Paradigm Financial Partners, LLC Sells in Q3 2024

Paradigm Financial Partners, LLC

  • $708 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-9.09K
- 13.34%
$58.35 - $66.29 $530K - $603K
59K $3.91M
GPC
Genuine Parts CO

Consumer Cyclical
-390
- 6.34%
$131.04 - $147.11 $51.1K - $57.4K
5.76K $804K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-994
- 12.16%
$89.91 - $101.33 $89.4K - $101K
7.18K $704K
SRLN
Ssga Active Trust

ETFs
-803
- 0.86%
$40.93 - $41.85 $32.9K - $33.6K
93K $3.89M
VEU
Vanguard Ftse All World Ex Us

ETFs
-955
- 16.09%
$56.47 - $63.69 $53.9K - $60.8K
4.98K $313K
PFE
Pfizer Inc

Healthcare
-2.58K
- 6.39%
$27.7 - $31.39 $71.4K - $80.9K
37.8K $1.09M
SON
Sonoco Products CO

Consumer Cyclical
-1.41K
- 11.85%
$48.33 - $56.57 $68.1K - $79.8K
10.5K $572K
WEN
Wendy'S CO

Consumer Cyclical
-2.2K
- 10.85%
$15.83 - $18.24 $34.8K - $40.1K
18.1K $316K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.4K
- 4.14%
$29.58 - $30.31 $41.3K - $42.3K
32.3K $977K
BRSP
Bright Spire Capital, Inc.

Real Estate
-3.47K
- 14.28%
$5.12 - $6.64 $17.8K - $23.1K
20.8K $116K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.25K
- 7.08%
$53.41 - $57.9 $66.5K - $72.1K
16.4K $945K
IDEV
Ishares Core Msci Intl Develop

ETFs
-485
- 12.23%
$63.46 - $71.43 $30.8K - $34.6K
3.48K $246K
WHR
Whirlpool Corp

Consumer Cyclical
-248
- 7.84%
$90.25 - $112.34 $22.4K - $27.9K
2.92K $312K
WPC
W. P. Carey Inc.

Real Estate
-885
- 13.92%
$54.63 - $63.96 $48.3K - $56.6K
5.47K $341K
KO
Coca Cola CO

Consumer Defensive
-2.43K
- 11.82%
$62.69 - $73.01 $153K - $178K
18.2K $1.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
-253
- 4.69%
$29.85 - $41.1 $7.55K - $10.4K
5.15K $201K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-96
- 3.19%
$81.31 - $83.29 $7.81K - $8K
2.91K $242K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.12K
- 5.26%
$31.18 - $33.5 $34.8K - $37.4K
20.1K $668K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-470
- 9.0%
$105.53 - $118.34 $49.6K - $55.6K
4.76K $556K
Linde PLC
-31
- 0.56%
N/A
5.52K $0
FSCO
Fs Cr Opportunities Corp Com
-5.99K
- 3.65%
N/A
158K $0
Annaly Capital Management In
-1.29K
- 3.04%
N/A
41.3K $0
WSO
Watsco Inc

Industrials
-56
- 5.0%
$448.73 - $519.89 $25.1K - $29.1K
1.06K $522K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-97
- 4.2%
$112.99 - $126.45 $11K - $12.3K
2.21K $278K
IP
International Paper CO

Consumer Cyclical
-3.23K
- 11.19%
$42.55 - $49.98 $138K - $162K
25.7K $1.25M
SJNK
Spdr Bloomberg Short Term High

ETFs
-678
- 2.05%
$24.8 - $25.75 $16.8K - $17.5K
32.4K $834K
UNM
Unum Group

Financial Services
-1.9K
- 12.72%
$49.81 - $59.44 $94.6K - $113K
13K $774K
TTD
Trade Desk, Inc.

Technology
-140
- 6.23%
$83.08 - $110.79 $11.6K - $15.5K
2.11K $231K
HPQ
Hp Inc

Technology
-95
- 0.53%
$32.02 - $38.11 $3.04K - $3.62K
17.9K $640K
NOW
Service Now, Inc.

Technology
-109
- 10.7%
$730.87 - $937.36 $79.7K - $102K
910 $813K
TGT
Target Corp

Consumer Defensive
-24
- 1.11%
$133.47 - $159.25 $3.2K - $3.82K
2.14K $333K
ARES
Ares Management Corp

Financial Services
-344
- 11.47%
$133.73 - $158.05 $46K - $54.4K
2.66K $413K
GVI
Ishares Tr

ETFs
-13
- 0.26%
$103.17 - $107.43 $1.34K - $1.4K
5.01K $536K
KMI
Kinder Morgan, Inc.

Energy
-1.48K
- 6.28%
$19.72 - $22.22 $29.2K - $32.9K
22.1K $487K
VEEV
Veeva Systems Inc

Healthcare
-110
- 6.92%
$180.43 - $223.9 $19.8K - $24.6K
1.48K $310K
IEFA
Ishares Tr

ETFs
-33
- 0.74%
$70.09 - $78.74 $2.31K - $2.6K
4.42K $344K
VTV
Vanguard Value ETF

ETFs
-169
- 4.7%
$159.75 - $174.57 $27K - $29.5K
3.42K $597K
IXUS
Ishares Tr

ETFs
-198
- 2.76%
$64.9 - $73.35 $12.9K - $14.5K
6.98K $506K
CMCSA
Comcast Corp

Communication Services
-22
- 0.24%
$37.33 - $41.78 $821 - $919
9.1K $380K
BLDR
Builders First Source, Inc.

Industrials
-559
- 23.51%
$132.6 - $201.83 $74.1K - $113K
1.82K $352K
PFG
Principal Financial Group Inc

Financial Services
-322
- 4.56%
$72.94 - $87.46 $23.5K - $28.2K
6.74K $579K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-83
- 1.1%
$106.11 - $113.72 $8.81K - $9.44K
7.45K $842K
ACN
Accenture PLC

Technology
-129
- 7.92%
$295.44 - $355.81 $38.1K - $45.9K
1.5K $529K
RF
Regions Financial Corp

Financial Services
-1.45K
- 6.75%
$19.51 - $23.42 $28.2K - $33.8K
20K $465K
VB
Vanguard Small Cap ETF

ETFs
-110
- 2.75%
$214.77 - $237.72 $23.6K - $26.1K
3.9K $924K
PG
Procter & Gamble CO

Consumer Defensive
-295
- 2.33%
$160.76 - $177.82 $47.4K - $52.5K
12.4K $2.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-344
- 2.45%
$113.41 - $125.62 $39K - $43.2K
13.7K $1.72M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-274
- 1.12%
$28.08 - $32.61 $7.69K - $8.94K
24.1K $762K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-181
- 0.37%
$47.95 - $49.61 $8.68K - $8.98K
48.5K $2.4M
Activity Summary
Buys All Purchases 175 New Holdings 50 Increased Positions 125 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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