Paradigm Financial Partners, LLC

data from 30/09/2025

Capitalization

$ 979.410 M 6.31 %

Average holding period

11 ans

Performance

$ 350.253 M 94.55 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Paradigm Financial Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 7.05% 69.071 M $ 98956 2018/12/31 -6.858 M $ -9.04 %
2025/09/30 NVDA NVIDIA CORPORATION 4.15% 40.606 M $ 217634 2020/03/31 6.363 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.35% 32.822 M $ 63370 2018/12/31 1.291 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.63% 25.756 M $ 101151 2018/12/31 4.981 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 2.20% 21.515 M $ 97986 2018/12/31 17.285 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.09% 20.473 M $ 84216 2018/12/31 5.745 M $ 37.94 %
2025/09/30 GDX VANECK ETF TRUST 1.65% 16.204 M $ 212089 2024/03/31 4.899 M $ 46.75 %
2025/09/30 BIL SPDR SERIES TRUST 1.65% 16.184 M $ 176389 2024/03/31 4.132 K $ 0.02 %
2025/09/30 SHYG ISHARES TR 1.59% 15.553 M $ 359192 2022/12/31 55.700 K $ 0.37 %
2025/09/30 ORCL ORACLE CORP 1.42% 13.934 M $ 49547 2022/12/31 3.352 M $ 28.64 %
2025/09/30 GOOG ALPHABET INC 1.25% 12.235 M $ 50237 2018/12/31 3.164 M $ 37.30 %
2025/09/30 HYG ISHARES TR 1.21% 11.866 M $ 146154 2019/03/31 76.574 K $ 0.67 %
2025/09/30 AMLP ALPS ETF TR 1.18% 11.600 M $ 247183 2023/12/31 -323.653 K $ -3.95 %
2025/09/30 AGNC AGNC INVT CORP 1.14% 11.156 M $ 1139528 2023/06/30 572.759 K $ 6.53 %
2025/09/30 QQQ INVESCO QQQ TR 1.12% 10.978 M $ 18285 2024/03/31 887.665 K $ 8.83 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.11% 10.856 M $ 34415 2018/12/31 978.615 K $ 8.80 %
2025/09/30 WMB WILLIAMS COS INC 1.07% 10.522 M $ 166101 2021/09/30 82.490 K $ 0.86 %
2025/09/30 GLD SPDR GOLD TR 1.05% 10.270 M $ 28891 2023/06/30 1.356 M $ 16.61 %
2025/09/30 META META PLATFORMS INC 1.01% 9.934 M $ 13527 2023/06/30 -36.792 K $ -0.50 %
2025/09/30 TSLA TESLA INC 0.99% 9.674 M $ 21752 2020/09/30 2.685 M $ 40.00 %
2025/09/30 LNG CHENIERE ENERGY INC 0.98% 9.635 M $ 41003 2024/03/31 -301.137 K $ -3.51 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.97% 9.516 M $ 38508 2023/03/31 859.638 K $ 8.82 %
2025/09/30 CPNG COUPANG INC 0.97% 9.513 M $ 295420 2021/09/30 662.276 K $ 7.48 %
2025/09/30 BKDV BNY MELLON ETF TRUST II 0.94% 9.236 M $ 332230 2025/03/31 139.545 K $ 4.47 %
2025/09/30 ETN EATON CORP PLC 0.89% 8.762 M $ 23412 2021/12/31 340.867 K $ 4.83 %
2025/09/30 MA MASTERCARD INCORPORATED 0.89% 8.712 M $ 15317 2018/12/31 113.842 K $ 1.22 %
2025/09/30 IWY ISHARES TR 0.88% 8.633 M $ 31549 2025/03/31 760.354 K $ 11.01 %
2025/09/30 IREN IREN LIMITED 0.87% 8.505 M $ 181222 2024/09/30 8.296 M $ 222.10 %
2025/09/30 CCJ CAMECO CORP 0.85% 8.328 M $ 99302 2024/09/30 903.409 K $ 12.97 %
2025/09/30 XMHQ INVESCO EXCHANGE TRADED FD T 0.84% 8.242 M $ 78521 2024/03/31 496.863 K $ 6.84 %
2025/09/30 JCPB J P MORGAN EXCHANGE TRADED F 0.83% 8.134 M $ 171056 2023/03/31 78.880 K $ 1.04 %
