Paladin Advisory Group, LLC Sells in Q3 2024

Paladin Advisory Group, LLC

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-20.5K
- 43.19%
$24.86 - $26.33 $511K - $541K
27K $706K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.49K
- 25.48%
$54.98 - $59.51 $412K - $446K
21.9K $1.3M
GOOGL
Alphabet Inc.

Communication Services
-472
- 4.4%
$148.65 - $191.18 $70.2K - $90.2K
10.3K $1.7M
MU
Micron Technology Inc

Technology
-578
- 13.31%
$86.27 - $136.82 $49.9K - $79.1K
3.76K $390K
EFG
Msci Eafe Growth ETF

ETFs
-2.34K
- 13.2%
$96.84 - $108.77 $226K - $254K
15.4K $1.65M
NVDA
Nvidia Corp

Technology
-951
- 5.02%
$98.91 - $134.91 $94.1K - $128K
18K $2.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-423
- 4.23%
$161.02 - $200.0 $68.1K - $84.6K
9.57K $1.78M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.61K
- 42.2%
$50.85 - $53.88 $133K - $141K
3.58K $192K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.37K
- 40.47%
$36.02 - $41.68 $121K - $140K
4.95K $204K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.37K
- 2.53%
$50.25 - $50.74 $119K - $120K
91.5K $4.64M
YUM
Yum Brands Inc

Consumer Cyclical
-373
- 38.69%
$125.95 - $139.96 $47K - $52.2K
591 $82K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.44K
- 8.76%
$77.02 - $85.06 $342K - $377K
46.2K $3.9M
SPMD
Spdr Portfolio

ETFs
-556
- 18.13%
$50.29 - $54.92 $28K - $30.5K
2.51K $137K
XLY
Select Sector Spdr Consumer Di

ETFs
-135
- 21.19%
$170.05 - $200.86 $23K - $27.1K
502 $100K
HON
Honeywell International Inc

Industrials
-18
- 1.33%
$196.73 - $220.21 $3.54K - $3.96K
1.34K $275K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-106
- 10.41%
$41.95 - $43.42 $4.45K - $4.6K
912 $39K
ABT
Abbott Laboratories

Healthcare
-114
- 5.94%
$100.07 - $118.13 $11.4K - $13.5K
1.81K $205K
META
Meta Platforms, Inc.

Communication Services
-135
- 10.68%
$453.41 - $572.44 $61.2K - $77.3K
1.13K $646K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-94
- 3.28%
$80.13 - $88.89 $7.53K - $8.36K
2.77K $244K
SPYG
Spdr Portfolio

ETFs
-10
- 0.23%
$73.38 - $84.1 $734 - $841
4.27K $353K
ORCL
Oracle Corp

Technology
-50
- 5.97%
$125.9 - $170.35 $6.3K - $8.52K
787 $134K
CRM
Salesforce, Inc.

Technology
-18
- 1.23%
$238.42 - $276.53 $4.29K - $4.98K
1.45K $395K
VNQ
Vanguard Specialized Funds Van

ETFs
-229
- 6.9%
$82.97 - $98.97 $19K - $22.7K
3.09K $301K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17
- 2.72%
$405.19 - $478.57 $6.89K - $8.14K
609 $280K
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 7.03%
$333.64 - $405.2 $21.7K - $26.3K
860 $348K
ICE
Intercontinental Exchange, Inc.

Financial Services
-36
- 2.44%
$136.93 - $162.81 $4.93K - $5.86K
1.44K $231K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-230
- 2.01%
$41.02 - $46.01 $9.43K - $10.6K
11.2K $510K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21
- 0.47%
$117.9 - $128.2 $2.48K - $2.69K
4.47K $573K
JPIE
J P Morgan Exchange Traded Fd
-373
- 0.45%
$45.17 - $46.39 $16.8K - $17.3K
82.5K $3.83M
DGRO
Ishares Core Dividend Growth E

ETFs
-16
- 0.1%
$57.47 - $62.76 $920 - $1K
16.2K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.13%
$475.2 - $527.7 $1.9K - $2.11K
3.01K $1.59M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2K
- 23.04%
$72.18 - $107.33 $144K - $215K
6.68K $709K
TT
Trane Technologies PLC

Industrials
-55
- 3.08%
$314.21 - $388.71 $17.3K - $21.4K
1.73K $672K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-474
- 1.94%
$332.02 - $382.76 $157K - $181K
24K $9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-675
- 1.21%
$33.74 - $37.96 $22.8K - $25.6K
55.3K $2.08M
UNH
Unitedhealth Group Inc

Healthcare
-25
- 1.44%
$488.01 - $604.18 $12.2K - $15.1K
1.71K $999K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.1%
$517.38 - $573.86 $2.59K - $2.87K
5.24K $3.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-13
- 0.22%
$523.84 - $572.02 $6.81K - $7.44K
5.91K $3.36M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.89K
- 5.76%
$38.04 - $45.36 $148K - $176K
63.6K $2.84M
AAPL
Apple Inc.

Technology
-107
- 0.55%
$207.23 - $234.82 $22.2K - $25.1K
19.4K $4.51M
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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