Paradigm Financial Partners, LLC Portfolio Holdings
Paradigm Financial Partners, LLC
- $894 Million
- Q2 2025
Paradigm Financial Partners, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $894 Million distributed in 343 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spotify Technology S.A. with a value of $75.9M, Nvidia Corp with a value of $35.2M, Microsoft Corp with a value of $31.3M, Amazon Com Inc with a value of $21.1M, and Apple Inc. with a value of $20.7M.
Examining the 13F form we can see an increase of $109M in the current position value, from $785M to 894M.
Below you can find more details about Paradigm Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$894 Million
ETFs: $280 Million
Technology: $160 Million
Communication Services: $124 Million
Financial Services: $84.7 Million
Consumer Cyclical: $55.8 Million
Industrials: $51.3 Million
Energy: $38 Million
Healthcare: $35.8 Million
Other: $64.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 343
- Current Value $894 Million
- Prior Value $785 Million
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 28 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks