$133 Million is the total value of Paradigm Financial Advisors, LLC's 84 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EPC | New | Edgewell Personal Care, Inc | $930,000 | – | 7,076 | +100.0% | 0.70% | – |
UNH | New | Unitedhealth Group Inc | $335,000 | – | 2,750 | +100.0% | 0.25% | – |
GSG | New | Ishares GSCI Commodity Indexint | $205,000 | – | 9,755 | +100.0% | 0.15% | – |
FDML | New | Federal Mogul Corp | $0 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-03
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.