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.

Portfolio value $141 Million
ETFs: $124 Million
Consumer Defensive: $5.48 Million
Technology: $4.28 Million
Financial Services: $910,000
Consumer Cyclical: $896,000
Healthcare: $797,000
Communication Services: $724,000
Industrials: $228,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.94B
$212,000 0.15% of portfolio
3,625
Q1 2024 Reduced 17.1%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $141 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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