$117 Million is the total value of Paladin Advisory Group, LLC's 268 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHYD | New | VANECK ETF TRUST VANECK SHORT HIGH YIELD MUNcall | $2,051,780 | – | 92,132 | +100.0% | 1.75% | – |
| HYD | New | VANECK ETF TRUST VANECK HIGH YIELD MUNI ETFcall | $5,662 | – | 112 | +100.0% | 0.01% | – |
| GWW | New | GRAINGER W W INC COMcall | $2,225 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST RUS 1000 GRW ETF | 4 | Q3 2023 | 5.8% |
| ISHARES TRUST RUS 1000 GRW ETF | 4 | Q4 2022 | 6.4% |
| ISHARES TRUST CORE MSCI EAFE ETF | 4 | Q3 2023 | 4.5% |
| ISHARES TRUST CORE MSCI EAFE ETF | 4 | Q4 2022 | 4.2% |
| SCHWAB STRATEGIC TR US DIVIDEND EQ ETF | 4 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR US DIVIDEND EQ ETF | 4 | Q4 2022 | 4.1% |
| JP MORGAN ETF TRUST ULTRA SHRT INC ETF | 4 | Q4 2022 | 4.0% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 3.7% |
| PROSHARES TRUST S&P 500 DV ARIST ETF | 4 | Q3 2023 | 3.6% |
| SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF | 4 | Q4 2022 | 4.3% |
View Paladin Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-11 |
View Paladin Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.