Paradigm Financial Partners, LLC Sells in Q3 2025

Paradigm Financial Partners, LLC

  • $937 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
-15.9K
- 96.41%
$374.8 - $491.1 $5.97M - $7.83M
594 $286K
FCX
Freeport Mcmoran Inc

Basic Materials
-75.4K
- 90.35%
$35.34 - $47.21 $2.66M - $3.56M
8.06K $315K
V
Visa Inc.

Financial Services
-8.13K
- 31.64%
$332.09 - $358.86 $2.7M - $2.92M
17.6K $6M
TT
Trane Technologies PLC

Industrials
-6.14K
- 44.69%
$398.96 - $472.54 $2.45M - $2.9M
7.59K $3.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-30.2K
- 14.63%
$91.44 - $91.77 $2.76M - $2.77M
176K $16.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-113K
- 91.29%
$23.54 - $23.97 $2.66M - $2.71M
10.8K $258K
SPGI
S&P Global Inc.

Financial Services
-4.56K
- 67.93%
$484.94 - $564.15 $2.21M - $2.57M
2.15K $1.05M
OKE
Oneok Inc

Energy
-26.2K
- 75.07%
$71.36 - $83.47 $1.87M - $2.19M
8.72K $636K
NOW
Service Now, Inc.

Technology
-1.79K
- 54.34%
$850.86 - $1044.69 $1.52M - $1.87M
1.5K $1.38M
CME
Cme Group Inc.

Financial Services
-7.05K
- 57.22%
$258.83 - $287.1 $1.82M - $2.02M
5.27K $1.42M
AWK
American Water Works Company, Inc.

Utilities
-13.2K
- 60.37%
$135.05 - $147.0 $1.78M - $1.94M
8.68K $1.21M
PWR
Quanta Services, Inc.

Industrials
-5.6K
- 40.84%
$372.29 - $421.68 $2.08M - $2.36M
8.11K $3.36M
PH
Parker Hannifin Corp

Industrials
-2.39K
- 48.28%
$697.13 - $769.67 $1.66M - $1.84M
2.56K $1.94M
NEE
Nextera Energy Inc

Utilities
-24.4K
- 38.42%
$69.77 - $77.54 $1.7M - $1.89M
39.1K $2.95M
MSTR
Microstrategy Inc

Technology
-946
- 6.93%
$300.7 - $455.9 $284K - $431K
12.7K $4.09M
IRT
Independence Realty Trust, Inc.

Real Estate
-77.8K
- 71.11%
$16.35 - $18.11 $1.27M - $1.41M
31.6K $517K
CTAS
Cintas Corp

Industrials
-3.61K
- 12.66%
$199.29 - $226.27 $720K - $817K
24.9K $5.12M
COST
Costco Wholesale Corp

Consumer Defensive
-704
- 10.0%
$915.95 - $994.57 $645K - $700K
6.34K $5.87M
ADBE
Adobe Inc.

Technology
-1.96K
- 16.2%
$333.65 - $392.1 $653K - $768K
10.1K $3.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.69K
- 22.28%
$366.54 - $479.53 $618K - $808K
5.88K $2.3M
FSK
Fs Kkr Capital Corp

Financial Services
-27.3K
- 29.28%
$14.93 - $22.48 $408K - $615K
66K $985K
ISRG
Intuitive Surgical Inc

Healthcare
-402
- 5.9%
$433.66 - $544.47 $174K - $219K
6.41K $2.87M
ZTS
Zoetis Inc.

Healthcare
-4.71K
- 31.38%
$141.13 - $159.19 $664K - $749K
10.3K $1.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.1K
- 74.5%
$26.38 - $27.95 $690K - $731K
8.95K $244K
FNDX
Schwab Fundamental U S Large C

ETFs
-27.2K
- 75.35%
$24.38 - $26.34 $663K - $716K
8.9K $234K
XOM
Exxon Mobil Corp

Energy
-7.11K
- 20.64%
$105.83 - $117.22 $752K - $833K
27.3K $3.08M
ROP
Roper Technologies Inc

Industrials
-696
- 18.0%
$495.03 - $573.0 $345K - $399K
3.17K $1.58M
MA
Mastercard Inc

Financial Services
-1.25K
- 7.57%
$550.18 - $598.96 $690K - $751K
15.3K $8.71M
NXPI
Nxp Semiconductors N.V.

Technology
-2.78K
- 35.58%
$205.16 - $239.07 $571K - $665K
5.04K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
-2.77K
- 22.72%
$237.77 - $353.61 $659K - $979K
9.42K $3.25M
SNPS
Synopsys Inc

Technology
-722
- 14.0%
$387.78 - $645.35 $280K - $466K
4.43K $2.19M
COF
Capital One Financial Corp

Financial Services
-1.85K
- 9.58%
$207.29 - $229.74 $383K - $425K
17.4K $3.71M
TMUS
T Mobile Us, Inc.

Communication Services
-1.7K
- 5.84%
$226.02 - $259.01 $383K - $439K
27.3K $6.54M
NFLX
Netflix Inc

Communication Services
-35
- 1.48%
$1147.87 - $1297.18 $40.2K - $45.4K
2.33K $2.79M
PEP
Pepsico Inc

Consumer Defensive
-3.79K
- 18.34%
$133.81 - $152.16 $508K - $577K
16.9K $2.37M
HD
Home Depot, Inc.

Consumer Cyclical
-2.52K
- 14.57%
$357.4 - $423.42 $899K - $1.06M
14.7K $5.97M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.74K
- 39.58%
$52.55 - $54.37 $354K - $366K
10.3K $556K
EOG
Eog Resources Inc

Energy
-1.02K
- 3.97%
$112.12 - $126.1 $115K - $129K
24.8K $2.78M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.18K
- 29.67%
$196.15 - $217.83 $232K - $257K
2.8K $564K
DVY
Ishares Tr

ETFs
-2.65K
- 33.66%
$133.88 - $142.57 $355K - $378K
5.23K $743K
ACN
Accenture PLC

Technology
-705
- 34.37%
$232.56 - $304.78 $164K - $215K
1.35K $331K
IP
International Paper CO

Consumer Cyclical
-5.46K
- 22.05%
$45.32 - $55.68 $247K - $304K
19.3K $894K
JPM
Jpmorgan Chase & CO

Financial Services
-3.93K
- 10.25%
$282.78 - $316.06 $1.11M - $1.24M
34.4K $10.9M
ESS
Essex Property Trust, Inc.

Real Estate
-867
- 52.71%
N/A
778 $212K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.43K
- 10.32%
$225.11 - $247.9 $997K - $1.1M
38.5K $9.52M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.4K
- 8.44%
$291.67 - $316.99 $409K - $444K
15.2K $4.62M
MUB
Ishares National Muni Bond ETF

ETFs
-1.97K
- 23.03%
$103.24 - $106.68 $203K - $210K
6.58K $700K
NOC
Northrop Grumman Corp

Industrials
-1.33K
- 23.33%
$498.9 - $609.32 $662K - $808K
4.36K $2.65M
T
At&T Inc.

Communication Services
-4.43K
- 6.29%
$26.94 - $29.62 $119K - $131K
65.9K $1.86M
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
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