Paladin Advisory Group, LLC holdings history

Add to watchlist

618 is the total number of securities Paladin Advisory Group, LLC has owned. The longest Paladin Advisory Group, LLC has owned a single stock is 7 quarters.

Paladin Advisory Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWF ISHARES TRUST RUS 1000...615.28%6.02%7.01%Q1 2022Q2 20247
IEFA ISHARES TRUST CORE MSC...613.92%4.44%4.92%Q1 2022Q2 20247
SCHD SCHWAB STRATEGIC TR US...613.06%3.51%3.87%Q1 2022Q2 20247
JPST J P MORGAN EXCHANGE TR...613.21%3.49%3.71%Q1 2022Q2 20247
NOBL PROSHARES TRUST S&P 50...612.91%3.30%3.58%Q1 2022Q2 20247
AAPL APPLE INC COM612.63%3.08%3.33%Q1 2022Q2 20247
MDY SPDR S&P MIDCAP 400 ET...612.44%2.65%3.02%Q1 2022Q2 20247
J P MORGAN EXCHANGE TR...610.72%2.54%2.96%Q1 2022Q2 20247
XLRE SELECT SECTOR SPDR TRU...612.00%2.49%3.58%Q1 2022Q2 20247
JEPI J P MORGAN EXCHANGE TR...611.28%2.42%3.02%Q1 2022Q2 20247
IJR ISHARES TRUST CORE S&P...612.08%2.32%2.87%Q1 2022Q2 20247
IVV ISHARES TRUST CORE S&P...612.11%2.27%2.45%Q1 2022Q2 20247
MUNI PIMCO ETF TRUST INTER ...612.01%2.14%2.23%Q1 2022Q2 20247
SPY SPDR S&P500 ETF TRUST ...611.99%2.12%2.34%Q1 2022Q2 20247
PAVE GLOBAL X FDS US INFR D...611.78%1.94%2.18%Q1 2022Q2 20247
QQQ INVESCO QQQ TRUST UNIT...611.32%1.87%2.31%Q1 2022Q2 20247
MUB ISHARES TRUST NATIONAL...610.17%1.81%2.28%Q1 2022Q2 20247
AAAU GOLDMAN SACHS PHYSICAL...611.15%1.49%1.74%Q1 2022Q2 20247
EFG ISHARES TRUST EAFE GRW...611.41%1.48%1.55%Q1 2022Q2 20247
SRLN SSGA ACTIVE ETF TR BLA...611.10%1.47%2.18%Q1 2022Q2 20247
SPDW SPDR INDEX SHS FDS610.83%1.40%1.62%Q1 2022Q2 20247
IJH ISHARES TRUST CORE S&P...610.47%1.30%2.41%Q1 2022Q2 20247
MSFT MICROSOFT CORP COM611.13%1.27%1.44%Q1 2022Q2 20247
JMST J P MORGAN EXCHANGE TR...611.03%1.25%1.53%Q1 2022Q2 20247
AMZN AMAZON COM INC COM610.89%1.25%1.54%Q1 2022Q2 20247
GOOGL ALPHABET INC COM CL A610.97%1.24%1.53%Q1 2022Q2 20247
NVDA NVIDIA CORPORATION610.66%1.22%2.09%Q1 2022Q2 20247
VOO VANGUARD S&P 500 ETF SHS611.12%1.16%1.18%Q1 2022Q2 20247
VTI VANGUARD TOTAL STK MKT...611.02%1.16%1.28%Q1 2022Q2 20247
SPEM SPDR INDEX SHS FDS610.24%1.13%2.23%Q1 2022Q2 20247
EFA ISHARES TRUST MSCI EAF...610.93%1.02%1.11%Q1 2022Q2 20247
CB CHUBB LIMITED COM610.89%1.01%1.10%Q1 2022Q2 20247
MA MASTERCARD INCORPORATE...610.90%0.96%1.01%Q1 2022Q2 20247
SPAB SPDR SER TR610.35%0.83%1.46%Q1 2022Q2 20247
VWO VANGUARD INTL EQUITY I...610.01%0.78%1.61%Q1 2022Q2 20247
UNH UNITEDHEALTH GROUP INC...610.67%0.73%0.79%Q1 2022Q2 20247
GOOG ALPHABET INC COM CL C610.56%0.72%0.88%Q1 2022Q2 20247
DGRO ISHARES TRUST CORE DIV...610.66%0.69%0.74%Q1 2022Q2 20247
MRK MERCK & CO INC COM610.20%0.65%1.08%Q1 2022Q2 20247
BABA ALIBABA GROUP HOLDING ...610.49%0.61%0.76%Q1 2022Q2 20247
JPM JP MORGAN CHASE & CO COM610.41%0.50%0.57%Q1 2022Q2 20247
IWD ISHARES TRUST RUS 1000...610.46%0.49%0.54%Q1 2022Q2 20247
AVGO BROADCOM INC COM610.30%0.47%0.73%Q1 2022Q2 20247
AMT AMERICAN TOWER CORP NEW610.35%0.41%0.54%Q1 2022Q2 20247
VYM VANGUARD WHITEHALL FDS610.37%0.40%0.43%Q1 2022Q2 20247
SPSM SPDR SER TR610.21%0.37%0.43%Q1 2022Q2 20247
TT TRANE TECHNOLOGIES PLC...610.29%0.37%0.45%Q1 2022Q2 20247
ADBE ADOBE SYSTEMS INCORPOR...610.29%0.37%0.44%Q1 2022Q2 20247
V VISA INC COM CL A610.34%0.36%0.40%Q1 2022Q2 20247
XLK SELECT SECTOR SPDR TRU...610.31%0.36%0.41%Q1 2022Q2 20247
FB META PLATFORMS INC COM...610.22%0.35%0.50%Q1 2022Q2 20247
ACN ACCENTURE PLC IRELAND610.26%0.34%0.40%Q1 2022Q2 20247
IYR ISHARES TRUST U.S. REA...610.28%0.34%0.46%Q1 2022Q2 20247
IWP ISHARES TRUST RUS MD C...610.26%0.33%0.61%Q1 2022Q2 20247
MU MICRON TECHNOLOGY INC COM610.23%0.31%0.44%Q1 2022Q2 20247
VNQ VANGUARD REAL ESTATE ETF610.22%0.30%0.44%Q1 2022Q2 20247
USB US BANCORP DEL610.24%0.29%0.42%Q1 2022Q2 20247
PFE PFIZER INC COM610.11%0.29%0.52%Q1 2022Q2 20247
CRM SALESFORCE INC610.24%0.28%0.35%Q1 2022Q2 20247
ETN EATON CORP PLC610.19%0.28%0.36%Q1 2022Q2 20247
LLY LILLY ELI & CO610.14%0.27%0.42%Q1 2022Q2 20247
IWO ISHARES TRUST RUS 2000...610.24%0.26%0.28%Q1 2022Q2 20247
TSM TAIWAN SEMICONDUCTOR M...610.22%0.25%0.33%Q1 2022Q2 20247
HD HOME DEPOT INC COM610.23%0.25%0.27%Q1 2022Q2 20247
ILCG ISHARES TRUST MORNINGS...610.21%0.25%0.29%Q1 2022Q2 20247
SPYG SPDR SER TR610.10%0.24%0.32%Q1 2022Q2 20247
BAC BANK OF AMERICA CORPOR...610.20%0.24%0.36%Q1 2022Q2 20247
GLD SPDR GOLD TRUST GOLD S...610.22%0.24%0.26%Q1 2022Q2 20247
ITW ILLINOIS TOOL WORKS IN...610.20%0.23%0.26%Q1 2022Q2 20247
HON HONEYWELL INTL INC610.22%0.23%0.24%Q1 2022Q2 20247
COST COSTCO WHSL CORP NEW610.19%0.23%0.29%Q1 2022Q2 20247
NKE NIKE INC COM CL B610.13%0.22%0.28%Q1 2022Q2 20247
BRKB BERKSHIRE HATHAWAY INC...610.18%0.22%0.26%Q1 2022Q2 20247