2025/09/30 IUSB ISHARES TR 0.82% 8.078 M $ 172938 2023/06/30 80.088 K $ 1.04 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.82% 7.990 M $ 303354 2020/06/30 598.062 K $ 7.77 %
2025/09/30 BYLD ISHARES TR 0.81% 7.922 M $ 345631 2024/06/30 92.720 K $ 1.37 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.77% 7.512 M $ 11276 2018/12/31 552.846 K $ 7.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.74% 7.250 M $ 14421 2018/12/31 233.490 K $ 3.49 %
2025/09/30 WMT WALMART INC 0.71% 6.957 M $ 67507 2018/12/31 370.555 K $ 5.40 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.71% 6.935 M $ 41446 2024/03/31 917.713 K $ 35.76 %
2025/09/30 AVGO BROADCOM INC 0.71% 6.932 M $ 21011 2023/12/31 1.147 M $ 19.68 %
2025/09/30 TMUS T-MOBILE US INC 0.67% 6.538 M $ 27313 2020/03/31 32.488 K $ 0.47 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.64% 6.315 M $ 93894 2024/06/30 183.498 K $ 7.20 %
2025/09/30 TOTL SSGA ACTIVE ETF TR 0.64% 6.305 M $ 155415 2024/06/30 69.796 K $ 1.15 %
2025/09/30 IBN ICICI BANK LIMITED 0.62% 6.093 M $ 201544 2024/03/31 -576.405 K $ -10.14 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.62% 6.057 M $ 72008 2024/03/31 67.521 K $ 1.44 %
2025/09/30 V VISA INC 0.61% 5.999 M $ 17572 2018/12/31 -351.387 K $ -3.85 %
2025/09/30 HD HOME DEPOT INC 0.61% 5.975 M $ 14746 2018/12/31 665.411 K $ 10.51 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.60% 5.868 M $ 6339 2018/12/31 -452.935 K $ -6.50 %
2025/09/30 CACI CACI INTL INC 0.59% 5.801 M $ 11631 2025/03/31 218.591 K $ 4.63 %
2025/09/30 ETR ENTERGY CORP NEW 0.59% 5.764 M $ 61853 2020/03/31 173.637 K $ 12.12 %
2025/09/30 BINC BLACKROCK ETF TRUST II 0.53% 5.152 M $ 96766 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTAS CINTAS CORP 0.52% 5.116 M $ 24925 2018/12/31 -502.536 K $ -7.90 %
2025/09/30 IJH ISHARES TR 0.50% 4.861 M $ 74492 2018/12/31 226.945 K $ 5.22 %
2025/09/30 MDT MEDTRONIC PLC 0.49% 4.804 M $ 50437 2025/03/31 208.246 K $ 9.26 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.49% 4.773 M $ 49999 2024/06/30 186.564 K $ 4.64 %
2025/09/30 EMB ISHARES TR 0.48% 4.736 M $ 49757 2021/09/30 115.593 K $ 2.77 %
2025/09/30 MCD MCDONALDS CORP 0.47% 4.616 M $ 15191 2018/12/31 194.458 K $ 4.01 %
2025/09/30 IEFA ISHARES TR 0.46% 4.526 M $ 51837 2024/06/30 139.840 K $ 4.59 %
2025/09/30 SKYY FIRST TR EXCHANGE TRADED FD 0.46% 4.525 M $ 33663 2024/06/30 424.372 K $ 10.51 %
2025/09/30 COPX GLOBAL X FDS 0.44% 4.336 M $ 72494 2025/06/30 365.658 K $ 32.91 %
2025/09/30 MTZ MASTEC INC 0.43% 4.219 M $ 19825 2018/12/31 840.183 K $ 24.87 %
2025/09/30 GRID FIRST TR EXCHANGE TRADED FD 0.42% 4.130 M $ 27334 2024/06/30 328.056 K $ 8.68 %
2025/09/30 MSTR STRATEGY INC 0.42% 4.095 M $ 12709 2023/12/31 -1.120 M $ -20.29 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.42% 4.091 M $ 8434 2018/12/31 691.058 K $ 19.62 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 0.42% 4.076 M $ 98024 2022/12/31 -905.000 $ -0.02 %
2025/09/30 URA GLOBAL X FDS 0.41% 3.975 M $ 83377 2024/03/31 707.072 K $ 22.83 %
