$129 Million is the total value of Paradigm Financial Advisors, LLC's 82 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TECK | New | Teck Resources Ltd Cl Bfshrs | $535,000 | – | 39,000 | +100.0% | 0.41% | – |
ASHR | New | Deutsche China A Shares ETFetf | $508,000 | – | 12,203 | +100.0% | 0.39% | – |
HEWJ | New | ISHARES TRUST CURRENCY HEDGEDshrs | $250,000 | – | 8,266 | +100.0% | 0.19% | – |
RF | New | Regions Financial | $138,000 | – | 14,668 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-23
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.