Paradigm Financial Partners, LLC Incresed Positions in Q1 2025

Paradigm Financial Partners, LLC

  • $785 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
42
+ 0.04%
$457.79 - $648.32 $19.2K - $27.2K
98.9K $54.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29K
+ 30.91%
$91.45 - $91.75 $2.65M - $2.66M
123K $11.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
25.5K
+ 54.52%
$96.9 - $104.39 $2.47M - $2.67M
72.4K $7.19M
SCHW
Schwab Charles Corp

Financial Services
27.9K
+ 408.23%
$71.24 - $83.64 $1.98M - $2.33M
34.7K $2.72M
LNG
Cheniere Energy, Inc.

Energy
7.81K
+ 38.61%
$209.32 - $253.66 $1.63M - $1.98M
28K $6.49M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
26.1K
+ 58.33%
$89.18 - $104.04 $2.33M - $2.72M
70.9K $6.49M
GLD
Spdr Gold Trust

ETFs
3.8K
+ 18.84%
$243.19 - $288.14 $924K - $1.09M
24K $6.91M
IEFA
Ishares Tr

ETFs
21.4K
+ 104.01%
$69.57 - $78.65 $1.49M - $1.68M
42K $3.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.8K
+ 66.13%
$57.21 - $65.8 $1.82M - $2.09M
80K $4.67M
WMB
Williams Companies, Inc.

Energy
15.1K
+ 12.26%
$54.02 - $61.09 $813K - $920K
138K $8.24M
JCPB
J P Morgan Exchange Traded Fd

ETFs
27.5K
+ 21.2%
$45.56 - $47.23 $1.25M - $1.3M
157K $7.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
392
+ 2.95%
$442.66 - $534.52 $174K - $210K
13.7K $7.3M
ORCL
Oracle Corp

Technology
12.6K
+ 57.82%
$139.81 - $186.47 $1.76M - $2.35M
34.3K $4.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15.1K
+ 14.67%
$48.65 - $53.06 $732K - $799K
118K $6.11M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
24.6K
+ 81.85%
$43.76 - $45.31 $1.08M - $1.11M
54.7K $2.46M
ETN
Eaton Corp PLC

Industrials
5.83K
+ 55.32%
$271.83 - $371.23 $1.58M - $2.16M
16.4K $4.45M
AGNC
Agnc Investment Corp.

Real Estate
74.3K
+ 11.78%
$9.12 - $10.54 $678K - $784K
705K $6.76M
CCJ
Cameco Corp

Energy
32.1K
+ 73.19%
$40.64 - $56.86 $1.3M - $1.82M
75.9K $3.13M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.2K
+ 7.47%
$58.32 - $65.09 $594K - $662K
146K $8.81M
IBN
Icici Bank LTD

Financial Services
20.2K
+ 17.41%
$27.55 - $31.67 $555K - $639K
136K $4.29M
XLF
Financial Sector Spdr

ETFs
15.7K
+ 265.47%
$47.32 - $52.19 $743K - $820K
21.6K $1.08M
VB
Vanguard Small Cap ETF

ETFs
4.23K
+ 42.3%
$217.89 - $252.64 $921K - $1.07M
14.2K $3.15M
FEMS
First Trust Emerging Markets S

ETFs
18.3K
+ 47.93%
$36.09 - $39.16 $661K - $717K
56.5K $2.1M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
26.6K
+ 29.47%
$23.9 - $24.43 $635K - $649K
117K $2.81M
IBM
International Business Machines Corp

Technology
1.49K
+ 17.36%
$217.4 - $264.74 $323K - $394K
10.1K $2.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
22.6K
+ 23.66%
$23.32 - $23.84 $528K - $539K
118K $2.77M
NFLX
Netflix Inc

Communication Services
443
+ 23.88%
$828.4 - $1058.6 $367K - $469K
2.3K $2.14M
MLPA
Global X Mlp ETF

ETFs
3.79K
+ 6.13%
$49.83 - $54.53 $189K - $207K
65.6K $3.49M
MBB
Ishares Tr

ETFs
4.42K
+ 38.99%
$90.37 - $94.08 $399K - $415K
15.7K $1.48M
CYBR
Cyber Ark Software Ltd.

Technology
1.07K
+ 8.58%
$312.8 - $414.31 $336K - $445K
13.6K $4.59M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.84K
+ 28.57%
$34.83 - $37.52 $343K - $369K
44.3K $1.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.3K
+ 11.46%
$21.75 - $24.28 $702K - $784K
314K $6.93M
URA
Global X Uranium ETF

ETFs
25.4K
+ 54.13%
$22.92 - $30.98 $583K - $788K
72.5K $1.66M
RSG
Republic Services, Inc.

Industrials
71
+ 0.79%
$200.09 - $242.16 $14.2K - $17.2K
9.04K $2.19M
LLY
Eli Lilly & CO

Healthcare
278
+ 10.71%
$725.72 - $929.72 $202K - $258K
2.87K $2.37M
MU
Micron Technology Inc

Technology
3.44K
+ 14.05%
$86.89 - $109.38 $299K - $377K
27.9K $2.43M
ABBV
Abb Vie Inc.

Healthcare
341
+ 3.7%
$169.2 - $216.66 $57.7K - $73.9K
9.55K $2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
15K
+ 24.27%
$32.49 - $37.99 $486K - $568K
76.6K $2.57M
FNDF
Schwab Fundamental Intl Large

ETFs
7.08K
+ 31.74%
$32.9 - $37.45 $233K - $265K
29.4K $1.06M
JNJ
Johnson & Johnson

Healthcare
722
+ 7.7%
$142.06 - $167.7 $103K - $121K
10.1K $1.67M
DVY
Ishares Tr

ETFs
2K
+ 72.45%
$128.58 - $138.1 $257K - $276K
4.76K $639K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.25K
+ 51.91%
$57.44 - $59.4 $244K - $252K
12.4K $737K
TJX
Tjx Companies Inc

Consumer Cyclical
1.83K
+ 8.54%
$112.81 - $126.16 $206K - $230K
23.2K $2.82M
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
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
VRT
Vertiv Holdings CO

Industrials
2.63K
+ 87.42%
N/A
5.63K $487K
PLTR
Palantir Technologies Inc.

Technology
1.87K
+ 34.02%
$64.98 - $124.62 $122K - $234K
7.38K $623K
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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