BKNG BOOKING HOLDINGS INC COM610.16%0.21%0.26%Q1 2022Q2 20247
SPMD SPDR SER TR610.12%0.21%0.29%Q1 2022Q2 20247
SCHG SCHWAB STRATEGIC TR US...610.17%0.20%0.24%Q1 2022Q2 20247
IEMG ISHARES INC CORE MSCI ...610.16%0.19%0.29%Q1 2022Q2 20247
PEP PEPSICO INC COM610.15%0.18%0.20%Q1 2022Q2 20247
SBUX STARBUCKS CORP COM610.12%0.18%0.22%Q1 2022Q2 20247
ABT ABBOTT LABS610.15%0.17%0.20%Q1 2022Q2 20247
LOW LOWES COS INC610.15%0.17%0.18%Q1 2022Q2 20247
RTX RTX CORPORATION610.12%0.17%0.23%Q1 2022Q2 20247
VIGI VANGUARD WHITEHALL FDS610.08%0.17%0.20%Q1 2022Q2 20247
AGG ISHARES TRUST CORE US ...610.04%0.17%0.40%Q1 2022Q2 20247
EFAV ISHARES TRUST MSCI EAF...610.11%0.16%0.27%Q1 2022Q2 20247
MNST MONSTER BEVERAGE CORP NEW610.12%0.15%0.17%Q1 2022Q2 20247
ICE INTERCONTINENTAL EXCHA...610.14%0.15%0.17%Q1 2022Q2 20247
CSX CSX CORP COM610.14%0.15%0.16%Q1 2022Q2 20247
WK WORKIVA INC COM CL A610.10%0.15%0.18%Q1 2022Q2 20247
SHYG ISHARES TRUST 0-5YR HI...610.03%0.14%0.41%Q1 2022Q2 20247
BA BOEING CO COM610.08%0.14%0.18%Q1 2022Q2 20247
EL LAUDER ESTEE COS INC610.06%0.13%0.21%Q1 2022Q2 20247
APH AMPHENOL CORP NEW610.10%0.13%0.18%Q1 2022Q2 20247
GL GLOBE LIFE INC COM610.10%0.13%0.15%Q1 2022Q2 20247
CE CELANESE CORP DEL610.10%0.13%0.15%Q1 2022Q2 20247
DLTR DOLLAR TREE INC COM610.09%0.13%0.16%Q1 2022Q2 20247
HRB BLOCK (H & R) INC COM610.08%0.12%0.15%Q1 2022Q2 20247
MCK MCKESSON CORPORATION COM610.09%0.12%0.14%Q1 2022Q2 20247
YUM YUM BRANDS INC COM610.10%0.12%0.12%Q1 2022Q2 20247
SMDV PROSHARES TRUST RUSS 2...610.01%0.11%0.17%Q1 2022Q2 20247
XLI SELECT SECTOR SPDR TRU...610.10%0.11%0.12%Q1 2022Q2 20247
DIS WALT DISNEY COMPANY (T...610.05%0.10%0.19%Q1 2022Q2 20247
HDV ISHARES TRUST CORE HIG...610.10%0.10%0.11%Q1 2022Q2 20247
EW EDWARDS LIFESCIENCES C...610.08%0.10%0.14%Q1 2022Q2 20247
XLY SELECT SECTOR SPDR TRU...610.08%0.09%0.10%Q1 2022Q2 20247
VLO VALERO ENERGY CORP COM610.07%0.09%0.11%Q1 2022Q2 20247
MDLZ MONDELEZ INTL INC COM ...610.05%0.09%0.13%Q1 2022Q2 20247
MS MORGAN STANLEY COM610.08%0.09%0.10%Q1 2022Q2 20247
A AGILENT TECHNOLOGIES I...610.08%0.09%0.09%Q1 2022Q2 20247
IHI ISHARES TRUST U.S. MED...610.04%0.09%0.13%Q1 2022Q2 20247
CARR CARRIER GLOBAL CORPORA...610.05%0.08%0.11%Q1 2022Q2 20247
ORCL ORACLE CORP COM610.06%0.08%0.09%Q1 2022Q2 20247
RWX SPDR INDEX SHS FDS610.06%0.07%0.09%Q1 2022Q2 20247
XLP SELECT SECTOR SPDR TRU...610.04%0.07%0.11%Q1 2022Q2 20247
PG PROCTER & GAMBLE CO COM610.07%0.07%0.07%Q1 2022Q2 20247
TSLA TESLA INC COM610.05%0.07%0.10%Q1 2022Q2 20247
GS GOLDMAN SACHS GROUP IN...610.06%0.07%0.08%Q1 2022Q2 20247
IR INGERSOLL RAND INC COM610.06%0.07%0.08%Q1 2022Q2 20247
MCD MCDONALD'S CORPORATION...610.06%0.07%0.07%Q1 2022Q2 20247
IWB ISHARES TRUST RUS 1000...610.06%0.07%0.09%Q1 2022Q2 20247
AMAT APPLIED MATLS INC610.05%0.07%0.09%Q1 2022Q2 20247
VUG VANGUARD INDEX FDS610.01%0.06%0.10%Q1 2022Q2 20247
VB VANGUARD SMALL CP ETF610.06%0.06%0.06%Q1 2022Q2 20247
SPLG SPDR SER TR610.05%0.06%0.06%Q1 2022Q2 20247
CMI CUMMINS INC COM610.05%0.06%0.07%Q1 2022Q2 20247
PH PARKER-HANNIFIN CORP COM610.04%0.06%0.07%Q1 2022Q2 20247
XLU SELECT SECTOR SPDR TRU...610.02%0.05%0.10%Q1 2022Q2 20247
OTIS OTIS WORLDWIDE CORP COM610.03%0.05%0.09%Q1 2022Q2 20247
IBB ISHARES TRUST ISHARES ...610.04%0.05%0.09%Q1 2022Q2 20247
XOM EXXON MOBIL CORPORATIO...610.04%0.05%0.06%Q1 2022Q2 20247
ECL ECOLAB INC COM610.04%0.05%0.06%Q1 2022Q2 20247
CVS CVS HEALTH CORPORATION...610.03%0.05%0.09%Q1 2022Q2 20247
XLC SELECT SECTOR SPDR TRU...610.04%0.05%0.05%Q1 2022Q2 20247
VPU VANGUARD WORLD FDS610.04%0.05%0.05%Q1 2022Q2 20247
STZ CONSTELLATION BRANDS I...610.04%0.04%0.05%Q1 2022Q2 20247
VTEB VANGUARD TAX EXEMPT BD...610.03%0.04%0.05%Q1 2022Q2 20247
IBM INTERNATIONAL BUS MACH...610.04%0.04%0.05%Q1 2022Q2 20247
WFC WELLS FARGO CO NEW610.03%0.04%0.06%Q1 2022Q2 20247
IYE ISHARES TRUST U.S. ENE...610.04%0.04%0.05%Q1 2022Q2 20247
XLV SELECT SECTOR SPDR TRU...610.04%0.04%0.04%Q1 2022Q2 20247
DOV DOVER CORP COM610.04%0.04%0.04%Q1 2022Q2 20247
LGLV SPDR SSGA US LRG ETF610.04%0.04%0.06%Q1 2022Q2 20247
INTU INTUIT INC COM610.03%0.04%0.04%Q1 2022Q2 20247
VZ VERIZON COMMUNICATIONS...610.03%0.04%0.05%Q1 2022Q2 20247
AJG GALLAGHER (ARTHUR J) &...610.03%0.04%0.04%Q1 2022Q2 20247
ROL ROLLINS INC COM610.03%0.03%0.04%Q1 2022Q2 20247
IXJ ISHARES TRUST GLOB HLT...610.03%0.03%0.04%Q1 2022Q2 20247
XLE SELECT SECTOR SPDR TRU...610.03%0.03%0.04%Q1 2022Q2 20247
VFH VANGUARD WORLD FDS610.03%0.03%0.04%Q1 2022Q2 20247
WPC WP CAREY INC COM USD0.001610.02%0.03%0.04%Q1 2022Q2 20247
SYK STRYKER CORPORATION610.03%0.03%0.04%Q1 2022Q2 20247
PFG PRINCIPAL FINANCIAL GR...610.03%0.03%0.05%Q1 2022Q2 20247
CMCSA COMCAST CORP NEW610.03%0.03%0.03%Q1 2022Q2 20247
