Paradigm, Strategies In Wealth Management, LLC Closed Holding Positions

Paradigm, Strategies In Wealth Management, LLC

  • $144 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Jul 18, 2022
7,222
$24.51 - $28.87 $177K - $208K
PLD
Prologis, Inc.

Real Estate
Q2 2022 Filed on Jul 18, 2022
1,306
$108.43 - $173.01 $142K - $226K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 18, 2022
4,319
$41.5 - $56.57 $179K - $244K
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
67,707
$1.54 - $3.71 $104K - $251K
DARE
Dare Bioscience, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
22,355
$1.42 - $2.09 $31.7K - $46.7K
Delaware Invts Minn Mun Inco
Q1 2022 Filed on Apr 18, 2022
17,475
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 18, 2022
1,755
$49.51 - $57.27 $86.9K - $101K
Ishares Tr
Q4 2021 Filed on Feb 08, 2022
665,413
N/A
NMTR
9 Meters Biopharma, Inc.

Healthcare
Q4 2021 Filed on Feb 08, 2022
30,800
$0.85 - $1.33 $26.2K - $41K
Ishares Tr
Q4 2021 Filed on Feb 08, 2022
78,525
N/A
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Feb 08, 2022
5,333
$45.31 - $52.0 $242K - $277K
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2021 Filed on Oct 15, 2021
880
$175.31 - $209.43 $154K - $184K
SPYG
Spdr Portfolio

ETFs
Q3 2021 Filed on Oct 15, 2021
79
$63.23 - $68.45 $5K - $5.41K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
472
$64.04 - $69.55 $30.2K - $32.8K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2021 Filed on Oct 15, 2021
540
$38.21 - $40.67 $20.6K - $22K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 15, 2021
1,590
$7.41 - $10.99 $11.8K - $17.5K
SKLZ
Skillz Inc.

Communication Services
Q3 2021 Filed on Oct 15, 2021
10
$9.82 - $20.39 $98.2 - $204
TRP
Tc Energy Corp

Energy
Q3 2021 Filed on Oct 15, 2021
640
$45.72 - $50.43 $29.3K - $32.3K
TFX
Teleflex Inc

Healthcare
Q3 2021 Filed on Oct 15, 2021
25
$360.3 - $422.82 $9.01K - $10.6K
VB
Vanguard Small Cap ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
205
$211.9 - $229.42 $43.4K - $47K
VTV
Vanguard Value ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
216
$134.5 - $142.48 $29.1K - $30.8K
VUG
Vanguard Growth ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
19
$286.49 - $308.98 $5.44K - $5.87K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2021 Filed on Oct 15, 2021
413
N/A
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
Q3 2021 Filed on Oct 15, 2021
818
$72.19 - $77.22 $59.1K - $63.2K
USB
Us Bancorp \De\

Financial Services
Q3 2021 Filed on Oct 15, 2021
250
$54.51 - $61.1 $13.6K - $15.3K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Oct 15, 2021
461
$53.95 - $60.15 $24.9K - $27.7K
USX
Us Xpress Enterprises Inc

Industrials
Q3 2021 Filed on Oct 15, 2021
4,500
$7.98 - $9.12 $35.9K - $41K
TTC
Toro CO

Industrials
Q3 2021 Filed on Oct 15, 2021
546
$97.41 - $114.76 $53.2K - $62.7K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2021 Filed on Oct 15, 2021
235
$8.38 - $10.18 $1.97K - $2.39K
TSLA
Tesla, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
15
$643.38 - $791.36 $9.65K - $11.9K
TNC
Tennant CO

Industrials
Q3 2021 Filed on Oct 15, 2021
109
$71.03 - $79.73 $7.74K - $8.69K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
27
$390.68 - $416.73 $10.5K - $11.3K
SRE
Sempra Energy

Utilities
Q3 2021 Filed on Oct 15, 2021
805
$123.62 - $136.76 $99.5K - $110K
PFG
Principal Financial Group Inc

Financial Services
Q3 2021 Filed on Oct 15, 2021
56
$59.2 - $68.12 $3.32K - $3.81K
PFE
Pfizer Inc

Healthcare
Q3 2021 Filed on Oct 15, 2021
1,275
$39.25 - $50.42 $50K - $64.3K
PEP
Pepsico Inc

Consumer Defensive
Q3 2021 Filed on Oct 15, 2021
850
$148.2 - $158.91 $126K - $135K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 15, 2021
7
$259.0 - $308.53 $1.81K - $2.16K
PCAR
Paccar Inc

Industrials
Q3 2021 Filed on Oct 15, 2021
400
$78.92 - $88.79 $31.6K - $35.5K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Oct 15, 2021
9,022
$15.38 - $16.38 $139K - $148K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Oct 15, 2021
400
$15.19 - $15.98 $6.08K - $6.39K
NTR
Nutrien Ltd.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
334
$57.51 - $66.26 $19.2K - $22.1K
NOC
Northrop Grumman Corp

Industrials
Q3 2021 Filed on Oct 15, 2021
393
$345.14 - $371.82 $136K - $146K
NEE
Nextera Energy Inc

Utilities
Q3 2021 Filed on Oct 15, 2021
1,349
$74.19 - $86.48 $100K - $117K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2021 Filed on Oct 15, 2021
121
$88.53 - $94.95 $10.7K - $11.5K
PRU
Prudential Financial Inc

Financial Services
Q3 2021 Filed on Oct 15, 2021
86
$95.71 - $108.01 $8.23K - $9.29K
QCOM
Qualcomm Inc

Technology
Q3 2021 Filed on Oct 15, 2021
100
$128.98 - $150.99 $12.9K - $15.1K
XLF
Financial Sector Spdr

ETFs
Q3 2021 Filed on Oct 15, 2021
540
$35.11 - $39.0 $19K - $21.1K
XLE
Energy Sector Spdr

ETFs
Q3 2021 Filed on Oct 15, 2021
315
$45.79 - $54.81 $14.4K - $17.3K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2021 Filed on Oct 15, 2021
40
$40.41 - $44.08 $1.62K - $1.76K
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