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
OMC
Omnicom Group Inc.

Communication Services
292
+ 12.51%
$85.82 - $105.47 $25.1K - $30.8K
2.63K $225K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
228
+ 1.26%
$10.41 - $11.76 $2.37K - $2.68K
18.3K $194K
VTV
Vanguard Value ETF

ETFs
7
+ 0.2%
$168.32 - $181.87 $1.18K - $1.27K
3.43K $580K
IDEV
Ishares Core Msci Intl Develop

ETFs
4
+ 0.11%
$64.18 - $70.42 $257 - $282
3.49K $224K
SOXX
Ishares Semiconductor ETF

ETFs
363
+ 5.36%
$211.27 - $239.8 $76.7K - $87K
7.13K $1.54M
PEG
Public Service Enterprise Group Inc

Utilities
374
+ 3.02%
$81.87 - $94.51 $30.6K - $35.3K
12.8K $1.08M
STX
Seagate Technology Holdings PLC

Technology
403
+ 14.72%
$86.31 - $112.64 $34.8K - $45.4K
3.14K $271K
FCX
Freeport Mcmoran Inc

Basic Materials
4.51K
+ 26.24%
$38.08 - $50.82 $172K - $229K
21.7K $825K
TGT
Target Corp

Consumer Defensive
66
+ 3.08%
$121.59 - $160.69 $8.02K - $10.6K
2.21K $298K
KO
Coca Cola CO

Consumer Defensive
2.16K
+ 11.91%
$61.74 - $71.71 $134K - $155K
20.3K $1.27M
FNDE
Schwab Fundamental Emerging Mk

ETFs
929
+ 4.31%
$28.89 - $33.95 $26.8K - $31.5K
22.5K $652K
HPQ
Hp Inc

Technology
346
+ 1.94%
$32.46 - $39.3 $11.2K - $13.6K
18.2K $593K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.95K
+ 1.56%
$42.33 - $43.3 $210K - $214K
323K $13.8M
FNDF
Schwab Fundamental Intl Large

ETFs
1.1K
+ 5.18%
$32.92 - $37.15 $36.2K - $40.8K
22.3K $741K
SON
Sonoco Products CO

Consumer Cyclical
28
+ 0.27%
$48.6 - $54.89 $1.36K - $1.54K
10.5K $513K
DTE
Dte Energy CO

Utilities
3
+ 0.04%
$117.04 - $129.77 $351 - $389
8.15K $983K
CCI
Crown Castle International Corp

Real Estate
80
+ 2.97%
$89.78 - $119.11 $7.18K - $9.53K
2.77K $251K
ASML
Asml Holding Nv

Technology
799
+ 17.65%
$658.43 - $872.27 $526K - $697K
5.33K $3.69M
KLAC
Kla Corp

Technology
347
+ 16.54%
$614.46 - $829.55 $213K - $288K
2.45K $1.54M
SPGI
S&P Global Inc.

Financial Services
86
+ 1.22%
$480.36 - $529.17 $41.3K - $45.5K
7.15K $3.56M
DUK
Duke Energy Corp

Utilities
37
+ 0.3%
$105.76 - $120.76 $3.91K - $4.47K
12.3K $1.32M
MRK
Merck & Co., Inc.

Healthcare
1.06K
+ 7.42%
$96.31 - $114.76 $102K - $121K
15.3K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
553
+ 3.11%
$288.47 - $316.54 $160K - $175K
18.4K $5.32M
SNPS
Synopsys Inc

Technology
20
+ 0.37%
$485.36 - $588.0 $9.71K - $11.8K
5.39K $2.62M
EDV
Vanguard Extended Duration Tre

ETFs
62
+ 0.66%
$67.27 - $79.67 $4.17K - $4.94K
9.44K $639K
INDA
Ishares Msci India Index Fund

ETFs
5.35K
+ 7.48%
$52.64 - $58.16 $281K - $311K
76.8K $4.04M
NOC
Northrop Grumman Corp

Industrials
459
+ 7.47%
$466.52 - $543.88 $214K - $250K
6.61K $3.1M
UBER
Uber Technologies, Inc

Technology
630
+ 4.8%
$59.93 - $86.34 $37.8K - $54.4K
13.8K $829K
XOM
Exxon Mobil Corp

Energy
1.27K
+ 3.89%
$105.51 - $125.37 $134K - $159K
33.8K $3.64M
NXPI
Nxp Semiconductors N.V.

Technology
519
+ 5.16%
$207.27 - $255.58 $108K - $133K
10.6K $2.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
555
+ 7.19%
$396.64 - $516.74 $220K - $287K
8.27K $3.33M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.09K
+ 2.9%
$45.09 - $50.08 $94.2K - $105K
74.2K $3.36M
AGNC
Agnc Investment Corp.

Real Estate
46.6K
+ 7.97%
$9.21 - $10.59 $429K - $493K
631K $5.81M
ZTS
Zoetis Inc.

Healthcare
1.38K
+ 8.17%
$162.24 - $194.42 $224K - $268K
18.3K $2.97M
MU
Micron Technology Inc

Technology
979
+ 4.16%
$84.16 - $113.41 $82.4K - $111K
24.5K $2.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
820
+ 8.48%
$501.29 - $612.85 $411K - $503K
10.5K $5.46M
NEE
Nextera Energy Inc

Utilities
3.15K
+ 4.56%
$69.77 - $85.43 $219K - $269K
72.1K $5.17M
LMT
Lockheed Martin Corp

Industrials
510
+ 5.4%
$479.66 - $614.62 $245K - $313K
9.95K $4.84M
HCA
Hca Healthcare, Inc.

Healthcare
320
+ 3.56%
$297.52 - $415.61 $95.2K - $133K
9.32K $2.8M
AMGN
Amgen Inc

Healthcare
189
+ 1.26%
$258.78 - $328.31 $48.9K - $62.1K
15.2K $3.96M
ADBE
Adobe Inc.

Technology
367
+ 2.58%
$437.39 - $552.96 $161K - $203K
14.6K $6.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.8K
+ 2.74%
$33.77 - $44.09 $196K - $256K
218K $7.39M
FNDX
Schwab Fundamental U S Large C

ETFs
3.77K
+ 2.61%
$23.49 - $71.77 $88.4K - $270K
148K $3.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.6K
+ 5.09%
$22.4 - $68.28 $306K - $932K
282K $6.53M
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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