Paradigm, Strategies In Wealth Management, LLC Reduced Holdings in Q2 2025

Paradigm, Strategies In Wealth Management, LLC

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-20.6K
- 5.98%
$50.36 - $50.68 $1.04M - $1.04M
323K $16.4M
PG
Procter & Gamble CO

Consumer Defensive
-448
- 1.64%
$157.66 - $172.39 $70.6K - $77.2K
26.8K $4.27M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-14.1K
- 24.93%
$25.04 - $25.18 $353K - $355K
42.5K $1.07M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-4.51K
- 16.44%
$24.88 - $25.41 $112K - $115K
22.9K $582K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-4.92K
- 3.32%
$24.31 - $25.29 $120K - $124K
143K $3.62M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.65K
- 2.75%
$24.94 - $25.42 $91K - $92.7K
129K $3.27M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.17K
- 3.24%
$50.52 - $50.92 $59.3K - $59.7K
35.1K $1.78M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-2.77K
- 3.56%
$22.7 - $23.33 $62.8K - $64.5K
75K $1.75M
IBDV
Ishares Tr

Technology
-2.87K
- 3.84%
$21.28 - $21.98 $61K - $63K
71.8K $1.58M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.4K
- 2.19%
N/A
62.6K $1.49M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1.52K
- 2.23%
$20.23 - $21.04 $30.7K - $32K
66.7K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
-6
- 0.16%
$55.56 - $60.91 $333 - $365
3.81K $223K
Ishares Tr
-2.77K
- 6.49%
N/A
39.9K $0
Ishares Tr
-6.42K
- 2.76%
N/A
227K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-12
- 1.19%
$376.48 - $440.65 $4.52K - $5.29K
996 $438K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.16%
$908.13 - $1056.85 $908 - $1.06K
640 $633K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-32
- 1.96%
$272.36 - $339.57 $8.72K - $10.9K
1.6K $542K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-481
- 1.5%
$20.42 - $25.3 $9.82K - $12.2K
31.6K $799K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-57
- 1.91%
$468.22 - $566.51 $26.7K - $32.3K
2.93K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
-2
- 0.06%
$167.32 - $223.3 $335 - $447
3.09K $678K
AIQ
Global X Funds Global X Artifi

ETFs
-273
- 1.82%
$31.5 - $43.69 $8.6K - $11.9K
14.8K $644K
NVDA
Nvidia Corp

Technology
-13
- 0.43%
$94.31 - $157.99 $1.23K - $2.05K
2.98K $471K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-578
- 0.49%
$22.92 - $28.05 $13.2K - $16.2K
118K $3.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-30
- 0.47%
$496.48 - $617.85 $14.9K - $18.5K
6.3K $3.89M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-12.2K
- 3.53%
$17.76 - $22.1 $216K - $269K
332K $7.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-234
- 0.16%
$90.56 - $109.49 $21.2K - $25.6K
146K $16M
Activity Summary
Buys All Purchases 16 New Holdings 1 Increased Positions 15 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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