2025/09/30 CSCO CISCO SYS INC 0.40% 3.879 M $ 56688 2018/12/31 -24.130 K $ -1.38 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.38% 3.709 M $ 17449 2024/03/31 -3.473 K $ -0.08 %
2025/09/30 REM ISHARES TR 0.38% 3.675 M $ 167253 2024/06/30 95.131 K $ 2.76 %
2025/09/30 TEM TEMPUS AI INC 0.37% 3.575 M $ 44300 2025/03/31 663.225 K $ 27.02 %
2025/09/30 ADBE ADOBE INC 0.36% 3.574 M $ 10132 2018/12/31 -412.631 K $ -8.82 %
2025/09/30 IGEB ISHARES TR 0.35% 3.446 M $ 74842 2024/06/30 36.718 K $ 1.34 %
2025/09/30 IVV ISHARES TR 0.35% 3.414 M $ 5100 2019/03/31 415.223 K $ 7.79 %
2025/09/30 HYD VANECK ETF TRUST 0.35% 3.392 M $ 66631 2022/03/31 45.851 K $ 1.37 %
2025/09/30 PWR QUANTA SVCS INC 0.34% 3.361 M $ 8110 2022/03/31 498.148 K $ 9.61 %
2025/09/30 HCA HCA HEALTHCARE INC 0.34% 3.357 M $ 7877 2020/06/30 385.141 K $ 11.25 %
2025/09/30 NVT NVENT ELECTRIC PLC 0.34% 3.326 M $ 33715 2025/09/30 0.000 $ 0.00 %
2025/09/30 MLPA GLOBAL X FDS 0.34% 3.299 M $ 68124 2024/06/30 -116.743 K $ -3.55 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.33% 3.254 M $ 9423 2018/12/31 406.392 K $ 10.68 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.33% 3.204 M $ 7592 2020/03/31 -212.082 K $ -3.53 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.32% 3.121 M $ 82092 2024/03/31 219.380 K $ 7.77 %
2025/09/30 XOM EXXON MOBIL CORP 0.31% 3.081 M $ 27326 2022/12/31 170.433 K $ 4.59 %
2025/09/30 CRM SALESFORCE INC 0.30% 2.980 M $ 12574 2020/06/30 -445.089 K $ -13.09 %
2025/09/30 NEE NEXTERA ENERGY INC 0.30% 2.948 M $ 39051 2018/12/31 384.941 K $ 8.74 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.29% 2.867 M $ 6410 2024/03/31 -655.178 K $ -17.70 %
2025/09/30 MBB ISHARES TR 0.29% 2.860 M $ 30054 2024/09/30 28.085 K $ 1.34 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.29% 2.859 M $ 10131 2020/09/30 -126.919 K $ -4.28 %
2025/09/30 LLY ELI LILLY & CO 0.29% 2.857 M $ 3745 2024/06/30 -49.027 K $ -2.12 %
2025/09/30 IWR ISHARES TR 0.29% 2.812 M $ 29128 2024/12/31 119.670 K $ 4.98 %
2025/09/30 FLG FLAGSTAR FINANCIAL INC 0.29% 2.800 M $ 242431 2024/12/31 197.585 K $ 8.96 %
2025/09/30 NFLX NETFLIX INC 0.28% 2.789 M $ 2326 2024/03/31 -331.035 K $ -10.47 %
2025/09/30 EOG EOG RES INC 0.28% 2.779 M $ 24790 2021/12/31 -193.346 K $ -6.26 %
2025/09/30 MO ALTRIA GROUP INC 0.28% 2.768 M $ 41894 2018/12/31 306.896 K $ 12.67 %
2025/09/30 FEMS FIRST TR EXCH TRD ALPHDX FD 0.28% 2.757 M $ 62413 2024/09/30 213.289 K $ 8.79 %
2025/09/30 TJX TJX COS INC NEW 0.28% 2.747 M $ 19007 2021/03/31 449.438 K $ 17.05 %
2025/09/30 IWM ISHARES TR 0.28% 2.742 M $ 11331 2024/12/31 298.023 K $ 12.13 %
2025/09/30 DDWM WISDOMTREE TR 0.27% 2.692 M $ 64405 2024/09/30 43.129 K $ 5.40 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.27% 2.667 M $ 16486 2024/03/31 341.889 K $ 14.02 %
2025/09/30 PFE PFIZER INC 0.27% 2.657 M $ 104266 2018/12/31 45.846 K $ 5.12 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.27% 2.655 M $ 4357 2018/12/31 621.379 K $ 21.87 %
2025/09/30 LIN LINDE PLC 0.26% 2.519 M $ 5303 2023/03/31 30.700 K $ 1.24 %