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Paladin Advisory Group, LLC

SEC CIK
0001899703
Latest filing
Jul 28, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 11, 2022. Long positions only.

Institution overview
Positions
0
No filing for Q3 2021
Portfolio value
$0
No filing for Q3 2021
Filed
Jan 11, 2022
SEC

Paladin Advisory Group, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

This filing reports no long positions.

Options (278)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

The largest 100 of 278 by value.

Option positions of Paladin Advisory Group, LLC in Q4 2021
SecurityClassPutsCalls
iShares Russell 1000 Growth ETF464287614ETF–$7.94M
State Street Real Estate Select Sector SPDR ETF81369Y860ETF–$5.26M
iShares Core MSCI Eafe ETF46432F842ETF–$4.48M
Schwab US Dividend Equity ETF808524797ETF–$4.27M
MDYSPDR S&P Midcap 400 ETF TrustETF–$3.92M
AAPLApple Inc.Stock–$3.81M
iShares Core S&P Small Cap ETF464287804ETF–$3.71M
ProShares Tr74348A467S&P 500 DV ARIST–$3.65M
JPMorgan Ultra-Short Income ETF46641Q837ETF–$3.38M
SPYSPDR S&P 500 ETF TrustETF–$3.05M
iShares Core S&P 500 ETF464287200ETF–$3.03M
PIMCO ETF Tr72201R866INTER MUN BD ACT–$2.65M
Global X FDS37954Y673US INFR DEV ETF–$2.36M
iShares Tr464288638ISHS 5-10YR INVT–$2.31M
iShares Tr464288885EAFE GRWTH ETF–$2.09M
Ssga Active ETF Tr78467V848ST STR TOTAL ETF–$1.99M
SPDR Index Shs FDS78463X509ST PORT MARK ETF–$1.96M
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL–$1.79M
AMZNAmazon Com IncStock–$1.78M
Vanguard S&P 500 ETF922908363ETF–$1.71M
Vanguard Morningstar Total Stock Market ETF922908769ETF–$1.68M
iShares Tr46429B7470-5 YR TIPS ETF–$1.64M
GOOGLAlphabet Inc.Stock–$1.63M
MSFTMicrosoft CorpStock–$1.59M
Invesco QQQ Trust Series I46090E103ETF–$1.58M
iShares MSCI Eafe ETF464287465ETF–$1.55M
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM–$1.51M
AAAUGoldman Sachs Physical Gold ETFUNIT–$1.36M
iShares Core Dividend Growth ETF46434V621ETF–$1.33M
Ssga Active ETF Tr78467V608ST STR BL LN ETF–$1.22M
CBChubb LtdStock–$1.14M
MAMastercard IncStock–$1.13M
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF–$1.04M
iShares Core S&P Mid-Cap ETF464287507ETF–$1.03M
BABAAlibaba Group Holding LtdADR–$1.01M
NVDANVIDIA CorpStock–$981.0K
GOOGAlphabet Inc.Stock–$943.0K
UNHUnitedHealth Group IncStock–$938.0K
MRKMerck & Co., Inc.Stock–$889.0K
iShares Tr464288687PFD AND INCM SEC–$872.0K
JPMJPMorgan Chase & CoStock–$804.0K
iShares Russell Mid-Cap Growth ETF464287481ETF–$786.0K
AMTAmerican Tower CorpREIT–$753.0K
Invesco Exch Traded FD Tr II46138E511PFD ETF–$732.0K
PFEPfizer IncStock–$725.0K
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF–$713.0K
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF–$706.0K
iShares Russell 1000 Value ETF464287598ETF–$672.0K
ACNAccenture plcStock–$611.0K
iShares Tr464287739U.S. REAL ES ETF–$600.0K
State Street Technology Select Sector SPDR ETF81369Y803ETF–$563.0K
iShares Core U.S. Aggregate Bond ETF464287226ETF–$554.0K
USBUS Bancorp DECOM NEW–$553.0K
ADBEAdobe Inc.Stock–$542.0K
Vanguard High Dividend Yield Index ETF921946406ETF–$534.0K
METAMeta Platforms, Inc.Stock–$506.0K
BACBank of America CorpStock–$487.0K
TTTrane Technologies plcSHS–$459.0K
MUMicron Technology IncStock–$453.0K
NKENIKE, Inc.Stock–$437.0K
HDHome Depot, Inc.Stock–$428.0K
iShares Core MSCI Emerging Markets ETF46434G103ETF–$411.0K
AVGOBroadcom Inc.Stock–$397.0K
iShares Russell 2000 Growth ETF464287648ETF–$396.0K
VVisa Inc.Stock–$395.0K
CRMSalesforce, Inc.Stock–$374.0K
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF–$365.0K
TSMTaiwan Semiconductor Manufacturing Co LtdADR–$357.0K
ELEstee Lauder Companies IncCL A–$342.0K
Vanguard Star FDS921909768VG TL INTL STK F–$320.0K
iShares Tr46434V4070-5YR HI YL CP–$320.0K
HONHoneywell International IncCOM–$317.0K
iShares Tr464287119MORNINGSTAR GRWT–$313.0K
iShares Russell Midcap ETF464287499ETF–$299.0K
ITWIllinois Tool Works IncStock–$296.0K
SBUXStarbucks CorpStock–$294.0K
ABTAbbott LaboratoriesStock–$288.0K
Vanguard Ftse Emerging Markets ETF922042858ETF–$286.0K
GLDSPDR Gold TrustETF–$267.0K
ETNEaton Corp plcStock–$265.0K
LOWLowes Companies IncStock–$263.0K
Schwab U.S. Large-Cap Growth ETF808524300ETF–$259.0K
BRK.BBerkshire Hathaway IncStock–$258.0K
COSTCostco Wholesale CorpStock–$256.0K
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF–$255.0K
DISWalt Disney CoStock–$255.0K
WKWorkiva IncCOM CL A–$242.0K
RTXRTX CorpStock–$234.0K
iShares Tr464288414NATIONAL MUN ETF–$232.0K
CSXCSX CorpStock–$231.0K
State Street Financial Select Sector SPDR ETF81369Y605ETF–$231.0K
PEPPepsiCo IncStock–$228.0K
BABoeing CoStock–$213.0K
ICEIntercontinental Exchange, Inc.Stock–$213.0K
ProShares Tr74347B698RUSS 2000 DIVD–$213.0K
Vanguard Real Estate ETF922908553ETF–$206.0K
MDLZMondelez International, Inc.Stock–$203.0K
BKNGBooking Holdings Inc.Stock–$203.0K
CVXChevron CorpStock–$197.0K
CECelanese CorpStock–$196.0K