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CIK: 0001899703
Total reported value
$150.6M
$150.6M
236 檔
19.6%
As reported in its official Q4 2024 Form 13F filing, Paladin Advisory Group, LLC's tracked investment portfolio stood at $150.6M with 236 total positions.
In Q4 2024, Paladin Advisory Group, LLC adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.19% | +0.11% | -2.47% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.65% | -0.13% | +2.12% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.06% | -0.70% | +15.06% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.60% | -0.02% | -3.10% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.12% | -0.05% | +0.74% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.04% | -0.03% | +1.23% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.01% | -0.05% | +211.29% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | -0.04% | +3.19% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.77% | -0.35% | -3.99% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.57% | -0.01% | -0.12% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.53% | +0.26% | -4.42% | |
| 12 | PAVE | Global X US Infrastructure | ETF-Other | 2.37% | +0.05% | -0.51% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.33% | -0.05% | -0.71% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.31% | -0.02% | +2.75% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.28% | +0.04% | -0.94% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.17% | -0.04% | -60.89% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.09% | — | -19.48% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.01% | -0.23% | -0.12% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.97% | -0.10% | -0.75% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | — | -6.51% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.63% | +0.01% | +16.29% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.17% | — | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.44% | -0.04% | -0.48% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.33% | -0.01% | +12.97% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.13% | — | |
| 27 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.25% | -0.50% | -5.03% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.24% | -0.15% | -1.02% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.01% | -4.66% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.16% | -0.09% | +1.61% | |
| 31 | CB | Chubb Limited | Stock-Financials | 1.15% | -0.02% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -0.06% | — | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | — | -0.08% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.06% | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.91% | -0.05% | -1.66% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.10% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.88% | -0.06% | — | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.76% | -0.05% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.10% | — | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.52% | -0.02% | +0.60% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.01% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.05% | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.01% | — | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.46% | +0.01% | -6.93% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | — | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.03% | -6.24% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.40% | — | +2.59% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.10% | -0.09% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | +0.01% | — | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.6% | +15.06% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.6% | -2.47% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +16.29% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | — | Unchanged |
| 5 | AAPL | Apple Inc | +0.3% | -3.10% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | — | Unchanged |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.19% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +12.97% | Add |
| 10 | AVLV | Avantis US Large Cap Value | +0.2% | +1.23% | Add |
| 11 | BND | Vanguard Total Bond Market | +0.2% | NEW | New buy |
| 12 | VXUS | Vanguard Total Intl Stock | +0.2% | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +211.29% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | -6.51% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.71% | Trim |
| 17 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 18 | MUB | Ishares National Muni Bond E | +0.1% | +2.75% | Add |
| 19 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.12% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.42% | Trim |
| 21 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | New buy |
| 22 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 24 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 25 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 27 | WK | Workiva Inc | +0.1% | — | Unchanged |
| 28 | VXF | Vanguard Extended Market ETF | 0% | NEW | New buy |
| 29 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 30 | HELO | Jpmorgan Hedged Equity ETF | 0% | +16.44% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | -0.94% | Trim |
| 32 | PAVE | Global X US Infrastructure | 0% | -0.51% | Trim |
| 33 | MUNI | Pimco Intermediate Municipal | 0% | -0.12% | Trim |
| 34 | VONG | Vanguard Russell 1000 Growth | 0% | +22.25% | Add |
| 35 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 36 | IWP | Ishares Russell Mid-cap Grow | 0% | -0.31% | Trim |
| 37 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 38 | ILCG | Ishares Morningstar Growth E | 0% | — | Unchanged |
| 39 | JMST | JPM Ultra-short Muni Income | 0% | -1.02% | Trim |
| 40 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 41 | XLK | Ss Technology Select Sector | 0% | -0.09% | Trim |
| 42 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 43 | MS | Morgan Stanley | 0% | — | Unchanged |
| 44 | SCHG | Schwab US Large-cap Growth | 0% | +300.00% | Add |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +64.05% | Add |
| 46 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 47 | USB | US Bancorp | 0% | — | Unchanged |
| 48 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 49 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -2.23% | Trim |
According to official SEC Form 13F filings, Paladin Advisory Group, LLC reported a total U.S. public equity portfolio value of $150.6M across 236 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IEFA, JPST) accounted for 19.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
BND
市值: $232.3K
Top Position Liquidated / Trimmed
NVS
前期市值: $29.0K
During Q4 2024, Paladin Advisory Group, LLC's top holdings by market value included IWF (7.2%)、IEFA (4.7%)、JPST (4.1%). The largest single position, IWF, represented 7.2% of total portfolio value.
In Q4 2024, Paladin Advisory Group, LLC made 79 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 50 holdings, and fully liquidating 5 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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