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
KO
Coca Cola CO

Consumer Defensive
623
+ 3.34%
$68.37 - $73.9 $42.6K - $46K
19.3K $1.36M
CMS
Cms Energy Corp

Utilities
801
+ 16.7%
$68.57 - $75.51 $54.9K - $60.5K
5.6K $387K
MRK
Merck & Co., Inc.

Healthcare
2.21K
+ 15.69%
$73.47 - $87.12 $163K - $193K
16.3K $1.29M
PHM
Pultegroup Inc

Consumer Cyclical
175
+ 7.15%
$92.02 - $106.54 $16.1K - $18.6K
2.62K $276K
SPSB
Spdr Portfolio Short Term Corp

ETFs
631
+ 1.88%
$29.82 - $30.19 $18.8K - $19K
34.2K $1.03M
ABT
Abbott Laboratories

Healthcare
74
+ 2.11%
$123.95 - $138.08 $9.17K - $10.2K
3.59K $488K
GVI
Ishares Tr

ETFs
114
+ 2.27%
$104.82 - $106.79 $11.9K - $12.2K
5.13K $548K
ACN
Accenture PLC

Technology
137
+ 7.16%
$279.23 - $323.21 $38.3K - $44.3K
2.05K $613K
GORO
Gold Resource Corp

Basic Materials
2.5K
+ 10.04%
$0.38 - $0.65 $950 - $1.63K
27.4K $16K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
365
+ 1.97%
$9.74 - $10.75 $3.56K - $3.92K
18.9K $202K
ELV
Elevance Health, Inc.

Healthcare
72
+ 12.93%
$372.27 - $452.69 $26.8K - $32.6K
629 $244K
DD
Du Pont De Nemours, Inc.

Basic Materials
300
+ 9.56%
$55.13 - $75.25 $16.5K - $22.6K
3.44K $235K
BYLD
Ishares Tr Yield Optimized Bd
32.1K
+ 12.02%
N/A
299K $0
Tempus Ai Inc
33.6K
+ 670.69%
N/A
38.6K $0
Bny Mellon ETF Trust Ii
3.18K
+ 2.79%
N/A
117K $0
Annaly Capital Management In
9.59K
+ 21.56%
N/A
54.1K $0
Ge Vernova Inc
155
+ 5.7%
N/A
2.87K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
199
+ 1.76%
$18.94 - $21.67 $3.77K - $4.31K
11.5K $242K
Flagstar Financial Inc
93.7K
+ 81.91%
N/A
208K $0
WM
Waste Management Inc

Industrials
9
+ 0.84%
$216.47 - $242.1 $1.95K - $2.18K
1.08K $246K
WPC
W. P. Carey Inc.

Real Estate
18
+ 0.48%
$56.12 - $64.53 $1.01K - $1.16K
3.76K $234K
MSI
Motorola Solutions, Inc.

Technology
10
+ 1.55%
$394.72 - $440.39 $3.95K - $4.4K
657 $276K
PAYX
Paychex Inc

Industrials
5
+ 0.19%
$137.01 - $159.78 $685 - $799
2.65K $385K
WEN
Wendy'S CO

Consumer Cyclical
1.12K
+ 8.23%
$11.11 - $14.72 $12.5K - $16.5K
14.7K $168K
LLY
Eli Lilly & CO

Healthcare
93
+ 3.24%
$713.71 - $898.95 $66.4K - $83.6K
2.97K $2.31M
ABBV
Abb Vie Inc.

Healthcare
899
+ 9.41%
$170.16 - $206.27 $153K - $185K
10.5K $1.94M
XOM
Exxon Mobil Corp

Energy
848
+ 2.53%
$99.93 - $119.04 $84.7K - $101K
34.4K $3.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 0.44%
$483.48 - $539.8 $29K - $32.4K
13.8K $6.68M
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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