$110 Million is the total value of Paradigm, Strategies in Wealth Management, LLC's 40 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $253,000 | – | 21,258 | +100.0% | 0.23% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $213,000 | – | 1,759 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 15.5% |
| SCHWAB STRATEGIC TR | 11 | Q3 2023 | 11.6% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q3 2023 | 13.0% |
| ISHARES TR | 11 | Q3 2023 | 10.1% |
| SCHWAB STRATEGIC TR | 11 | Q3 2023 | 11.1% |
| SCHWAB STRATEGIC TR | 11 | Q3 2023 | 16.2% |
| ISHARES TR | 11 | Q3 2023 | 6.4% |
| APPLE INC | 11 | Q3 2023 | 4.2% |
| SCHWAB STRATEGIC TR | 11 | Q3 2023 | 3.9% |
| SPDR SP 500 ETF TR | 11 | Q3 2023 | 3.5% |
View Paradigm, Strategies in Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-08 |
View Paradigm, Strategies in Wealth Management, 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.