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
XEL
Xcel Energy Inc

Utilities
93
+ 1.36%
$63.37 - $72.1 $5.89K - $6.71K
6.91K $489K
AXP
American Express CO

Financial Services
196
+ 21.56%
$255.39 - $325.87 $50.1K - $63.9K
1.11K $297K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
446
+ 6.46%
$44.68 - $46.49 $19.9K - $20.7K
7.36K $340K
SPY
Spdr S&P 500 ETF Trust

ETFs
522
+ 5.08%
$551.42 - $612.93 $288K - $320K
10.8K $6.04M
CAT
Caterpillar Inc

Industrials
124
+ 17.64%
$326.75 - $407.63 $40.5K - $50.5K
827 $272K
SPSB
Spdr Portfolio Short Term Corp

ETFs
221
+ 0.66%
$29.82 - $30.1 $6.59K - $6.65K
33.5K $1.01M
GORO
Gold Resource Corp

Basic Materials
24.9K
New
$0.22 - $0.63 $5.48K - $15.7K
24.9K $12K
TXN
Texas Instruments Inc

Technology
54
+ 4.49%
N/A
1.26K $244K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
661
+ 4.37%
$53.6 - $58.97 $35.4K - $39K
15.8K $863K
RBLX
Roblox Corp

Communication Services
29
+ 0.19%
$53.77 - $75.47 $1.56K - $2.19K
15.6K $907K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
226
+ 1.23%
$10.65 - $11.24 $2.41K - $2.54K
18.5K $198K
XPO
Xpo Logistics, Inc.

Industrials
812
+ 22.52%
$106.12 - $148.16 $86.2K - $120K
4.42K $475K
CMCSA
Comcast Corp

Communication Services
210
+ 1.97%
$33.19 - $38.23 $6.97K - $8.03K
10.9K $400K
Annaly Capital Management In
3.71K
+ 9.1%
N/A
44.5K $0
Flagstar Financial Inc
104K
+ 1013.7%
N/A
114K $0
Linde PLC
42
+ 0.77%
N/A
5.47K $0
Kenvue Inc
8.4K
New
N/A
8.4K $0
Ge Vernova Inc
2.09K
+ 330.06%
N/A
2.72K $0
BYLD
Ishares Tr Yield Optimized Bd
81.4K
+ 43.83%
N/A
267K $0
Tempus Ai Inc
5.01K
New
N/A
5.01K $0
Bny Mellon ETF Trust Ii
114K
New
N/A
114K $0
BAC
Bank Of America Corp

Financial Services
1.95K
+ 5.22%
$39.61 - $47.74 $77.2K - $93K
39.3K $1.64M
HON
Honeywell International Inc

Industrials
78
+ 5.11%
$202.75 - $226.52 $15.8K - $17.7K
1.6K $339K
WEN
Wendy'S CO

Consumer Cyclical
1K
+ 7.94%
$14.17 - $16.17 $14.2K - $16.2K
13.6K $199K
HYD
Vaneck High Yield Muni ETF

ETFs
808
+ 1.17%
$50.79 - $52.53 $41K - $42.4K
69.9K $3.57M
TTD
Trade Desk, Inc.

Technology
1.95K
+ 98.98%
$53.59 - $126.58 $104K - $246K
3.91K $213K
DXCM
Dexcom Inc

Healthcare
200
+ 6.14%
$67.74 - $90.75 $13.5K - $18.2K
3.46K $235K
SOFI
So Fi Technologies, Inc.

Financial Services
1.26K
+ 12.07%
$11.18 - $18.03 $14K - $22.6K
11.7K $135K
ABNB
Airbnb, Inc.

Consumer Cyclical
99
+ 2.99%
$119.38 - $161.42 $11.8K - $16K
3.41K $407K
AMD
Advanced Micro Devices Inc

Technology
207
+ 7.26%
$96.63 - $129.55 $20K - $26.8K
3.06K $314K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.06%
$253.32 - $282.66 $507 - $565
3.55K $912K
TGT
Target Corp

Consumer Defensive
11
+ 0.5%
$103.65 - $142.5 $1.14K - $1.57K
2.22K $231K
BX
Blackstone Inc.

Financial Services
8
+ 0.31%
$136.53 - $186.74 $1.09K - $1.49K
2.61K $365K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.79K
+ 6.13%
$73.27 - $96.21 $131K - $173K
31K $2.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.72K
+ 7.72%
$468.34 - $539.52 $804K - $926K
23.9K $11.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.12%
$360.07 - $417.26 $1.44K - $1.67K
3.45K $1.25M
SOXX
Ishares Semiconductor ETF

ETFs
188
+ 2.64%
$188.17 - $235.81 $35.4K - $44.3K
7.32K $1.38M
NOW
Service Now, Inc.

Technology
74
+ 7.95%
$783.83 - $1170.39 $58K - $86.6K
1.01K $800K
TT
Trane Technologies PLC

Industrials
338
+ 2.47%
$332.0 - $400.86 $112K - $135K
14K $4.72M
CRM
Salesforce, Inc.

Technology
313
+ 2.53%
$268.36 - $359.95 $84K - $113K
12.7K $3.41M
AMZN
Amazon Com Inc

Consumer Cyclical
8.06K
+ 9.66%
$190.26 - $242.06 $1.53M - $1.95M
91.5K $17.4M
AVGO
Broadcom Inc.

Technology
296
+ 1.35%
$167.43 - $244.7 $49.6K - $72.4K
22.2K $3.72M
AAPL
Apple Inc.

Technology
5.18K
+ 5.41%
$209.68 - $247.1 $1.09M - $1.28M
101K $22.4M
MSFT
Microsoft Corp

Technology
1.77K
+ 3.05%
$375.39 - $447.2 $664K - $791K
59.7K $22.4M
NVDA
Nvidia Corp

Technology
13.1K
+ 6.19%
$106.98 - $149.43 $1.4M - $1.95M
224K $24.3M
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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