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

Paradigm, Strategies In Wealth Management, LLC

$141 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHD SCHG JPST IJR HEFA SCHF IBDX SPY 32 stocks	$124,356 90.33% of portfolio	10	18	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$4,645 3.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,933 2.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$910 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$606 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$589 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$585 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$324 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$307 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$287 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$228 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$228 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$228 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$212 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$209 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology MVIS 1 stocks	$27 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts

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