DVY ISHARES TRUST SELECT D...610.01%0.03%0.08%Q1 2022Q2 20247
IDEV ISHARES TRUST CORE MSC...610.02%0.03%0.03%Q1 2022Q2 20247
NTR NUTRIEN LTD COM610.02%0.02%0.04%Q1 2022Q2 20247
VOYA VOYA FINANCIAL INC COM610.02%0.02%0.02%Q1 2022Q2 20247
EMR EMERSON ELECTRIC CO COM610.02%0.02%0.03%Q1 2022Q2 20247
LMT LOCKHEED MARTIN CORP COM610.02%0.02%0.02%Q1 2022Q2 20247
VEA VANGUARD TAX-MANAGED FDS610.02%0.02%0.02%Q1 2022Q2 20247
CASY CASEYS GEN STORES INC610.02%0.02%0.04%Q1 2022Q2 20247
CI THE CIGNA GROUP610.02%0.02%0.03%Q1 2022Q2 20247
ROK ROCKWELL AUTOMATION IN...610.02%0.02%0.03%Q1 2022Q2 20247
NVS NOVARTIS AG ADR SPONSORED610.02%0.02%0.02%Q1 2022Q2 20247
ES EVERSOURCE ENERGY COM610.02%0.02%0.02%Q1 2022Q2 20247
DAL DELTA AIR LINES INC DEL610.02%0.02%0.02%Q1 2022Q2 20247
MDT MEDTRONIC PLC COM610.01%0.02%0.06%Q1 2022Q2 20247
UBER UBER TECHNOLOGIES INC COM610.01%0.02%0.02%Q1 2022Q2 20247
ALLE ALLEGION PLC COM610.02%0.02%0.02%Q1 2022Q2 20247
COP CONOCOPHILLIPS COM610.01%0.02%0.02%Q1 2022Q2 20247
QCOM QUALCOMM INC COM610.01%0.01%0.02%Q1 2022Q2 20247
TSN TYSON FOODS INC COM CL A610.01%0.01%0.02%Q1 2022Q2 20247
VOT VANGUARD MCAP GR IDXVI...610.01%0.01%0.04%Q1 2022Q2 20247
LUMO LUMOS PHARMA INC COM610.01%0.01%0.03%Q1 2022Q2 20247
LNT ALLIANT ENERGY CORP COM610.01%0.01%0.02%Q1 2022Q2 20247
ARKG ARK ETF TR GENOMIC REV...610.01%0.01%0.02%Q1 2022Q2 20247
SNOW SNOWFLAKE INC COM CL A610.01%0.01%0.01%Q1 2022Q2 20247
TMO THERMO FISHER SCIENTIF...610.01%0.01%0.01%Q1 2022Q2 20247
SPYV SPDR SER TR610.00%0.01%0.01%Q1 2022Q2 20247
EVRG EVERGY INC COM610.01%0.01%0.01%Q1 2022Q2 20247
SLYG SPDR SER TR610.01%0.01%0.01%Q1 2022Q2 20247
LIT GLOBAL X FDS LITHIUM B...610.00%0.01%0.01%Q1 2022Q2 20247
ACWI ISHARES TRUST MSCI ACW...610.00%0.01%0.01%Q1 2022Q2 20247
VDE VANGUARD WORLD FDS610.01%0.01%0.01%Q1 2022Q2 20247
BE BLOOM ENERGY CORPORATI...610.00%0.01%0.01%Q1 2022Q2 20247
AGS PLAYAGS INC COM610.00%0.01%0.01%Q1 2022Q2 20247
DHR DANAHER CORPORATION610.01%0.01%0.01%Q1 2022Q2 20247
CTVA CORTEVA INC COM610.00%0.01%0.01%Q1 2022Q2 20247
TMUS T-MOBILE US INC COM610.00%0.00%0.00%Q1 2022Q2 20247
LHX L3 HARRIS TECHNOLOGIES...610.00%0.00%0.00%Q1 2022Q2 20247
EXC EXELON CORP COM610.00%0.00%0.00%Q1 2022Q2 20247
CONSTELLATION ENERGY C...610.00%0.00%0.01%Q1 2022Q2 20247
PLTR PALANTIR TECHNOLOGIES INC610.00%0.00%0.00%Q1 2022Q2 20247
AMGN AMGEN INC COM610.00%0.00%0.00%Q1 2022Q2 20247
SCHW SCHWAB (CHARLES) CORP COM610.00%0.00%0.00%Q1 2022Q2 20247
VSTO VISTA OUTDOOR INC COM610.00%0.00%0.00%Q1 2022Q2 20247
WHR WHIRLPOOL CORP COM610.00%0.00%0.00%Q1 2022Q2 20247
CCI CROWN CASTLE INTL CORP...610.00%0.00%0.00%Q1 2022Q2 20247
CTSH COGNIZANT TECHNOLOGY S...610.00%0.00%0.00%Q1 2022Q2 20247
LCII LCI INDUSTRIES COM610.00%0.00%0.00%Q1 2022Q2 20247
LUCID GROUP INC COM610.00%0.00%0.00%Q1 2022Q2 20247
GOVT ISHARES TR660.93%4.09%5.43%Q1 2023Q2 20246
J P MORGAN EXCHANGE TR...660.01%0.36%2.16%Q1 2023Q2 20246
FPEI FIRST TR EXCH TRADED F...660.06%0.31%1.56%Q1 2023Q2 20246
BKLN INVESCO EXCH TRADED FD...660.12%0.26%0.38%Q1 2023Q2 20246
IGIB ISHARES TRUST 5-10 YEA...510.07%0.19%0.26%Q1 2022Q2 20246
LINDE PLC660.10%0.11%0.12%Q1 2023Q2 20246
VONG VANGUARD SCOTTSDALE FDS660.05%0.06%0.08%Q1 2023Q2 20246
INTC INTEL CORP COM510.02%0.03%0.08%Q1 2022Q1 20246
CIBR FIRST TRUST EXCH TRADE...510.03%0.03%0.04%Q1 2022Q1 20246
VHT VANGUARD WORLD FDS510.02%0.02%0.03%Q1 2022Q1 20246
VTV VANGUARD INDEX FDS660.01%0.01%0.02%Q1 2023Q2 20246
SPTM SPDR SER TR660.01%0.01%0.02%Q1 2023Q2 20246
FSK FS KKR CAPITAL CORP COM510.01%0.01%0.01%Q1 2022Q1 20246
OEF ISHARES TR660.01%0.01%0.01%Q1 2023Q2 20246
HYD VANECK ETF TRUST VANEC...510.00%0.01%0.02%Q1 2022Q1 20246
HYMB SPDR SER TR660.00%0.00%0.00%Q1 2023Q2 20246
TIPX SPDR SER TR550.12%0.57%1.23%Q2 2023Q2 20245
MKC MCCORMICK & COMPANY IN...410.01%0.01%0.02%Q1 2022Q4 20235
PRU PRUDENTIAL FINL INC410.01%0.01%0.01%Q1 2022Q4 20235
OHI OMEGA HEALTHCARE INVS INC410.00%0.00%0.01%Q1 2022Q4 20235
IVW ISHARES TR550.00%0.00%0.00%Q2 2023Q2 20245
USRT ISHARES TR550.00%0.00%0.00%Q2 2023Q2 20245
IWF ISHARES TRUST RUS 1000...314.75%5.41%6.45%Q4 2021Q4 20224
IEFA ISHARES TRUST CORE MSC...313.64%3.83%4.19%Q4 2021Q4 20224
SCHD SCHWAB STRATEGIC TR US...313.47%3.69%4.09%Q4 2021Q4 20224
JPST JP MORGAN ETF TRUST UL...312.74%3.50%3.96%Q4 2021Q4 20224
XLRE SELECT SECTOR SPDR TRU...312.73%3.35%4.27%Q4 2021Q4 20224
NOBL PROSHARES TRUST S&P 50...312.96%3.35%3.59%Q4 2021Q4 20224
MDY SPDR S&P MIDCAP 400 ET...312.60%2.78%3.19%Q4 2021Q4 20224
AAPL APPLE INC COM312.39%2.68%3.09%Q4 2021Q4 20224
IJR ISHARES TRUST CORE S&P...312.34%2.57%3.01%Q4 2021Q4 20224
SPAB SPDR SERIES TRUST PORT...310.35%2.34%4.41%Q4 2021Q4 20224
