Paladin Advisory Group, LLC

CLIVE, IA · CIK 1899703 · 13F filing filed 2024-07-24

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$279.8m
Staff3 · 3 in investment roles
Main clients (by assets)High net worth individuals 91%, Individuals 9%
Websitepaladinwp.com
Form ADV · 2026-03-05SEC adviser record

Kindwealth
Others nearbyClive, IA

$128.3m reported value +1.4% vs Q1 2024

225positions

38.0%in top 10

4 new 28 added 38 reduced 5 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 GRW ETF IWF	IWF	24,448	$9.0m7.01%	7.01%	Reduced -66	-66 -0.3%
2	ISHARES TR US TREAS BD ETF GOVT	GOVT	307,490	$6.9m5.37%	5.37%	Added +2.3k	+2,254 0.7%
3	ISHARES TR CORE MSCI EAFE IEFA	IEFA	81,268	$5.9m4.61%	4.61%	Added +1.9k	+1,874 2.4%
4	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	93,826	$4.7m3.68%	3.68%	Added +12.9k	+12,942 16.0%
5	APPLE INC COM AAPL	AAPL	19,491	$4.2m3.29%	3.29%	Reduced -71	-71 -0.4%
6	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	50,627	$3.9m3.06%	3.06%	Added +89	+89 0.2%
7	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	82,917	$3.7m2.92%	2.92%	Added +3.0k	+2,998 3.8%
8	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	39,285	$3.7m2.91%	2.91%	Reduced -138	-138 -0.3%
9	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	55,096	$3.5m2.69%	2.69%	Added +2.2k	+2,237 4.2%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	5,727	$3.1m2.45%	2.45%	Added +34	+34 0.6%
11	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	5,919	$3.1m2.44%	2.44%	Added +29	+29 0.5%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,144	$3.0m2.31%	2.31%	Added +175	+175 2.9%
13	ISHARES TR NATIONAL MUN ETF MUB	MUB	27,011	$2.9m2.23%	2.23%	Added +1.0k	+1,004 3.9%
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,244	$2.9m2.23%	2.23%	Added +113	+113 2.2%
15	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	50,077	$2.8m2.16%	2.16%	Added +49.9k	+49,880 25319.8%
16	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	73,654	$2.7m2.09%	2.09%	Added +4.0k	+4,042 5.8%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	25,249	$2.7m2.08%	2.08%	Reduced -307	-307 -1.2%
18	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	50,790	$2.6m2.05%	2.05%	Added +209	+209 0.4%
19	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	67,508	$2.6m2.00%	2.00%	Reduced -11.4k	-11,369 -14.4%
20	NVIDIA CORPORATION COM NVDA	NVDA	18,960	$2.4m1.84%	1.84%	Reduced -10.3k	-10,260 -35.1%
21	AMAZON COM INC COM AMZN	AMZN	9,994	$2.0m1.54%	1.54%	Unchanged
22	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	55,984	$2.0m1.53%	1.53%	Added +113	+113 0.2%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,735	$2.0m1.53%	1.53%	Unchanged
24	MICROSOFT CORP COM MSFT	MSFT	4,054	$1.9m1.44%	1.44%	Reduced -56	-56 -1.4%
25	ISHARES TR EAFE GRWTH ETF EFG	EFG	17,687	$1.8m1.41%	1.41%	Reduced -540	-540 -3.0%
26	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	29,382	$1.6m1.29%	1.29%	Reduced -37.3k	-37,300 -55.9%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,979	$1.6m1.25%	1.25%	Reduced -3	-3 -0.1%
