Paradigm, Strategies In Wealth Management, LLC Portfolio Holdings

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024

Paradigm, Strategies In Wealth Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $23.7M, Schwab Strategic Tr Us Dividen with a value of $20.6M, Schwab Strategic Tr Us Large C with a value of $20.3M, Jp Morgan ETF Tr Ultra Short I with a value of $19.1M, and Ishares Core S&P Sm Cap ETF with a value of $17.9M.

Examining the 13F form we can see an decrease of $9.73M in the current position value, from $163M to 153M.

Below you can find more details about Paradigm, Strategies In Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $136 Million
Consumer Defensive: $5.22 Million
Technology: $4.58 Million
Consumer Cyclical: $1.17 Million
Financial Services: $1.03 Million
Healthcare: $1.02 Million
Communication Services: $512,000
Industrials: $205,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.95B
$289,000 0.19% of portfolio
3,625
Q1 2024 Reduced 17.1%
$3.52B
$277,000 0.18% of portfolio
3,331
Q3 2024 Added 0.79%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $153 Million
  • Prior Value $163 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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