Paladin-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "QTWO",
  null,
  "SNOW",
  "MU",
  null,
  "ACN",
  "ABT",
  "ADBE",
  "A",
  "BABA",
  null,
  "VONG",
  "GOOGL",
  "VDE",
  "AVGO",
  "LOW",
  null,
  "HRB",
  "LCII",
  "CCI",
  "CMI",
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "INTU",
  "QCOM",
  null,
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "HEFA",
  "IVW",
  "IJH",
  "AGS",
  null,
  null,
  null,
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "EVRG",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "ROK",
  "IEFA",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "AMT",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TSN",
  "UBER",
  "VNQ",
  "SCHW",
  "MNST",
  "VWO",
  null,
  null,
  "IWO",
  "GL",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "VYM",
  "EW",
  "TT",
  "VOYA",
  "APH",
  "EL",
  "DOV",
  "DLTR",
  "AJG",
  "IWP",
  "IWR",
  "IR",
  "ES",
  null,
  "VIGI",
  "AMZN",
  "IVE",
  "LCID",
  null,
  "PFG",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VXUS",
  "VTEB",
  "VOT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "V",
  "WFC",
  "WHR",
  "WPC",
  "WK",
  "YUM",
  null,
  null,
  null,
  "LNT",
  null,
  "SCHD",
  null,
  "DVY",
  "SCHG",
  null,
  null,
  "OTIS",
  "ROL",
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "DGRO",
  "MCK",
  "SPYV",
  "BAC",
  "BRK-B",
  "BE",
  "BA",
  "CARR",
  "CE",
  "CASY",
  "CB",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CTVA",
  "CSX",
  "DHR",
  "DAL",
  null,
  "EFA",
  "IWB",
  "NKE",
  "QQQ",
  null,
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "PH",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 229
Total Value: 124979651
Accession Number: 0001899703-25-000002
Form Type: 13F-HR
CIK: paladin-advisory-group
Manager Name: Paladin-Advisory-Group

Data Enrichment

74% identified

169 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

229 positions • $125.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 12

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Corteva, Inc.

CTVA|22052L104

Shares:41

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$125.0M)

CROWN CASTLE INC.

CCI|22822V101

Shares:22

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$125.0M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:23

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$125.0M)

922042858

VWO|922042858

Shares:43

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$125.0M)

LCI INDUSTRIES

LCII|50189K103

Shares:20

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$125.0M)

Veralto Corp

VLTO|92338C103

Shares:8

Value:$780

% of Portfolio:0.0% ($780/$125.0M)

464288257

Shares:6

Value:$724

% of Portfolio:0.0% ($724/$125.0M)

Lucid Group, Inc.

LCID|549498103

Shares:100

Value:$242

% of Portfolio:0.0% ($242/$125.0M)

464288521

Shares:2

Value:$115

% of Portfolio:0.0% ($115/$125.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Corteva, Inc.(CTVAcusip22052L104)	41	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$125.0M)	QoQ +10.49% (+$245) YoY +9.09% (+$215)
CROWN CASTLE INC.(CCIcusip22822V101)	22	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$125.0M)	QoQ +14.82% (+$296) YoY -0.04% (-$1)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	23	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$125.0M)	QoQ -21.26% (-$560) YoY -24.39% (-$669)
(VWOcusip922042858)	43	QoQ -69.93% (-100) YoY -85.37% (-251)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$125.0M)	QoQ -69.10% (-$4.4K) YoY -84.21% (-$10.4K)
LCI INDUSTRIES(LCIIcusip50189K103)	20	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$125.0M)	QoQ -15.42% (-$319) YoY -27.09% (-$650)
Veralto Corp(VLTOcusip92338C103)	8	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$780	0.0% ($780/$125.0M)	QoQ -4.29% (-$35) YoY +11.42% (+$80)
(cusip464288257)✕	6	QoQ -92.50% (-74) YoY -92.30% (-72)	All Managers (Combined)	$724	0.0% ($724/$125.0M)	QoQ -92.28% (-$8.7K) YoY -91.60% (-$7.9K)
Lucid Group, Inc.(LCIDcusip549498103)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$242	0.0% ($242/$125.0M)	QoQ -19.86% (-$60) YoY -15.38% (-$44)
(cusip464288521)✕	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$115	0.0% ($115/$125.0M)	QoQ 0.00% (+$0) YoY +8.49% (+$9)