IVV ISHARES TRUST CORE S&P...312.05%2.19%2.46%Q4 2021Q4 20224
SPY SPDR S&P500 ETF TRUST ...311.91%2.11%2.48%Q4 2021Q4 20224
IJH ISHARES TRUST CORE S&P...310.84%2.00%2.42%Q4 2021Q4 20224
JEPI JP MORGAN ETF TRUST EQ...311.22%1.90%2.37%Q4 2021Q4 20224
SPEM SPDR INDEX SHARES FUND...311.59%1.83%2.05%Q4 2021Q4 20224
STIP ISHARES TRUST 0-5 YR T...311.33%1.75%2.07%Q4 2021Q4 20224
PAVE GLOBAL X FDS US INFR D...311.62%1.73%1.92%Q4 2021Q4 20224
SRLN SSGA ACTIVE ETF TR BLA...310.99%1.72%2.30%Q4 2021Q4 20224
JMST JP MORGAN ETF TRUST UL...311.45%1.69%2.12%Q4 2021Q4 20224
MUNI PIMCO ETF TRUST INTER ...310.78%1.62%2.20%Q4 2021Q4 20224
AAAU GOLDMAN SACHS PHYSICAL...311.11%1.34%1.45%Q4 2021Q4 20224
EFG ISHARES TRUST EAFE GRW...311.00%1.34%1.70%Q4 2021Q4 20224
QQQ INVESCO QQQ TRUST UNIT...311.28%1.33%1.43%Q4 2021Q4 20224
MUB ISHARES TRUST NATIONAL...310.19%1.33%1.89%Q4 2021Q4 20224
VWO VANGUARD FTSE EMR MKT ETF310.23%1.26%1.68%Q4 2021Q4 20224
VOO VANGUARD S&P 500 ETF SHS311.02%1.16%1.39%Q4 2021Q4 20224
VTI VANGUARD TOTAL STK MKT...311.02%1.16%1.36%Q4 2021Q4 20224
SPDW SPDR INDEX SHARES FUND...310.85%1.09%1.32%Q4 2021Q4 20224
MSFT MICROSOFT CORP COM310.96%1.08%1.29%Q4 2021Q4 20224
AMZN AMAZON COM INC COM310.74%1.07%1.45%Q4 2021Q4 20224
GOOGL ALPHABET INC COM CL A310.85%1.05%1.32%Q4 2021Q4 20224
EFA ISHARES TRUST MSCI EAF...310.83%1.02%1.26%Q4 2021Q4 20224
TOTL SSGA ACTIVE ETF TR SPD...310.11%1.00%1.61%Q4 2021Q4 20224
CB CHUBB LIMITED COM310.92%1.00%1.09%Q4 2021Q4 20224
STIP ISHARES TRUST 0-5 YR T...310.12%0.96%1.88%Q1 2022Q3 20234
MRK MERCK & CO INC COM310.72%0.91%1.09%Q4 2021Q4 20224
MA MASTERCARD INCORPORATE...310.78%0.85%0.92%Q4 2021Q4 20224
UNH UNITEDHEALTH GROUP INC...310.76%0.82%0.86%Q4 2021Q4 20224
DGRO ISHARES TRUST CORE DIV...310.61%0.75%1.08%Q4 2021Q4 20224
BABA ALIBABA GROUP HOLDING ...310.63%0.73%0.82%Q4 2021Q4 20224
GOOG ALPHABET INC COM CL C310.50%0.61%0.77%Q4 2021Q4 20224
TOTL SSGA ACTIVE ETF TR SPD...310.00%0.60%2.20%Q1 2022Q3 20234
PFE PFIZER INC COM310.49%0.55%0.59%Q4 2021Q4 20224
AMT AMERICAN TOWER CORP CO...310.47%0.54%0.61%Q4 2021Q4 20224
JPM JP MORGAN CHASE & CO COM310.45%0.54%0.65%Q4 2021Q4 20224
IWD ISHARES TRUST RUS 1000...310.48%0.50%0.55%Q4 2021Q4 20224
NVDA NVIDIA CORP COM310.33%0.47%0.80%Q4 2021Q4 20224
VYM VANGUARD HIGH DIV YLD ETF310.39%0.40%0.43%Q4 2021Q4 20224
IYR ISHARES TRUST U.S. REA...310.35%0.40%0.49%Q4 2021Q4 20224
USB US BANCORP COM310.36%0.39%0.45%Q4 2021Q4 20224
ACN ACCENTURE PLC COM310.33%0.38%0.50%Q4 2021Q4 20224
SHYG ISHARES TRUST 0-5YR HI...310.26%0.36%0.43%Q4 2021Q4 20224
XLK SELECT SECTOR SPDR TRU...310.32%0.36%0.46%Q4 2021Q4 20224
IWP ISHARES TRUST RUS MD C...310.25%0.35%0.64%Q4 2021Q4 20224
BAC BANK OF AMERICA CORPOR...310.29%0.32%0.40%Q4 2021Q4 20224
V VISA INC COM CL A310.30%0.31%0.32%Q4 2021Q4 20224
TT TRANE TECHNOLOGIES PLC...310.25%0.31%0.37%Q4 2021Q4 20224
ADBE ADOBE INC COM310.24%0.31%0.44%Q4 2021Q4 20224
SPSM SPDR PORTFOLIO S&P 600...310.21%0.31%0.39%Q4 2021Q4 20224
HD HOME DEPOT INC COM310.24%0.27%0.35%Q4 2021Q4 20224
AVGO BROADCOM INC COM310.24%0.27%0.32%Q4 2021Q4 20224
SPYG SPDR SERIES TRUST PRTF...310.14%0.27%0.35%Q4 2021Q4 20224
NKE NIKE INC COM CL B310.20%0.26%0.36%Q4 2021Q4 20224
IWO ISHARES TRUST RUS 2000...310.23%0.26%0.32%Q4 2021Q4 20224
HON HONEYWELL INTERNATIONA...310.23%0.25%0.28%Q4 2021Q4 20224
VNQ VANGUARD REAL ESTATE ETF310.17%0.25%0.44%Q4 2021Q4 20224
MU MICRON TECHNOLOGY INC COM310.20%0.25%0.37%Q4 2021Q4 20224
AGG ISHARES TRUST CORE US ...310.10%0.25%0.45%Q4 2021Q4 20224
CVX CHEVRON CORPORATION COM310.22%0.24%0.25%Q1 2022Q3 20234
GLD SPDR GOLD TRUST GOLD S...310.22%0.22%0.23%Q4 2021Q4 20224
FB META PLATFORMS INC COM...310.13%0.22%0.41%Q4 2021Q4 20224
CRM SALESFORCE INC COM310.17%0.22%0.30%Q4 2021Q4 20224
TSM TAIWAN SEMICONDUCTOR M...310.18%0.22%0.29%Q4 2021Q4 20224
IEMG ISHARES INC CORE MSCI ...310.17%0.22%0.33%Q4 2021Q4 20224
CVX CHEVRON CORPORATION COM310.16%0.22%0.27%Q4 2021Q4 20224
RTX RAYTHEON TECH CORP COM310.19%0.22%0.24%Q4 2021Q4 20224
EL ESTEE LAUDER COMPANIES...310.18%0.21%0.28%Q4 2021Q4 20224
BRKB BERKSHIRE HATHAWAY INC...310.20%0.21%0.23%Q4 2021Q4 20224
ITW ILLINOIS TOOL WORKS IN...310.19%0.21%0.24%Q4 2021Q4 20224
EFAV ISHARES TRUST MSCI EAF...310.17%0.21%0.30%Q4 2021Q4 20224
ILCG ISHARES TRUST MORNINGS...310.19%0.21%0.25%Q4 2021Q4 20224
SBUX STARBUCKS CORP COM310.16%0.20%0.24%Q4 2021Q4 20224
ABT ABBOTT LABORATORIES COM310.18%0.20%0.23%Q4 2021Q4 20224
ETN EATON CORPORATION PLC COM310.17%0.19%0.22%Q4 2021Q4 20224
PEP PEPSICO INC COM310.18%0.19%0.20%Q4 2021Q4 20224
COST COSTCO WHOLESALE CORP COM310.18%0.19%0.21%Q4 2021Q4 20224
