Paradigm, Strategies In Wealth Management, LLC Portfolio Holdings
Paradigm, Strategies In Wealth Management, LLC
- $141 Million
- Q1 2025
Paradigm, Strategies In Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $19.6M, Schwab Strategic Tr Us Large C with a value of $18M, Jp Morgan ETF Tr Ultra Short I with a value of $17.4M, Ishares Core S&P Sm Cap ETF with a value of $15.3M, and Ishares Currency Hedged Msci E with a value of $15.1M.
Examining the 13F form we can see an decrease of $3.67M in the current position value, from $144M to 141M.
Below you can find more details about Paradigm, Strategies In Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|