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CIK: 0001899703
Total reported value
$150.6M
$150.6M
229 檔
19.0%
According to the latest 13F quarterly dataset, Paladin Advisory Group, LLC managed an equity portfolio of $150.6M at the end of Q1 2025, spanning 229 distinct U.S. exchange-listed positions.
In Q1 2025, Paladin Advisory Group, LLC adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 12 holdings to manage risk exposure.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.89% | +0.11% | +2.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.80% | -0.13% | -8.12% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.32% | -0.70% | +1.39% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.50% | -0.05% | +4.41% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.02% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.20% | -0.05% | -0.56% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.11% | -0.03% | +0.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.09% | -0.04% | +10.27% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.88% | -0.35% | -1.42% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.51% | -0.01% | -0.20% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.40% | +0.26% | -1.22% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.05% | +0.44% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.31% | +0.05% | +0.04% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.29% | -0.15% | +75.91% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.16% | -0.02% | -9.80% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.15% | -0.10% | +1.90% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.15% | +0.01% | +33.20% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.14% | -0.23% | +2.32% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.85% | — | -7.86% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.61% | -0.23% | +675.84% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.61% | -0.04% | +0.52% | |
| 22 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.50% | -0.50% | -3.39% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | — | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.01% | +19.48% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | — | -7.16% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.31% | -0.02% | — | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.30% | -0.09% | +4.19% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.28% | -0.04% | -43.80% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.17% | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.06% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.13% | -4.11% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | — | +5.42% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.04% | -52.72% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.97% | -0.05% | +0.83% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.06% | -7.52% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | -0.05% | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.10% | — | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.10% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.06% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.05% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | — | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.48% | -0.02% | -13.41% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.01% | -5.03% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.03% | +0.91% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.41% | -0.02% | +122.71% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.40% | -0.02% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.13% | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.10% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.04% | — |
According to official SEC Form 13F filings, Paladin Advisory Group, LLC reported a total U.S. public equity portfolio value of $150.6M across 229 disclosed positions in Q1 2025.
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 19.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
JIRE
市值: $51.3K
Top Position Liquidated / Trimmed
BND
前期市值: $232.3K
During Q1 2025, Paladin Advisory Group, LLC's top holdings by market value included IWF (6.9%)、IEFA (4.8%)、JPST (4.3%). The largest single position, IWF, represented 6.9% of total portfolio value.
In Q1 2025, Paladin Advisory Group, LLC made 93 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 49 holdings, and fully liquidating 12 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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