Paradigm Financial Partners, LLC Incresed Positions in Q4 2025

Paradigm Financial Partners, LLC

  • $947 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
3.59K
+ 44.59%
$38.65 - $43.31 $139K - $156K
11.6K $467K
PLTR
Palantir Technologies Inc.

Technology
1.14K
+ 14.61%
$172.14 - $207.18 $195K - $235K
8.9K $1.55M
MPC
Marathon Petroleum Corp

Energy
434
+ 7.31%
$180.89 - $200.13 $78.5K - $86.9K
6.37K $1.27M
IEFA
Ishares Tr

ETFs
540
+ 1.04%
$86.09 - $89.88 $46.5K - $48.5K
52.4K $4.65M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.96K
+ 9.22%
$52.54 - $55.77 $103K - $109K
23.2K $1.27M
BMY
Bristol Myers Squibb CO

Healthcare
2.21K
+ 25.83%
$42.6 - $49.08 $94.2K - $109K
10.8K $504K
NKE
Nike, Inc.

Consumer Cyclical
3.4K
+ 22.96%
$60.8 - $74.57 $207K - $254K
18.2K $1.15M
EDV
Vanguard Extended Duration Tre

ETFs
1.85K
+ 12.34%
$67.2 - $71.16 $124K - $132K
16.9K $1.14M
ASML
Asml Holding Nv

Technology
20
+ 1.16%
$936.19 - $1075.45 $18.7K - $21.5K
1.74K $1.78M
GILD
Gilead Sciences, Inc.

Healthcare
104
+ 1.42%
$110.56 - $125.2 $11.5K - $13K
7.43K $921K
IAU
Ishares Gold Trust

ETFs
712
+ 6.56%
$72.65 - $82.5 $51.7K - $58.7K
11.6K $890K
DHR
Danaher Corp

Healthcare
211
+ 9.02%
$202.46 - $223.01 $42.7K - $47.1K
2.55K $561K
DUK
Duke Energy Corp

Utilities
634
+ 5.94%
$121.57 - $129.03 $77.1K - $81.8K
11.3K $1.42M
EMB
Ishares Tr

ETFs
573
+ 1.15%
$94.63 - $97.03 $54.2K - $55.6K
50.3K $4.83M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.41K
+ 28.83%
$20.85 - $21.86 $92K - $96.5K
19.7K $418K
TJX
Tjx Companies Inc

Consumer Cyclical
367
+ 1.93%
$138.56 - $147.63 $50.9K - $54.2K
19.4K $2.83M
SYK
Stryker Corp

Healthcare
320
+ 8.92%
$353.81 - $388.35 $113K - $124K
3.91K $1.41M
KR
Kroger CO

Consumer Defensive
1.23K
+ 37.93%
$63.15 - $69.15 $77.9K - $85.3K
4.49K $299K
BA
Boeing CO

Industrials
642
+ 33.33%
$191.81 - $225.32 $123K - $145K
2.57K $492K
ES
Eversource Energy

Utilities
732
+ 7.47%
$70.59 - $74.88 $51.7K - $54.8K
10.5K $771K
EMR
Emerson Electric CO

Industrials
733
+ 13.5%
$126.01 - $140.03 $92.4K - $103K
6.16K $786K
SUB
Ishares Short Term National Mu

ETFs
700
+ 4.06%
$106.22 - $106.81 $74.4K - $74.8K
18K $1.91M
ACN
Accenture PLC

Technology
299
+ 22.21%
$234.02 - $253.35 $70K - $75.8K
1.65K $396K
INTU
Intuit Inc

Technology
202
+ 11.44%
$641.79 - $683.39 $130K - $138K
1.97K $1.27M
PANW
Palo Alto Networks Inc

Technology
222
+ 2.62%
$204.77 - $221.38 $45.5K - $49.1K
8.69K $1.78M
OKE
Oneok Inc

Energy
1.08K
+ 12.33%
$64.31 - $72.98 $69.1K - $78.5K
9.79K $690K
CLOI
Vaneck ETF Tr

ETFs
1.03K
+ 6.21%
$52.83 - $53.07 $54.6K - $54.8K
17.7K $935K
CME
Cme Group Inc.

Financial Services
15
+ 0.28%
$261.53 - $285.04 $3.92K - $4.28K
5.29K $1.48M
EXC
Exelon Corp

Utilities
792
+ 8.2%
$44.97 - $48.24 $35.6K - $38.2K
10.5K $480K
VRT
Vertiv Holdings CO

Industrials
502
+ 5.63%
N/A
9.41K $815K
GLW
Corning Inc

Technology
514
+ 12.8%
$82.06 - $90.29 $42.2K - $46.4K
4.53K $371K
KMB
Kimberly Clark Corp

Consumer Defensive
791
+ 38.62%
$100.05 - $123.23 $79.1K - $97.5K
2.84K $295K
BBY
Best Buy CO Inc

Consumer Cyclical
495
+ 16.52%
$70.43 - $84.0 $34.9K - $41.6K
3.49K $264K
TFC
Truist Financial Corp

Financial Services
923
+ 9.73%
$41.09 - $45.64 $37.9K - $42.1K
10.4K $467K
SOFI
So Fi Technologies, Inc.

Financial Services
500
+ 3.64%
$25.24 - $32.21 $12.6K - $16.1K
14.2K $396K
OMF
One Main Holdings, Inc.

Financial Services
280
+ 5.38%
$52.15 - $61.38 $14.6K - $17.2K
5.48K $324K
AOA
Ishares Tr Core Aggressive All

ETFs
257
+ 3.34%
$86.51 - $90.12 $22.2K - $23.2K
7.96K $707K
PSX
Phillips 66

Energy
99
+ 4.95%
$126.76 - $142.32 $12.5K - $14.1K
2.1K $298K
WFC
Wells Fargo & Company

Financial Services
251
+ 4.6%
$77.62 - $87.3 $19.5K - $21.9K
5.71K $476K
EEM
Ishares Msci Emerging Markets

ETFs
104
+ 1.43%
$51.94 - $56.01 $5.4K - $5.83K
7.38K $405K
CEG
Constellation Energy Corp

Utilities
6
+ 0.46%
$335.74 - $401.43 $2.01K - $2.41K
1.3K $440K
AXP
American Express CO

Financial Services
11
+ 1.1%
$316.26 - $372.77 $3.48K - $4.1K
1.01K $345K
GE
General Electric CO

Industrials
45
+ 1.21%
$291.49 - $314.28 $13.1K - $14.1K
3.77K $1.13M
UNP
Union Pacific Corp

Industrials
339
+ 7.54%
$216.37 - $237.41 $73.3K - $80.5K
4.84K $1.07M
CMCSA
Comcast Corp

Communication Services
1.77K
+ 17.25%
$26.98 - $31.09 $47.7K - $55K
12K $327K
NYF
Ishares New York Muni Bond ETF

ETFs
67
+ 1.04%
$53.26 - $53.83 $3.57K - $3.61K
6.49K $347K
ABC
Amerisourcebergen Corp

Healthcare
19
+ 1.07%
N/A
1.8K $333K
VST
Vistra Corp.

Utilities
192
+ 12.62%
$171.56 - $210.85 $32.9K - $40.5K
1.71K $299K
ARCC
Ares Capital Corp

Financial Services
225
+ 1.67%
$18.9 - $20.61 $4.25K - $4.64K
13.7K $276K
Activity Summary
Buys All Purchases 154 New Holdings 24 Increased Positions 130 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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