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

Paradigm, Strategies In Wealth Management, LLC

$147 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG SCHD HEFA IJR JPST SCHF SPY IBDX 31 stocks	$130,633 91.03% of portfolio	6	20	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,198 2.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$4,119 2.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$859 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$670 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$569 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$561 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$452 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$302 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$231 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$226 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$224 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$221 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$210 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology MVIS 1 stocks	$27 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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