Paladin Advisory Group, LLC ETFs

Paladin Advisory Group, LLC

$122 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$93,000 0.08% of portfolio	308	Q1 2023 New
XLY Select Sector Spdr Consumer Di	$0	$93,000 0.08% of portfolio	473	Q4 2024 Reduced 5.78%
VUG Vanguard Growth ETF	$0	$90,000 0.07% of portfolio	245	Q1 2025 Added 400.0%
VTV Vanguard Value ETF	$0	$89,000 0.07% of portfolio	523	Q3 2024 Added 343.22%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$78,000 0.06% of portfolio	1,162	Q1 2025 Added 68.65%
XLC Select Sector Spdr Tr Communic	$0	$77,000 0.06% of portfolio	807	Q1 2023 New
VEA Vanguard Ftse Developed Market	$0	$77,000 0.06% of portfolio	1,519	Q3 2024 Added 165.56%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$75,000 0.06% of portfolio	4,032	Q4 2023 Reduced 3.31%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$65,000 0.05% of portfolio	1,327	Q3 2024 Added 8.24%
VB Vanguard Small Cap ETF	$0	$62,000 0.05% of portfolio	281	Q1 2025 Reduced 20.85%
IHI Ishares Tr Dow Jones Us Medica	$0	$60,000 0.05% of portfolio	1,020	Q4 2023 Reduced 49.55%
XLP Consumer Staples Sector Spdr	$0	$59,000 0.05% of portfolio	784	Q3 2023 Reduced 54.1%
IVE Ishares S&P 500 Value ETF	$0	$56,000 0.05% of portfolio	302	Q3 2023 New
XLV Select Sector Spdr Fund Health	$0	$53,000 0.04% of portfolio	373	Q1 2023 New
IBB Ishares Biotechnology ETF	$0	$53,000 0.04% of portfolio	407	Q3 2023 Reduced 15.38%
VFH Vanguard Financial ETF	$0	$52,000 0.04% of portfolio	444	Q1 2023 New
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$52,000 0.04% of portfolio	304	Q1 2024 Reduced 2.56%
DFIV Dimensional ETF Tr	$0	$52,000 0.04% of portfolio	1,335	Q3 2024 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$51,000 0.04% of portfolio	805	Q1 2025 New
IYE Ishares Tr	$0	$49,000 0.04% of portfolio	1,025	Q3 2023 Reduced 9.05%
VPU Vanguard Utilities ETF	$0	$47,000 0.04% of portfolio	280	Q1 2025 Reduced 26.32%
XLE Energy Sector Spdr	$0	$41,000 0.03% of portfolio	449	Q1 2023 New
MEAR Blackrock Short Maturity Munic	$0	$41,000 0.03% of portfolio	835	Q3 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$35,000 0.03% of portfolio	511	Q1 2023 New
FDL First Tr Morningstar Dividend	$0	$28,000 0.02% of portfolio	668	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$28,000 0.02% of portfolio	337	Q2 2024 New
XLU Utilities Sector Spdr	$0	$28,000 0.02% of portfolio	362	Q1 2024 Reduced 39.97%
ITOT Ishares Core S&P Total U.S. St	$0	$28,000 0.02% of portfolio	231	Q1 2025 New
SHYG Ishares 0 5 Year High Yield CO	$0	$25,000 0.02% of portfolio	603	Q4 2024 Reduced 33.88%
DFUV Dimensional ETF Tr Us Marketwi	$0	$25,000 0.02% of portfolio	621	Q3 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$24,000 0.02% of portfolio	122	Q3 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$18,000 0.01% of portfolio	189	Q1 2025 Reduced 69.86%
HEFA Ishares Currency Hedged Msci E	$0	$15,000 0.01% of portfolio	435	Q2 2024 New
DVY Ishares Tr	$0	$14,000 0.01% of portfolio	108	Q1 2024 Reduced 45.73%
VOT Vanguard Mid Cap Growth Index	$0	$13,000 0.01% of portfolio	57	Q1 2023 New
DUHP Dimensional ETF Tr Dimensional	$0	$12,000 0.01% of portfolio	395	Q3 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$12,000 0.01% of portfolio	254	Q1 2024 Reduced 9.61%
QUAL Ishares Msci Usa Quality Facto	$0	$12,000 0.01% of portfolio	75	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$10,000 0.01% of portfolio	178	Q2 2024 New
IXUS Ishares Tr	$0	$10,000 0.01% of portfolio	149	Q1 2025 New
OEF Ishares S&P 100 ETF	$0	$9,000 0.01% of portfolio	36	Q1 2023 New
ARKG Ark Genomic Revolution ETF (De	$0	$8,000 0.01% of portfolio	400	Q1 2023 New
AOR Ishares Tr Core Growth Allocat	$0	$7,000 0.01% of portfolio	139	Q4 2024 Added 0.72%
VDE Vanguard Energy ETF	$0	$6,000 0.0% of portfolio	52	Q1 2023 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$6,000 0.0% of portfolio	80	Q1 2025 Reduced 8.05%
SMDV Proshares Tr Russell 2000 Divi	$0	$6,000 0.0% of portfolio	101	Q1 2024 Reduced 96.69%
AOA Ishares Tr Core Aggressive All	$0	$5,000 0.0% of portfolio	73	Q1 2025 Added 812.5%
LIT Global X Fds Global X Lithium	$0	$5,000 0.0% of portfolio	130	Q1 2023 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$5,000 0.0% of portfolio	225	Q2 2024 Added 301.79%
IVW Ishares S&P 500 Growth ETF	$0	$3,000 0.0% of portfolio	33	Q1 2025 Added 57.14%

Track This Portfolio

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.