Paradigm Capital Management, LLC Incresed Positions in Q4 2024

Paradigm Capital Management, LLC

  • $107 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.9K
+ 16.25%
$50.37 - $50.6 $1.2M - $1.21M
171K $8.6M
Wells Fargo CO New
542
+ 77.87%
N/A
1.24K $1.48M
KMI
Kinder Morgan, Inc.

Energy
525
+ 0.64%
$22.59 - $28.54 $11.9K - $15K
82.1K $2.25M
GOOG
Alphabet Inc.

Communication Services
210
+ 1.43%
$163.08 - $198.16 $34.2K - $41.6K
14.9K $2.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
37K
+ 351.1%
$25.93 - $105.3 $960K - $3.9M
47.6K $1.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
327
+ 16.44%
$567.81 - $607.81 $186K - $199K
2.32K $1.36M
FNDX
Schwab Fundamental U S Large C

ETFs
66K
+ 230.32%
$23.49 - $71.77 $1.55M - $4.74M
94.7K $2.24M
BAC
Bank Of America Corp

Financial Services
49
+ 0.14%
$39.22 - $47.77 $1.92K - $2.34K
36K $1.58M
MO
Altria Group, Inc.

Consumer Defensive
2.06K
+ 7.45%
$49.06 - $57.74 $101K - $119K
29.7K $1.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
150
+ 13.31%
$481.22 - $538.17 $72.2K - $80.7K
1.28K $653K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
731
+ 0.96%
$126.68 - $134.74 $92.6K - $98.5K
76.6K $9.77M
CB
Chubb LTD

Financial Services
145
+ 11.65%
$271.57 - $301.89 $39.4K - $43.8K
1.39K $384K
TFC
Truist Financial Corp

Financial Services
50
+ 0.17%
$41.51 - $48.1 $2.08K - $2.41K
30.2K $1.31M
VIG
Vanguard Dividend Appreciation

ETFs
904
+ 1.25%
N/A
73.3K $14.4M
CVX
Chevron Corp

Energy
243
+ 1.78%
$141.15 - $162.53 $34.3K - $39.5K
13.9K $2.02M
PM
Philip Morris International Inc.

Consumer Defensive
23
+ 0.31%
$118.38 - $133.06 $2.72K - $3.06K
7.48K $901K
XLE
Energy Sector Spdr

ETFs
13
+ 0.18%
$83.32 - $97.27 $1.08K - $1.26K
7.14K $611K
F
Ford Motor CO

Consumer Cyclical
750
+ 1.8%
$9.69 - $11.4 $7.27K - $8.55K
42.4K $420K
DUK
Duke Energy Corp

Utilities
226
+ 3.44%
$105.76 - $120.76 $23.9K - $27.3K
6.8K $732K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.14%
$442.29 - $483.08 $8.4K - $9.18K
13.6K $6.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
156K
+ 204.25%
$26.93 - $84.95 $4.2M - $13.2M
232K $6.35M
XOM
Exxon Mobil Corp

Energy
227
+ 1.62%
$105.51 - $125.37 $24K - $28.5K
14.2K $1.53M
VZ
Verizon Communications Inc

Communication Services
3K
+ 5.6%
$39.6 - $45.21 $119K - $136K
56.6K $2.26M
JNJ
Johnson & Johnson

Healthcare
125
+ 1.2%
$143.34 - $165.86 $17.9K - $20.7K
10.6K $1.53M
AMGN
Amgen Inc

Healthcare
10
+ 0.28%
$258.78 - $328.31 $2.59K - $3.28K
3.58K $932K
MRK
Merck & Co., Inc.

Healthcare
1.06K
+ 4.57%
$96.31 - $114.76 $102K - $121K
24.2K $2.4M
VHT
Vanguard Health Care ETF

ETFs
334
+ 1.95%
$250.81 - $283.3 $83.8K - $94.6K
17.4K $4.42M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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