Paradigm, Strategies In Wealth Management, LLC Portfolio Holdings

Paradigm, Strategies In Wealth Management, LLC

  • $144 Million
  • Q4 2024

Paradigm, Strategies In Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 50 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 $21M, Schwab Strategic Tr Us Large C with a value of $20.8M, Schwab Strategic Tr Us Dividen with a value of $19.2M, Ishares Core S&P Sm Cap ETF with a value of $17.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $17.1M.

Examining the 13F form we can see an decrease of $8.67M in the current position value, from $153M to 144M.

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

Portfolio value $144 Million
ETFs: $128 Million
Consumer Defensive: $5.09 Million
Technology: $4.83 Million
Consumer Cyclical: $974,000
Healthcare: $825,000
Financial Services: $774,000
Communication Services: $588,000
Industrials: $218,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $144 Million
  • Prior Value $153 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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