Paradigm Financial Partners, LLC Purchases in Q2 2025

Paradigm Financial Partners, LLC

  • $894 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
21.1K
+ 51.18%
$29.0 - $30.68 $611K - $647K
62.3K $1.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.88K
+ 13.8%
$79.56 - $82.92 $547K - $570K
56.7K $4.7M
MBB
Ishares Tr

ETFs
6.55K
+ 41.64%
$91.41 - $94.22 $599K - $617K
22.3K $2.09M
GILD
Gilead Sciences, Inc.

Healthcare
5.41K
+ 294.44%
$96.91 - $113.0 $524K - $611K
7.24K $802K
CB
Chubb LTD

Financial Services
1.97K
+ 163.34%
$274.32 - $302.46 $539K - $594K
3.17K $917K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.48K
+ 25.01%
$27.82 - $46.45 $125K - $208K
22.4K $1.04M
CAT
Caterpillar Inc

Industrials
1.1K
+ 132.89%
$273.94 - $388.21 $301K - $427K
1.93K $747K
VZ
Verizon Communications Inc

Communication Services
12.3K
+ 31.93%
$41.67 - $45.62 $512K - $560K
50.8K $2.2M
CSCO
Cisco Systems, Inc.

Technology
4.07K
+ 19.32%
$53.19 - $69.38 $216K - $282K
25.1K $1.74M
MDT
Medtronic PLC

Healthcare
5.68K
+ 28.24%
$80.68 - $88.86 $459K - $505K
25.8K $2.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.6K
+ 75.96%
$39.89 - $49.46 $303K - $376K
17.6K $870K
DVY
Ishares Tr

ETFs
3.12K
+ 65.53%
$118.37 - $134.86 $369K - $421K
7.88K $1.05M
DOW
Dow Inc.

Basic Materials
14.7K
New
$25.81 - $34.89 $378K - $511K
14.7K $388K
RDVY
First Trust Rising Dividend Ac

ETFs
3.27K
+ 8.75%
$51.6 - $62.74 $169K - $205K
40.6K $2.55M
EXC
Exelon Corp

Utilities
8.08K
New
$42.2 - $47.37 $341K - $383K
8.08K $350K
FEMS
First Trust Emerging Markets S

ETFs
3.2K
+ 5.65%
$32.56 - $40.98 $104K - $131K
59.7K $2.43M
PM
Philip Morris International Inc.

Consumer Defensive
379
+ 3.61%
$149.23 - $184.95 $56.6K - $70.1K
10.9K $1.98M
INTU
Intuit Inc

Technology
276
+ 52.77%
$544.07 - $787.63 $150K - $217K
799 $629K
EQT
Eqt Corp

Energy
5.27K
New
$46.11 - $60.44 $243K - $319K
5.27K $307K
GE
General Electric CO

Industrials
343
+ 10.47%
$166.81 - $257.39 $57.2K - $88.3K
3.62K $931K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.54K
+ 10.13%
$43.65 - $45.44 $242K - $252K
60.2K $2.74M
JCI
Johnson Controls International PLC

Industrials
2.54K
New
$71.14 - $105.62 $180K - $268K
2.54K $267K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.49K
+ 4.56%
$29.52 - $35.31 $103K - $123K
80.1K $2.82M
NET
Cloudflare, Inc.

Technology
1.3K
New
$97.08 - $195.83 $126K - $255K
1.3K $255K
GH
Guardant Health, Inc.

Healthcare
4.78K
New
$37.05 - $52.04 $177K - $249K
4.78K $248K
EAT
Brinker International, Inc

Consumer Cyclical
896
+ 33.55%
$128.68 - $181.78 $115K - $163K
3.57K $643K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.13K
New
$149.56 - $212.83 $169K - $241K
1.13K $240K
CRWD
Crowd Strike Holdings, Inc.

Technology
467
New
$321.63 - $509.31 $150K - $238K
467 $237K
CI
Cigna Corp

Healthcare
678
New
$301.89 - $340.04 $205K - $231K
678 $224K
SUB
Ishares Short Term National Mu

ETFs
2K
+ 14.08%
$104.77 - $106.34 $210K - $213K
16.2K $1.72M
SNOW
Snowflake Inc.

Technology
990
New
$130.53 - $223.77 $129K - $222K
990 $221K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.7K
+ 40.35%
$77.94 - $79.5 $210K - $214K
9.38K $745K
IDV
Ishares Tr

ETFs
6.29K
New
$27.79 - $34.84 $175K - $219K
6.29K $217K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.66K
New
$24.54 - $25.07 $212K - $217K
8.66K $216K
EMB
Ishares Tr

ETFs
1.31K
+ 3.0%
$86.54 - $92.62 $113K - $121K
45K $4.17M
GLW
Corning Inc

Technology
3.98K
New
$39.07 - $52.59 $156K - $210K
3.98K $209K
NDAQ
Nasdaq, Inc.

Financial Services
2.34K
New
$66.4 - $89.42 $155K - $209K
2.34K $208K
PSA
Public Storage

Real Estate
686
+ 33.17%
$266.31 - $309.77 $183K - $213K
2.75K $808K
CLOI
Vaneck ETF Tr

ETFs
3.53K
+ 27.45%
$51.16 - $53.02 $180K - $187K
16.4K $866K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 15.56%
$4164.15 - $5789.24 $58.3K - $81K
104 $602K
PAVE
Global X Fds Us Infrastructure

ETFs
196
+ 0.65%
$33.78 - $43.68 $6.62K - $8.56K
30.4K $1.33M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.64K
+ 4.77%
$22.4 - $23.8 $126K - $134K
124K $2.95M
VRT
Vertiv Holdings CO

Industrials
2K
+ 35.49%
N/A
7.63K $661K
MS
Morgan Stanley

Financial Services
643
+ 18.74%
$99.83 - $140.86 $64.2K - $90.6K
4.07K $573K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.59K
+ 2.28%
$45.9 - $47.2 $165K - $170K
161K $7.58M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.23K
+ 5.03%
$32.11 - $38.21 $71.5K - $85.1K
46.5K $1.76M
LHX
L3 Harris Technologies, Inc.

Industrials
186
+ 8.72%
$200.21 - $256.99 $37.2K - $47.8K
2.32K $581K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
4.69K
+ 4.02%
$23.13 - $24.23 $108K - $114K
121K $2.94M
SOFI
So Fi Technologies, Inc.

Financial Services
3.05K
+ 26.17%
$9.5 - $18.21 $29K - $55.5K
14.7K $267K
Activity Summary
Buys All Purchases 157 New Holdings 28 Increased Positions 129 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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