28	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	36,546	$1.5m1.18%	1.18%	Added +1.3k	+1,311 3.7%
29	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,009	$1.5m1.18%	1.18%	Reduced -82	-82 -2.6%
30	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	64,020	$1.5m1.15%	1.15%	Reduced -34.9k	-34,902 -35.3%
31	CHUBB LIMITED COM CB	CB	5,431	$1.4m1.08%	1.08%	Unchanged
32	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	27,244	$1.4m1.07%	1.07%	Reduced -6.2k	-6,151 -18.4%
33	ISHARES TR MSCI EAFE ETF EFA	EFA	15,167	$1.2m0.93%	0.93%	Reduced -279	-279 -1.8%
34	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	47,575	$1.2m0.92%	0.92%	Reduced -1.7k	-1,664 -3.4%
35	MASTERCARD INCORPORATED CL A MA	MA	2,679	$1.2m0.91%	0.91%	Unchanged
36	ALPHABET INC CAP STK CL C GOOG	GOOG	6,140	$1.1m0.88%	0.88%	Unchanged
37	BROADCOM INC COM AVGO	AVGO	568	$932.0k0.73%	0.73%	Unchanged
38	ISHARES TR CORE DIV GRWTH DGRO	DGRO	16,213	$931.7k0.73%	0.73%	Unchanged
39	UNITEDHEALTH GROUP INC COM UNH	UNH	1,735	$858.2k0.67%	0.67%	Unchanged
40	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,742	$648.7k0.51%	0.51%	Added +78	+78 2.1%
41	META PLATFORMS INC CL A META	META	1,264	$637.9k0.50%	0.50%	Unchanged
42	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	8,682	$626.7k0.49%	0.49%	Unchanged
43	ISHARES TR CORE S&P MCP ETF IJH	IJH	10,482	$607.6k0.47%	0.47%	Reduced -58	-58 -0.6%
44	JPMORGAN CHASE & CO COM JPM	JPM	2,802	$575.7k0.45%	0.45%	Unchanged
45	TRANE TECHNOLOGIES PLC SHS TT	TT	1,786	$573.9k0.45%	0.45%	Unchanged
46	MICRON TECHNOLOGY INC COM MU	MU	4,342	$571.1k0.45%	0.45%	Unchanged
47	ELI LILLY & CO COM LLY	LLY	590	$539.5k0.42%	0.42%	Unchanged
48	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,493	$531.6k0.41%	0.41%	Reduced -18	-18 -0.4%
49	ADOBE INC COM ADBE	ADBE	901	$504.6k0.39%	0.39%	Unchanged
50	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,167	$493.9k0.39%	0.39%	Unchanged
51	VISA INC COM CL A V	V	1,827	$480.9k0.37%	0.37%	Unchanged
52	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	11,451	$471.4k0.37%	0.37%	Unchanged
53	EATON CORP PLC SHS ETN	ETN	1,466	$457.9k0.36%	0.36%	Unchanged
54	AMERICAN TOWER CORP NEW COM AMT	AMT	2,300	$446.2k0.35%	0.35%	Unchanged
55	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,428	$418.4k0.33%	0.33%	Reduced -123	-123 -4.8%
56	SALESFORCE INC COM CRM	CRM	1,464	$375.1k0.29%	0.29%	Unchanged
57	COSTCO WHSL CORP NEW COM COST	COST	442	$373.8k0.29%	0.29%	Unchanged
58	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	4,490	$368.3k0.29%	0.29%	Unchanged
59	ISHARES TR U.S. REAL ES ETF IYR	IYR	4,195	$364.7k0.28%	0.28%	Unchanged
60	ISHARES TR RUS MD CP GR ETF IWP	IWP	3,193	$350.4k0.27%	0.27%	Reduced -48	-48 -1.5%
61	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	4,275	$345.0k0.27%	0.27%	Unchanged
62	SPDR GOLD TR GOLD SHS GLD	GLD	1,565	$337.4k0.26%	0.26%	Unchanged
63	BOOKING HOLDINGS INC COM BKNG	BKNG	85	$330.2k0.26%	0.26%	Unchanged
64	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,090	$329.8k0.26%	0.26%	Unchanged
65	ISHARES TR RUS 2000 GRW ETF IWO	IWO	1,259	$328.2k0.26%	0.26%	Unchanged
