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
AMAT
Applied Materials Inc

Technology
166
+ 7.58%
$126.95 - $183.52 $21.1K - $30.5K
2.36K $431K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.32K
+ 7.01%
$32.86 - $40.05 $43.4K - $52.9K
20.2K $799K
IAU
Ishares Gold Trust

ETFs
1.16K
+ 11.92%
$56.1 - $64.74 $64.9K - $74.8K
10.9K $676K
DHR
Danaher Corp

Healthcare
586
+ 35.39%
$174.64 - $205.16 $102K - $120K
2.24K $442K
PFE
Pfizer Inc

Healthcare
5.64K
+ 18.0%
$21.59 - $24.84 $122K - $140K
37K $896K
VGSH
Vanguard

ETFs
1.68K
+ 29.69%
$58.32 - $58.95 $97.9K - $99K
7.33K $430K
WFC
Wells Fargo & Company

Financial Services
804
+ 19.34%
$60.98 - $80.12 $49K - $64.4K
4.96K $397K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.67K
+ 10.56%
$47.46 - $55.3 $79.1K - $92.1K
17.4K $960K
EDV
Vanguard Extended Duration Tre

ETFs
1.92K
+ 17.39%
$62.83 - $72.45 $121K - $139K
12.9K $871K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.69K
+ 22.07%
$35.3 - $37.51 $59.8K - $63.5K
9.37K $351K
RF
Regions Financial Corp

Financial Services
1.12K
+ 5.84%
$18.34 - $23.52 $20.5K - $26.3K
20.2K $476K
FNDE
Schwab Fundamental Emerging Mk

ETFs
12
+ 0.04%
$26.66 - $33.09 $320 - $397
27.8K $917K
BNDX
Vanguard Total International B

ETFs
1.1K
+ 11.2%
$48.77 - $49.55 $53.7K - $54.6K
10.9K $541K
AXP
American Express CO

Financial Services
12
+ 1.09%
$231.39 - $318.98 $2.78K - $3.83K
1.12K $356K
HON
Honeywell International Inc

Industrials
95
+ 5.93%
$182.86 - $232.88 $17.4K - $22.1K
1.7K $395K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.12K
+ 15.27%
$45.2 - $46.6 $50.8K - $52.3K
8.48K $392K
F
Ford Motor CO

Consumer Cyclical
1.85K
+ 4.92%
$8.69 - $10.85 $16.1K - $20K
39.4K $427K
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 11.2%
$146.36 - $159.82 $166K - $181K
11.2K $1.72M
DE
Deere & CO

Industrials
39
+ 7.33%
$412.99 - $531.48 $16.1K - $20.7K
571 $290K
RTX
Raytheon Technologies Corp

Industrials
126
+ 7.88%
$113.75 - $148.48 $14.3K - $18.7K
1.73K $251K
ONDS
Ondas Holdings Inc.

Technology
20K
New
$0.75 - $1.92 $15K - $38.4K
20K $38K
ESS
Essex Property Trust, Inc.

Real Estate
129
+ 8.51%
N/A
1.65K $448K
EWJ
Ishares Msci Japan ETF

ETFs
29
+ 0.62%
$61.32 - $75.28 $1.78K - $2.18K
4.72K $353K
BX
Blackstone Inc.

Financial Services
14
+ 0.54%
$120.07 - $151.11 $1.68K - $2.12K
2.63K $393K
KO
Coca Cola CO

Consumer Defensive
623
+ 3.34%
$68.37 - $73.9 $42.6K - $46K
19.3K $1.36M
CMS
Cms Energy Corp

Utilities
801
+ 16.7%
$68.57 - $75.51 $54.9K - $60.5K
5.6K $387K
MRK
Merck & Co., Inc.

Healthcare
2.21K
+ 15.69%
$73.47 - $87.12 $163K - $193K
16.3K $1.29M
PHM
Pultegroup Inc

Consumer Cyclical
175
+ 7.15%
$92.02 - $106.54 $16.1K - $18.6K
2.62K $276K
ABT
Abbott Laboratories

Healthcare
74
+ 2.11%
$123.95 - $138.08 $9.17K - $10.2K
3.59K $488K
SPSB
Spdr Portfolio Short Term Corp

ETFs
631
+ 1.88%
$29.82 - $30.19 $18.8K - $19K
34.2K $1.03M
ACN
Accenture PLC

Technology
137
+ 7.16%
$279.23 - $323.21 $38.3K - $44.3K
2.05K $613K
GVI
Ishares Tr

ETFs
114
+ 2.27%
$104.82 - $106.79 $11.9K - $12.2K
5.13K $548K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
365
+ 1.97%
$9.74 - $10.75 $3.56K - $3.92K
18.9K $202K
GORO
Gold Resource Corp

Basic Materials
2.5K
+ 10.04%
$0.38 - $0.65 $950 - $1.63K
27.4K $16K
DUK
Duke Energy Corp

Utilities
422
+ 3.6%
$112.46 - $124.05 $47.5K - $52.3K
12.1K $1.43M
ELV
Elevance Health, Inc.

Healthcare
72
+ 12.93%
$372.27 - $452.69 $26.8K - $32.6K
629 $244K
DD
Du Pont De Nemours, Inc.

Basic Materials
300
+ 9.56%
$55.13 - $75.25 $16.5K - $22.6K
3.44K $235K
CRH.L
Crh PLC

Basic Materials
2.51K
New
N/A
2.51K $0
Bny Mellon ETF Trust Ii
3.18K
+ 2.79%
N/A
117K $0
Lazard Inc
4.64K
New
N/A
4.64K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
199
+ 1.76%
$18.94 - $21.67 $3.77K - $4.31K
11.5K $242K
BYLD
Ishares Tr Yield Optimized Bd
32.1K
+ 12.02%
N/A
299K $0
Annaly Capital Management In
9.59K
+ 21.56%
N/A
54.1K $0
Ge Vernova Inc
155
+ 5.7%
N/A
2.87K $0
Tempus Ai Inc
33.6K
+ 670.69%
N/A
38.6K $0
Flagstar Financial Inc
93.7K
+ 81.91%
N/A
208K $0
Brookfield Asset Managmt LTD
3.63K
New
N/A
3.63K $0
WM
Waste Management Inc

Industrials
9
+ 0.84%
$216.47 - $242.1 $1.95K - $2.18K
1.08K $246K
WPC
W. P. Carey Inc.

Real Estate
18
+ 0.48%
$56.12 - $64.53 $1.01K - $1.16K
3.76K $234K
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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