Paladin Advisory Group, LLC Portfolio Holdings
Paladin Advisory Group, LLC
- $135 Million
- Q3 2024
Paladin Advisory Group, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $135 Million distributed in 235 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 $9M, Ishares U.S. Treasury Bond ETF with a value of $7.41M, Ishares Tr with a value of $6.6M, Jp Morgan ETF Tr Ultra Short I with a value of $4.64M, and Apple Inc. with a value of $4.51M.
Examining the 13F form we can see an increase of $7M in the current position value, from $128M to 135M.
Below you can find more details about Paladin Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$135 Million
ETFs: $93.3 Million
Technology: $12.2 Million
Financial Services: $5.81 Million
Consumer Cyclical: $4.42 Million
Communication Services: $3.53 Million
Industrials: $2.77 Million
Healthcare: $2.62 Million
Consumer Defensive: $1.17 Million
Other: $1.06 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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