Paladin Advisory Group, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$126M
Signature - Title
Bradley W. Clark, CFA, CPA - Partner & Chief Investment Officer
Location
13375 University Avenue, Suite 300, Clive, Iowa
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 226 $126M +$2.02M -$3.58M -$1.55M IWF, GOVT, IEFA, JPST, SCHD, NOBL 13F-HR 5/8/2024, 01:07 PM
Q4 2023 228 $121M +$6.76M -$15.3M -$8.58M IWF, GOVT, IEFA, JPST, SCHD, AAPL 13F-HR 1/31/2024, 01:02 PM
Q3 2023 258 $119M +$2.21M -$3.5M -$1.29M IWF, IEFA, GOVT, SCHD, JPST, NOBL 13F-HR 10/17/2023, 11:50 AM
Q2 2023 267 $125M +$6.33M -$7.25M -$914K IWF, IEFA, SCHD, GOVT, NOBL, JPST 13F-HR 8/3/2023, 01:25 PM
Q1 2023 265 $120M +$120M +$120M IWF, IEFA, SCHD, JPST, NOBL, AAPL 13F-HR 4/21/2023, 12:26 PM
Q4 2022 268 $117M +$9.21M -$8.26M +$943K IWF, SCHD, JPST, IEFA, NOBL, XLRE 13F-HR 1/11/2023, 01:51 PM
Q3 2022 274 $110K +$9.26K -$4.81K +$4.45K IWF, SPAB, JPST, IEFA, SCHD, NOBL 13F-HR 10/7/2022, 11:46 AM
Q2 2022 277 $116K +$116K +$116K IWF, SPAB, IEFA, SCHD, NOBL, JPST 13F-HR 7/6/2022, 02:15 PM
Q1 2022 264 $123M +$123M +$123M IWF, IEFA, SCHD, XLRE, NOBL, JPST 13F-HR 4/14/2022, 06:03 PM
Q4 2021 278 $123K IWF, XLRE, IEFA, SCHD, MDY, AAPL 13F-HR 1/11/2022, 01:21 PM