Paradigm, Strategies In Wealth Management, LLC Incresed Positions in Q3 2024

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.47K
+ 0.61%
$77.02 - $85.06 $113K - $125K
244K $20.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.32K
+ 0.87%
$105.53 - $118.34 $140K - $157K
153K $17.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.03K
+ 2.66%
$92.63 - $105.69 $466K - $532K
195K $20.3M
IBDV
Ishares Tr

Technology
19K
+ 27.75%
$21.11 - $22.24 $402K - $423K
87.6K $1.94M
AAPL
Apple Inc.

Technology
57
+ 0.31%
$207.23 - $234.82 $11.8K - $13.4K
18.4K $4.29M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
12.3K
+ 16.09%
$22.51 - $23.57 $276K - $289K
88.5K $2.08M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.7K
+ 20.15%
$20.12 - $21.28 $256K - $271K
76K $1.61M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.1K
+ 13.98%
$23.63 - $24.42 $238K - $246K
82K $2M
AIQ
Global X Funds Global X Artifi

ETFs
5.02K
+ 54.88%
$31.85 - $37.36 $160K - $188K
14.2K $526K
COST
Costco Wholesale Corp

Consumer Defensive
155
+ 37.8%
$801.83 - $917.05 $124K - $142K
565 $500K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.07%
$523.84 - $572.02 $1.05K - $1.14K
3.07K $1.75M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.25K
+ 5.69%
$23.75 - $23.75 $101K - $101K
79K $1.88M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.03%
$72.51 - $98.6 $72.5 - $98.6
3.14K $305K
JEPI
J P Morgan Exchange Traded Fd

ETFs
47
+ 0.39%
$54.98 - $59.51 $2.58K - $2.8K
12K $711K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
230
+ 0.3%
$24.78 - $25.11 $5.7K - $5.78K
77.1K $1.94M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11
+ 0.39%
$77.23 - $87.97 $850 - $968
2.8K $243K
PII
Polaris Inc.

Consumer Cyclical
26
+ 0.79%
$72.9 - $86.86 $1.9K - $2.26K
3.33K $277K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.34%
$57.32 - $62.65 $688 - $752
3.59K $223K
DIS
Walt Disney CO

Communication Services
7
+ 0.33%
$85.6 - $98.61 $599 - $690
2.13K $204K
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.06%
$161.02 - $200.0 $322 - $400
3.18K $591K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$148.65 - $191.18 $149 - $191
1.86K $308K
Activity Summary
Buys All Purchases 30 New Holdings 8 Increased Positions 22 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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