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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Paladin Advisory Group, LLC

Quarter ended Q4 2023 · Filed October 17, 2023 · Accession 0001899703-23-000003

Total Value
$118.7M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428761424,654$6.6M5.53%
2ISHARES TR46432F84282,532$5.3M4.48%
3ISHARES TR46429B267212,222$4.7M3.94%
4SCHWAB STRATEGIC TR80852479762,853$4.4M3.75%
5J P MORGAN EXCHANGE TRADED F46641Q83787,697$4.4M3.71%
6PROSHARES TR74348A46745,198$4.0M3.37%
7APPLE INCAAPL21,326$3.7M3.08%
8J P MORGAN EXCHANGE TRADED F46641Q15974,417$3.3M2.78%
9J P MORGAN EXCHANGE TRADED F46641Q33259,935$3.2M2.71%
10SPDR S&P MIDCAP 400 ETF TRMDY6,759$3.1M2.60%
11ISHARES TR46428780428,249$2.7M2.25%
12PIMCO ETF TR72201R86652,733$2.6M2.23%
13ISHARES TR46428841424,625$2.5M2.13%
14ISHARES TR4642872005,818$2.5M2.11%
15ISHARES TR4642875079,710$2.4M2.04%
16SPDR S&P 500 ETF TRSPY5,627$2.4M2.03%
17SELECT SECTOR SPDR TR81369Y86070,065$2.4M2.01%
18INVESCO QQQ TRIVZ6,118$2.2M1.85%
19GLOBAL X FDS37954Y67369,500$2.1M1.78%
20SSGA ACTIVE ETF TR78467V60848,633$2.0M1.72%
21GOLDMAN SACHS PHYSICAL GOLD38150K103101,533$1.9M1.57%
22SPDR INDEX SHS FDS78463X88955,966$1.7M1.46%
23ISHARES TR46428888520,001$1.7M1.45%
24VANGUARD INTL EQUITY INDEX F92204285840,569$1.6M1.34%
25MICROSOFT CORPMSFT4,634$1.5M1.23%
26ALPHABET INCGOOG11,173$1.5M1.23%
27SPDR SER TR78468R86180,761$1.5M1.23%
28SPDR INDEX SHS FDS78463X50942,796$1.4M1.21%
29VANGUARD INDEX FDS9229083633,494$1.4M1.16%
30AMAZON COM INCAMZN10,254$1.3M1.10%
31NVIDIA CORPORATIONNVDA2,925$1.3M1.07%
32VANGUARD INDEX FDS9229087695,988$1.3M1.07%
33J P MORGAN EXCHANGE TRADED F46641Q65425,192$1.3M1.07%
34MERCK & CO INCMRK11,688$1.2M1.01%
35CHUBB LIMITEDCB5,774$1.2M1.01%
36MASTERCARD INCORPORATEDMA2,988$1.2M1.00%
37ISHARES TR46428746517,031$1.2M0.99%
38UNITEDHEALTH GROUP INCUNH1,821$918,1300.77%
39ALPHABET INCGOOG6,520$859,6620.72%
40ISHARES TR46434V62115,841$784,5800.66%
41ALIBABA GROUP HLDG LTDBBAAY8,682$753,0770.63%
42SPDR SER TR78464A47423,528$689,8410.58%
43JPMORGAN CHASE & COVYLD4,696$680,9650.57%
44SPDR SER TR78464A64927,629$672,4900.57%
45ISHARES TR4642875983,664$556,2680.47%
46SPDR SER TR78468R85312,846$474,0170.40%
47BROADCOM INCAVGO568$471,7690.40%
48ADOBE INCADBE901$459,4200.39%
49INVESCO EXCH TRADED FD TR IIIVZ21,715$455,7980.38%
50ACCENTURE PLC IRELANDACN1,461$448,6880.38%
51TRANE TECHNOLOGIES PLCTT2,184$443,1550.37%
52VANGUARD WHITEHALL FDS9219464064,276$441,7450.37%
53AMERICAN TOWER CORP NEW03027X1002,576$423,6230.36%
54VISA INCV1,827$420,2280.35%
55VANGUARD INDEX FDS9229085535,457$412,8390.35%
56SELECT SECTOR SPDR TR81369Y8032,467$404,4150.34%
57META PLATFORMS INCMETA1,264$379,4650.32%
58PFIZER INCPFE11,394$377,9320.32%
59ISHARES TR4642877394,668$364,7580.31%
