Paradigm Financial Partners, LLC Incresed Positions in Q4 2024

Paradigm Financial Partners, LLC

  • $778 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
542
+ 17.88%
$54.98 - $77.35 $29.8K - $41.9K
3.57K $251K
MS
Morgan Stanley

Financial Services
225
+ 9.53%
$104.42 - $134.99 $23.5K - $30.4K
2.59K $324K
LHX
L3 Harris Technologies, Inc.

Industrials
512
+ 48.44%
$208.94 - $264.22 $107K - $135K
1.57K $329K
MET
Metlife Inc

Financial Services
1.05K
+ 6.77%
$78.15 - $88.25 $81.7K - $92.2K
16.5K $1.35M
IBM
International Business Machines Corp

Technology
389
+ 4.76%
$204.9 - $238.04 $79.7K - $92.6K
8.57K $1.88M
PAYX
Paychex Inc

Industrials
369
+ 16.16%
$135.86 - $148.73 $50.1K - $54.9K
2.65K $372K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.39K
+ 18.48%
$34.04 - $35.66 $81.3K - $85.2K
15.3K $526K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.6K
+ 30.02%
$45.17 - $47.23 $72K - $75.3K
6.91K $313K
RF
Regions Financial Corp

Financial Services
2.43K
+ 12.15%
$22.45 - $27.47 $54.5K - $66.6K
22.4K $526K
PM
Philip Morris International Inc.

Consumer Defensive
592
+ 5.68%
$118.38 - $133.06 $70.1K - $78.8K
11K $1.32M
PH
Parker Hannifin Corp

Industrials
55
+ 1.03%
$621.74 - $709.46 $34.2K - $39K
5.37K $3.42M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.28K
+ 5.36%
$98.47 - $109.35 $224K - $249K
44.8K $4.41M
INTU
Intuit Inc

Technology
73
+ 20.11%
$602.01 - $706.25 $43.9K - $51.6K
436 $274K
MSI
Motorola Solutions, Inc.

Technology
82
+ 13.36%
$449.08 - $504.6 $36.8K - $41.4K
696 $321K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
166
+ 1.47%
$22.72 - $28.29 $3.77K - $4.7K
11.5K $302K
OMF
One Main Holdings, Inc.

Financial Services
100
+ 1.6%
$45.27 - $57.43 $4.53K - $5.74K
6.36K $331K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.37K
+ 9.94%
$107.06 - $123.74 $147K - $170K
15.2K $1.66M
TXN
Texas Instruments Inc

Technology
181
+ 17.73%
N/A
1.2K $233K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.38K
+ 7.84%
$51.33 - $53.74 $70.8K - $74.2K
19K $977K
ABNB
Airbnb, Inc.

Consumer Cyclical
137
+ 4.32%
$125.36 - $147.37 $17.2K - $20.2K
3.31K $434K
DVY
Ishares Tr

ETFs
279
+ 11.24%
$129.55 - $143.41 $36.1K - $40K
2.76K $362K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.03%
$260.27 - $280.65 $260 - $281
3.55K $956K
WHR
Whirlpool Corp

Consumer Cyclical
4
+ 0.14%
$99.28 - $124.45 $397 - $498
2.92K $334K
VTI
Vanguard Total Stock Market Et

ETFs
43
+ 2.81%
$280.04 - $302.45 $12K - $13K
1.57K $455K
CMCSA
Comcast Corp

Communication Services
1.54K
+ 16.93%
$37.39 - $45.14 $57.6K - $69.6K
10.6K $399K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.03K
+ 3.2%
$29.77 - $30.19 $30.8K - $31.2K
33.3K $994K
ITRI
Itron, Inc.

Technology
108
+ 3.78%
$101.26 - $124.45 $10.9K - $13.4K
2.97K $321K
GWW
W.W. Grainger, Inc.

Industrials
9
+ 2.18%
$1023.06 - $1220.93 $9.21K - $11K
421 $443K
GE
General Electric CO

Industrials
380
+ 17.73%
$159.95 - $194.23 $60.8K - $73.8K
2.52K $420K
RSG
Republic Services, Inc.

Industrials
52
+ 0.58%
$198.0 - $218.75 $10.3K - $11.4K
8.97K $1.8M
WM
Waste Management Inc

Industrials
81
+ 7.93%
$201.79 - $228.46 $16.3K - $18.5K
1.1K $222K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
258
+ 1.64%
$50.37 - $50.6 $13K - $13.1K
16K $806K
TYL
Tyler Technologies Inc

Technology
17
+ 3.08%
$576.64 - $635.69 $9.8K - $10.8K
569 $328K
UNP
Union Pacific Corp

Industrials
314
+ 8.65%
$223.15 - $249.32 $70.1K - $78.3K
3.94K $899K
ESS
Essex Property Trust, Inc.

Real Estate
20
+ 1.82%
N/A
1.12K $305K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.03%
$107.41 - $115.71 $107 - $116
3.27K $360K
TT
Trane Technologies PLC

Industrials
687
+ 5.29%
$369.35 - $419.14 $254K - $288K
13.7K $5.05M
XLU
Utilities Sector Spdr

ETFs
208
+ 7.01%
$74.89 - $82.93 $15.6K - $17.2K
3.17K $240K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.11%
N/A
1.86K $344K
BYLD
Ishares Tr Yield Optimized Bd
14.5K
+ 8.45%
N/A
186K $0
FSCO
Fs Cr Opportunities Corp Com
528
+ 0.33%
N/A
159K $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
3.39K
+ 7.24%
N/A
50.2K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
560
+ 1.91%
$51.54 - $52.55 $28.9K - $29.4K
29.9K $1.55M
AMAT
Applied Materials Inc

Technology
431
+ 24.19%
$161.44 - $213.89 $69.6K - $92.2K
2.21K $359K
CL
Colgate Palmolive CO

Consumer Defensive
442
+ 11.82%
$90.22 - $102.31 $39.9K - $45.2K
4.18K $380K
GVI
Ishares Tr

ETFs
47
+ 0.94%
$103.89 - $107.05 $4.88K - $5.03K
5.06K $527K
NYF
Ishares New York Muni Bond ETF

ETFs
15
+ 0.14%
$52.85 - $54.34 $793 - $815
10.9K $580K
CMS
Cms Energy Corp

Utilities
15
+ 0.44%
$65.76 - $71.94 $986 - $1.08K
3.4K $226K
WSO
Watsco Inc

Industrials
10
+ 0.94%
$466.57 - $568.78 $4.67K - $5.69K
1.07K $508K
Activity Summary
Buys All Purchases 219 New Holdings 24 Increased Positions 195 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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