Top 50 Paladin Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 6.75% | 20.8K | $8.9M | -2.98%(-640) | $292.36(-57.48%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 5.72% | 100.5K | $7.5M | +0.22%(+224) | $69.34(+14.66%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.41% | 114.5K | $5.8M | +1.69%(+1.90K) | $50.42(+0.19%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.05% | 24.9K | $5.3M | -0.39%(-98) | $191.74(+22.40%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 3.77% | 61.4K | $5.0M | +0.72%(+438) | $57.66(+53.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.58% | 7.2K | $4.7M | -5.26%(-400) | $497.91(+49.77%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.18% | 76.3K | $4.2M | +40.83%(+22.13K) | $54.90(+11.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.15% | 16.3K | $4.1M | -1.77%(-294) | $178.71(+67.23%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.06% | 7.0K | $4.0M | -3.63%(-263) | $392.64(+82.03%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.82% | 80.4K | $3.7M | -13.63%(-12.68K) | $46.25(-0.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.28% |
| Top 20 Holdings Unweighted | +10.50% | +34.91% |
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