Paradigm, Strategies In Wealth Management, LLC Reduced Holdings in Q3 2024

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-178K
- 32.12%
$50.25 - $50.74 $8.95M - $9.03M
376K $19.1M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-117K
- 43.17%
$24.34 - $25.83 $2.84M - $3.01M
153K $3.94M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-76.9K
- 32.31%
$24.62 - $25.59 $1.89M - $1.97M
161K $4.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-29.3K
- 44.25%
$50.61 - $50.96 $1.49M - $1.5M
37K $1.88M
PG
Procter & Gamble CO

Consumer Defensive
-2.18K
- 7.4%
$160.76 - $177.82 $350K - $387K
27.3K $4.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-582
- 7.96%
$517.38 - $573.86 $301K - $334K
6.73K $3.86M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.65K
- 11.82%
$24.91 - $25.63 $90.9K - $93.6K
27.2K $697K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.9K
- 18.22%
$26.42 - $26.67 $50.3K - $50.8K
8.54K $227K
LLY
Eli Lilly & CO

Healthcare
-26
- 9.25%
$772.14 - $960.02 $20.1K - $25K
255 $225K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-49
- 4.99%
$434.77 - $502.96 $21.3K - $24.6K
932 $454K
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 3.71%
$194.9 - $224.8 $8.77K - $10.1K
1.17K $245K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-385
- 4.79%
$36.02 - $41.68 $13.9K - $16K
7.65K $315K
XLU
Utilities Sector Spdr

ETFs
-272
- 3.74%
$67.67 - $80.78 $18.4K - $22K
7K $565K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-207
- 0.5%
$75.47 - $83.18 $15.6K - $17.2K
41.4K $3.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.79K
- 0.31%
$36.98 - $41.55 $66.1K - $74.2K
577K $23.7M
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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