Paradigm Financial Partners, LLC Portfolio Holdings
Paradigm Financial Partners, LLC
- $785 Million
- Q1 2025
Paradigm Financial Partners, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $785 Million distributed in 336 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spotify Technology S.A. with a value of $54.4M, Nvidia Corp with a value of $24.3M, Microsoft Corp with a value of $22.4M, Apple Inc. with a value of $22.4M, and Amazon Com Inc with a value of $17.4M.
Examining the 13F form we can see an increase of $7.16M in the current position value, from $778M to 785M.
Below you can find more details about Paradigm Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$785 Million
ETFs: $260 Million
Technology: $121 Million
Communication Services: $99.3 Million
Financial Services: $76.9 Million
Consumer Cyclical: $49.5 Million
Industrials: $42.2 Million
Healthcare: $41.4 Million
Energy: $29.8 Million
Other: $64.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 336
- Current Value $785 Million
- Prior Value $778 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 180 stocks