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CIK: 0001899703
Total reported value
$150.6M
$150.6M
226 檔
19.3%
As reported in its official Q1 2024 Form 13F filing, Paladin Advisory Group, LLC's tracked investment portfolio stood at $150.6M with 226 total positions.
During Q1 2024, Paladin Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.53% | +0.11% | -1.75% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.43% | -0.04% | +8.75% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.64% | -0.13% | -6.38% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.21% | -0.70% | -5.91% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.20% | -0.05% | -4.68% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.14% | -0.05% | -2.56% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.02% | — | +2.36% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.86% | -0.35% | +1.84% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.68% | -0.03% | +5.15% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.02% | -3.49% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.57% | -0.01% | -6.72% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.42% | -0.10% | +0.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.36% | -0.04% | +1.01% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.21% | +0.04% | +2.06% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.20% | -0.02% | +2.00% | |
| 16 | PAVE | Global X US Infrastructure | ETF-Other | 2.17% | +0.05% | -0.42% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | -0.05% | -0.48% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.26% | -2.39% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | — | -0.10% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.09% | -0.23% | +0.35% | |
| 21 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.74% | -0.50% | +2.55% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.58% | -0.04% | -3.37% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.49% | -0.09% | +0.63% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | — | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.13% | — | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.34% | -0.15% | +9.69% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.17% | -2.88% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | +0.01% | -0.93% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.01% | -4.04% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.17% | -0.01% | +10.94% | |
| 31 | CB | Chubb Limited | Stock-Financials | 1.11% | -0.02% | +2.11% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.06% | -5.60% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.97% | -0.02% | +1.40% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.97% | -0.06% | -9.31% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.10% | -4.06% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.74% | -0.05% | -0.19% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.10% | -4.72% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.06% | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | -0.05% | — | |
| 40 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.50% | -0.03% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.01% | +388.42% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.05% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.01% | -4.14% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.03% | +3.06% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.43% | +1.51% | — | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.42% | +0.01% | -8.50% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | — | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.39% | — | -7.68% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.01% | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.10% | — |
According to official SEC Form 13F filings, Paladin Advisory Group, LLC reported a total U.S. public equity portfolio value of $150.6M across 226 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, GOVT, IEFA) accounted for 19.3% of total reported equity market value during Q1 2024.
During Q1 2024, Paladin Advisory Group, LLC's top holdings by market value included IWF (6.5%)、GOVT (5.4%)、IEFA (4.6%). The largest single position, IWF, represented 6.5% of total portfolio value.
In Q1 2024, Paladin Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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