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
AVGO
Broadcom Inc.

Technology
18K
+ 900.2%
$136.27 - $1745.86 $2.45M - $31.4M
20K $3.45M
FNF
Fidelity National Financial, Inc.

Financial Services
1.02K
+ 7.23%
$48.08 - $62.04 $48.8K - $63K
15.1K $934K
TJX
Tjx Companies Inc

Consumer Cyclical
750
+ 3.81%
$107.93 - $120.23 $80.9K - $90.2K
20.4K $2.4M
AEP
American Electric Power CO Inc

Utilities
188
+ 1.38%
$87.11 - $104.95 $16.4K - $19.7K
13.8K $1.41M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.79K
+ 15.31%
$93.65 - $97.81 $168K - $175K
13.5K $1.32M
VOT
Vanguard Mid Cap Growth Index

ETFs
574
+ 13.88%
$218.05 - $243.47 $125K - $140K
4.71K $1.15M
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.76K
+ 21.16%
$28.02 - $32.68 $105K - $123K
21.5K $695K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.96K
+ 4.72%
$23.04 - $24.06 $91.1K - $95.2K
87.7K $2.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
535
+ 15.67%
$210.25 - $231.86 $112K - $124K
3.95K $881K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.65K
+ 52.39%
$79.58 - $91.64 $131K - $151K
4.79K $433K
PHM
Pultegroup Inc

Consumer Cyclical
341
+ 12.5%
$103.95 - $144.98 $35.4K - $49.4K
3.07K $440K
AMD
Advanced Micro Devices Inc

Technology
824
+ 34.68%
$128.67 - $183.96 $106K - $152K
3.2K $525K
NFLX
Netflix Inc

Communication Services
130
+ 9.39%
$598.55 - $722.26 $77.8K - $93.9K
1.52K $1.07M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
127
+ 60.77%
$1024.09 - $1201.76 $130K - $153K
336 $353K
AFL
Aflac Inc

Financial Services
243
+ 5.65%
$88.52 - $111.8 $21.5K - $27.2K
4.55K $508K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
783
+ 4.18%
$57.32 - $62.65 $44.9K - $49.1K
19.5K $1.22M
HYD
Vaneck High Yield Muni ETF

ETFs
529
+ 0.83%
$51.46 - $53.07 $27.2K - $28.1K
64.6K $3.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
793
+ 4.36%
$60.84 - $67.51 $48.2K - $53.5K
19K $1.28M
BMY
Bristol Myers Squibb CO

Healthcare
620
+ 8.52%
$39.66 - $51.75 $24.6K - $32.1K
7.89K $408K
HRB
H&R Block Inc

Consumer Cyclical
228
+ 2.48%
$52.99 - $66.6 $12.1K - $15.2K
9.42K $598K
XPO
Xpo Logistics, Inc.

Industrials
885
+ 35.54%
$101.15 - $125.11 $89.5K - $111K
3.38K $362K
XLK
Technology Sector Spdr

ETFs
412
+ 31.5%
$197.34 - $237.68 $81.3K - $97.9K
1.72K $388K
UNP
Union Pacific Corp

Industrials
87
+ 2.46%
$221.78 - $256.09 $19.3K - $22.3K
3.63K $893K
GE
General Electric CO

Industrials
173
+ 8.78%
$156.66 - $189.66 $27.1K - $32.8K
2.14K $404K
XLF
Financial Sector Spdr

ETFs
1.44K
+ 28.48%
$40.84 - $45.74 $58.7K - $65.7K
6.48K $293K
FCX
Freeport Mcmoran Inc

Basic Materials
1.17K
+ 7.34%
$39.52 - $51.92 $46.4K - $61K
17.2K $857K
BNDX
Vanguard Total International B

ETFs
1.36K
+ 19.68%
$48.42 - $50.35 $65.6K - $68.2K
8.24K $414K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
569
+ 3.34%
$50.85 - $53.88 $28.9K - $30.7K
17.6K $945K
CCI
Crown Castle International Corp

Real Estate
162
+ 6.4%
$95.29 - $120.24 $15.4K - $19.5K
2.69K $319K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
590
+ 2.05%
$51.02 - $52.74 $30.1K - $31.1K
29.4K $1.55M
DVY
Ishares Tr

ETFs
303
+ 13.9%
$119.99 - $135.74 $36.4K - $41.1K
2.48K $335K
ABNB
Airbnb, Inc.

Consumer Cyclical
950
+ 42.75%
$113.01 - $154.34 $107K - $147K
3.17K $402K
DOX
Amdocs LTD

Technology
68
+ 1.05%
$78.13 - $87.85 $5.31K - $5.97K
6.57K $574K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 1.73%
$896.19 - $1044.18 $6.27K - $7.31K
412 $427K
RSG
Republic Services, Inc.

Industrials
9
+ 0.1%
$189.34 - $208.21 $1.7K - $1.87K
8.92K $1.79M
CL
Colgate Palmolive CO

Consumer Defensive
322
+ 9.42%
$95.54 - $108.77 $30.8K - $35K
3.74K $388K
MSI
Motorola Solutions, Inc.

Technology
45
+ 7.91%
$385.65 - $450.49 $17.4K - $20.3K
614 $276K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
186
+ 1.69%
$61.47 - $67.36 $11.4K - $12.5K
11.2K $752K
AOA
Ishares Tr Core Aggressive All

ETFs
225
+ 2.71%
$72.11 - $79.05 $16.2K - $17.8K
8.54K $673K
GS
Goldman Sachs Group Inc

Financial Services
63
+ 12.55%
$459.02 - $510.25 $28.9K - $32.1K
565 $279K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.06%
$236.92 - $263.4 $474 - $527
3.55K $933K
ESS
Essex Property Trust, Inc.

Real Estate
179
+ 19.46%
$272.82 - $272.82 $48.8K - $48.8K
1.1K $299K
TYL
Tyler Technologies Inc

Technology
2
+ 0.36%
$499.52 - $595.46 $999 - $1.19K
552 $322K
MGV
Vanguard Mega Cap Value

ETFs
148
+ 6.24%
$118.0 - $128.28 $17.5K - $19K
2.52K $323K
NYF
Ishares New York Muni Bond ETF

ETFs
573
+ 5.56%
$53.13 - $54.36 $30.4K - $31.1K
10.9K $591K
DHR
Danaher Corp

Healthcare
58
+ 7.13%
$239.25 - $280.76 $13.9K - $16.3K
871 $242K
VUG
Vanguard Growth ETF

ETFs
57
+ 3.65%
$341.08 - $391.94 $19.4K - $22.3K
1.62K $621K
PAYX
Paychex Inc

Industrials
1
+ 0.04%
$116.17 - $135.19 $116 - $135
2.28K $306K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
196
+ 15.15%
$147.95 - $191.05 $29K - $37.4K
1.49K $258K
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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