VXUS VANGUARD STAR FD TL IN...310.15%0.19%0.26%Q4 2021Q4 20224
SPMD SPDR SERIES TRUST PORT...310.08%0.18%0.29%Q4 2021Q4 20224
LOW LOWE'S COMPANIES INC COM310.15%0.18%0.21%Q4 2021Q4 20224
SCHG SCHWAB STRATEGIC TR US...310.15%0.17%0.21%Q4 2021Q4 20224
HDV ISHARES TRUST CORE HIG...310.10%0.17%0.24%Q4 2021Q4 20224
SMDV PROSHARES TRUST RUSS 2...310.16%0.17%0.17%Q4 2021Q4 20224
LLY ELI LILLY AND COMPANY COM310.13%0.16%0.18%Q4 2021Q4 20224
DIS WALT DISNEY COMPANY (T...310.12%0.15%0.21%Q4 2021Q4 20224
CSX CSX CORP COM310.14%0.15%0.19%Q4 2021Q4 20224
DLTR DOLLAR TREE INC COM310.14%0.15%0.16%Q4 2021Q4 20224
MNST MONSTER BEVERAGE CORP COM310.14%0.15%0.16%Q4 2021Q4 20224
BA BOEING CO COM310.12%0.15%0.17%Q4 2021Q4 20224
WK WORKIVA INC COM CL A310.10%0.14%0.20%Q4 2021Q4 20224
BKNG BOOKING HOLDINGS INC COM310.13%0.14%0.16%Q4 2021Q4 20224
ICE INTERCONTINENTAL EXCHA...310.13%0.14%0.17%Q4 2021Q4 20224
VTIP VANGUARD STRM INFPROID...310.02%0.14%0.39%Q4 2021Q4 20224
GL GLOBE LIFE INC COM310.12%0.13%0.16%Q4 2021Q4 20224
MDLZ MONDELEZ INTL INC COM ...310.12%0.13%0.16%Q4 2021Q4 20224
IHI ISHARES TRUST U.S. MED...310.12%0.12%0.14%Q4 2021Q4 20224
VTIP VANGUARD STRM INFPROID...310.02%0.12%0.38%Q1 2022Q3 20234
YUM YUM BRANDS INC COM310.11%0.12%0.14%Q4 2021Q4 20224
CE CELANESE CORP COM310.10%0.12%0.16%Q4 2021Q4 20224
UPS UNITED PARCEL SERVICE ...310.11%0.11%0.12%Q4 2021Q4 20224
BDX BECTON DICKINSON & CO COM310.11%0.11%0.11%Q1 2022Q3 20234
UPS UNITED PARCEL SERVICE ...310.10%0.11%0.12%Q1 2022Q3 20234
EW EDWARDS LIFESCIENCES C...310.09%0.11%0.14%Q4 2021Q4 20224
VTEB VANGUARD TAX EXEMPT BD...310.04%0.11%0.28%Q4 2021Q4 20224
BDX BECTON DICKINSON & CO COM310.10%0.11%0.11%Q4 2021Q4 20224
APH AMPHENOL CORP COM CL A310.10%0.11%0.12%Q4 2021Q4 20224
HRB BLOCK (H & R) INC COM310.07%0.11%0.14%Q4 2021Q4 20224
XLP SELECT SECTOR SPDR TRU...310.10%0.11%0.11%Q4 2021Q4 20224
MCK MCKESSON CORPORATION COM310.08%0.11%0.12%Q4 2021Q4 20224
XLU SELECT SECTOR SPDR TRU...310.10%0.10%0.10%Q4 2021Q4 20224
XLI SELECT SECTOR SPDR TRU...310.09%0.10%0.11%Q4 2021Q4 20224
MS MORGAN STANLEY COM310.08%0.10%0.13%Q4 2021Q4 20224
A AGILENT TECHNOLOGIES I...310.08%0.10%0.10%Q4 2021Q4 20224
VUG VANGUARD GROWTH ETF310.08%0.09%0.10%Q4 2021Q4 20224
XLF SELECT SECTOR SPDR TRU...310.00%0.09%0.19%Q4 2021Q4 20224
CVS CVS HEALTH CORPORATION...310.07%0.09%0.10%Q4 2021Q4 20224
XLY SELECT SECTOR SPDR TRU...310.07%0.09%0.11%Q4 2021Q4 20224
LIN LINDE PLC COM310.08%0.09%0.09%Q4 2021Q4 20224
IBB ISHARES TRUST ISHARES ...310.05%0.08%0.10%Q4 2021Q4 20224
RWX SPDR INDEX SHARES FUND...310.07%0.08%0.10%Q4 2021Q4 20224
CARR CARRIER GLOBAL CORPORA...310.07%0.08%0.10%Q4 2021Q4 20224
PG PROCTER & GAMBLE CO COM310.07%0.08%0.09%Q4 2021Q4 20224
TSLA TESLA INC COM310.04%0.07%0.10%Q4 2021Q4 20224
VLO VALERO ENERGY CORP COM310.05%0.07%0.09%Q4 2021Q4 20224
MCD MCDONALD'S CORPORATION...310.06%0.07%0.07%Q4 2021Q4 20224
OTIS OTIS WORLDWIDE CORP COM310.06%0.07%0.08%Q4 2021Q4 20224
GS GOLDMAN SACHS GROUP IN...310.06%0.07%0.07%Q4 2021Q4 20224
IWB ISHARES TRUST RUS 1000...310.05%0.06%0.10%Q4 2021Q4 20224
DVY ISHARES TRUST SELECT D...310.04%0.06%0.08%Q4 2021Q4 20224
VB VANGUARD SMALL CP ETF310.06%0.06%0.07%Q4 2021Q4 20224
SPLG SPDR SERIES TRUST PORT...310.05%0.06%0.08%Q4 2021Q4 20224
ORCL ORACLE CORP COM310.05%0.06%0.08%Q4 2021Q4 20224
LGLV SPDR SSGA US LRG ETF310.04%0.06%0.06%Q4 2021Q4 20224
IR INGERSOLL RAND INC COM310.05%0.06%0.07%Q4 2021Q4 20224
SJNK SPDR SPDR BLOOMBERG SH...310.02%0.05%0.08%Q4 2021Q4 20224
CMI CUMMINS INC COM310.05%0.05%0.06%Q4 2021Q4 20224
VPU VANGUARD UTILITIES ETF310.05%0.05%0.05%Q4 2021Q4 20224
ECL ECOLAB INC COM310.04%0.05%0.07%Q4 2021Q4 20224
XOM EXXON MOBIL CORPORATIO...310.03%0.05%0.06%Q4 2021Q4 20224
DE DEERE & CO COM310.05%0.05%0.06%Q1 2022Q3 20234
STZ CONSTELLATION BRANDS I...310.04%0.05%0.07%Q4 2021Q4 20224
DE DEERE & CO COM310.04%0.05%0.05%Q4 2021Q4 20224
IFGL ISHARES TRUST INTL DEV...310.02%0.05%0.07%Q4 2021Q4 20224
IYE ISHARES TRUST U.S. ENE...310.04%0.05%0.06%Q4 2021Q4 20224
WFC WELLS FARGO & COMPANY COM310.03%0.05%0.07%Q4 2021Q4 20224
ALL ALLSTATE CORP COM310.04%0.05%0.05%Q4 2021Q4 20224
AMAT APPLIED MATERIALS INC COM310.04%0.05%0.06%Q4 2021Q4 20224
NEE NEXTERA ENERGY INC COM310.04%0.04%0.05%Q4 2021Q4 20224
DOV DOVER CORP COM310.04%0.04%0.06%Q4 2021Q4 20224
INTC INTEL CORP COM310.02%0.04%0.08%Q4 2021Q4 20224
IVE ISHARES TR440.04%0.04%0.04%Q3 2023Q2 20244
XLV SELECT SECTOR SPDR TRU...310.04%0.04%0.04%Q4 2021Q4 20224
BMY BRISTOL-MYERS SQUIBB C...310.04%0.04%0.06%Q4 2021Q4 20224
VZ VERIZON COMMUNICATIONS...310.03%0.04%0.07%Q4 2021Q4 20224
ALL ALLSTATE CORP COM310.04%0.04%0.05%Q1 2022Q3 20234
WPC WP CAREY INC COM USD0.001310.04%0.04%0.04%Q4 2021Q4 20224
