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Home > Institutional Investor > Paladin Advisory Group, Llc > Profile

Instuitional Investor - Paladin Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Paladin Advisory Group, Llc
Portfolio Value $121,138,274
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 24,950 $7,563,940 6.24%
2.
Ishares Tr
 280,684 $6,466,959 5.33%
3.
Ishares Tr
 84,809 $5,966,331 4.92%
4.
J P Morgan Exchange Traded F
 85,967 $4,318,122 3.56%
5.
Schwab Strategic Trust
 FNDF 53,022 $4,036,584 3.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)