Paradigm Financial Partners, LLC Purchases in Q4 2024

Paradigm Financial Partners, LLC

  • $778 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IREN
Iris Energy LTD

Financial Services
33.1K
+ 36.76%
$7.33 - $15.39 $242K - $509K
123K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
1.95K
New
$216.13 - $242.4 $420K - $471K
1.95K $429K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.28K
New
$44.04 - $49.49 $409K - $459K
9.28K $408K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.97K
New
$77.86 - $79.27 $387K - $394K
4.97K $387K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.95K
+ 22.79%
$80.13 - $83.77 $477K - $499K
32.1K $2.57M
IAU
Ishares Gold Trust

ETFs
7.67K
New
$48.37 - $52.65 $371K - $404K
7.67K $379K
VNQ
Vanguard Specialized Funds Van

ETFs
4.21K
New
$87.85 - $98.6 $370K - $415K
4.21K $374K
AON
Aon PLC

Financial Services
949
New
$344.14 - $393.31 $327K - $373K
949 $340K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
940
+ 7.6%
$442.29 - $483.08 $416K - $454K
13.3K $6.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.17K
New
$278.19 - $315.36 $325K - $369K
1.17K $336K
EEM
Ishares Msci Emerging Markets

ETFs
7.28K
New
$41.82 - $47.36 $304K - $345K
7.28K $304K
VOT
Vanguard Mid Cap Growth Index

ETFs
937
+ 19.9%
$241.48 - $274.89 $226K - $258K
5.65K $1.43M
RDVY
First Trust Rising Dividend Ac

ETFs
4.72K
+ 15.72%
$58.65 - $64.37 $277K - $304K
34.7K $2.05M
MBB
Ishares Tr

ETFs
3.25K
+ 40.21%
$91.26 - $95.82 $296K - $311K
11.3K $1.04M
MTZ
Mastec Inc

Industrials
25
+ 0.13%
$119.94 - $147.94 $3K - $3.7K
19.8K $2.7M
CAT
Caterpillar Inc

Industrials
703
New
$360.37 - $416.88 $253K - $293K
703 $255K
IP
International Paper CO

Consumer Cyclical
2.2K
+ 8.56%
$46.64 - $59.57 $102K - $131K
27.9K $1.5M
COP
Conocophillips

Energy
2.26K
New
$95.12 - $114.72 $215K - $260K
2.26K $224K
BDX
Becton Dickinson & CO

Healthcare
983
New
$220.02 - $243.75 $216K - $240K
983 $223K
IEMG
Ishares Inc

ETFs
4.11K
+ 48.89%
N/A
12.5K $671K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
8.84K
+ 10.88%
$24.13 - $24.45 $213K - $216K
90.1K $2.19M
VGSH
Vanguard

ETFs
3.66K
New
$58.02 - $58.88 $212K - $216K
3.66K $213K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.82K
New
$75.1 - $82.99 $211K - $234K
2.82K $212K
AJG
Arthur J. Gallagher & Co.

Financial Services
736
New
$278.49 - $315.16 $205K - $232K
736 $208K
ETR
Entergy Corp

Utilities
9.83K
+ 101.18%
$73.19 - $156.4 $719K - $1.54M
19.5K $1.48M
IRT
Independence Realty Trust, Inc.

Real Estate
14.1K
+ 11.95%
$18.78 - $22.01 $264K - $309K
132K $2.61M
PG
Procter & Gamble CO

Consumer Defensive
1.61K
+ 13.05%
$161.05 - $179.7 $260K - $290K
14K $2.34M
ACN
Accenture PLC

Technology
570
+ 38.03%
$343.9 - $376.86 $196K - $215K
2.07K $727K
USB
Us Bancorp \De\

Financial Services
2.87K
+ 10.67%
$43.98 - $53.66 $126K - $154K
29.8K $1.42M
UNH
Unitedhealth Group Inc

Healthcare
2.48K
+ 18.43%
$485.52 - $625.25 $1.2M - $1.55M
15.9K $8.04M
EOG
Eog Resources Inc

Energy
1.67K
+ 5.05%
$118.22 - $136.54 $198K - $228K
34.8K $4.26M
GS
Goldman Sachs Group Inc

Financial Services
239
+ 42.3%
$486.1 - $608.57 $116K - $145K
804 $460K
TJX
Tjx Companies Inc

Consumer Cyclical
916
+ 4.48%
$112.15 - $127.2 $103K - $117K
21.4K $2.58M
NOW
Service Now, Inc.

Technology
21
+ 2.31%
$867.18 - $1148.42 $18.2K - $24.1K
931 $986K
BK
Bank Of New York Mellon Corp

Financial Services
1.58K
+ 16.61%
$70.82 - $81.87 $112K - $130K
11.1K $853K
DHR
Danaher Corp

Healthcare
900
+ 103.33%
$226.16 - $274.52 $204K - $247K
1.77K $406K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.75K
+ 3.62%
$57.38 - $61.11 $273K - $290K
136K $7.95M
SOFI
So Fi Technologies, Inc.

Financial Services
10.4K
New
$7.63 - $16.88 $79.3K - $176K
10.4K $160K
ETN
Eaton Corp PLC

Industrials
464
+ 4.61%
$326.96 - $377.52 $152K - $175K
10.5K $3.49M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.4K
+ 6.39%
$45.07 - $47.1 $470K - $491K
174K $7.84M
XEL
Xcel Energy Inc

Utilities
2.1K
+ 44.54%
$62.16 - $72.92 $131K - $153K
6.82K $460K
HYD
Vaneck High Yield Muni ETF

ETFs
4.4K
+ 6.8%
$51.09 - $53.06 $225K - $233K
69K $3.58M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.52K
+ 17.71%
$44.21 - $46.46 $200K - $210K
30.1K $1.33M
CINF
Cincinnati Financial Corp

Financial Services
387
+ 3.3%
$132.86 - $160.16 $51.4K - $62K
12.1K $1.74M
BMY
Bristol Myers Squibb CO

Healthcare
1.9K
+ 24.06%
$51.92 - $59.94 $98.6K - $114K
9.79K $553K
PNC
Pnc Financial Services Group, Inc.

Financial Services
679
+ 50.82%
$178.39 - $215.0 $121K - $146K
2.02K $388K
JNJ
Johnson & Johnson

Healthcare
1.88K
+ 25.04%
$143.34 - $165.86 $269K - $311K
9.38K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
162
+ 9.74%
$471.27 - $550.62 $76.3K - $89.2K
1.83K $953K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.92K
+ 9.03%
$23.29 - $23.93 $184K - $189K
95.6K $2.24M
Activity Summary
Buys All Purchases 219 New Holdings 24 Increased Positions 195 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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