Paladin Advisory Group, LLC
- SEC CIK
- 0001899703
- Latest filing
- Jul 28, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 11, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 0
- 0 vs. Q3 2022
- Portfolio value
- $0
- $0 vs. Q3 2022
This filing reports no long positions.
Options (268)
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 268 by value.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | – | $5.55M |
| Schwab US Dividend Equity ETF808524797 | ETF | – | $4.78M |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | – | $4.55M |
| iShares Core MSCI Eafe ETF46432F842 | ETF | – | $4.45M |
| ProShares Tr74348A467 | S&P 500 DV ARIST | – | $4.20M |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | – | $3.20M |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | – | $3.04M |
| AAPLApple Inc. | Stock | – | $2.79M |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | – | $2.77M |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | – | $2.77M |
| iShares Core S&P Small Cap ETF464287804 | ETF | – | $2.74M |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | – | $2.67M |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | – | $2.57M |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | – | $2.48M |
| iShares Core S&P 500 ETF464287200 | ETF | – | $2.40M |
| SPYSPDR S&P 500 ETF Trust | ETF | – | $2.24M |
| iShares Tr464288414 | NATIONAL MUN ETF | – | $2.21M |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | – | $2.12M |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | – | $2.05M |
| Global X FDS37954Y673 | US INFR DEV ETF | – | $2.01M |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | – | $1.91M |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | – | $1.86M |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | – | $1.85M |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | – | $1.80M |
| iShares Tr464288885 | EAFE GRWTH ETF | – | $1.75M |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | – | $1.67M |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | – | $1.54M |
| Invesco QQQ Trust Series I46090E103 | ETF | – | $1.53M |
| MRKMerck & Co., Inc. | Stock | – | $1.28M |
| CBChubb Ltd | Stock | – | $1.27M |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | – | $1.25M |
| Vanguard S&P 500 ETF922908363 | ETF | – | $1.25M |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | – | $1.19M |
| iShares MSCI Eafe ETF464287465 | ETF | – | $1.16M |
| MSFTMicrosoft Corp | Stock | – | $1.13M |
| MAMastercard Inc | Stock | – | $1.04M |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | – | $1.01M |
| GOOGLAlphabet Inc. | Stock | – | $989.9K |
| UNHUnitedHealth Group Inc | Stock | – | $965.5K |
| AMZNAmazon Com Inc | Stock | – | $871.9K |
| iShares Core Dividend Growth ETF46434V621 | ETF | – | $803.9K |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | – | $798.8K |
| BABAAlibaba Group Holding Ltd | ADR | – | $764.8K |
| JPMJPMorgan Chase & Co | Stock | – | $638.0K |
| PFEPfizer Inc | Stock | – | $635.5K |
| GOOGAlphabet Inc. | Stock | – | $578.5K |
| iShares Russell 1000 Value ETF464287598 | ETF | – | $555.6K |
| AMTAmerican Tower Corp | REIT | – | $545.8K |
| Vanguard Real Estate ETF922908553 | ETF | – | $516.8K |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | – | $472.4K |
| iShares Tr46434V407 | 0-5YR HI YL CP | – | $472.3K |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | – | $460.6K |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | – | $458.4K |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | – | $445.1K |
| USBUS Bancorp DE | COM NEW | – | $432.4K |
| NVDANVIDIA Corp | Stock | – | $427.9K |
| iShares Tr464287739 | U.S. REAL ES ETF | – | $411.3K |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | – | $404.7K |
| ACNAccenture plc | Stock | – | $389.9K |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | – | $383.0K |
| VVisa Inc. | Stock | – | $379.6K |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | – | $372.8K |
| TTTrane Technologies plc | SHS | – | $367.1K |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | – | $349.2K |
| BACBank of America Corp | Stock | – | $341.2K |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | – | $334.6K |
| HONHoneywell International Inc | COM | – | $326.8K |
| AVGOBroadcom Inc. | Stock | – | $317.6K |
| CVXChevron Corp | Stock | – | $312.5K |
| NKENIKE, Inc. | Stock | – | $307.4K |
| ADBEAdobe Inc. | Stock | – | $303.2K |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | – | $300.1K |
| HDHome Depot, Inc. | Stock | – | $293.8K |
| RTXRTX Corp | Stock | – | $281.5K |
| iShares Russell 2000 Growth ETF464287648 | ETF | – | $270.1K |
| BRK.BBerkshire Hathaway Inc | Stock | – | $270.0K |
| GLDSPDR Gold Trust | ETF | – | $265.5K |
| ITWIllinois Tool Works Inc | Stock | – | $264.4K |
| SBUXStarbucks Corp | Stock | – | $250.9K |
| ETNEaton Corp plc | Stock | – | $241.1K |
| PEPPepsiCo Inc | Stock | – | $237.4K |
| MUMicron Technology Inc | Stock | – | $230.1K |
| ELEstee Lauder Companies Inc | CL A | – | $229.5K |
| ABTAbbott Laboratories | Stock | – | $224.7K |
| iShares Tr464287119 | MORNINGSTAR GRWT | – | $223.4K |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $221.2K |
| LLYEli Lilly & Co | Stock | – | $215.8K |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | – | $215.0K |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | – | $207.3K |
| COSTCostco Wholesale Corp | Stock | – | $205.9K |
| LOWLowes Companies Inc | Stock | – | $203.0K |
| BABoeing Co | Stock | – | $201.7K |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | – | $200.8K |
| ProShares Tr74347B698 | RUSS 2000 DIVD | – | $196.3K |
| CRMSalesforce, Inc. | Stock | – | $195.4K |
| MNSTMonster Beverage Corp | COM | – | $184.5K |
| GLGlobe Life Inc. | COM | – | $183.0K |
| Vanguard Star FDS921909768 | VG TL INTL STK F | – | $177.9K |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | – | $176.1K |
| CSXCSX Corp | Stock | – | $173.3K |