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
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.33K
+ 23.7%
$28.11 - $32.0 $150K - $170K
27.8K $856K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
325
+ 8.4%
$208.48 - $244.03 $67.8K - $79.3K
4.19K $1.02M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.21K
+ 0.75%
$20.83 - $23.69 $25.1K - $28.6K
161K $3.62M
IAU
Ishares Gold Trust

ETFs
2.02K
+ 26.34%
$49.74 - $58.96 $101K - $119K
9.69K $571K
GOOG
Alphabet Inc.

Communication Services
9.29K
+ 25.2%
$156.06 - $207.71 $1.45M - $1.93M
46.2K $7.21M
WEC
Wec Energy Group, Inc.

Utilities
802
+ 14.6%
$92.12 - $108.98 $73.9K - $87.4K
6.29K $685K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
3.52K
+ 23.02%
$34.25 - $37.6 $121K - $133K
18.8K $692K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
298
+ 0.19%
$38.99 - $40.37 $11.6K - $12K
153K $6.17M
EDV
Vanguard Extended Duration Tre

ETFs
1.59K
+ 16.81%
$65.05 - $73.43 $103K - $117K
11K $784K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.71K
+ 34.41%
$77.7 - $78.94 $133K - $135K
6.68K $527K
CMS
Cms Energy Corp

Utilities
1.4K
+ 41.25%
$64.99 - $75.11 $91.1K - $105K
4.8K $360K
RDVY
First Trust Rising Dividend Ac

ETFs
2.61K
+ 7.51%
$57.22 - $63.39 $149K - $165K
37.3K $2.19M
META
Meta Platforms, Inc.

Communication Services
436
+ 4.89%
$576.36 - $736.67 $251K - $321K
9.36K $5.39M
VNQ
Vanguard Specialized Funds Van

ETFs
1.32K
+ 31.31%
$85.55 - $94.34 $113K - $124K
5.53K $500K
BK
Bank Of New York Mellon Corp

Financial Services
557
+ 5.01%
$75.42 - $88.95 $42K - $49.5K
11.7K $978K
ABT
Abbott Laboratories

Healthcare
477
+ 15.7%
$111.1 - $140.22 $53K - $66.9K
3.52K $466K
VGSH
Vanguard

ETFs
1.99K
+ 54.42%
$58.07 - $58.69 $116K - $117K
5.66K $331K
LHX
L3 Harris Technologies, Inc.

Industrials
565
+ 36.01%
$194.65 - $222.86 $110K - $126K
2.13K $446K
SUB
Ishares Short Term National Mu

ETFs
1.05K
+ 7.98%
$105.3 - $106.24 $111K - $112K
14.2K $1.5M
ESS
Essex Property Trust, Inc.

Real Estate
397
+ 35.48%
N/A
1.52K $413K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.32K
+ 11.73%
$30.73 - $32.26 $133K - $139K
41.2K $1.27M
CSCO
Cisco Systems, Inc.

Technology
870
+ 4.31%
$58.74 - $64.87 $51.1K - $56.4K
21.1K $1.3M
PSA
Public Storage

Real Estate
316
+ 18.04%
$288.99 - $313.98 $91.3K - $99.2K
2.07K $618K
PNC
Pnc Financial Services Group, Inc.

Financial Services
710
+ 35.24%
$168.84 - $202.89 $120K - $144K
2.73K $478K
UNP
Union Pacific Corp

Industrials
233
+ 5.91%
$225.21 - $254.42 $52.5K - $59.3K
4.18K $986K
MS
Morgan Stanley

Financial Services
846
+ 32.73%
$111.68 - $141.08 $94.5K - $119K
3.43K $400K
KMI
Kinder Morgan, Inc.

Energy
1.62K
+ 7.26%
$26.1 - $31.22 $42.3K - $50.5K
23.9K $682K
XLU
Utilities Sector Spdr

ETFs
770
+ 24.26%
$74.7 - $80.27 $57.5K - $61.8K
3.94K $310K
QCOM
Qualcomm Inc

Technology
328
+ 11.67%
$151.94 - $175.86 $49.8K - $57.7K
3.14K $482K
WFC
Wells Fargo & Company

Financial Services
584
+ 16.34%
$66.78 - $81.42 $39K - $47.5K
4.16K $298K
INTU
Intuit Inc

Technology
87
+ 19.95%
$555.63 - $630.23 $48.3K - $54.8K
523 $321K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 21.62%
$4295.4 - $5141.88 $68.7K - $82.3K
90 $414K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 14.93%
$524.81 - $672.19 $63K - $80.7K
924 $504K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
728
+ 7.85%
$42.5 - $46.71 $30.9K - $34K
10K $452K
CL
Colgate Palmolive CO

Consumer Defensive
300
+ 7.18%
$85.68 - $97.5 $25.7K - $29.3K
4.48K $419K
XEL
Xcel Energy Inc

Utilities
93
+ 1.36%
$63.37 - $72.1 $5.89K - $6.71K
6.91K $489K
AXP
American Express CO

Financial Services
196
+ 21.56%
$255.39 - $325.87 $50.1K - $63.9K
1.11K $297K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
446
+ 6.46%
$44.68 - $46.49 $19.9K - $20.7K
7.36K $340K
SPY
Spdr S&P 500 ETF Trust

ETFs
522
+ 5.08%
$551.42 - $612.93 $288K - $320K
10.8K $6.04M
CAT
Caterpillar Inc

Industrials
124
+ 17.64%
$326.75 - $407.63 $40.5K - $50.5K
827 $272K
SPSB
Spdr Portfolio Short Term Corp

ETFs
221
+ 0.66%
$29.82 - $30.1 $6.59K - $6.65K
33.5K $1.01M
TXN
Texas Instruments Inc

Technology
54
+ 4.49%
N/A
1.26K $244K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
661
+ 4.37%
$53.6 - $58.97 $35.4K - $39K
15.8K $863K
RBLX
Roblox Corp

Communication Services
29
+ 0.19%
$53.77 - $75.47 $1.56K - $2.19K
15.6K $907K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
217
+ 1.94%
$65.27 - $71.18 $14.2K - $15.4K
11.4K $755K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
226
+ 1.23%
$10.65 - $11.24 $2.41K - $2.54K
18.5K $198K
XPO
Xpo Logistics, Inc.

Industrials
812
+ 22.52%
$106.12 - $148.16 $86.2K - $120K
4.42K $475K
CMCSA
Comcast Corp

Communication Services
210
+ 1.97%
$33.19 - $38.23 $6.97K - $8.03K
10.9K $400K
Linde PLC
42
+ 0.77%
N/A
5.47K $0
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
Track This Portfolio

Track Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email