Paradigm Financial Partners, LLC Purchases in Q3 2024

Paradigm Financial Partners, LLC

  • $708 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DDWM
Wisdomtree Tr Currency Hedged

ETFs
12.9K
New
$32.7 - $36.14 $423K - $467K
12.9K $463K
T
At&T Inc.

Communication Services
12.3K
+ 20.07%
$18.21 - $22.28 $224K - $274K
73.7K $1.62M
CLOI
Vaneck ETF Tr

ETFs
8.38K
New
$52.65 - $53.04 $441K - $444K
8.38K $444K
CPNG
Coupang, Inc.

Consumer Cyclical
184
+ 0.15%
$19.79 - $24.92 $3.64K - $4.59K
121K $2.97M
IGLB
Ishares 10+ Year Investment Gr

ETFs
8.13K
New
$49.38 - $54.19 $402K - $441K
8.13K $435K
CB
Chubb LTD

Financial Services
1.46K
New
$252.51 - $292.2 $368K - $426K
1.46K $420K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.02K
+ 1.25%
$44.83 - $47.42 $90.3K - $95.6K
163K $7.69M
ETN
Eaton Corp PLC

Industrials
691
+ 7.37%
$272.52 - $333.02 $188K - $230K
10.1K $3.34M
IBN
Icici Bank LTD

Financial Services
8.7K
+ 8.43%
$27.58 - $31.38 $240K - $273K
112K $3.34M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.27K
New
$97.81 - $108.79 $319K - $355K
3.27K $355K
FNDF
Schwab Fundamental Intl Large

ETFs
8.06K
+ 61.28%
$33.67 - $37.71 $272K - $304K
21.2K $793K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.15K
+ 22.75%
$100.09 - $100.69 $315K - $317K
17K $1.71M
UTHR
United Therapeutics Corp

Healthcare
879
New
$311.04 - $363.55 $273K - $320K
879 $314K
XEL
Xcel Energy Inc

Utilities
4.72K
New
$52.11 - $65.3 $246K - $308K
4.72K $307K
ITRI
Itron, Inc.

Technology
2.86K
New
$94.52 - $108.09 $270K - $309K
2.86K $305K
VRT
Vertiv Holdings CO

Industrials
3.48K
New
$86.66 - $86.66 $302K - $302K
3.48K $301K
MO
Altria Group, Inc.

Consumer Defensive
904
+ 1.99%
$45.95 - $54.71 $41.5K - $49.5K
46.3K $2.36M
OMF
One Main Holdings, Inc.

Financial Services
6.26K
New
$43.27 - $53.14 $271K - $333K
6.26K $294K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.73K
+ 41.07%
$50.63 - $51.11 $290K - $293K
19.7K $1.01M
TFC
Truist Financial Corp

Financial Services
6.79K
New
$38.22 - $44.94 $260K - $305K
6.79K $290K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.3K
New
$19.62 - $23.55 $222K - $266K
11.3K $263K
AXP
American Express CO

Financial Services
965
New
$225.92 - $271.17 $218K - $262K
965 $261K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.9K
+ 45.15%
$50.25 - $50.74 $246K - $249K
15.8K $799K
ETR
Entergy Corp

Utilities
113
+ 1.18%
$104.75 - $131.61 $11.8K - $14.9K
9.71K $1.28M
LHX
L3 Harris Technologies, Inc.

Industrials
1.06K
New
$221.96 - $243.27 $235K - $257K
1.06K $251K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.29K
New
$100.75 - $111.62 $231K - $256K
2.29K $250K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.31K
New
$44.9 - $47.55 $239K - $253K
5.31K $250K
MS
Morgan Stanley

Financial Services
2.36K
New
$92.07 - $106.96 $217K - $252K
2.36K $246K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.34K
New
$156.14 - $187.2 $209K - $250K
1.34K $246K
XOM
Exxon Mobil Corp

Energy
1.53K
+ 4.92%
$109.72 - $119.0 $168K - $182K
32.6K $3.82M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.19K
New
$80.44 - $110.41 $176K - $242K
2.19K $242K
OMC
Omnicom Group Inc.

Communication Services
2.33K
New
$87.69 - $103.9 $205K - $243K
2.33K $241K
AVGO
Broadcom Inc.

Technology
18K
+ 900.2%
$136.27 - $1745.86 $2.45M - $31.4M
20K $3.45M
FNF
Fidelity National Financial, Inc.

Financial Services
1.02K
+ 7.23%
$48.08 - $62.04 $48.8K - $63K
15.1K $934K
ABT
Abbott Laboratories

Healthcare
2.11K
New
$100.07 - $118.13 $211K - $249K
2.11K $240K
XLU
Utilities Sector Spdr

ETFs
2.97K
New
$67.67 - $80.78 $201K - $240K
2.97K $239K
CMS
Cms Energy Corp

Utilities
3.38K
New
$58.7 - $70.62 $198K - $239K
3.38K $238K
TJX
Tjx Companies Inc

Consumer Cyclical
750
+ 3.81%
$107.93 - $120.23 $80.9K - $90.2K
20.4K $2.4M
VBR
Vanguard Small Cap Value ETF

ETFs
1.14K
New
$179.99 - $201.6 $206K - $230K
1.14K $229K
HON
Honeywell International Inc

Industrials
1.08K
New
$196.73 - $220.21 $211K - $237K
1.08K $222K
AEP
American Electric Power CO Inc

Utilities
188
+ 1.38%
$87.11 - $104.95 $16.4K - $19.7K
13.8K $1.41M
PLTR
Palantir Technologies Inc.

Technology
5.94K
New
$24.09 - $37.95 $143K - $225K
5.94K $220K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.79K
+ 15.31%
$93.65 - $97.81 $168K - $175K
13.5K $1.32M
OXY
Occidental Petroleum Corp

Energy
4.16K
New
$49.91 - $63.73 $208K - $265K
4.16K $214K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
18.1K
New
$10.96 - $12.01 $198K - $217K
18.1K $211K
BLK
Black Rock Inc.

Financial Services
212
New
$782.27 - $949.51 $166K - $201K
212 $201K
TXN
Texas Instruments Inc

Technology
1.02K
New
$194.6 - $194.6 $199K - $199K
1.02K $198K
VOT
Vanguard Mid Cap Growth Index

ETFs
574
+ 13.88%
$218.05 - $243.47 $125K - $140K
4.71K $1.15M
VXF
Vanguard Extended Market ETF

ETFs
1.03K
New
$163.98 - $182.92 $169K - $189K
1.03K $187K
Activity Summary
Buys All Purchases 175 New Holdings 50 Increased Positions 125 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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