Paradigm, Strategies In Wealth Management, LLC Portfolio Holdings by Sector

Paradigm, Strategies In Wealth Management, LLC

$144 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHF SCHG SCHD IJR JPST SPY IBDX IBDT 31 stocks	$128,081 90.6% of portfolio	11	16	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$4,569 3.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,521 3.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$774 0.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$689 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$564 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$516 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$352 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$293 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$285 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$261 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$236 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$218 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology MVIS 1 stocks	$18 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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