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

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHF SCHD SCHG JPST IJR IBDT IBDX SPY 32 stocks	$135,754 90.81% of portfolio	14	13	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$4,718 3.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,293 2.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$786 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$591 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$509 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$500 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$308 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$305 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$289 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical PII 1 stocks	$277 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$265 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$245 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$225 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$205 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$204 0.14% 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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