MDT MEDTRONIC PLC COM310.01%0.04%0.05%Q4 2021Q4 20224
IBM INTERNATIONAL BUS MACH...310.04%0.04%0.04%Q4 2021Q4 20224
PH PARKER-HANNIFIN CORP COM310.04%0.04%0.04%Q4 2021Q4 20224
IXJ ISHARES TRUST GLOB HLT...310.04%0.04%0.04%Q4 2021Q4 20224
XLC SELECT SECTOR SPDR TRU...310.03%0.04%0.05%Q4 2021Q4 20224
NEE NEXTERA ENERGY INC COM310.03%0.04%0.04%Q1 2022Q3 20234
XLE SELECT SECTOR SPDR TRU...310.03%0.04%0.04%Q4 2021Q4 20224
MMM 3M COMPANY COM310.02%0.04%0.08%Q4 2021Q4 20224
JNJ JOHNSON & JOHNSON COM310.03%0.04%0.04%Q4 2021Q4 20224
INTU INTUIT INC COM310.03%0.04%0.05%Q4 2021Q4 20224
IWS ISHARES TRUST RUS MDCP...310.03%0.04%0.05%Q4 2021Q4 20224
OGN ORGANON & CO COM310.03%0.03%0.04%Q4 2021Q4 20224
PFG PRINCIPAL FINANCIAL GR...310.02%0.03%0.04%Q4 2021Q4 20224
SJNK SPDR SPDR BLOOMBERG SH...310.00%0.03%0.08%Q1 2022Q3 20234
NTR NUTRIEN LTD COM310.03%0.03%0.04%Q4 2021Q4 20224
VNQI VANGUARD GLB EX US ETF310.02%0.03%0.05%Q4 2021Q4 20224
VFH VANGUARD FINANCIALS ETF310.03%0.03%0.03%Q4 2021Q4 20224
IWS ISHARES TRUST RUS MDCP...310.03%0.03%0.04%Q1 2022Q3 20234
ROL ROLLINS INC COM310.03%0.03%0.03%Q4 2021Q4 20224
JNJ JOHNSON & JOHNSON COM310.02%0.03%0.04%Q1 2022Q3 20234
CIBR FIRST TRUST EXCH TRADE...310.03%0.03%0.04%Q4 2021Q4 20224
AJG GALLAGHER (ARTHUR J) &...310.03%0.03%0.03%Q4 2021Q4 20224
CMCSA COMCAST CORP COM CL A310.02%0.03%0.04%Q4 2021Q4 20224
LUMO LUMOS PHARMA INC COM310.01%0.03%0.04%Q4 2021Q4 20224
VHT VANGUARD HEALTH CAR ETF310.02%0.03%0.03%Q4 2021Q4 20224
CASY CASEY'S GENERAL STORES...310.02%0.02%0.04%Q4 2021Q4 20224
SYK STRYKER CORP COM310.02%0.02%0.03%Q4 2021Q4 20224
IDEV ISHARES TRUST CORE MSC...310.02%0.02%0.03%Q4 2021Q4 20224
ES EVERSOURCE ENERGY COM310.02%0.02%0.02%Q4 2021Q4 20224
VCSH VANGUARD SHRT TRM CORP...310.02%0.02%0.04%Q1 2022Q3 20234
PYPL PAYPAL HOLDINGS INC COM310.02%0.02%0.03%Q4 2021Q4 20224
VOYA VOYA FINANCIAL INC COM310.02%0.02%0.03%Q4 2021Q4 20224
ROK ROCKWELL AUTOMATION IN...310.02%0.02%0.03%Q4 2021Q4 20224
PYPL PAYPAL HOLDINGS INC COM310.02%0.02%0.03%Q1 2022Q3 20234
LMT LOCKHEED MARTIN CORP COM310.02%0.02%0.02%Q4 2021Q4 20224
EMR EMERSON ELECTRIC CO COM310.02%0.02%0.02%Q4 2021Q4 20224
CI CIGNA CORPORATION COM310.02%0.02%0.02%Q4 2021Q4 20224
VEA VANGUARD FTSE DEV MKT ETF310.02%0.02%0.02%Q4 2021Q4 20224
TSN TYSON FOODS INC COM CL A310.02%0.02%0.02%Q4 2021Q4 20224
NVS NOVARTIS AG ADR SPONSORED310.02%0.02%0.02%Q4 2021Q4 20224
GILD GILEAD SCIENCES INC COM310.01%0.02%0.04%Q4 2021Q4 20224
SPTM SPDR SERIES TRUST PORT...310.01%0.02%0.03%Q4 2021Q4 20224
ALLE ALLEGION PLC COM310.01%0.02%0.02%Q4 2021Q4 20224
ABBV ABBVIE INC COM310.01%0.02%0.02%Q1 2022Q3 20234
ABBV ABBVIE INC COM310.01%0.02%0.02%Q4 2021Q4 20224
MKC MCCORMICK & COMPANY IN...310.01%0.02%0.02%Q4 2021Q4 20224
QCOM QUALCOMM INC COM310.01%0.01%0.02%Q4 2021Q4 20224
VOT VANGUARD MCAP GR IDXVI...310.01%0.01%0.03%Q4 2021Q4 20224
LNT ALLIANT ENERGY CORP COM310.01%0.01%0.01%Q4 2021Q4 20224
DAL DELTA AIR LINES INC COM310.01%0.01%0.02%Q4 2021Q4 20224
ARKG ARK ETF TR GENOMIC REV...310.01%0.01%0.02%Q4 2021Q4 20224
ADP AUTOMATIC DATA PROCESS...310.01%0.01%0.01%Q1 2022Q3 20234
TMO THERMO FISHER SCIENTIF...310.01%0.01%0.01%Q4 2021Q4 20224
ADP AUTOMATIC DATA PROCESS...310.01%0.01%0.01%Q4 2021Q4 20224
SNOW SNOWFLAKE INC COM CL A310.01%0.01%0.01%Q4 2021Q4 20224
UBER UBER TECHNOLOGIES INC COM310.01%0.01%0.01%Q4 2021Q4 20224
COF CAPITAL ONE FINANCIAL ...310.01%0.01%0.01%Q4 2021Q4 20224
COF CAPITAL ONE FINL CORP310.01%0.01%0.01%Q1 2022Q3 20234
PRU PRUDENTIAL FINANCIAL I...310.01%0.01%0.01%Q4 2021Q4 20224
KENVUE INC440.01%0.01%0.01%Q3 2023Q2 20244
FL FOOT LOCKER INC COM310.01%0.01%0.01%Q4 2021Q4 20224
VIG VANGUARD SPECIALIZED F...310.01%0.01%0.01%Q1 2022Q3 20234
FSK FS KKR CAPITAL CORP COM310.01%0.01%0.01%Q4 2021Q4 20224
VIG VANGUARD DIV APP ETF310.01%0.01%0.01%Q4 2021Q4 20224
EVRG EVERGY INC COM310.01%0.01%0.01%Q4 2021Q4 20224
MGK VANGUARD WORLD FD310.01%0.01%0.01%Q1 2022Q3 20234
BG BUNGE LIMITED COM310.01%0.01%0.01%Q1 2022Q3 20234
VOOG VANGUARD ADMIRAL FDS INC310.01%0.01%0.01%Q1 2022Q3 20234
CTVA CORTEVA INC COM310.01%0.01%0.01%Q4 2021Q4 20224
BE BLOOM ENERGY CORPORATI...310.01%0.01%0.01%Q4 2021Q4 20224
MGK VANGUARD MEGA GRWTH IN...310.01%0.01%0.01%Q4 2021Q4 20224
BG BUNGE LIMITED COM310.01%0.01%0.01%Q4 2021Q4 20224
FDN FIRST TRUST EXCHANGE-T...310.01%0.01%0.01%Q4 2021Q4 20224
VOOG VANGUARD 500 GRTH IDX ...310.01%0.01%0.01%Q4 2021Q4 20224
DHR DANAHER CORP COM310.01%0.01%0.01%Q4 2021Q4 20224
SLYG SPDR SERIES TRUST S&P ...310.01%0.01%0.01%Q4 2021Q4 20224
VDE VANGUARD ENERGY ETF310.00%0.01%0.01%Q4 2021Q4 20224
OHI OMEGA HEALTHCARE INVES...310.00%0.00%0.01%Q4 2021Q4 20224
