Paradigm Financial Partners, LLC Incresed Positions in Q2 2025

Paradigm Financial Partners, LLC

  • $894 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
5.68K
+ 28.24%
$80.68 - $88.86 $459K - $505K
25.8K $2.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.6K
+ 75.96%
$39.89 - $49.46 $303K - $376K
17.6K $870K
DVY
Ishares Tr

ETFs
3.12K
+ 65.53%
$118.37 - $134.86 $369K - $421K
7.88K $1.05M
RDVY
First Trust Rising Dividend Ac

ETFs
3.27K
+ 8.75%
$51.6 - $62.74 $169K - $205K
40.6K $2.55M
FEMS
First Trust Emerging Markets S

ETFs
3.2K
+ 5.65%
$32.56 - $40.98 $104K - $131K
59.7K $2.43M
PM
Philip Morris International Inc.

Consumer Defensive
379
+ 3.61%
$149.23 - $184.95 $56.6K - $70.1K
10.9K $1.98M
INTU
Intuit Inc

Technology
276
+ 52.77%
$544.07 - $787.63 $150K - $217K
799 $629K
GE
General Electric CO

Industrials
343
+ 10.47%
$166.81 - $257.39 $57.2K - $88.3K
3.62K $931K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.54K
+ 10.13%
$43.65 - $45.44 $242K - $252K
60.2K $2.74M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.49K
+ 4.56%
$29.52 - $35.31 $103K - $123K
80.1K $2.82M
SUB
Ishares Short Term National Mu

ETFs
2K
+ 14.08%
$104.77 - $106.34 $210K - $213K
16.2K $1.72M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.7K
+ 40.35%
$77.94 - $79.5 $210K - $214K
9.38K $745K
EMB
Ishares Tr

ETFs
1.31K
+ 3.0%
$86.54 - $92.62 $113K - $121K
45K $4.17M
PSA
Public Storage

Real Estate
686
+ 33.17%
$266.31 - $309.77 $183K - $213K
2.75K $808K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 15.56%
$4164.15 - $5789.24 $58.3K - $81K
104 $602K
CLOI
Vaneck ETF Tr

ETFs
3.53K
+ 27.45%
$51.16 - $53.02 $180K - $187K
16.4K $866K
PAVE
Global X Fds Us Infrastructure

ETFs
196
+ 0.65%
$33.78 - $43.68 $6.62K - $8.56K
30.4K $1.33M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.64K
+ 4.77%
$22.4 - $23.8 $126K - $134K
124K $2.95M
VRT
Vertiv Holdings CO

Industrials
2K
+ 35.49%
N/A
7.63K $661K
MS
Morgan Stanley

Financial Services
643
+ 18.74%
$99.83 - $140.86 $64.2K - $90.6K
4.07K $573K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.59K
+ 2.28%
$45.9 - $47.2 $165K - $170K
161K $7.58M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.23K
+ 5.03%
$32.11 - $38.21 $71.5K - $85.1K
46.5K $1.76M
LHX
L3 Harris Technologies, Inc.

Industrials
186
+ 8.72%
$200.21 - $256.99 $37.2K - $47.8K
2.32K $581K
SOFI
So Fi Technologies, Inc.

Financial Services
3.05K
+ 26.17%
$9.5 - $18.21 $29K - $55.5K
14.7K $267K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
4.69K
+ 4.02%
$23.13 - $24.23 $108K - $114K
121K $2.94M
AMAT
Applied Materials Inc

Technology
166
+ 7.58%
$126.95 - $183.52 $21.1K - $30.5K
2.36K $431K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.32K
+ 7.01%
$32.86 - $40.05 $43.4K - $52.9K
20.2K $799K
IAU
Ishares Gold Trust

ETFs
1.16K
+ 11.92%
$56.1 - $64.74 $64.9K - $74.8K
10.9K $676K
DHR
Danaher Corp

Healthcare
586
+ 35.39%
$174.64 - $205.16 $102K - $120K
2.24K $442K
PFE
Pfizer Inc

Healthcare
5.64K
+ 18.0%
$21.59 - $24.84 $122K - $140K
37K $896K
WFC
Wells Fargo & Company

Financial Services
804
+ 19.34%
$60.98 - $80.12 $49K - $64.4K
4.96K $397K
VGSH
Vanguard

ETFs
1.68K
+ 29.69%
$58.32 - $58.95 $97.9K - $99K
7.33K $430K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.67K
+ 10.56%
$47.46 - $55.3 $79.1K - $92.1K
17.4K $960K
EDV
Vanguard Extended Duration Tre

ETFs
1.92K
+ 17.39%
$62.83 - $72.45 $121K - $139K
12.9K $871K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.69K
+ 22.07%
$35.3 - $37.51 $59.8K - $63.5K
9.37K $351K
DOX
Amdocs LTD

Technology
734
+ 11.2%
$80.46 - $94.08 $59.1K - $69.1K
7.29K $664K
RF
Regions Financial Corp

Financial Services
1.12K
+ 5.84%
$18.34 - $23.52 $20.5K - $26.3K
20.2K $476K
BNDX
Vanguard Total International B

ETFs
1.1K
+ 11.2%
$48.77 - $49.55 $53.7K - $54.6K
10.9K $541K
FNDE
Schwab Fundamental Emerging Mk

ETFs
12
+ 0.04%
$26.66 - $33.09 $320 - $397
27.8K $917K
AXP
American Express CO

Financial Services
12
+ 1.09%
$231.39 - $318.98 $2.78K - $3.83K
1.12K $356K
HON
Honeywell International Inc

Industrials
95
+ 5.93%
$182.86 - $232.88 $17.4K - $22.1K
1.7K $395K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.12K
+ 15.27%
$45.2 - $46.6 $50.8K - $52.3K
8.48K $392K
F
Ford Motor CO

Consumer Cyclical
1.85K
+ 4.92%
$8.69 - $10.85 $16.1K - $20K
39.4K $427K
DE
Deere & CO

Industrials
39
+ 7.33%
$412.99 - $531.48 $16.1K - $20.7K
571 $290K
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 11.2%
$146.36 - $159.82 $166K - $181K
11.2K $1.72M
RTX
Raytheon Technologies Corp

Industrials
126
+ 7.88%
$113.75 - $148.48 $14.3K - $18.7K
1.73K $251K
ESS
Essex Property Trust, Inc.

Real Estate
129
+ 8.51%
N/A
1.65K $448K
EWJ
Ishares Msci Japan ETF

ETFs
29
+ 0.62%
$61.32 - $75.28 $1.78K - $2.18K
4.72K $353K
BX
Blackstone Inc.

Financial Services
14
+ 0.54%
$120.07 - $151.11 $1.68K - $2.12K
2.63K $393K
Activity Summary
Buys All Purchases 157 New Holdings 28 Increased Positions 129 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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