Paradigm Financial Partners, LLC Incresed Positions in Q3 2024

Paradigm Financial Partners, LLC

  • $708 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
199K
+ 285.87%
$61.11 - $67.85 $12.1M - $13.5M
268K $18.2M
FNDX
Schwab Fundamental U S Large C

ETFs
91.7K
+ 174.76%
$65.36 - $71.76 $6M - $6.58M
144K $10.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.2K
+ 40.75%
$178.94 - $207.0 $2.73M - $3.15M
52.6K $10.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.5K
+ 64.51%
$77.02 - $85.06 $2.43M - $2.68M
80.4K $6.79M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
25.2K
+ 145.0%
$94.31 - $103.26 $2.37M - $2.6M
42.5K $4.36M
AAPL
Apple Inc.

Technology
1.62K
+ 1.87%
$207.23 - $234.82 $336K - $380K
88.2K $20.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
48.9K
+ 35.62%
$39.37 - $41.68 $1.92M - $2.04M
186K $7.7M
MU
Micron Technology Inc

Technology
21.3K
+ 979.17%
$86.27 - $136.82 $1.84M - $2.92M
23.5K $2.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.95K
+ 52.82%
$517.38 - $573.86 $1.52M - $1.69M
8.52K $4.89M
JCPB
J P Morgan Exchange Traded Fd

ETFs
32.5K
+ 36.26%
$45.87 - $48.53 $1.49M - $1.58M
122K $5.89M
IVV
Ishares Core S&P 500 ETF

ETFs
2.69K
+ 142.54%
$520.18 - $576.82 $1.4M - $1.55M
4.58K $2.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
16.7K
+ 176.32%
$79.29 - $84.02 $1.32M - $1.4M
26.1K $2.19M
TT
Trane Technologies PLC

Industrials
1.6K
+ 14.04%
$314.21 - $388.71 $503K - $622K
13K $5.05M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
28.4K
+ 42.86%
$44.66 - $49.15 $1.27M - $1.4M
94.7K $4.47M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
8.85K
+ 13.8%
$90.87 - $102.43 $805K - $907K
73K $7.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
30.4K
+ 113.71%
$32.65 - $36.69 $991K - $1.11M
57.1K $2.08M
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 19.34%
$453.41 - $572.44 $556K - $702K
7.57K $4.33M
LNG
Cheniere Energy, Inc.

Energy
5.8K
+ 39.41%
$172.24 - $186.09 $1M - $1.08M
20.5K $3.69M
ORCL
Oracle Corp

Technology
3.14K
+ 16.47%
$125.9 - $170.35 $395K - $535K
22.2K $3.78M
AGNC
Agnc Investment Corp.

Real Estate
51.1K
+ 9.58%
$9.48 - $10.66 $484K - $545K
584K $6.11M
EPI
Wisdomtree Tr India Earnings F

ETFs
17.4K
+ 31.71%
$47.41 - $50.82 $823K - $882K
72.1K $3.64M
LLY
Eli Lilly & CO

Healthcare
1.13K
+ 244.37%
$772.14 - $960.02 $872K - $1.08M
1.59K $1.41M
SKYY
First Trust Cloud Computing Et

ETFs
7.76K
+ 26.63%
$86.45 - $102.48 $671K - $795K
36.9K $3.77M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
21K
+ 460.69%
$43.99 - $46.63 $923K - $978K
25.5K $1.19M
CYBR
Cyber Ark Software Ltd.

Technology
2.75K
+ 30.18%
$241.52 - $291.61 $665K - $803K
11.9K $3.46M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.8K
+ 3.53%
$41.95 - $43.42 $455K - $471K
318K $13.8M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.03K
+ 16.29%
$110.06 - $128.44 $444K - $518K
28.8K $3.66M
HYG
Ishares Tr

ETFs
2.16K
+ 1.17%
$76.72 - $80.36 $165K - $173K
187K $15M
PH
Parker Hannifin Corp

Industrials
154
+ 2.98%
$501.01 - $635.92 $77.2K - $97.9K
5.32K $3.36M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
21.6K
+ 15.41%
$21.9 - $24.73 $473K - $534K
162K $3.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
904
+ 4.05%
$434.77 - $502.96 $393K - $455K
23.2K $11.3M
GLD
Spdr Gold Trust

ETFs
263
+ 1.29%
$215.56 - $246.98 $56.7K - $65K
20.7K $5.03M
INDA
Ishares Msci India Index Fund

ETFs
6.65K
+ 10.26%
$54.86 - $59.22 $365K - $394K
71.5K $4.18M
RDVY
First Trust Rising Dividend Ac

ETFs
6.81K
+ 29.33%
$53.68 - $59.24 $365K - $403K
30K $1.78M
VZ
Verizon Communications Inc

Communication Services
8.05K
+ 24.52%
$38.89 - $45.0 $313K - $362K
40.9K $1.84M
MSTR
Microstrategy Inc

Technology
11.9K
+ 943.0%
$114.3 - $1800.09 $1.36M - $21.5M
13.2K $2.22M
T
At&T Inc.

Communication Services
12.3K
+ 20.07%
$18.21 - $22.28 $224K - $274K
73.7K $1.62M
CPNG
Coupang, Inc.

Consumer Cyclical
184
+ 0.15%
$19.79 - $24.92 $3.64K - $4.59K
121K $2.97M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.02K
+ 1.25%
$44.83 - $47.42 $90.3K - $95.6K
163K $7.69M
ETN
Eaton Corp PLC

Industrials
691
+ 7.37%
$272.52 - $333.02 $188K - $230K
10.1K $3.34M
IBN
Icici Bank LTD

Financial Services
8.7K
+ 8.43%
$27.58 - $31.38 $240K - $273K
112K $3.34M
MLPA
Global X Mlp ETF

ETFs
7.8K
+ 14.13%
$45.78 - $49.84 $357K - $389K
63K $3.02M
FNDF
Schwab Fundamental Intl Large

ETFs
8.06K
+ 61.28%
$33.67 - $37.71 $272K - $304K
21.2K $793K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.15K
+ 22.75%
$100.09 - $100.69 $315K - $317K
17K $1.71M
MO
Altria Group, Inc.

Consumer Defensive
904
+ 1.99%
$45.95 - $54.71 $41.5K - $49.5K
46.3K $2.36M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.73K
+ 41.07%
$50.63 - $51.11 $290K - $293K
19.7K $1.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.9K
+ 45.15%
$50.25 - $50.74 $246K - $249K
15.8K $799K
ETR
Entergy Corp

Utilities
113
+ 1.18%
$104.75 - $131.61 $11.8K - $14.9K
9.71K $1.28M
XOM
Exxon Mobil Corp

Energy
1.53K
+ 4.92%
$109.72 - $119.0 $168K - $182K
32.6K $3.82M
Activity Summary
Buys All Purchases 175 New Holdings 50 Increased Positions 125 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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