Paradigm, Strategies In Wealth Management, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $162 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $28.2M, Schwab Strategic Tr Intl Eqty with a value of $22.2M, Schwab Strategic Tr Us Dividen with a value of $18.3M, Schwab Strategic Tr Us Large C with a value of $18.3M, and Ishares Core S&P Sm Cap ETF with a value of $15.9M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $152M to 162M.
Below you can find more details about Paradigm, Strategies In Wealth Management, LLC portfolio as well as his latest detailed transactions.