60US BANCORP DELUSB-PS10,122$334,6360.28%
61SPDR SER TR78464A8477,528$329,6510.28%
62EATON CORP PLCETN1,536$327,5980.28%
63ELI LILLY & COLLY590$316,9070.27%
64ISHARES TR4642874813,436$313,8790.26%
65MICRON TECHNOLOGY INCMU4,603$313,1420.26%
66ISHARES TR4642872263,314$311,6490.26%
67SPDR SER TR78464A4095,217$309,2640.26%
68BERKSHIRE HATHAWAY INC DELBRK-A874$306,1620.26%
69CHEVRON CORP NEWCVX1,774$299,1290.25%
70SALESFORCE INCCRM1,474$298,8980.25%
71ISHARES TR4642876481,259$282,2050.24%
72HOME DEPOT INCHD930$281,0090.24%
73ILLINOIS TOOL WKS INC4523081091,194$274,9900.23%
74ISHARES TR4642871194,590$273,7940.23%
75SPDR GOLD TRGLD1,565$268,3190.23%
76BOOKING HOLDINGS INCBKNG85$262,1360.22%
77ISHARES TR46429B7472,687$260,4240.22%
78HONEYWELL INTL INC4385161061,404$259,3750.22%
79TAIWAN SEMICONDUCTOR MFG LTD8740391002,970$258,0930.22%
80COSTCO WHSL CORP NEW22160K105451$254,7970.21%
81NIKE INCNKE2,627$251,1940.21%
82BANK AMERICA CORP0605051048,606$235,6320.20%
83STARBUCKS CORPSBUX2,535$231,3650.19%
84SCHWAB STRATEGIC TR8085243003,169$230,4580.19%
85PEPSICO INCPEP1,314$222,6440.19%
86LOWES COS INC548661107996$207,0090.17%
87VANGUARD WHITEHALL FDS9219468102,848$203,1480.17%
88RTX CORPORATIONRTX2,784$200,3490.17%
89ABBOTT LABSABLZF2,047$198,2520.17%
90MONSTER BEVERAGE CORP NEWMNST3,634$192,4200.16%
91WORKIVA INCWK1,857$188,1880.16%
92ISHARES INC46434G1033,954$188,1710.16%
93ISHARES TR46429B6892,695$175,7680.15%
94PROSHARES TR74347B6983,051$172,6260.15%
95CSX CORPCSX5,595$172,0460.15%
96INTERCONTINENTAL EXCHANGE IN45866F1041,560$171,6310.14%
97MCKESSON CORPMCK381$165,7580.14%
98GLOBE LIFE INCGL-PD1,518$165,0520.14%
99BOEING COBA-PA860$164,8450.14%
100BLOCK H & R INCBSQKZ3,584$154,3270.13%
101CELANESE CORP DELCE1,149$144,2220.12%
102AMPHENOL CORP NEW0320951011,712$143,7910.12%
103YUM BRANDS INCYUM1,121$140,0580.12%
104BECTON DICKINSON & COBDX524$135,5550.11%
105LAUDER ESTEE COS INC518439104925$133,7090.11%
106DOLLAR TREE INCDLTR1,203$128,0590.11%
107CARRIER GLOBAL CORPORATIONCARR2,294$126,6130.11%
108SELECT SECTOR SPDR TR81369Y7041,246$126,3190.11%
109VANGUARD INDEX FDS922908736448$122,0610.10%
110LINDE PLCLIN326$121,3860.10%
111ISHARES TR46429B6631,213$119,9540.10%
112UNITED PARCEL SERVICE INCUPS747$116,5100.10%
113VALERO ENERGY CORPVLO800$113,3680.10%
114MONDELEZ INTL INC6092071051,589$110,2990.09%
115ISHARES TR4642886382,161$105,1330.09%
116DISNEY WALT CO2546871061,282$103,9060.09%
117SELECT SECTOR SPDR TR81369Y407637$102,5440.09%
118OTIS WORLDWIDE CORPOTIS1,269$101,9050.09%
119ISHARES TR4642888102,022$98,0670.08%
120MORGAN STANLEYMS-PQ1,156$94,4110.08%
121EDWARDS LIFESCIENCES CORPEW1,356$93,9440.08%
122AGILENT TECHNOLOGIES INCA810$90,5740.08%
123ORACLE CORPORCL-PD837$88,6550.07%
124TESLA INCTSLA354$88,5780.07%
125PROCTER AND GAMBLE CO742718109568$82,8480.07%
126MCDONALDS CORPMCD304$80,0860.07%
127INGERSOLL RAND INCIR1,251$79,7140.07%
128SPDR INDEX SHS FDS78463X8633,322$78,9970.07%
129GOLDMAN SACHS GROUP INCGSCE234$75,7150.06%
130ISHARES TR464287622308$72,3520.06%
131FIRST TR EXCH TRADED FD III33739P8554,170$70,3900.06%
132APPLIED MATLS INC038222105500$69,2250.06%
133VANGUARD INDEX FDS922908751355$67,1200.06%
134PARKER-HANNIFIN CORPPH169$65,8290.06%
135CUMMINS INCCMI288$65,7960.06%
136VANGUARD SCOTTSDALE FDS92206C680958$65,5660.06%
137SPDR SER TR78464A8541,256$63,1270.05%
138ISHARES TR46434V4071,526$62,6120.05%
139EXXON MOBIL CORPXOM504$59,2600.05%
140VANGUARD MUN BD FDS9229077461,226$58,9710.05%
141CONSTELLATION BRANDS INCSTZ223$56,0470.05%
142DEERE & CODE147$55,4750.05%
143SELECT SECTOR SPDR TR81369Y308784$53,9470.05%
144SELECT SECTOR SPDR TR81369Y852807$52,9150.04%
145ECOLAB INCECL309$52,3450.04%
146ISHARES TR464287556407$49,7720.04%
147DOVER CORPDOV351$48,9680.04%
148INTERNATIONAL BUSINESS MACHSINTR348$48,8240.04%
149ISHARES TR4642877961,025$48,6160.04%
150VANGUARD WORLD FDS92204A876380$48,4650.04%
151ALLSTATE CORPALL-PJ435$48,4650.04%
152SELECT SECTOR SPDR TR81369Y209373$48,0200.04%
153ISHARES TR464287408302$46,4600.04%
154INTUITINTU90$45,9850.04%
155GALLAGHER ARTHUR J & CO363576109200$45,5860.04%
156CVS HEALTH CORPCVS615$42,9390.04%
157SPDR SER TR78468R804312$41,6600.04%
158SELECT SECTOR SPDR TR81369Y506449$40,5850.03%
159WELLS FARGO CO NEW949746101958$39,1440.03%
160COMCAST CORP NEWCCZ880$39,0190.03%
161VERIZON COMMUNICATIONS INCVZ1,177$38,1470.03%
162ROLLINS INCROL1,012$37,7780.03%
163FIRST TR EXCHANGE TRADED FD33734X846818$37,1620.03%
164NEXTERA ENERGY INCNEE-PW633$36,2650.03%
165VANGUARD WORLD FDS92204A405444$35,6620.03%
166SELECT SECTOR SPDR TR81369Y886603$35,5350.03%
167ISHARES TR464287325420$34,6160.03%
168STRYKER CORPORATIONSYK125$34,1590.03%
169PRINCIPAL FINANCIAL GROUP INPFG449$32,3590.03%
170WP CAREY INC92936U109598$32,3400.03%
171ISHARES TR464287473304$31,7190.03%
172ISHARES TR46435G326511$29,7810.03%
173NUTRIEN LTDNTR468$28,9040.02%
174VANGUARD WORLD FDS92204A504122$28,6820.02%
175EMERSON ELEC COEMR292$28,1980.02%
176VOYA FINANCIAL INCVOYA-PB415$27,5770.02%
177VANGUARD MALVERN FDS922020805565$26,7130.02%
178COCA COLA COKO469$26,2550.02%
179THE CIGNA GROUP12552310090$25,7460.02%
180NOVARTIS AGNVSEF252$25,6690.02%
181ISHARES TR464287457314$25,4250.02%
182VANGUARD TAX-MANAGED FDS921943858581$25,4010.02%
183LOCKHEED MARTIN CORPLMT61$24,9470.02%
184JOHNSON & JOHNSONJNJ150$23,3630.02%
185VANGUARD SCOTTSDALE FDS92206C409310$23,2970.02%
186CASEYS GEN STORES INC14752810384$22,8080.02%
187INTEL CORPINTC635$22,5740.02%
188ISHARES TR464287168199$21,4200.02%
189ROCKWELL AUTOMATION INCROK74$21,1540.02%
190CONOCOPHILLIPSCOP169$20,2460.02%
