The Analysis of Paradigm, Strategies in Wealth Management, LLC's Holdings
Currently, Paradigm, Strategies in Wealth Management, LLC holds 49 types of securities in its portfolio with a total value $152.4M. In the most recent quarter, they have increased their positions in IBCA (+27.3K shares, valued at $707.2K), XLU (+6.8K shares, valued at $291.9K), XLV (+1.4K shares, valued at $210.1K); decreased their positions in JPST (-23.5K shares, valued at $1.2M), SCHD (-26.6K shares, valued at $730.2K), SCHG (-16.0K shares, valued at $521.7K); initiated new positions in XLV (+1.4K shares, valued at $210.1K), VYM (+1.4K shares, valued at $205.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR685.6K shares-2.28%2025-12-312026-01-22
SCHD SCHWAB STRATEGIC TR685.2K shares-3.74%2025-12-312026-01-22 HEFA ISHARES TR434.6K shares0.68%2025-12-312026-01-22 IJR ISHARES TR139.8K shares-2.58%2025-12-312026-01-22 JPST J P MORGAN EXCHANGE TRADED F293.3K shares-7.43%2025-12-312026-01-22 SCHF SCHWAB STRATEGIC TR319.0K shares-1.54%2025-12-312026-01-22 IBDZ ISHARES TR216.8K shares-0.51%2025-12-312026-01-22 AAPL APPLE INC15.5K shares-5.92%2025-12-312026-01-22 SPY SPDR S&P 500 ETF TR5.9K shares-2.29%2025-12-312026-01-22 PG PROCTER AND GAMBLE CO26.2K shares-2.24%2025-12-312026-01-22 IBDX ISHARES TR128.2K shares-10.05%2025-12-312026-01-22 SCHM SCHWAB STRATEGIC TR107.9K shares-3.88%2025-12-312026-01-22 IBDT ISHARES TR109.6K shares-10.18%2025-12-312026-01-22 IBCA ISHARES TR77.2K shares54.55%2025-12-312026-01-22 MDY SPDR S&P MIDCAP 400 ETF TR2.9K shares0.07%2025-12-312026-01-22 JMST J P MORGAN EXCHANGE TRADED F32.0K shares-8.53%2025-12-312026-01-22 IBDU ISHARES TR63.9K shares-15.00%2025-12-312026-01-22 IBDS ISHARES TR60.9K shares-9.95%2025-12-312026-01-22 IBDV ISHARES TR65.9K shares-11.26%2025-12-312026-01-22 JEPI J P MORGAN EXCHANGE TRADED F23.8K shares0.16%2025-12-312026-01-22 IBDW ISHARES TR62.6K shares-10.57%2025-12-312026-01-22 IBDR ISHARES TR50.0K shares-12.51%2025-12-312026-01-22 IBDY ISHARES TR44.3K shares-8.49%2025-12-312026-01-22 JEPQ J P MORGAN EXCHANGE TRADED F16.2K shares19.93%2025-12-312026-01-22 SCHA SCHWAB STRATEGIC TR30.1K shares-0.91%2025-12-312026-01-22 AIQ GLOBAL X FDS15.1K shares2.29%2025-12-312026-01-22 AMZN AMAZON COM INC3.1K shares2.49%2025-12-312026-01-22 IWB ISHARES TR1.6K shares0.00%2025-12-312026-01-22 XLU SELECT SECTOR SPDR TR13.7K shares100.12%2025-12-312026-01-22 IBMQ ISHARES TR22.6K shares0.00%2025-12-312026-01-22 NVDA NVIDIA CORPORATION3.1K shares2.83%2025-12-312026-01-22 COST COSTCO WHSL CORP NEW616 shares0.16%2025-12-312026-01-22 DIA SPDR DOW JONES INDL AVERAGE996 shares0.00%2025-12-312026-01-22 ALPHABET INC ALPHABET INC1.5K shares-18.65%2025-12-312026-01-22 IWF ISHARES TR973 shares-14.87%2025-12-312026-01-22 IBMR ISHARES TR17.5K shares12.07%2025-12-312026-01-22 IBMS ISHARES TR14.0K shares0.00%2025-12-312026-01-22 BSCY INVESCO EXCH TRD SLF IDX FD16.3K shares0.00%2025-12-312026-01-22 IVW ISHARES TR2.7K shares0.00%2025-12-312026-01-22 IVE ISHARES TR1.6K shares0.00%2025-12-312026-01-22 SLYV SPDR SERIES TRUST2.8K shares0.47%2025-12-312026-01-22 UNH UNITEDHEALTH GROUP INC721 shares-17.69%2025-12-312026-01-22 IJH ISHARES TR3.5K shares0.46%2025-12-312026-01-22 IBMP ISHARES TR8.8K shares0.00%2025-12-312026-01-22 XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-22 VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2025-12-312026-01-22 MVIS MICROVISION INC DEL26.0K shares0.00%2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available