Paladin Advisory Group, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Million distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $10M, Ishares Tr with a value of $6.75M, Jp Morgan ETF Tr Ultra Short I with a value of $5.46M, Ishares Core S&P 500 ETF with a value of $4.5M, and Proshares S&P 500 Dividend Ari with a value of $4.31M.
Examining the 13F form we can see an increase of $5.81M in the current position value, from $122M to 128M.
Below you can find more details about Paladin Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $87.7 Million
Technology: $12.4 Million
Financial Services: $6.45 Million
Consumer Cyclical: $4.04 Million
Communication Services: $3.81 Million
Industrials: $2.53 Million
Healthcare: $1.64 Million
Consumer Defensive: $1.1 Million
Other: $710,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
