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Paladin Advisory Group, LLC

SEC CIK
0001899703
Latest filing
Jul 28, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 7, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
0
0 vs. Q2 2022
Portfolio value
$0
$0 vs. Q2 2022
Filed
Oct 7, 2022
SEC

This filing reports no long positions.

Options (274)

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 274 by value.

Option positions of Paladin Advisory Group, LLC in Q3 2022
SecurityClassPutsCalls
iShares Russell 1000 Growth ETF464287614ETF–$5.82M
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF–$4.43M
JPMorgan Ultra-Short Income ETF46641Q837ETF–$4.34M
iShares Core MSCI Eafe ETF46432F842ETF–$4.05M
Schwab US Dividend Equity ETF808524797ETF–$3.93M
ProShares Tr74348A467S&P 500 DV ARIST–$3.78M
State Street Real Estate Select Sector SPDR ETF81369Y860ETF–$3.34M
AAPLApple Inc.Stock–$2.97M
MDYSPDR S&P Midcap 400 ETF TrustETF–$2.95M
iShares Core S&P Mid-Cap ETF464287507ETF–$2.59M
iShares Core S&P Small Cap ETF464287804ETF–$2.58M
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM–$2.52M
iShares Core S&P 500 ETF464287200ETF–$2.31M
Ssga Active ETF Tr78467V608ST STR BL LN ETF–$2.26M
SPYSPDR S&P 500 ETF TrustETF–$2.23M
iShares Tr46429B7470-5 YR TIPS ETF–$2.15M
iShares Tr464288414NATIONAL MUN ETF–$2.05M
SPDR Index Shs FDS78463X509ST PORT MARK ETF–$2.04M
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL–$1.89M
Global X FDS37954Y673US INFR DEV ETF–$1.83M
J P Morgan Exchange Traded F46641Q159INCOME ETF–$1.70M
Vanguard Ftse Emerging Markets ETF922042858ETF–$1.69M
Invesco QQQ Trust Series I46090E103ETF–$1.56M
First Tr Exch Traded FD III33739P855INSTL PFD SECS–$1.55M
AAAUGoldman Sachs Physical Gold ETFUNIT–$1.53M
PIMCO ETF Tr72201R866INTER MUN BD ACT–$1.46M
Vanguard Morningstar Total Stock Market ETF922908769ETF–$1.23M
AMZNAmazon Com IncStock–$1.21M
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF–$1.21M
Vanguard S&P 500 ETF922908363ETF–$1.11M
MSFTMicrosoft CorpStock–$1.10M
iShares Tr464288885EAFE GRWTH ETF–$1.09M
GOOGLAlphabet Inc.Stock–$1.07M
CBChubb LtdStock–$1.07M
MRKMerck & Co., Inc.Stock–$1.00M
UNHUnitedHealth Group IncStock–$943.0K
iShares MSCI Eafe ETF464287465ETF–$912.0K
MAMastercard IncStock–$849.0K
iShares U.S. Treasury Bond ETF46429B267ETF–$829.0K
BABAAlibaba Group Holding LtdADR–$694.0K
iShares Core Dividend Growth ETF46434V621ETF–$673.0K
Vanguard Whitehall FDS921946810INTL DVD ETF–$635.0K
GOOGAlphabet Inc.Stock–$626.0K
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF–$621.0K
Jacksonville Fla SPL Rev and Ref BDS CLBL469487HU9SPL REV AND REF BDS CLBL–$568.0K
AMTAmerican Tower CorpREIT–$553.0K
iShares Russell 1000 Value ETF464287598ETF–$544.0K
PFEPfizer IncStock–$541.0K
JPMJPMorgan Chase & CoStock–$495.0K
Invesco Exch Traded FD Tr II46138G508SR LN ETF–$451.0K
Vanguard High Dividend Yield Index ETF921946406ETF–$425.0K
iShares Tr464287739U.S. REAL ES ETF–$402.0K
USBUS Bancorp DECOM NEW–$399.0K
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF–$396.0K
iShares Tr46434V4070-5YR HI YL CP–$388.0K
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF–$384.0K
ACNAccenture plcStock–$375.0K
NVDANVIDIA CorpStock–$366.0K
Scago Edl Facs Corp for Ref Rev BDS CLBL80585TCD1REF REV BDS CLBL–$362.0K
State Street Technology Select Sector SPDR ETF81369Y803ETF–$355.0K
TTTrane Technologies plcSHS–$329.0K
VVisa Inc.Stock–$324.0K
BACBank of America CorpStock–$320.0K
Vanguard Mun BD FDS922907746TAX EXEMPT BD–$312.0K
iShares Russell Mid-Cap Growth ETF464287481ETF–$281.0K
HDHome Depot, Inc.Stock–$280.0K
iShares Russell 2000 Growth ETF464287648ETF–$273.0K
AVGOBroadcom Inc.Stock–$265.0K
ADBEAdobe Inc.Stock–$263.0K
HONHoneywell International IncCOM–$254.0K
iShares Core High Dividend ETF46429B663ETF–$253.0K
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF–$248.0K
CVXChevron CorpStock–$248.0K
GLDSPDR Gold TrustETF–$242.0K
Vanguard Real Estate ETF922908553ETF–$239.0K
BRK.BBerkshire Hathaway IncStock–$233.0K
MUMicron Technology IncStock–$230.0K
RTXRTX CorpStock–$227.0K
NKENIKE, Inc.Stock–$218.0K
ITWIllinois Tool Works IncStock–$216.0K
PEPPepsiCo IncStock–$214.0K
SBUXStarbucks CorpStock–$212.0K
COSTCostco Wholesale CorpStock–$212.0K
CRMSalesforce, Inc.Stock–$212.0K
iShares Tr464287119MORNINGSTAR GRWT–$207.0K
ETNEaton Corp plcStock–$204.0K
TSMTaiwan Semiconductor Manufacturing Co LtdADR–$203.0K
ELEstee Lauder Companies IncCL A–$199.0K
ABTAbbott LaboratoriesStock–$198.0K
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF–$192.0K
LOWLowes Companies IncStock–$191.0K
LLYEli Lilly & CoStock–$190.0K
iShares Core MSCI Emerging Markets ETF46434G103ETF–$188.0K
ProShares Tr74347B698RUSS 2000 DIVD–$177.0K
Schwab U.S. Large-Cap Growth ETF808524300ETF–$176.0K
METAMeta Platforms, Inc.Stock–$172.0K
Vanguard Star FDS921909768VG TL INTL STK F–$171.0K
DLTRDollar Tree, Inc.COM–$163.0K
DISWalt Disney CoStock–$158.0K
MNSTMonster Beverage CorpCOM–$158.0K