Paladin Advisory Group, LLC
Q1 2025 13F Holdings
- Locationclive, IA
- Num holdings
229
- Value ($000)
$124,980
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001899703
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $8.62 M | 7 % | 23,860 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.00 M | 5 % | 79,347 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $5.40 M | 4 % | 106,686 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $4.37 M | 4 % | 42,800 | ||
AAPL APPLE INC | COM | 037833100 | $4.17 M | 3 % | 18,783 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.00 M | 3 % | 142,984 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $3.88 M | 3 % | 59,515 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.87 M | 3 % | 6,880 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $3.60 M | 3 % | 78,121 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $3.14 M | 3 % | 5,887 |
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