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
AJG
Arthur J. Gallagher & Co.

Financial Services
-22
- 3.21%
$310.86 - $348.77 $6.84K - $7.67K
664 $212K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-246
- 3.81%
$105.23 - $109.61 $25.9K - $27K
6.22K $681K
XEL
Xcel Energy Inc

Utilities
-24
- 0.35%
$65.65 - $72.39 $1.58K - $1.74K
6.88K $468K
CL
Colgate Palmolive CO

Consumer Defensive
-98
- 2.19%
$87.57 - $96.0 $8.58K - $9.41K
4.38K $398K
TGT
Target Corp

Consumer Defensive
-68
- 3.06%
$88.76 - $105.77 $6.04K - $7.19K
2.15K $212K
AOA
Ishares Tr Core Aggressive All

ETFs
-914
- 11.07%
$69.46 - $83.4 $63.5K - $76.2K
7.34K $612K
MA
Mastercard Inc

Financial Services
-450
- 2.64%
$479.92 - $590.74 $216K - $266K
16.6K $9.31M
HRB
H&R Block Inc

Consumer Cyclical
-333
- 3.8%
$54.32 - $63.04 $18.1K - $21K
8.42K $462K
QCOM
Qualcomm Inc

Technology
-216
- 6.88%
$124.66 - $159.48 $26.9K - $34.4K
2.92K $465K
CMCSA
Comcast Corp

Communication Services
-72
- 0.66%
$32.84 - $36.72 $2.36K - $2.64K
10.8K $384K
CFG
Citizens Financial Group Inc

Financial Services
-3.23K
- 9.37%
$34.27 - $44.75 $111K - $144K
31.2K $1.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-496
- 15.18%
$91.62 - $116.16 $45.4K - $57.6K
2.77K $321K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-206
- 17.85%
$273.67 - $366.17 $56.4K - $75.4K
948 $347K
JEF
Jefferies Financial Group Inc.

Financial Services
-250
- 5.29%
$41.06 - $56.09 $10.3K - $14K
4.48K $245K
CRM
Salesforce, Inc.

Technology
-230
- 1.81%
$236.26 - $291.15 $54.3K - $67K
12.5K $3.4M
ES
Eversource Energy

Utilities
-359
- 3.51%
$54.25 - $65.89 $19.5K - $23.7K
9.86K $627K
VEU
Vanguard Ftse All World Ex Us

ETFs
-496
- 11.82%
$54.19 - $67.22 $26.9K - $33.3K
3.7K $248K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-371
- 9.75%
$456.74 - $568.03 $169K - $211K
3.43K $1.95M
ABC
Amerisourcebergen Corp

Healthcare
-26
- 1.43%
N/A
1.79K $331K
American Healthcare Reit Inc
-5.83K
- 21.88%
N/A
20.8K $0
Linde PLC
-195
- 3.56%
N/A
5.28K $0
FSCO
Fs Cr Opportunities Corp Com
-1.47K
- 0.98%
N/A
148K $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
-691
- 1.4%
N/A
48.7K $0
Amplify ETF Tr
-234
- 1.01%
N/A
23K $0
FITB
Fifth Third Bancorp

Financial Services
-1.55K
- 4.6%
$33.32 - $41.51 $51.5K - $64.1K
32K $1.32M
TYL
Tyler Technologies Inc

Technology
-4
- 0.7%
$521.68 - $592.84 $2.09K - $2.37K
565 $334K
DDOG
Datadog, Inc.

Technology
-581
- 23.0%
$87.0 - $134.33 $50.5K - $78K
1.95K $261K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-246
- 3.01%
$90.56 - $109.49 $22.3K - $26.9K
7.92K $865K
SYK
Stryker Corp

Healthcare
-5
- 0.7%
$337.37 - $395.63 $1.69K - $1.98K
711 $281K
GWW
W.W. Grainger, Inc.

Industrials
-6
- 1.44%
$919.93 - $1101.66 $5.52K - $6.61K
411 $427K
ARES
Ares Management Corp

Financial Services
-141
- 8.53%
$118.04 - $175.83 $16.6K - $24.8K
1.51K $261K
FNDX
Schwab Fundamental U S Large C

ETFs
-548
- 1.5%
$20.84 - $24.54 $11.4K - $13.4K
36.1K $885K
OMF
One Main Holdings, Inc.

Financial Services
-533
- 8.49%
$40.42 - $57.0 $21.5K - $30.4K
5.74K $327K
SRE
Sempra Energy

Utilities
-335
- 3.16%
$63.78 - $78.91 $21.4K - $26.4K
10.3K $776K
IWP
Ishares Russell Mid Cap Growth

ETFs
-122
- 6.78%
$104.34 - $138.68 $12.7K - $16.9K
1.68K $232K
XLK
Technology Sector Spdr

ETFs
-156
- 11.83%
$179.73 - $253.23 $28K - $39.5K
1.16K $294K
SRLN
Ssga Active Trust

ETFs
-414
- 0.46%
$39.47 - $41.59 $16.3K - $17.2K
90.5K $3.76M
CEG
Constellation Energy Corp

Utilities
-627
- 31.89%
$170.96 - $322.76 $107K - $202K
1.34K $432K
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.13%
$243.75 - $303.93 $488 - $608
1.53K $465K
DXCM
Dexcom Inc

Healthcare
-179
- 5.18%
$59.83 - $87.57 $10.7K - $15.7K
3.28K $285K
XPO
Xpo Logistics, Inc.

Industrials
-243
- 5.5%
$91.46 - $128.1 $22.2K - $31.1K
4.18K $527K
VV
Vanguard Large Cap ETF

ETFs
-166
- 4.68%
$228.25 - $285.3 $37.9K - $47.4K
3.38K $965K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-24
- 0.21%
$59.24 - $71.39 $1.42K - $1.71K
11.4K $809K
VEEV
Veeva Systems Inc

Healthcare
-37
- 3.02%
$209.39 - $289.94 $7.75K - $10.7K
1.19K $341K
EMR
Emerson Electric CO

Industrials
-515
- 9.04%
$94.15 - $133.33 $48.5K - $68.7K
5.18K $691K
TTD
Trade Desk, Inc.

Technology
-7
- 0.18%
$45.27 - $79.4 $317 - $556
3.9K $280K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.09K
- 6.49%
$108.12 - $135.04 $118K - $147K
15.7K $2.12M
MPC
Marathon Petroleum Corp

Energy
-347
- 5.41%
$118.55 - $170.08 $41.1K - $59K
6.07K $1.01M
FNDF
Schwab Fundamental Intl Large

ETFs
-320
- 1.09%
$32.25 - $40.02 $10.3K - $12.8K
29.1K $1.16M
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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