Paradigm Financial Partners, LLC Portfolio Holdings
Paradigm Financial Partners, LLC
- $708 Million
- Q3 2024
Paradigm Financial Partners, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $708 Million distributed in 328 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.9M, Nvidia Corp with a value of $21.8M, Apple Inc. with a value of $20.5M, Schwab Strategic Tr Us Large C with a value of $18.2M, and Ishares Tr with a value of $15M.
Examining the 13F form we can see an increase of $46.3M in the current position value, from $662M to 708M.
Below you can find more details about Paradigm Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$708 Million
ETFs: $269 Million
Technology: $115 Million
Financial Services: $63.9 Million
Industrials: $46.2 Million
Healthcare: $42.1 Million
Consumer Cyclical: $40.6 Million
Communication Services: $38.5 Million
Consumer Defensive: $28.7 Million
Other: $64.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 328
- Current Value $708 Million
- Prior Value $662 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 50 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks