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
IEMG
Ishares Inc

ETFs
-3.05K
- 18.14%
N/A
13.8K $739K
FSK
Fs Kkr Capital Corp

Financial Services
-6.71K
- 6.71%
$17.95 - $21.5 $120K - $144K
93.4K $1.94M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-4.29K
- 21.79%
$22.66 - $26.12 $97.2K - $112K
15.4K $376K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-213
- 5.08%
$212.1 - $244.27 $45.2K - $52K
3.98K $870K
AEP
American Electric Power CO Inc

Utilities
-700
- 5.57%
$98.59 - $109.11 $69K - $76.4K
11.9K $1.23M
CINF
Cincinnati Financial Corp

Financial Services
-1.01K
- 9.7%
$126.6 - $151.6 $128K - $153K
9.42K $1.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.06K
- 8.01%
$24.32 - $27.87 $74.3K - $85.2K
35.1K $929K
GIS
General Mills Inc

Consumer Defensive
-819
- 7.43%
$50.37 - $60.97 $41.3K - $49.9K
10.2K $529K
IEFA
Ishares Tr

ETFs
-5.49K
- 13.08%
$67.83 - $84.09 $373K - $462K
36.5K $3.05M
DTE
Dte Energy CO

Utilities
-600
- 7.61%
$127.39 - $139.49 $76.4K - $83.7K
7.29K $965K
AFL
Aflac Inc

Financial Services
-808
- 29.11%
$99.77 - $112.45 $80.6K - $90.9K
1.97K $207K
PLD
Prologis, Inc.

Real Estate
-398
- 4.68%
$89.76 - $112.34 $35.7K - $44.7K
8.11K $852K
CSX
Csx Corp

Industrials
-5.41K
- 22.19%
$26.69 - $32.91 $144K - $178K
19K $619K
SON
Sonoco Products CO

Consumer Cyclical
-1.27K
- 13.21%
$40.6 - $47.93 $51.7K - $61K
8.36K $364K
WSO
Watsco Inc

Industrials
-49
- 4.96%
$421.84 - $520.66 $20.7K - $25.5K
939 $414K
MUB
Ishares National Muni Bond ETF

ETFs
-734
- 7.91%
$102.31 - $105.8 $75.1K - $77.7K
8.55K $892K
WEC
Wec Energy Group, Inc.

Utilities
-544
- 8.64%
$102.24 - $109.76 $55.6K - $59.7K
5.75K $599K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.4K
- 0.91%
$39.34 - $40.41 $55K - $56.5K
152K $6.09M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.76K
- 9.38%
$51.1 - $53.29 $90K - $93.9K
17K $906K
VNQ
Vanguard Specialized Funds Van

ETFs
-790
- 14.29%
$79.79 - $91.42 $63K - $72.2K
4.74K $421K
XLV
Select Sector Spdr Fund Health

ETFs
-399
- 18.44%
$128.77 - $144.3 $51.4K - $57.6K
1.77K $237K
LMT
Lockheed Martin Corp

Industrials
-323
- 7.35%
$430.82 - $486.45 $139K - $157K
4.07K $1.89M
T
At&T Inc.

Communication Services
-4.3K
- 5.75%
$26.33 - $28.94 $113K - $124K
70.4K $2.04M
PFG
Principal Financial Group Inc

Financial Services
-563
- 10.02%
$69.56 - $86.19 $39.2K - $48.5K
5.06K $401K
ETR
Entergy Corp

Utilities
-369
- 2.1%
$79.01 - $86.61 $29.2K - $32K
17.2K $1.43M
INDA
Ishares Msci India Index Fund

ETFs
-1.86K
- 24.97%
$49.13 - $55.86 $91.2K - $104K
5.58K $310K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.52K
- 5.1%
$51.68 - $52.76 $78.6K - $80.2K
28.3K $1.49M
NI
Nisource Inc.

Utilities
-1.77K
- 6.96%
$37.11 - $40.64 $65.7K - $72K
23.7K $955K
UNM
Unum Group

Financial Services
-668
- 5.82%
$70.48 - $82.91 $47.1K - $55.4K
10.8K $873K
TFC
Truist Financial Corp

Financial Services
-1.82K
- 19.28%
$34.79 - $42.99 $63.3K - $78.2K
7.62K $327K
D
Dominion Energy, Inc

Utilities
-1.2K
- 7.54%
$49.66 - $58.0 $59.7K - $69.7K
14.7K $833K
CION
Cion Investment Corp

Financial Services
-366
- 0.52%
$8.68 - $10.48 $3.18K - $3.84K
69.5K $665K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-757
- 5.69%
$109.83 - $131.67 $83.1K - $99.7K
12.5K $1.59M
FE
Firstenergy Corp

Utilities
-1.21K
- 4.95%
$38.31 - $43.17 $46.2K - $52.1K
23.1K $931K
PEG
Public Service Enterprise Group Inc

Utilities
-873
- 7.46%
$77.13 - $84.18 $67.3K - $73.5K
10.8K $911K
AON
Aon PLC

Financial Services
-31
- 3.48%
$335.85 - $398.81 $10.4K - $12.4K
861 $307K
ABNB
Airbnb, Inc.

Consumer Cyclical
-684
- 20.07%
$105.69 - $140.64 $72.3K - $96.2K
2.72K $360K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.46K
- 16.88%
$58.41 - $72.69 $85.3K - $106K
7.19K $522K
TXN
Texas Instruments Inc

Technology
-236
- 18.79%
N/A
1.02K $198K
USB
Us Bancorp \De\

Financial Services
-2.71K
- 10.05%
$36.4 - $45.76 $98.5K - $124K
24.2K $1.1M
MET
Metlife Inc

Financial Services
-502
- 3.25%
$68.42 - $82.49 $34.3K - $41.4K
14.9K $1.2M
SPGI
S&P Global Inc.

Financial Services
-326
- 4.64%
$438.31 - $527.29 $143K - $172K
6.71K $3.54M
VUG
Vanguard Growth ETF

ETFs
-308
- 21.02%
$329.49 - $438.4 $101K - $135K
1.16K $507K
CME
Cme Group Inc.

Financial Services
-610
- 4.72%
$252.37 - $290.71 $154K - $177K
12.3K $3.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.65K
- 5.59%
$24.12 - $25.48 $39.7K - $42K
27.8K $708K
XLP
Consumer Staples Sector Spdr

ETFs
-387
- 9.87%
N/A
3.53K $268K
NYF
Ishares New York Muni Bond ETF

ETFs
-445
- 6.53%
$51.29 - $53.06 $22.8K - $23.6K
6.37K $332K
UNP
Union Pacific Corp

Industrials
-2
- 0.05%
$208.27 - $238.46 $417 - $477
4.18K $960K
FDX
Fedex Corp

Industrials
-29
- 2.78%
$198.07 - $245.17 $5.74K - $7.11K
1.01K $230K
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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