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Paradigm Financial Advisors, LLC13F | |
Paradigm Financial Advisors, LLC | |
Last update 2022-02-11 | 221 Stocks (18 new) |
Value $445.00 Mil | Turnover 4 % |
Paradigm Financial Advisors, L... Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 199,787 | 35,476.0 | -3.75% | 7.970 | -0.26% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
TIP | iShares TIPS Bond ETF | 141,077 | 18,227.0 | +1.14% | 4.090 | +0.05% | 0.050 | +2.36% | +4.39% | 13,950.9 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 41,997 | 16,708.0 | +3.71% | 3.750 | +0.13% | 0.010 | +22.10% | +8.69% | 355,935.0 | ||
QCOM | Qualcomm Inc | 79,608 | 14,558.0 | -2.55% | 3.270 | -0.06% | 0.010 | +13.76% | +3.67% | 172,891.1 | Semiconductors | |
BAC | Bank of America Corp | 313,617 | 13,953.0 | -1.27% | 3.130 | -0.04% | 0.000 | +30.75% | +7.63% | 351,964.6 | Banks | |
VTV | Vanguard Value ETF | 89,938 | 13,231.0 | -1.49% | 2.970 | -0.04% | 0.010 | +10.76% | +6.49% | 132,298.5 | ||
NVDA | NVIDIA Corp | 421,160 | 12,387.0 | -0.87% | 2.780 | -0.02% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
GOOGL | Alphabet Inc | 83,920 | 12,156.0 | +1.13% | 2.730 | +0.03% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
IWN | iShares Russell 2000 Value ETF | 68,730 | 11,413.0 | -8.58% | 2.560 | -0.24% | 0.080 | +20.64% | +1.26% | 11,390.8 | ||
QCLN |
First Trust NASDAQ Clean Edge Green Energy Idx Fd
First Trust NASDAQ Clean Edge Green Energy Idx Fd
| 161,321 | 10,965.0 | +10.36% | 2.460 | +0.23% | 0.430 | +32.01% | +2.27% | 424.6 |
Paradigm Financial Advisors, LLC's Historical Top Holdings Breakdowns
Paradigm Financial Advisors, LLC Total Holding History ($B)
Paradigm Financial Advisors, LLC's Asset Allocation
Paradigm Financial Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Paradigm Financial Advisors, LLC's Hypothetical Growth since 2021-12-31
Paradigm Financial Advisors, LLC's Yearly Returns
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Paradigm Financial Advisors, LLC's Holdings Heat Map
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