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
MBB
Ishares Tr

ETFs
3.25K
+ 40.21%
$91.26 - $95.82 $296K - $311K
11.3K $1.04M
MTZ
Mastec Inc

Industrials
25
+ 0.13%
$119.94 - $147.94 $3K - $3.7K
19.8K $2.7M
IP
International Paper CO

Consumer Cyclical
2.2K
+ 8.56%
$46.64 - $59.57 $102K - $131K
27.9K $1.5M
IEMG
Ishares Inc

ETFs
4.11K
+ 48.89%
N/A
12.5K $671K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
8.84K
+ 10.88%
$24.13 - $24.45 $213K - $216K
90.1K $2.19M
IRT
Independence Realty Trust, Inc.

Real Estate
14.1K
+ 11.95%
$18.78 - $22.01 $264K - $309K
132K $2.61M
ETR
Entergy Corp

Utilities
9.83K
+ 101.18%
$73.19 - $156.4 $719K - $1.54M
19.5K $1.48M
PG
Procter & Gamble CO

Consumer Defensive
1.61K
+ 13.05%
$161.05 - $179.7 $260K - $290K
14K $2.34M
ACN
Accenture PLC

Technology
570
+ 38.03%
$343.9 - $376.86 $196K - $215K
2.07K $727K
USB
Us Bancorp \De\

Financial Services
2.87K
+ 10.67%
$43.98 - $53.66 $126K - $154K
29.8K $1.42M
EOG
Eog Resources Inc

Energy
1.67K
+ 5.05%
$118.22 - $136.54 $198K - $228K
34.8K $4.26M
GS
Goldman Sachs Group Inc

Financial Services
239
+ 42.3%
$486.1 - $608.57 $116K - $145K
804 $460K
TJX
Tjx Companies Inc

Consumer Cyclical
916
+ 4.48%
$112.15 - $127.2 $103K - $117K
21.4K $2.58M
NOW
Service Now, Inc.

Technology
21
+ 2.31%
$867.18 - $1148.42 $18.2K - $24.1K
931 $986K
BK
Bank Of New York Mellon Corp

Financial Services
1.58K
+ 16.61%
$70.82 - $81.87 $112K - $130K
11.1K $853K
DHR
Danaher Corp

Healthcare
900
+ 103.33%
$226.16 - $274.52 $204K - $247K
1.77K $406K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.75K
+ 3.62%
$57.38 - $61.11 $273K - $290K
136K $7.95M
ETN
Eaton Corp PLC

Industrials
464
+ 4.61%
$326.96 - $377.52 $152K - $175K
10.5K $3.49M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.4K
+ 6.39%
$45.07 - $47.1 $470K - $491K
174K $7.84M
XEL
Xcel Energy Inc

Utilities
2.1K
+ 44.54%
$62.16 - $72.92 $131K - $153K
6.82K $460K
HYD
Vaneck High Yield Muni ETF

ETFs
4.4K
+ 6.8%
$51.09 - $53.06 $225K - $233K
69K $3.58M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.52K
+ 17.71%
$44.21 - $46.46 $200K - $210K
30.1K $1.33M
CINF
Cincinnati Financial Corp

Financial Services
387
+ 3.3%
$132.86 - $160.16 $51.4K - $62K
12.1K $1.74M
BMY
Bristol Myers Squibb CO

Healthcare
1.9K
+ 24.06%
$51.92 - $59.94 $98.6K - $114K
9.79K $553K
PNC
Pnc Financial Services Group, Inc.

Financial Services
679
+ 50.82%
$178.39 - $215.0 $121K - $146K
2.02K $388K
JNJ
Johnson & Johnson

Healthcare
1.88K
+ 25.04%
$143.34 - $165.86 $269K - $311K
9.38K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
162
+ 9.74%
$471.27 - $550.62 $76.3K - $89.2K
1.83K $953K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.92K
+ 9.03%
$23.29 - $23.93 $184K - $189K
95.6K $2.24M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.57K
+ 8.0%
$35.45 - $40.33 $162K - $184K
61.6K $2.21M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 29.82%
$4100.99 - $5300.34 $69.7K - $90.1K
74 $367K
TFC
Truist Financial Corp

Financial Services
2.84K
+ 41.78%
$41.51 - $48.1 $118K - $137K
9.63K $417K
CTAS
Cintas Corp

Industrials
4.05K
+ 15.21%
$182.7 - $226.47 $740K - $918K
30.7K $5.61M
SCHW
Schwab Charles Corp

Financial Services
959
+ 16.35%
$63.31 - $82.85 $60.7K - $79.5K
6.83K $505K
C
Citigroup Inc

Financial Services
164
+ 1.12%
$61.31 - $72.5 $10.1K - $11.9K
14.8K $1.04M
KMI
Kinder Morgan, Inc.

Energy
215
+ 0.97%
$22.59 - $28.54 $4.86K - $6.14K
22.3K $610K
HON
Honeywell International Inc

Industrials
450
+ 41.86%
$202.84 - $236.0 $91.3K - $106K
1.53K $344K
PANW
Palo Alto Networks Inc

Technology
3.96K
+ 105.18%
$181.96 - $405.9 $720K - $1.61M
7.72K $1.4M
IBN
Icici Bank LTD

Financial Services
3.94K
+ 3.52%
$28.69 - $31.9 $113K - $126K
116K $3.46M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.87K
+ 12.66%
$34.42 - $35.88 $133K - $139K
34.4K $1.2M
XPO
Xpo Logistics, Inc.

Industrials
231
+ 6.84%
$105.35 - $158.2 $24.3K - $36.5K
3.61K $472K
JEF
Jefferies Financial Group Inc.

Financial Services
505
+ 11.95%
$61.95 - $81.75 $31.3K - $41.3K
4.73K $370K
ABT
Abbott Laboratories

Healthcare
926
+ 43.84%
$111.93 - $119.39 $104K - $111K
3.04K $343K
VST
Vistra Corp.

Utilities
314
+ 10.28%
$115.74 - $166.61 $36.3K - $52.3K
3.37K $464K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.83K
+ 6.42%
$46.07 - $48.17 $361K - $377K
130K $5.98M
QCOM
Qualcomm Inc

Technology
833
+ 42.11%
$150.4 - $178.04 $125K - $148K
2.81K $431K
BNDX
Vanguard Total International B

ETFs
2.14K
+ 25.92%
$48.91 - $50.61 $104K - $108K
10.4K $508K
FEMS
First Trust Emerging Markets S

ETFs
5.21K
+ 15.79%
$37.58 - $41.53 $196K - $216K
38.2K $1.44M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.03K
+ 35.24%
$81.68 - $82.93 $83.9K - $85.2K
3.94K $323K
BX
Blackstone Inc.

Financial Services
193
+ 8.0%
$148.45 - $199.05 $28.7K - $38.4K
2.61K $449K
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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