66	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	6,190	$314.8k0.25%	0.25%	Reduced -351	-351 -5.4%
67	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	8,319	$314.0k0.24%	0.24%	Reduced -507	-507 -5.7%
68	HOME DEPOT INC COM HD	HD	925	$311.0k0.24%	0.24%	Unchanged
69	US BANCORP DEL COM NEW USB	USB	7,740	$303.7k0.24%	0.24%	Unchanged
70	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	2,969	$301.8k0.24%	0.24%	Reduced -75	-75 -2.5%
71	HONEYWELL INTL INC COM COM		1,353	$285.4k0.22%	0.22%	Reduced -51	-51 -3.6%
72	BANK AMERICA CORP COM BAC	BAC	7,096	$283.9k0.22%	0.22%	Unchanged
73	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,320	$275.4k0.21%	0.21%	Added +63	+63 1.9%
74	MERCK & CO INC COM MRK	MRK	2,117	$270.8k0.21%	0.21%	Reduced -79	-79 -3.6%
75	ILLINOIS TOOL WKS INC COM ITW	ITW	1,101	$257.0k0.20%	0.20%	Reduced -54	-54 -4.7%
76	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	626	$253.6k0.20%	0.20%	Added +54	+54 9.4%
77	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	2,868	$232.6k0.18%	0.18%	Unchanged
78	AMPHENOL CORP CL A APH	APH	3,424	$231.2k0.18%	0.18%	Unchanged
79	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,298	$230.5k0.18%	0.18%	Added +400	+400 10.3%
80	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	1,475	$202.0k0.16%	0.16%	Reduced -85	-85 -5.5%
81	ABBOTT LABS COM ABT	ABT	1,920	$198.1k0.15%	0.15%	Unchanged
82	PEPSICO INC COM PEP	PEP	1,207	$196.6k0.15%	0.15%	Reduced -82	-82 -6.4%
83	BLOCK H & R INC COM HRB	HRB	3,584	$196.2k0.15%	0.15%	Unchanged
84	LOWES COS INC COM LOW	LOW	911	$194.6k0.15%	0.15%	Unchanged
85	CSX CORP COM CSX	CSX	5,387	$180.9k0.14%	0.14%	Unchanged
86	MONSTER BEVERAGE CORP NEW COM MNST	MNST	3,344	$166.9k0.13%	0.13%	Reduced -290	-290 -8.0%
87	NIKE INC CL B NKE	NKE	2,167	$166.5k0.13%	0.13%	Reduced -421	-421 -16.3%
88	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	7,648	$160.8k0.13%	0.13%	Added +60	+60 0.8%
89	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	2,737	$160.3k0.12%	0.12%	New
90	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	3,067	$155.9k0.12%	0.12%	Unchanged
91	SPDR SER TR BLOOMBERG 1 10 Y TIPX	TIPX	8,484	$155.7k0.12%	0.12%	Unchanged
92	STARBUCKS CORP COM SBUX	SBUX	2,013	$155.3k0.12%	0.12%	Unchanged
93	SELECT SECTOR SPDR TR INDL XLI	XLI	1,246	$150.2k0.12%	0.12%	Unchanged
94	RTX CORPORATION COM RTX	RTX	1,507	$150.0k0.12%	0.12%	Unchanged
95	MCKESSON CORP COM MCK	MCK	251	$147.2k0.11%	0.11%	Unchanged
96	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	2,080	$144.2k0.11%	0.11%	Unchanged
97	CELANESE CORP DEL COM CE	CE	1,089	$143.4k0.11%	0.11%	Reduced -40	-40 -3.5%
98	LINDE PLC SHS LIN	LIN	326	$139.8k0.11%	0.11%	Unchanged
99	PFIZER INC COM PFE	PFE	4,863	$137.2k0.11%	0.11%	Reduced -865	-865 -15.1%
100	WORKIVA INC COM CL A WK	WK	1,857	$132.8k0.10%	0.10%	Unchanged

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
FIRST TR EXCHANGE TRADED FD CIBR	CIBR	818	$45.9k818 shares
VANGUARD WORLD FD VHT	VHT	122	$32.7k122 shares
INTEL CORP INTC	INTC	635	$28.3k635 shares
FS KKR CAP CORP FSK	FSK	478	$9.1k478 shares
VANECK ETF TRUST HYD	HYD	55	$2.9k55 shares