$123 Million is the total value of Paradigm Financial Advisors, LLC's 78 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KMI | New | Kinder Morgan Inc | $2,568,000 | – | 60,706 | +100.0% | 2.09% | – |
| DBEU | New | Deutsche European Hedged ETFetf | $677,000 | – | 26,014 | +100.0% | 0.55% | – |
| BNDX | New | Vanguard Intl Bond Index ETFetf | $517,000 | – | 9,736 | +100.0% | 0.42% | – |
| CHL | New | China Mobile H K Adradr | $389,000 | – | 6,624 | +100.0% | 0.32% | – |
| V | New | Visa Inc | $240,000 | – | 918 | +100.0% | 0.20% | – |
| USO | New | United States Oil Fundunits | $203,000 | – | 10,000 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Qualcomm Inc | 33 | Q4 2021 | 3.9% |
| SPDR Financial Sector ETF | 33 | Q4 2021 | 3.6% |
| Pepsico Inc | 33 | Q4 2021 | 3.3% |
| Citigroup Inc | 33 | Q4 2021 | 2.5% |
| American Tower | 33 | Q4 2021 | 3.7% |
| Intel Corp | 33 | Q4 2021 | 2.5% |
| Cisco Systems Inc | 33 | Q4 2021 | 2.1% |
| Coca-Cola Company | 33 | Q4 2021 | 1.7% |
| AT&T Corp Com | 33 | Q4 2021 | 1.5% |
| Microsoft Corp | 33 | Q4 2021 | 0.9% |
View Paradigm Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-04-29 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-11 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2019-11-04 |
View Paradigm Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.