Paladin Advisory Group, LLC Portfolio Holdings
Q3 2025•239 long positions•$128.3M portfolio value
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Holding258 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $10.5M 8.16% | -$579.4K Sold | — 22.4K shares | 23.6K → 22.4K −$579.4K | -5.24% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.3M 6.49% | +$1.3M Bought | — 95.3K shares | 80.9K → 95.3K +$1.3M | +17.85% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.9M 4.62% | +$458.9K Bought | — 116.7K shares | 107.7K → 116.7K +$458.9K | +8.4% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 3.98% | +$3.4M Bought | — 25.1K shares | 8.4K → 25.1K +$3.4M | +199.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.8M 3.78% | — | — 7.2K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 3.51% | +$336.4K Bought | — 62.3K shares | 57.7K → 62.3K +$336.4K | +8.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.2M 3.3% | -$85.3K Sold | — 7.1K shares | 7.2K → 7.1K −$85.3K | -1.97% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $4.1M 3.2% | -$675.5K Sold | 0.0% 16.1K shares | 18.8K → 16.1K −$675.5K | -14.14% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.0M 3.14% | +$447.1K Bought | — 86.7K shares | 77.1K → 86.7K +$447.1K | +12.5% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.6M 2.81% | +$1.1M Bought | — 55.5K shares | 38.1K → 55.5K +$1.1M | +45.91% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.5M 2.76% | -$38.8K Sold | — 74.4K shares | 75.2K → 74.4K −$38.8K | -1.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.4M 2.68% | -$22.0K Sold | — 5.2K shares | 5.2K → 5.2K −$22.0K | -0.64% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 2.45% | -$352.3K Sold | — 5.3K shares | 5.9K → 5.3K −$352.3K | -10.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 2.38% | +$3.1M New | — 25.2K shares | 0 → 25.2K +$3.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.0M 2.34% | -$199.5K Sold | — 9.2K shares | 9.8K → 9.2K −$199.5K | -6.22% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.7M 2.1% | +$11.2K Bought | — 63.9K shares | 63.6K → 63.9K +$11.2K | +0.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 1.87% | +$104.9K Bought | — 62.9K shares | 60.2K → 62.9K +$104.9K | +4.57% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 1.87% | -$799.5K Sold | — 45.8K shares | 61.1K → 45.8K −$799.5K | -25.04% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.2M 1.71% | -$304.1K Sold | 0.0% 9.0K shares | 10.3K → 9.0K −$304.1K | -12.19% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 1.71% | -$190.8K Sold | — 51.1K shares | 55.6K → 51.1K −$190.8K | -8.02% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.9M 1.52% | -$651.0K Sold | 0.0% 10.5K shares | 13.9K → 10.5K −$651.0K | -25.03% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $1.9M 1.46% | -$133.1K Sold | 0.0% 3.6K shares | 3.9K → 3.6K −$133.1K | -6.63% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 1.41% | +$57.2K Bought | — 15.8K shares | 15.3K → 15.8K +$57.2K | +3.27% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 1.4% | -$167.2K Sold | — 2.9K shares | 3.2K → 2.9K −$167.2K | -8.52% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $1.8M 1.37% | -$311.1K Sold | 0.0% 8.0K shares | 9.4K → 8.0K −$311.1K | -15.07% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 1.36% | -$666.4K Sold | — 34.2K shares | 47.3K → 34.2K −$666.4K | -27.61% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $1.5M 1.17% | — | 0.0% 6.1K shares | — | — | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 1.02% | -$4.8K Sold | — 11.0K shares | 11.1K → 11.0K −$4.8K | -0.36% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 1.02% | — | — 14.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.3M 0.977% | -$389.3K Sold | 0.0% 3.8K shares | 5.0K → 3.8K −$389.3K | -23.7% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.858% | — | — 16.2K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $971.5K 0.757% | -$552.3K Sold | 0.0% 1.7K shares | 2.7K → 1.7K −$552.3K | -36.24% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $878.2K 0.685% | -$5.7K Sold | 0.0% 2.8K shares | 2.8K → 2.8K −$5.7K | -0.64% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $857.9K 0.669% | -$3.6M Sold | — 8.3K shares | 42.8K → 8.3K −$3.6M | -80.56% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $676.6K 0.527% | -$3.3M Sold | — 24.8K shares | 146.1K → 24.8K −$3.3M | -83.03% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $654.1K 0.51% | +$31.6K Bought | — 13.1K shares | 12.4K → 13.1K +$31.6K | +5.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $610.2K 0.476% | — | — 2.2K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $608.0K 0.474% | — | — 8.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $597.3K 0.466% | -$42.5K Sold | — 9.2K shares | 9.8K → 9.2K −$42.5K | -6.65% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $576.5K 0.449% | -$252.6K Sold | 0.0% 785.0 shares | 1.1K → 785.0 −$252.6K | -30.47% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $574.0K 0.448% | — | — 4.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $556.3K 0.434% | — | — 1.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Medical - Healthcare Plans Healthcare | $519.7K 0.405% | -$70.8K Sold | 0.0% 1.5K shares | 1.7K → 1.5K −$70.8K | -11.99% | $312.73B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $498.3K 0.388% | -$131.5K Sold | 0.0% 3.0K shares | 3.8K → 3.0K −$131.5K | -20.88% | $187.25B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $492.9K 0.384% | -$2.5K Sold | — 4.7K shares | 4.7K → 4.7K −$2.5K | -0.51% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $491.6K 0.383% | -$186.6K Sold | — 1.8K shares | 2.4K → 1.8K −$186.6K | -27.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $468.3K 0.365% | — | — 4.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $438.8K 0.342% | — | — 3.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Hardware, Equipment & Parts Technology | $423.7K 0.33% | — | 0.0% 3.4K shares | — | — | $151.09B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $402.9K 0.314% | — | — 1.3K shares | — | — | — — | Q4 2021 Held for 3y 11m |