191ABBVIE INCABBV131$19,5390.02%
192EVERSOURCE ENERGYES334$19,4220.02%
193PAYPAL HLDGS INCPYPL328$19,1750.02%
194DELTA AIR LINES INC DELDAL500$18,5000.02%
195UBER TECHNOLOGIES INCUBER400$18,3960.02%
196ALLEGION PLCALLE175$18,2350.02%
197VANGUARD INDEX FDS922908744118$16,2760.01%
198KENVUE INCKVUE762$15,3010.01%
199TYSON FOODS INCTSN300$15,1470.01%
200SPDR SER TR78464A805283$14,8550.01%
201LUMOS PHARMA INC55028X1094,387$14,4770.01%
202QUALCOMM INCQCOM126$13,9940.01%
203ALLIANT ENERGY CORPLNT286$13,8570.01%
204AUTOMATIC DATA PROCESSING INADP56$13,4720.01%
205MEDTRONIC PLCMDT170$13,3210.01%
206SPDR SER TR78464A508281$11,5940.01%
207MCCORMICK & CO INCMKC-V150$11,3460.01%
208ARK ETF TR00214Q302400$11,1440.01%
209VANGUARD INDEX FDS92290853857$11,1020.01%
210SNOWFLAKE INCSNOW68$10,3880.01%
211THERMO FISHER SCIENTIFIC INCTMO20$10,1360.01%
212CAPITAL ONE FINL CORP14040H105100$9,7050.01%
213VANGUARD SPECIALIZED FUNDS92190884461$9,4860.01%
214BUNGE LIMITEDBG87$9,4180.01%
215FS KKR CAP CORPFSK478$9,4120.01%
216J P MORGAN EXCHANGE TRADED F46654Q203197$9,2450.01%
217VANGUARD WORLD FD92191081639$8,9510.01%
218VANGUARD ADMIRAL FDS INC92193250534$8,2770.01%
219PRUDENTIAL FINL INCPUKPF83$7,8760.01%
220EVERGY INCEVRG145$7,3520.01%
221ISHARES TR46428710136$7,2230.01%
222GLOBAL X FDS37954Y855130$7,1720.01%
223SPDR SER TR78464A20196$7,0340.01%
224ISHARES TR46428825776$6,9970.01%
225VANGUARD WORLD FDS92204A30652$6,5900.01%
226DANAHER CORPORATION23585110225$6,2030.01%
227OMEGA HEALTHCARE INVS INC681936100183$6,0680.01%
228PLAYAGS INC72814N104900$5,8680.00%
229CORTEVA INCCTVA112$5,7490.00%
230BLOOM ENERGY CORPBE418$5,5430.00%
231VANECK ETF TRUST92189H409112$5,4960.00%
232T-MOBILE US INCTMUSZ31$4,3420.00%
233MIRUM PHARMACEUTICALS INCMIRM131$4,1400.00%
234WABTEC92974010837$3,9600.00%
235AMGEN INCAMGN13$3,4940.00%
236HALEON PLCHLNCF410$3,4170.00%
237VISTA OUTDOOR INC928377100100$3,3120.00%
238L3HARRIS TECHNOLOGIES INCLHX19$3,3080.00%
239EXELON CORPEXC87$3,2880.00%
240PALANTIR TECHNOLOGIES INCPLTR200$3,2000.00%
241CONSTELLATION ENERGY CORPCEG29$3,1630.00%
242WHIRLPOOL CORPWHR-PA23$3,0750.00%
243SCHWAB CHARLES CORPSCHW-PJ52$2,8550.00%
244GRAINGER W W INC3848021044$2,7670.00%
245VANECK ETF TRUST92189F387120$2,5940.00%
246SPDR SER TR78468R408101$2,4700.00%
247INTERNATIONAL PAPER CO46014610370$2,4700.00%
248COGNIZANT TECHNOLOGY SOLUTIOCTSH35$2,3710.00%
249LCI INDS50189K10320$2,3480.00%
250CROWN CASTLE INCCCI22$2,0250.00%
251SSGA ACTIVE ETF TR78467V84847$1,8170.00%
252SYLVAMO CORPSLVM41$1,7930.00%
253WRAP TECHNOLOGIES INCWRAP1,000$1,5000.00%
254ISHARES TR46428730920$1,3680.00%
255SPDR SER TR78464A28456$1,3340.00%
256CHEWY INCCHWY38$6940.00%
257LUCID GROUP INCLCID100$5590.00%
258TILRAY BRANDS INCTLRY123$2940.00%
259ISHARES TR4642885212$940.00%