Paradigm Financial Partners, LLC Incresed Positions in Q4 2024

Paradigm Financial Partners, LLC

  • $778 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
97.3K
+ 6097.55%
$362.95 - $502.38 $35.3M - $48.9M
98.9K $44.2M
NVDA
Nvidia Corp

Technology
31.4K
+ 17.52%
$117.0 - $148.88 $3.68M - $4.68M
211K $28.3M
AMZN
Amazon Com Inc

Consumer Cyclical
14.6K
+ 21.21%
$180.88 - $232.93 $2.64M - $3.4M
83.5K $18.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3.35K
+ 18.51%
$213.65 - $479.86 $717K - $1.61M
21.5K $8.67M
CPNG
Coupang, Inc.

Consumer Cyclical
182K
+ 150.34%
$21.98 - $26.89 $3.99M - $4.89M
303K $6.65M
AAPL
Apple Inc.

Technology
7.5K
+ 8.51%
$221.69 - $259.02 $1.66M - $1.94M
95.7K $24M
GOOGL
Alphabet Inc.

Communication Services
5.48K
+ 6.78%
$161.86 - $196.66 $887K - $1.08M
86.3K $16.3M
JPM
Jpmorgan Chase & CO

Financial Services
6.42K
+ 18.4%
$205.18 - $250.29 $1.32M - $1.61M
41.3K $9.91M
MSFT
Microsoft Corp

Technology
7.01K
+ 13.75%
$406.35 - $454.46 $2.85M - $3.18M
57.9K $24.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.23K
+ 70.35%
$570.51 - $610.59 $1.84M - $1.97M
7.81K $4.6M
AVGO
Broadcom Inc.

Technology
1.89K
+ 9.43%
$159.67 - $250.0 $301K - $472K
21.9K $5.08M
V
Visa Inc.

Financial Services
1.82K
+ 7.18%
$273.87 - $320.91 $498K - $583K
27.1K $8.58M
MSTR
Microstrategy Inc

Technology
9
+ 0.07%
$162.69 - $473.83 $1.46K - $4.26K
13.2K $3.82M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.68K
+ 8.9%
$198.04 - $221.51 $927K - $1.04M
57.3K $12.1M
MA
Mastercard Inc

Financial Services
1.85K
+ 11.77%
$491.3 - $536.15 $909K - $992K
17.6K $9.25M
VB
Vanguard Small Cap ETF

ETFs
6.09K
+ 156.3%
$233.76 - $261.58 $1.42M - $1.59M
9.99K $2.4M
GOOG
Alphabet Inc.

Communication Services
3K
+ 8.84%
$163.08 - $198.16 $488K - $593K
36.9K $7.02M
WMT
Walmart Inc.

Consumer Defensive
8.18K
+ 13.01%
$79.1 - $95.7 $647K - $783K
71K $6.42M
TMUS
T Mobile Us, Inc.

Communication Services
3.7K
+ 12.75%
$206.1 - $246.94 $763K - $914K
32.7K $7.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.75K
+ 20.56%
$567.81 - $607.81 $995K - $1.06M
10.3K $6.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.77K
+ 406.02%
$370.24 - $418.94 $1.02M - $1.16M
3.45K $1.38M
IEFA
Ishares Tr

ETFs
16.2K
+ 366.05%
$70.06 - $77.43 $1.13M - $1.25M
20.6K $1.45M
CRM
Salesforce, Inc.

Technology
967
+ 8.47%
$270.87 - $367.87 $262K - $356K
12.4K $4.14M
PWR
Quanta Services, Inc.

Industrials
2.33K
+ 17.71%
$296.05 - $346.6 $689K - $807K
15.5K $4.89M
CME
Cme Group Inc.

Financial Services
3.56K
+ 30.35%
$221.17 - $246.02 $787K - $876K
15.3K $3.55M
COF
Capital One Financial Corp

Financial Services
2.67K
+ 16.7%
$145.19 - $192.01 $387K - $512K
18.6K $3.32M
META
Meta Platforms, Inc.

Communication Services
1.35K
+ 17.8%
$554.08 - $632.68 $747K - $853K
8.92K $5.26M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11.5K
+ 64.83%
$81.34 - $96.75 $936K - $1.11M
29.3K $2.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
+ 47.65%
$521.84 - $558.82 $819K - $877K
4.86K $2.62M
HD
Home Depot, Inc.

Consumer Cyclical
2.82K
+ 17.32%
$385.02 - $431.37 $1.08M - $1.21M
19.1K $7.42M
DIS
Walt Disney CO

Communication Services
3.69K
+ 13.59%
$92.39 - $117.6 $341K - $434K
30.8K $3.43M
DDOG
Datadog, Inc.

Technology
1.42K
+ 6.44%
$113.98 - $168.65 $162K - $240K
23.5K $3.36M
CYBR
Cyber Ark Software Ltd.

Technology
619
+ 5.21%
$274.1 - $333.15 $170K - $206K
12.5K $4.16M
COST
Costco Wholesale Corp

Consumer Defensive
537
+ 7.86%
$873.59 - $994.69 $469K - $534K
7.37K $6.75M
LLY
Eli Lilly & CO

Healthcare
1K
+ 63.1%
$727.2 - $932.06 $730K - $936K
2.6K $2M
NFLX
Netflix Inc

Communication Services
340
+ 22.44%
$687.65 - $936.56 $234K - $318K
1.86K $1.65M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.96K
+ 14.58%
$97.11 - $104.1 $579K - $620K
46.8K $4.59M
MUB
Ishares National Muni Bond ETF

ETFs
5.52K
+ 55.9%
$105.78 - $108.7 $584K - $600K
15.4K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.37K
+ 91.86%
$113.92 - $127.38 $498K - $556K
9.12K $1.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
16.8K
+ 83.31%
$31.23 - $33.51 $523K - $561K
36.9K $1.16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.86K
+ 8.29%
$46.48 - $51.32 $365K - $403K
103K $4.94M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.23K
+ 23.61%
$124.26 - $134.12 $401K - $433K
16.9K $2.17M
BAC
Bank Of America Corp

Financial Services
7.44K
+ 24.88%
$39.22 - $47.77 $292K - $355K
37.3K $1.64M
IREN
Iris Energy LTD

Financial Services
33.1K
+ 36.76%
$7.33 - $15.39 $242K - $509K
123K $1.21M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.95K
+ 22.79%
$80.13 - $83.77 $477K - $499K
32.1K $2.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
940
+ 7.6%
$442.29 - $483.08 $416K - $454K
13.3K $6.03M
T
At&T Inc.

Communication Services
11.7K
+ 15.9%
$21.22 - $23.88 $249K - $280K
85.4K $1.95M
VOT
Vanguard Mid Cap Growth Index

ETFs
937
+ 19.9%
$241.48 - $274.89 $226K - $258K
5.65K $1.43M
RDVY
First Trust Rising Dividend Ac

ETFs
4.72K
+ 15.72%
$58.65 - $64.37 $277K - $304K
34.7K $2.05M
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
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