Paradigm Financial Partners, LLC Sells in Q2 2025

Paradigm Financial Partners, LLC

  • $894 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-142K
- 97.31%
$54.27 - $63.01 $7.73M - $8.98M
3.93K $246K
UNH
Unitedhealth Group Inc

Healthcare
-2.87K
- 19.05%
$274.35 - $599.47 $787K - $1.72M
12.2K $3.8M
AMGN
Amgen Inc

Healthcare
-11K
- 75.37%
$262.28 - $309.85 $2.89M - $3.41M
3.6K $1M
AMT
American Tower Corp

Real Estate
-11.3K
- 92.48%
$203.96 - $228.19 $2.31M - $2.58M
920 $203K
DIS
Walt Disney CO

Communication Services
-21.5K
- 74.39%
$81.72 - $124.01 $1.76M - $2.67M
7.41K $918K
AAPL
Apple Inc.

Technology
-156
- 0.15%
$172.42 - $223.89 $26.9K - $34.9K
101K $20.7M
VB
Vanguard Small Cap ETF

ETFs
-8.04K
- 56.59%
$193.73 - $237.37 $1.56M - $1.91M
6.17K $1.46M
ASML
Asml Holding Nv

Technology
-2.9K
- 60.4%
$595.37 - $815.24 $1.73M - $2.37M
1.9K $1.52M
TMUS
T Mobile Us, Inc.

Communication Services
-1.93K
- 6.23%
$220.99 - $268.54 $426K - $517K
29K $6.91M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-21.8K
- 83.65%
$58.52 - $71.7 $1.28M - $1.56M
4.26K $292K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.73K
- 23.93%
$416.06 - $551.64 $2.38M - $3.16M
18.2K $10M
VOT
Vanguard Mid Cap Growth Index

ETFs
-4.66K
- 85.43%
$216.28 - $284.39 $1.01M - $1.33M
795 $226K
ADBE
Adobe Inc.

Technology
-2.26K
- 15.74%
$340.0 - $420.68 $768K - $950K
12.1K $4.68M
HYG
Ishares Tr

ETFs
-13.5K
- 8.67%
$75.75 - $80.65 $1.02M - $1.09M
142K $11.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-7.02K
- 76.1%
$100.04 - $100.54 $702K - $706K
2.21K $221K
EOG
Eog Resources Inc

Energy
-3.71K
- 12.57%
$104.61 - $129.97 $388K - $482K
25.8K $3.09M
AWK
American Water Works Company, Inc.

Utilities
-3.01K
- 12.09%
$133.82 - $151.96 $403K - $458K
21.9K $3.05M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.95K
- 42.99%
$141.87 - $164.49 $560K - $649K
5.23K $860K
MCD
Mcdonalds Corp

Consumer Cyclical
-800
- 4.6%
$285.55 - $321.23 $228K - $257K
16.6K $4.85M
IRT
Independence Realty Trust, Inc.

Real Estate
-8.85K
- 7.49%
$17.41 - $21.38 $154K - $189K
109K $1.93M
PEP
Pepsico Inc

Consumer Defensive
-1.32K
- 6.02%
$128.02 - $151.37 $169K - $200K
20.7K $2.73M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-402
- 5.05%
$421.16 - $509.5 $169K - $205K
7.56K $3.37M
NEE
Nextera Energy Inc

Utilities
-5.48K
- 7.95%
$64.11 - $75.0 $351K - $411K
63.4K $4.4M
IWS
Ishares Russell Midcap Value E

ETFs
-4.12K
- 36.49%
$110.58 - $132.14 $456K - $545K
7.17K $947K
KMI
Kinder Morgan, Inc.

Energy
-16.8K
- 70.24%
$25.21 - $29.4 $423K - $494K
7.12K $209K
CVX
Chevron Corp

Energy
-1.37K
- 12.89%
$133.73 - $168.51 $183K - $231K
9.28K $1.33M
RSG
Republic Services, Inc.

Industrials
-1.74K
- 19.26%
$227.2 - $258.07 $396K - $450K
7.3K $1.8M
ZTS
Zoetis Inc.

Healthcare
-1.32K
- 8.08%
$144.41 - $170.3 $190K - $224K
15K $2.34M
HD
Home Depot, Inc.

Consumer Cyclical
-946
- 5.2%
$335.24 - $380.78 $317K - $360K
17.3K $6.33M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.92K
- 12.41%
$51.16 - $62.02 $508K - $615K
70K $4.34M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.88K
- 38.3%
$91.23 - $97.27 $263K - $280K
4.64K $450K
V
Visa Inc.

Financial Services
-1.04K
- 3.89%
$308.27 - $373.31 $321K - $389K
25.7K $9.13M
HYD
Vaneck High Yield Muni ETF

ETFs
-3.4K
- 4.87%
$49.08 - $51.35 $167K - $175K
66.5K $3.34M
NOC
Northrop Grumman Corp

Industrials
-310
- 5.17%
$456.3 - $540.39 $141K - $168K
5.68K $2.84M
FTSL
First Trust Senior Ln Fund

ETFs
-4.84K
- 9.9%
$44.58 - $46.07 $216K - $223K
44.1K $2.02M
VTV
Vanguard Value ETF

ETFs
-1.24K
- 38.15%
$153.67 - $176.74 $191K - $220K
2.02K $356K
MLPA
Global X Mlp ETF

ETFs
-29
- 0.04%
$46.47 - $54.16 $1.35K - $1.57K
65.6K $3.29M
BK
Bank Of New York Mellon Corp

Financial Services
-3.03K
- 25.97%
$73.31 - $91.62 $222K - $278K
8.64K $786K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.64K
- 2.7%
$45.12 - $46.23 $209K - $214K
167K $7.71M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.84K
- 7.93%
$119.13 - $135.03 $219K - $248K
21.4K $2.64M
IP
International Paper CO

Consumer Cyclical
-424
- 1.69%
$43.89 - $54.46 $18.6K - $23.1K
24.7K $1.16M
HPQ
Hp Inc

Technology
-5.15K
- 31.87%
$21.88 - $29.32 $113K - $151K
11K $269K
SLB
Schlumberger Limited

Energy
-2.11K
- 15.94%
$31.95 - $42.2 $67.5K - $89.2K
11.2K $376K
BMY
Bristol Myers Squibb CO

Healthcare
-208
- 1.84%
$44.12 - $59.6 $9.18K - $12.4K
11.1K $512K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-128
- 0.08%
$19.12 - $22.36 $2.45K - $2.86K
161K $3.45M
ROP
Roper Technologies Inc

Industrials
-143
- 3.57%
$519.19 - $590.78 $74.2K - $84.5K
3.87K $2.19M
FNF
Fidelity National Financial, Inc.

Financial Services
-668
- 4.6%
$53.62 - $66.59 $35.8K - $44.5K
13.8K $775K
MO
Altria Group, Inc.

Consumer Defensive
-1.83K
- 4.24%
$55.56 - $60.91 $102K - $111K
41.3K $2.42M
PG
Procter & Gamble CO

Consumer Defensive
-94
- 0.7%
$157.66 - $172.39 $14.8K - $16.2K
13.3K $2.12M
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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