| |
|
|
| Name: |
Paradigm Strategies in Wealth Management LLC |
| City: |
Maple Grove |
| State: |
MN |
| Zip: |
55369 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Unchanged 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 |
|
BRK.B |
Berkshire Hathaway B |
20 |
- |
$413.12 |
$719,000 |
1,709 |
0.44% |
109,000 |
0 |
0 |
Property & Casualty I... |
|
|
IWB |
ishares trust Russell 1000 |
26 |
- |
$290.40 |
$469,000 |
1,630 |
0.29% |
42,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
28 |
- |
$399.21 |
$441,000 |
1,108 |
0.27% |
23,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
29 |
- |
$342.95 |
$408,000 |
1,211 |
0.25% |
41,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
UNH |
Unitedhealth Group Inc |
31 |
- |
$521.27 |
$363,000 |
733 |
0.22% |
-23,000 |
0 |
0 |
Health Care Plans |
|
|
IVE |
iShares S&P 500/BARRA Value |
34 |
- |
$186.16 |
$323,000 |
1,730 |
0.2% |
22,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
35 |
- |
$793.07 |
$300,000 |
409 |
0.19% |
30,000 |
0 |
0 |
Discount, Variety Stores |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
42 |
- |
$86.27 |
$231,000 |
2,735 |
0.14% |
26,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
MVIS |
Microvision Inc |
47 |
- |
$1.21 |
$31,000 |
17,000 |
0.02% |
-14,000 |
0 |
0.012 |
Diversified Electronics |
|
