Paradigm, Strategies In Wealth Management, LLC Reduced Holdings in Q3 2025

Paradigm, Strategies In Wealth Management, LLC

  • $147 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-18.3K
- 57.52%
$53.81 - $57.52 $985K - $1.05M
13.5K $777K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.47K
- 2.0%
$50.47 - $50.74 $327K - $328K
317K $16.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-6.77K
- 5.26%
$25.24 - $25.56 $171K - $173K
122K $3.11M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.48K
- 8.75%
N/A
57.2K $1.36M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.95K
- 7.59%
$55.61 - $57.37 $108K - $112K
23.8K $1.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-229
- 24.36%
$546.99 - $602.2 $125K - $138K
711 $426K
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 3.91%
$915.95 - $994.57 $22.9K - $24.9K
615 $569K
UNH
Unitedhealth Group Inc

Healthcare
-246
- 21.93%
$237.77 - $353.61 $58.5K - $87K
876 $302K
DIS
Walt Disney CO

Communication Services
-144
- 6.78%
$112.25 - $124.0 $16.2K - $17.9K
1.98K $226K
AMZN
Amazon Com Inc

Consumer Cyclical
-40
- 1.29%
$211.65 - $238.24 $8.47K - $9.53K
3.05K $670K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-352
- 1.54%
$25.37 - $25.79 $8.93K - $9.08K
22.6K $578K
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 5.95%
$194.44 - $206.51 $19.4K - $20.7K
1.58K $326K
Ishares Tr
-8.59K
- 3.79%
N/A
218K $0
IBMP
Ishares Tr Ibonds December 202

ETFs
-24
- 0.27%
$25.3 - $25.56 $607 - $613
8.81K $224K
MO
Altria Group, Inc.

Consumer Defensive
-407
- 10.69%
$57.75 - $67.68 $23.5K - $27.5K
3.4K $224K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-37
- 0.11%
$50.81 - $51.07 $1.88K - $1.89K
35K $1.79M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-735
- 0.51%
$24.97 - $25.78 $18.4K - $18.9K
143K $3.65M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.32K
- 4.53%
$28.15 - $30.13 $150K - $160K
112K $3.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.19K
- 3.78%
$25.29 - $28.33 $30.2K - $33.8K
30.4K $848K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.07%
$567.09 - $607.37 $1.13K - $1.21K
2.93K $1.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
-234
- 3.71%
$617.65 - $666.84 $145K - $156K
6.07K $4.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.06K
- 2.43%
$21.69 - $23.34 $175K - $188K
324K $7.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.9K
- 1.65%
$26.38 - $27.95 $315K - $334K
712K $19.4M
AAPL
Apple Inc.

Technology
-1.23K
- 6.93%
$202.38 - $256.87 $249K - $315K
16.5K $4.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.71K
- 1.85%
$108.46 - $120.63 $294K - $327K
144K $17.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-26.8K
- 3.68%
$28.92 - $32.19 $776K - $864K
702K $22.4M
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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