Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Paradigm Financial Partners LLC
  City: WESTPORT
  State: CT
  Zip: 06880
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $412,308,000
  Total Value Change : $49,338,000
  Securities Held Change : 10
   
All Securities Held : 201
  New Positions : 18
  Closed Positions : 9
  Increased Positions : 100
  Unchanged Positions : 21
  Decreased Positions : 62

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SLB)1 Year Chart         SLB Schlumberger Ltd 112 New $48.31 $935,000 17,960 0.23% 935,000 17,960 0.001    Oil & Gas Equipment &...
   (FNF)1 Year Chart         FNF Fidelity National Financial... 120 New $52.03 $785,000 15,395 0.19% 785,000 15,395 0.005    Surety & Title Insurance
   (CSX)1 Year Chart         CSX CSX Corp 129 New $33.84 $664,000 19,158 0.16% 664,000 19,158 0    Railroads
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 128 New $759.72 $664,000 1,143 0.16% 664,000 1,143 0.002    Semiconductor Equipme...
   (WSO)1 Year Chart         WSO Watsco Inc 145 New $482.70 $497,000 1,159 0.12% 497,000 1,159 0.003    Building Materials Wh...
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 149 New $85.03 $461,000 5,480 0.11% 461,000 5,480 0.002    Multi Utilities
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 155 New $1,503.47 $411,000 650 0.1% 411,000 650 0.008    Business Software & S...
   (QTEC)1 Year Chart         QTEC First Trust NASDAQ-100-Tech... 164 New $191.40 $329,000 1,877 0.08% 329,000 1,877 0.008    Closed - End Fund - Debt
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 169 New $262.64 $306,000 1,288 0.07% 306,000 1,288 0    Closed - End Fund - E...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 171 New $56.72 $299,000 5,539 0.07% 299,000 5,539 0.004    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 176 New $1,436.17 $258,000 231 0.06% 258,000 231 0    Semiconductor- Broad...
   (WDAY)1 Year Chart         WDAY Workday, Inc. 185 New $251.31 $227,000 821 0.06% 227,000 821 0    Application Software
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 186 New $4.60 $219,000 5,139 0.05% 219,000 5,139 0.003    Closed - End Fund - Debt
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 187 New $0.00 $217,000 1,790 0.05% 217,000 1,790 0.001    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 188 New $125.56 $216,000 1,842 0.05% 216,000 1,842 0.001    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 189 New $112.24 $210,000 2,015 0.05% 210,000 2,015 0.001    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 192 New $92.10 $205,000 2,071 0.05% 205,000 2,071 0    Closed - End Fund - E...
   (STX)1 Year Chart         STX Seagate Technology 193 New $98.72 $200,000 2,348 0.05% 200,000 2,348 0.001    Data Storage Devices
      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us