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
ITRI
Itron, Inc.

Technology
108
+ 3.78%
$101.26 - $124.45 $10.9K - $13.4K
2.97K $321K
RSG
Republic Services, Inc.

Industrials
52
+ 0.58%
$198.0 - $218.75 $10.3K - $11.4K
8.97K $1.8M
WM
Waste Management Inc

Industrials
81
+ 7.93%
$201.79 - $228.46 $16.3K - $18.5K
1.1K $222K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
258
+ 1.64%
$50.37 - $50.6 $13K - $13.1K
16K $806K
TYL
Tyler Technologies Inc

Technology
17
+ 3.08%
$576.64 - $635.69 $9.8K - $10.8K
569 $328K
UNP
Union Pacific Corp

Industrials
314
+ 8.65%
$223.15 - $249.32 $70.1K - $78.3K
3.94K $899K
ESS
Essex Property Trust, Inc.

Real Estate
20
+ 1.82%
N/A
1.12K $305K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.03%
$107.41 - $115.71 $107 - $116
3.27K $360K
TT
Trane Technologies PLC

Industrials
687
+ 5.29%
$369.35 - $419.14 $254K - $288K
13.7K $5.05M
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.11%
N/A
1.86K $344K
Flagstar Financial Inc
10.3K
New
N/A
10.3K $0
FSCO
Fs Cr Opportunities Corp Com
528
+ 0.33%
N/A
159K $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
3.39K
+ 7.24%
N/A
50.2K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
560
+ 1.91%
$51.54 - $52.55 $28.9K - $29.4K
29.9K $1.55M
BYLD
Ishares Tr Yield Optimized Bd
14.5K
+ 8.45%
N/A
186K $0
Ge Vernova Inc
632
New
N/A
632 $0
Sila Realty Trust Inc
12.9K
New
N/A
12.9K $0
AMAT
Applied Materials Inc

Technology
431
+ 24.19%
$161.44 - $213.89 $69.6K - $92.2K
2.21K $359K
CL
Colgate Palmolive CO

Consumer Defensive
442
+ 11.82%
$90.22 - $102.31 $39.9K - $45.2K
4.18K $380K
GVI
Ishares Tr

ETFs
47
+ 0.94%
$103.89 - $107.05 $4.88K - $5.03K
5.06K $527K
NYF
Ishares New York Muni Bond ETF

ETFs
15
+ 0.14%
$52.85 - $54.34 $793 - $815
10.9K $580K
CMS
Cms Energy Corp

Utilities
15
+ 0.44%
$65.76 - $71.94 $986 - $1.08K
3.4K $226K
WSO
Watsco Inc

Industrials
10
+ 0.94%
$466.57 - $568.78 $4.67K - $5.69K
1.07K $508K
OMC
Omnicom Group Inc.

Communication Services
292
+ 12.51%
$85.82 - $105.47 $25.1K - $30.8K
2.63K $225K
VTV
Vanguard Value ETF

ETFs
7
+ 0.2%
$168.32 - $181.87 $1.18K - $1.27K
3.43K $580K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
228
+ 1.26%
$10.41 - $11.76 $2.37K - $2.68K
18.3K $194K
IDEV
Ishares Core Msci Intl Develop

ETFs
4
+ 0.11%
$64.18 - $70.42 $257 - $282
3.49K $224K
SOXX
Ishares Semiconductor ETF

ETFs
363
+ 5.36%
$211.27 - $239.8 $76.7K - $87K
7.13K $1.54M
PEG
Public Service Enterprise Group Inc

Utilities
374
+ 3.02%
$81.87 - $94.51 $30.6K - $35.3K
12.8K $1.08M
STX
Seagate Technology Holdings PLC

Technology
403
+ 14.72%
$86.31 - $112.64 $34.8K - $45.4K
3.14K $271K
FCX
Freeport Mcmoran Inc

Basic Materials
4.51K
+ 26.24%
$38.08 - $50.82 $172K - $229K
21.7K $825K
TGT
Target Corp

Consumer Defensive
66
+ 3.08%
$121.59 - $160.69 $8.02K - $10.6K
2.21K $298K
KO
Coca Cola CO

Consumer Defensive
2.16K
+ 11.91%
$61.74 - $71.71 $134K - $155K
20.3K $1.27M
UPS
United Parcel Service Inc

Industrials
177
+ 2.83%
$122.65 - $138.35 $21.7K - $24.5K
6.43K $810K
FNDE
Schwab Fundamental Emerging Mk

ETFs
929
+ 4.31%
$28.89 - $33.95 $26.8K - $31.5K
22.5K $652K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.95K
+ 1.56%
$42.33 - $43.3 $210K - $214K
323K $13.8M
HPQ
Hp Inc

Technology
346
+ 1.94%
$32.46 - $39.3 $11.2K - $13.6K
18.2K $593K
FNDF
Schwab Fundamental Intl Large

ETFs
1.1K
+ 5.18%
$32.92 - $37.15 $36.2K - $40.8K
22.3K $741K
SON
Sonoco Products CO

Consumer Cyclical
28
+ 0.27%
$48.6 - $54.89 $1.36K - $1.54K
10.5K $513K
DTE
Dte Energy CO

Utilities
3
+ 0.04%
$117.04 - $129.77 $351 - $389
8.15K $983K
CCI
Crown Castle International Corp

Real Estate
80
+ 2.97%
$89.78 - $119.11 $7.18K - $9.53K
2.77K $251K
ASML
Asml Holding Nv

Technology
799
+ 17.65%
$658.43 - $872.27 $526K - $697K
5.33K $3.69M
KLAC
Kla Corp

Technology
347
+ 16.54%
$614.46 - $829.55 $213K - $288K
2.45K $1.54M
SPGI
S&P Global Inc.

Financial Services
86
+ 1.22%
$480.36 - $529.17 $41.3K - $45.5K
7.15K $3.56M
DUK
Duke Energy Corp

Utilities
37
+ 0.3%
$105.76 - $120.76 $3.91K - $4.47K
12.3K $1.32M
MRK
Merck & Co., Inc.

Healthcare
1.06K
+ 7.42%
$96.31 - $114.76 $102K - $121K
15.3K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
553
+ 3.11%
$288.47 - $316.54 $160K - $175K
18.4K $5.32M
SNPS
Synopsys Inc

Technology
20
+ 0.37%
$485.36 - $588.0 $9.71K - $11.8K
5.39K $2.62M
EDV
Vanguard Extended Duration Tre

ETFs
62
+ 0.66%
$67.27 - $79.67 $4.17K - $4.94K
9.44K $639K
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
Track This Portfolio

Track Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email