AGS PLAYAGS INC COM310.00%0.00%0.01%Q4 2021Q4 20224
SCHW SCHWAB (CHARLES) CORP COM310.00%0.00%0.00%Q4 2021Q4 20224
EXC EXELON CORP COM310.00%0.00%0.00%Q4 2021Q4 20224
TMUS T-MOBILE US INC COM310.00%0.00%0.00%Q4 2021Q4 20224
WHR WHIRLPOOL CORP COM310.00%0.00%0.00%Q4 2021Q4 20224
ALK ALASKA AIR GROUP INC COM310.00%0.00%0.00%Q4 2021Q4 20224
WMLLF WEALTH MINERALS COM310.00%0.00%0.00%Q4 2021Q4 20224
DOW DOW INC COM310.00%0.00%0.00%Q4 2021Q4 20224
CCI CROWN CASTLE INTL CORP...310.00%0.00%0.00%Q4 2021Q4 20224
LHX L3 HARRIS TECHNOLOGIES...310.00%0.00%0.00%Q4 2021Q4 20224
AMGN AMGEN INC COM310.00%0.00%0.00%Q4 2021Q4 20224
VSTO VISTA OUTDOOR INC COM310.00%0.00%0.00%Q4 2021Q4 20224
IP INTERNATIONAL PAPER CO...310.00%0.00%0.00%Q4 2021Q4 20224
IP INTERNATIONAL PAPER CO...310.00%0.00%0.00%Q1 2022Q3 20234
SPYV SPDR SERIES TRUST PRTF...310.00%0.00%0.00%Q4 2021Q4 20224
UNP UNION PACIFIC CORP COM310.00%0.00%0.00%Q4 2021Q4 20224
CTSH COGNIZANT TECHNOLO COM...310.00%0.00%0.00%Q4 2021Q4 20224
WAB WABTEC CORP COM310.00%0.00%0.00%Q1 2022Q3 20234
SYLVAMO CORPORATION COM310.00%0.00%0.00%Q1 2022Q3 20234
CHWY CHEWY INC COM CL A310.00%0.00%0.00%Q4 2021Q4 20224
SYLVAMO CORPORATION COM310.00%0.00%0.00%Q4 2021Q4 20224
LUCID GROUP INC COM310.00%0.00%0.00%Q4 2021Q4 20224
PLTR PALANTIR TECH INC COM ...310.00%0.00%0.00%Q4 2021Q4 20224
WRAP WRAP TECHNOLOGIES INC COM310.00%0.00%0.00%Q1 2022Q3 20234
WRAP WRAP TECHNOLOGIES INC COM310.00%0.00%0.00%Q4 2021Q4 20224
CHWY CHEWY INC COM CL A310.00%0.00%0.00%Q1 2022Q3 20234
WAB WABTEC CORP COM310.00%0.00%0.00%Q4 2021Q4 20224
TLRY TILRAY BRANDS INC COM310.00%0.00%0.00%Q1 2022Q3 20234
TLRY TILRAY INC COM310.00%0.00%0.00%Q4 2021Q4 20224
AMERICAN CENTY ETF TR332.40%2.59%2.70%Q4 2023Q2 20243
JP MORGAN ETF TRUST IN...331.38%1.74%2.28%Q2 2022Q4 20223
IGIB ISHARES TRUST 5-10 YEA...210.01%0.69%1.88%Q4 2021Q3 20223
SPSB SPDR SER TR330.53%0.65%0.84%Q1 2023Q3 20233
GOVT ISHARES TRUST US TREAS...210.10%0.64%1.07%Q4 2021Q4 20223
SPSB SPDR SERIES TRUST PORT...330.01%0.48%0.87%Q2 2022Q4 20223
VIGI VANGUARD INTL DVD ETF330.18%0.43%0.58%Q2 2022Q4 20223
BKLN INVESCO EXCHANGE TRADE...330.10%0.30%0.41%Q2 2022Q4 20223
VXUS VANGUARD STAR FD TL IN...210.16%0.18%0.23%Q1 2022Q2 20233
SPIB SPDR SERIES TRUST PORT...210.05%0.06%0.08%Q4 2021Q3 20223
XLF SELECT SECTOR SPDR TRU...210.00%0.06%0.18%Q1 2022Q2 20233
SUB ISHARES TRUST SHRT NAT...210.02%0.05%0.10%Q4 2021Q4 20223
IFGL ISHARES TRUST INTL DEV...210.02%0.03%0.06%Q1 2022Q2 20233
BMY BRISTOL-MYERS SQUIBB C...210.03%0.03%0.03%Q1 2022Q2 20233
VONG VANGUARD VNG RUS1000GR...330.02%0.03%0.04%Q2 2022Q4 20223
VCSH VANGUARD SHRT TRM CORP...210.02%0.03%0.05%Q4 2021Q4 20223
VNQI VANGUARD INTL EQUITY I...210.02%0.03%0.05%Q1 2022Q2 20233
SHY ISHARES TR330.02%0.02%0.03%Q1 2023Q3 20233
COP CONOCOPHILLIPS COM330.02%0.02%0.02%Q2 2022Q4 20223
VTV VANGUARD VALUE ETF330.01%0.01%0.01%Q2 2022Q4 20223
HYMB SPDR SERIES TRUST SPDR...330.00%0.01%0.02%Q2 2022Q4 20223
ALLY ALLY FINANCIAL INC COM210.01%0.01%0.02%Q4 2021Q3 20223
GILD GILEAD SCIENCES INC COM210.01%0.01%0.01%Q1 2022Q2 20233
FL FOOT LOCKER INC COM210.01%0.01%0.01%Q1 2022Q2 20233
LIT GLOBAL X FDS LITHIUM B...330.01%0.01%0.01%Q2 2022Q4 20223
FDN FIRST TRUST EXCHANGE-T...210.01%0.01%0.01%Q1 2022Q2 20233
OEF ISHARES TRUST S&P 100 ETF330.01%0.01%0.01%Q2 2022Q4 20223
ACWI ISHARES TRUST MSCI ACW...330.01%0.01%0.01%Q2 2022Q4 20223
CAT CATERPILLAR INC COM210.00%0.00%0.00%Q4 2021Q3 20223
NWL NEWELL BRANDS INC COM210.00%0.00%0.01%Q4 2021Q3 20223
ALK ALASKA AIR GROUP INC COM210.00%0.00%0.00%Q1 2022Q2 20233
HALEON PLC330.00%0.00%0.00%Q1 2023Q3 20233
WU WESTERN UNION COMPANY ...210.00%0.00%0.00%Q4 2021Q3 20223
GWW GRAINGER W W INC330.00%0.00%0.00%Q1 2023Q3 20233
UNP UNION PACIFIC CORP COM210.00%0.00%0.00%Q1 2022Q2 20233
CDW CDW CORP COM210.00%0.00%0.00%Q4 2021Q3 20223
SHYD VANECK ETF TRUST330.00%0.00%0.00%Q1 2023Q3 20233
EMBECTA CORPORATION COM330.00%0.00%0.00%Q2 2022Q4 20223
LCII LCI INDUSTRIES COM330.00%0.00%0.00%Q2 2022Q4 20223
CONSTELLATION ENERGY C...330.00%0.00%0.00%Q2 2022Q4 20223
NET LEASE OFFICE PROPE...330.00%0.00%0.00%Q4 2023Q2 20243
VERALTO CORP330.00%0.00%0.00%Q4 2023Q2 20243
AOR ISHARES TRUST GRWT ALL...210.00%0.00%0.00%Q4 2021Q3 20223
FPEI FIRST TRUST EXCHANGE-T...221.42%1.50%1.59%Q3 2022Q4 20222
PFF ISHARES TRUST PFD AND ...110.71%0.88%1.05%Q4 2021Q2 20222
PGX INVESCO EXCHANGE TRADE...110.28%0.44%0.59%Q4 2021Q2 20222
SCAGO EDL FACS CORP FO...220.32%0.32%0.33%Q2 2022Q3 20222
IWR ISHARES TRUST RUS MID ...110.22%0.23%0.24%Q4 2021Q2 20222
IWR ISHARES TRUST RUS MID ...110.02%0.13%0.25%Q1 2022Q2 20242
VEU VANGUARD ALLWRLD EX US...220.08%0.08%0.08%Q2 2022Q3 20222
