Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPOTIFY TECHNOLOGY S A | 20 | Q3 2023 | 10.1% |
APPLE INC | 20 | Q3 2023 | 3.8% |
MICROSOFT CORP | 20 | Q3 2023 | 3.5% |
ADOBE SYSTEMS INCORPORATED | 20 | Q3 2023 | 2.1% |
ALPHABET INC | 20 | Q3 2023 | 2.5% |
MASTERCARD INCORPORATED | 20 | Q3 2023 | 1.8% |
UNITEDHEALTH GROUP INC | 20 | Q3 2023 | 1.9% |
VISA INC | 20 | Q3 2023 | 1.6% |
INVESCO QQQ TR | 20 | Q3 2023 | 2.1% |
THERMO FISHER SCIENTIFIC INC | 20 | Q3 2023 | 1.6% |
View Paradigm Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-27 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-27 |
13F-HR | 2022-05-16 |
13F-HR/A | 2022-02-18 |
View Paradigm Financial Partners, 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.