Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Paradigm Strategies in Wealth Management LLC
  City: Maple Grove
  State: MN
  Zip: 55369
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,094,000
  Total Value Change : $10,066,000
  Securities Held Change : 4
   
All Securities Held : 50
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 9
  Decreased Positions : 15

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

   
Holdings Found : 4     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
   (DIS)1 Year Chart         DIS Walt Disney Co 39 New $103.37 $259,000 2,121 0.16% 259,000 2,121 0    Entertainment - Diver...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 44 New $771.12 $219,000 281 0.14% 219,000 281 0    Drug Manufacturers - ...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 45 New $60.26 $217,000 3,570 0.13% 217,000 3,570 0.002    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 46 New $49.95 $200,000 4,000 0.12% 200,000 4,000 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results