Paradigm Financial Partners, LLC Purchases in Q1 2025

Paradigm Financial Partners, LLC

  • $785 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
1.83K
+ 8.54%
$112.81 - $126.16 $206K - $230K
23.2K $2.82M
ELV
Elevance Health, Inc.

Healthcare
557
New
$365.9 - $436.25 $204K - $243K
557 $242K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.3K
New
$20.2 - $22.24 $228K - $251K
11.3K $242K
CLOI
Vaneck ETF Tr

ETFs
4.56K
+ 54.96%
$52.68 - $53.16 $240K - $242K
12.8K $678K
GE
General Electric CO

Industrials
753
+ 29.85%
$168.59 - $212.13 $127K - $160K
3.28K $655K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.14K
New
$72.7 - $84.32 $228K - $265K
3.14K $234K
IEMG
Ishares Inc

ETFs
4.32K
+ 34.55%
N/A
16.8K $903K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.45K
+ 56.15%
$24.39 - $35.22 $157K - $227K
17.9K $532K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
6.1K
New
$35.88 - $37.91 $219K - $231K
6.1K $228K
VRT
Vertiv Holdings CO

Industrials
2.63K
+ 87.42%
N/A
5.63K $487K
RTX
Raytheon Technologies Corp

Industrials
1.6K
New
$114.1 - $135.66 $182K - $217K
1.6K $211K
PLTR
Palantir Technologies Inc.

Technology
1.87K
+ 34.02%
$64.98 - $124.62 $122K - $234K
7.38K $623K
GILD
Gilead Sciences, Inc.

Healthcare
1.84K
New
$89.14 - $117.41 $164K - $216K
1.84K $205K
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.33K
+ 23.7%
$28.11 - $32.0 $150K - $170K
27.8K $856K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
325
+ 8.4%
$208.48 - $244.03 $67.8K - $79.3K
4.19K $1.02M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.21K
+ 0.75%
$20.83 - $23.69 $25.1K - $28.6K
161K $3.62M
IAU
Ishares Gold Trust

ETFs
2.02K
+ 26.34%
$49.74 - $58.96 $101K - $119K
9.69K $571K
GOOG
Alphabet Inc.

Communication Services
9.29K
+ 25.2%
$156.06 - $207.71 $1.45M - $1.93M
46.2K $7.21M
WEC
Wec Energy Group, Inc.

Utilities
802
+ 14.6%
$92.12 - $108.98 $73.9K - $87.4K
6.29K $685K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
3.52K
+ 23.02%
$34.25 - $37.6 $121K - $133K
18.8K $692K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
298
+ 0.19%
$38.99 - $40.37 $11.6K - $12K
153K $6.17M
EDV
Vanguard Extended Duration Tre

ETFs
1.59K
+ 16.81%
$65.05 - $73.43 $103K - $117K
11K $784K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.71K
+ 34.41%
$77.7 - $78.94 $133K - $135K
6.68K $527K
BMY
Bristol Myers Squibb CO

Healthcare
1.49K
+ 15.21%
$53.9 - $63.11 $80.3K - $94K
11.3K $688K
CMS
Cms Energy Corp

Utilities
1.4K
+ 41.25%
$64.99 - $75.11 $91.1K - $105K
4.8K $360K
RDVY
First Trust Rising Dividend Ac

ETFs
2.61K
+ 7.51%
$57.22 - $63.39 $149K - $165K
37.3K $2.19M
META
Meta Platforms, Inc.

Communication Services
436
+ 4.89%
$576.36 - $736.67 $251K - $321K
9.36K $5.39M
VNQ
Vanguard Specialized Funds Van

ETFs
1.32K
+ 31.31%
$85.55 - $94.34 $113K - $124K
5.53K $500K
BK
Bank Of New York Mellon Corp

Financial Services
557
+ 5.01%
$75.42 - $88.95 $42K - $49.5K
11.7K $978K
ABT
Abbott Laboratories

Healthcare
477
+ 15.7%
$111.1 - $140.22 $53K - $66.9K
3.52K $466K
VGSH
Vanguard

ETFs
1.99K
+ 54.42%
$58.07 - $58.69 $116K - $117K
5.66K $331K
LHX
L3 Harris Technologies, Inc.

Industrials
565
+ 36.01%
$194.65 - $222.86 $110K - $126K
2.13K $446K
SUB
Ishares Short Term National Mu

ETFs
1.05K
+ 7.98%
$105.3 - $106.24 $111K - $112K
14.2K $1.5M
ESS
Essex Property Trust, Inc.

Real Estate
397
+ 35.48%
N/A
1.52K $413K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.32K
+ 11.73%
$30.73 - $32.26 $133K - $139K
41.2K $1.27M
CSCO
Cisco Systems, Inc.

Technology
870
+ 4.31%
$58.74 - $64.87 $51.1K - $56.4K
21.1K $1.3M
PSA
Public Storage

Real Estate
316
+ 18.04%
$288.99 - $313.98 $91.3K - $99.2K
2.07K $618K
PNC
Pnc Financial Services Group, Inc.

Financial Services
710
+ 35.24%
$168.84 - $202.89 $120K - $144K
2.73K $478K
UNP
Union Pacific Corp

Industrials
233
+ 5.91%
$225.21 - $254.42 $52.5K - $59.3K
4.18K $986K
MS
Morgan Stanley

Financial Services
846
+ 32.73%
$111.68 - $141.08 $94.5K - $119K
3.43K $400K
KMI
Kinder Morgan, Inc.

Energy
1.62K
+ 7.26%
$26.1 - $31.22 $42.3K - $50.5K
23.9K $682K
XLU
Utilities Sector Spdr

ETFs
770
+ 24.26%
$74.7 - $80.27 $57.5K - $61.8K
3.94K $310K
QCOM
Qualcomm Inc

Technology
328
+ 11.67%
$151.94 - $175.86 $49.8K - $57.7K
3.14K $482K
WFC
Wells Fargo & Company

Financial Services
584
+ 16.34%
$66.78 - $81.42 $39K - $47.5K
4.16K $298K
INTU
Intuit Inc

Technology
87
+ 19.95%
$555.63 - $630.23 $48.3K - $54.8K
523 $321K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 21.62%
$4295.4 - $5141.88 $68.7K - $82.3K
90 $414K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 14.93%
$524.81 - $672.19 $63K - $80.7K
924 $504K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
728
+ 7.85%
$42.5 - $46.71 $30.9K - $34K
10K $452K
CL
Colgate Palmolive CO

Consumer Defensive
300
+ 7.18%
$85.68 - $97.5 $25.7K - $29.3K
4.48K $419K
Activity Summary
Buys All Purchases 146 New Holdings 18 Increased Positions 128 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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