $269.41 $48.2K - $51.5K
882 $229K
CMI
Cummins Inc

Industrials
-130
- 45.14%
$327.85 - $426.39 $42.6K - $55.4K
158 $66K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-273
- 8.52%
$567.77 - $614.76 $155K - $168K
2.93K $1.8M
MRK
Merck & Co., Inc.

Healthcare
-390
- 20.88%
$77.6 - $87.37 $30.3K - $34.1K
1.48K $124K
PEP
Pepsico Inc

Consumer Defensive
-220
- 20.41%
$133.81 - $152.16 $29.4K - $33.5K
858 $120K
UNH
Unitedhealth Group Inc

Healthcare
-205
- 11.99%
$237.77 - $353.61 $48.7K - $72.5K
1.51K $519K
SPMD
Spdr Portfolio

ETFs
-301
- 15.56%
$54.43 - $58.29 $16.4K - $17.5K
1.63K $93K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-652
- 6.65%
$62.09 - $66.51 $40.5K - $43.4K
9.15K $597K
ECL
Ecolab Inc.

Basic Materials
-37
- 12.85%
$259.39 - $285.47 $9.6K - $10.6K
251 $68K
VNQ
Vanguard Specialized Funds Van

ETFs
-139
- 4.97%
$88.47 - $93.24 $12.3K - $13K
2.66K $243K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-31
- 1.24%
$86.07 - $90.74 $2.67K - $2.81K
2.47K $220K
SNOW
Snowflake Inc.

Technology
-2
- 5.0%
$191.73 - $241.0 $383 - $482
38 $8K
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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