USHY ISHARES TRUST BROAD US...110.00%0.08%0.15%Q4 2021Q2 20222
SHY ISHARES TRUST 1 3 YR T...220.05%0.05%0.05%Q3 2022Q4 20222
EFV ISHARES TRUST EAFE VAL...220.04%0.04%0.04%Q2 2022Q3 20222
OGN ORGANON & CO COM110.03%0.03%0.04%Q1 2022Q1 20232
MMM 3M COMPANY COM110.02%0.02%0.03%Q1 2022Q1 20232
KO COCA COLA CO220.02%0.02%0.02%Q2 2023Q3 20232
HYD VANECK ETF TRUST VANEC...110.01%0.02%0.04%Q4 2021Q4 20222
PSK SPDR SERIES TRUST ICE ...110.00%0.02%0.03%Q4 2021Q2 20222
GSK GSK PLC ADR SPONSORED110.01%0.01%0.02%Q4 2021Q2 20222
LUV SOUTHWEST AIRLINES CO COM110.00%0.01%0.02%Q4 2021Q2 20222
PII POLARIS INC COM110.01%0.01%0.01%Q4 2021Q2 20222
VTRS VIATRIS INC COM110.00%0.00%0.01%Q4 2021Q2 20222
OXY OCCIDENTAL PETE CORP220.00%0.00%0.00%Q1 2023Q2 20232
OXY OCCIDENTAL PETROLEUM C...220.00%0.00%0.00%Q3 2022Q4 20222
FDX FEDEX CORP COM220.00%0.00%0.00%Q3 2022Q4 20222
HALEON PLC ADR220.00%0.00%0.00%Q3 2022Q4 20222
EMBECTA CORPORATION COM110.00%0.00%0.00%Q1 2022Q1 20232
VBK VANGUARD SML CP GRW ETF220.00%0.00%0.00%Q2 2022Q3 20222
AOA ISHARES TR220.00%0.00%0.00%Q1 2024Q2 20242
SHYD VANECK ETF TRUST VANEC...111.75%1.75%1.75%Q4 2022Q4 20221
PGX INVESCO EXCHANGE TRADE...111.06%1.06%1.06%Q1 2022Q1 20221
POLK CNTY IOWA GO REF ...110.61%0.61%0.61%Q1 2022Q1 20221
VCIT VANGUARD INT-TERM CORP...110.57%0.57%0.57%Q4 2021Q4 20211
JACKSONVILLE FLA SPL R...110.52%0.52%0.52%Q3 2022Q3 20221
IOWA ST SPL OBLIG REF ...110.36%0.36%0.36%Q2 2022Q2 20221
PFF ISHARES TRUST PFD AND ...110.32%0.32%0.32%Q1 2022Q1 20221
PHOENIX ARIZ CIVIC IMP...110.20%0.20%0.20%Q2 2022Q2 20221
VCIT VANGUARD INT-TERM CORP...110.15%0.15%0.15%Q1 2022Q1 20221
J P MORGAN EXCHANGE TR...110.12%0.12%0.12%Q2 2024Q2 20241
SPIB SPDR SERIES TRUST PORT...110.12%0.12%0.12%Q1 2022Q1 20221
HYG ISHARES TRUST IBOXX HI...110.09%0.09%0.09%Q4 2021Q4 20211
LIN LINDE PLC COM110.08%0.08%0.08%Q1 2022Q1 20221
SRE SEMPRA COM110.07%0.07%0.07%Q4 2021Q4 20211
USHY ISHARES TRUST BROAD US...110.05%0.05%0.05%Q1 2022Q1 20221
HYG ISHARES TRUST IBOXX HI...110.04%0.04%0.04%Q1 2022Q1 20221
PSK SPDR SERIES TRUST ICE ...110.04%0.04%0.04%Q1 2022Q1 20221
CERN CERNER CORP COM110.04%0.04%0.04%Q4 2021Q4 20211
T AT&T INC COM110.02%0.02%0.02%Q1 2022Q1 20221
T AT&T INC COM110.02%0.02%0.02%Q4 2021Q4 20211
FTSM FIRST TR EXCHANGE TRAD...110.02%0.02%0.02%Q4 2021Q4 20211
FTSM FIRST TR EXCHANGE TRAD...110.02%0.02%0.02%Q1 2022Q1 20221
MERRILLVILLE IND MULTI...110.02%0.02%0.02%Q2 2022Q2 20221
IUSG ISHARES TRUST CORE S&P...110.02%0.02%0.02%Q4 2021Q4 20211
LUV SOUTHWEST AIRLINES CO COM110.02%0.02%0.02%Q1 2022Q1 20221
GSK GLAXOSMITHKLINE ADR SP...110.01%0.01%0.01%Q1 2022Q1 20221
ALLY ALLY FINANCIAL INC COM110.01%0.01%0.01%Q1 2022Q1 20221
HEFA ISHARES TR110.01%0.01%0.01%Q2 2024Q2 20241
DAN DANA INCORPORATED COM110.01%0.01%0.01%Q4 2021Q4 20211
FIXD FIRST TR EXCHANGE TRAD...110.01%0.01%0.01%Q4 2021Q4 20211
CL COLGATE-PALMOLIVE CO COM110.01%0.01%0.01%Q4 2021Q4 20211
DAN DANA INCORPORATED COM110.01%0.01%0.01%Q1 2022Q1 20221
EFV ISHARES TR110.01%0.01%0.01%Q2 2024Q2 20241
PII POLARIS INC COM110.01%0.01%0.01%Q1 2022Q1 20221
CAT CATERPILLAR INC COM110.01%0.01%0.01%Q1 2022Q1 20221
VERIZON COMMUNICATIONS...110.01%0.01%0.01%Q1 2022Q1 20221
DOW DOW INC COM110.00%0.00%0.00%Q1 2022Q1 20221
CL COLGATE-PALMOLIVE CO COM110.00%0.00%0.00%Q1 2022Q1 20221
DD DUPONT DE NEMOURS INC COM110.00%0.00%0.00%Q4 2021Q4 20211
NWL NEWELL BRANDS INC COM110.00%0.00%0.00%Q1 2022Q1 20221
MIRM MIRUM PHARMACEUTICALS INC110.00%0.00%0.00%Q3 2023Q3 20231
WMLLF WEALTH MINERALS COM110.00%0.00%0.00%Q1 2022Q1 20221
WU WESTERN UNION COMPANY ...110.00%0.00%0.00%Q1 2022Q1 20221
APPLE INC NOTE M/W CLBL110.00%0.00%0.00%Q2 2022Q2 20221
SLB SCHLUMBERGER LIMITED COM110.00%0.00%0.00%Q1 2022Q1 20221
SLB SCHLUMBERGER LIMITED COM110.00%0.00%0.00%Q4 2021Q4 20211
GWW GRAINGER W W INC COM110.00%0.00%0.00%Q4 2022Q4 20221
CDW CDW CORP COM110.00%0.00%0.00%Q1 2022Q1 20221
XSOE WISDOMTREE TRUST EM EX...110.00%0.00%0.00%Q4 2021Q4 20211
RESN RESONANT INC COM110.00%0.00%0.00%Q4 2021Q4 20211
IGSB ISHARES TRUST 1-5 YEAR...110.00%0.00%0.00%Q4 2021Q4 20211
KYNDRYL HLDGS INC COM110.00%0.00%0.00%Q4 2021Q4 20211
VTRS VIATRIS INC COM110.00%0.00%0.00%Q1 2022Q1 20221
AOR ISHARES TRUST GRWT ALL...110.00%0.00%0.00%Q1 2022Q1 20221
 Download

The securities at the top of the list , including ISHARES TRUST RUS 1000 GRW ETF, ISHARES TRUST CORE MSCI EAFE ETF, and SCHWAB STRATEGIC TR US DIVIDEND EQ ETF, are the highest-conviction holdings of Paladin Advisory Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Paladin Advisory Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Paladin Advisory Group, LLC owns currently or has owned in the past.