Paradigm Financial Partners, LLC Incresed Positions in Q3 2025

Paradigm Financial Partners, LLC

  • $937 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
692
+ 9.82%
$89.46 - $104.46 $61.9K - $72.3K
7.74K $789K
AOA
Ishares Tr Core Aggressive All

ETFs
361
+ 4.92%
$82.71 - $88.14 $29.9K - $31.8K
7.7K $679K
WFC
Wells Fargo & Company

Financial Services
498
+ 10.04%
$77.05 - $85.16 $38.4K - $42.4K
5.46K $457K
BX
Blackstone Inc.

Financial Services
15
+ 0.57%
$152.77 - $188.68 $2.29K - $2.83K
2.64K $451K
VUG
Vanguard Growth ETF

ETFs
17
+ 1.47%
$433.97 - $484.08 $7.38K - $8.23K
1.17K $563K
IGV
Ishares Expanded Tech Software

ETFs
5
+ 0.05%
$105.96 - $117.79 $530 - $589
10.1K $1.16M
IAI
Ishares Tr Us Broker Dealers &

ETFs
10
+ 0.14%
$168.93 - $178.7 $1.69K - $1.79K
6.94K $1.23M
HYD
Vaneck High Yield Muni ETF

ETFs
180
+ 0.27%
$48.85 - $50.94 $8.79K - $9.17K
66.6K $3.39M
ACWI
Ishares Msci Acwi ETF

ETFs
147
+ 5.44%
$128.32 - $138.41 $18.9K - $20.3K
2.85K $393K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.36K
+ 3.98%
$30.02 - $30.29 $40.8K - $41.2K
35.5K $1.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
224
+ 3.6%
$107.66 - $112.36 $24.1K - $25.2K
6.44K $718K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
454
+ 1.61%
$52.39 - $53.11 $23.8K - $24.1K
28.7K $1.52M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.04%
$115.96 - $125.95 $116 - $126
2.77K $349K
PG
Procter & Gamble CO

Consumer Defensive
669
+ 5.03%
$150.47 - $161.22 $101K - $108K
14K $2.15M
VGSH
Vanguard

ETFs
425
+ 5.79%
$58.43 - $58.88 $24.8K - $25K
7.76K $456K
ELV
Elevance Health, Inc.

Healthcare
206
+ 32.75%
$274.66 - $395.76 $56.6K - $81.5K
835 $269K
CB
Chubb LTD

Financial Services
169
+ 5.33%
$265.99 - $289.59 $45K - $48.9K
3.34K $941K
AON
Aon PLC

Financial Services
63
+ 7.32%
$350.91 - $375.27 $22.1K - $23.6K
924 $329K
EMR
Emerson Electric CO

Industrials
245
+ 4.73%
$128.6 - $149.63 $31.5K - $36.7K
5.43K $712K
WPC
W. P. Carey Inc.

Real Estate
16
+ 0.43%
$61.29 - $68.7 $981 - $1.1K
3.78K $255K
DHR
Danaher Corp

Healthcare
96
+ 4.28%
$181.46 - $212.2 $17.4K - $20.4K
2.34K $463K
TXN
Texas Instruments Inc

Technology
97
+ 9.51%
N/A
1.12K $217K
VEU
Vanguard Ftse All World Ex Us

ETFs
27
+ 0.73%
$66.38 - $71.68 $1.79K - $1.94K
3.73K $266K
CLOI
Vaneck ETF Tr

ETFs
273
+ 1.67%
$52.8 - $53.1 $14.4K - $14.5K
16.6K $883K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
144
+ 3.31%
$100.37 - $100.74 $14.5K - $14.5K
4.49K $452K
GILD
Gilead Sciences, Inc.

Healthcare
83
+ 1.15%
$108.22 - $120.47 $8.98K - $10K
7.33K $813K
SJNK
Spdr Bloomberg Short Term High

ETFs
278
+ 1.0%
$25.28 - $25.63 $7.03K - $7.13K
28.1K $718K
NYF
Ishares New York Muni Bond ETF

ETFs
50
+ 0.78%
$51.6 - $53.44 $2.58K - $2.67K
6.42K $342K
MLPA
Global X Mlp ETF

ETFs
2.54K
+ 3.87%
$48.25 - $51.56 $122K - $131K
68.1K $3.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
170
+ 1.96%
$24.69 - $25.26 $4.2K - $4.29K
8.83K $221K
CRH.L
Crh PLC

Basic Materials
59
+ 2.35%
N/A
2.57K $0
Amplify ETF Tr
75
+ 0.33%
N/A
23.1K $0
Bny Mellon ETF Trust Ii
215K
+ 183.32%
N/A
332K $0
Linde PLC
28
+ 0.53%
N/A
5.3K $0
BYLD
Ishares Tr Yield Optimized Bd
46.5K
+ 15.56%
N/A
346K $0
Tempus Ai Inc
5.67K
+ 14.69%
N/A
44.3K $0
Flagstar Financial Inc
34.4K
+ 16.56%
N/A
242K $0
GIS
General Mills Inc

Consumer Defensive
145
+ 1.42%
$48.44 - $53.83 $7.02K - $7.81K
10.4K $522K
KO
Coca Cola CO

Consumer Defensive
1.05K
+ 5.45%
$65.67 - $71.67 $69K - $75.3K
20.3K $1.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 3.85%
$5364.25 - $5815.92 $21.5K - $23.3K
108 $583K
EAT
Brinker International, Inc

Consumer Cyclical
1.31K
+ 36.7%
$126.68 - $184.02 $166K - $241K
4.88K $617K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.49%
$932.44 - $1059.49 $1.86K - $2.12K
413 $393K
UPS
United Parcel Service Inc

Industrials
2.03K
+ 15.93%
$82.58 - $105.54 $168K - $214K
14.8K $1.23M
EPI
Wisdomtree Tr India Earnings F

ETFs
937
+ 2.33%
$43.79 - $47.63 $41K - $44.6K
41.1K $1.82M
IBM
International Business Machines Corp

Technology
74
+ 0.74%
$234.77 - $292.47 $17.4K - $21.6K
10.1K $2.86M
PM
Philip Morris International Inc.

Consumer Defensive
470
+ 4.32%
$157.77 - $183.27 $74.2K - $86.1K
11.3K $1.84M
CRM
Salesforce, Inc.

Technology
103
+ 0.83%
$231.66 - $273.65 $23.9K - $28.2K
12.6K $2.98M
SPOT
Spotify Technology S.A.

Communication Services
49
+ 0.05%
$620.01 - $738.53 $30.4K - $36.2K
99K $69.1M
Activity Summary
Buys All Purchases 178 New Holdings 29 Increased Positions 149 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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