PF

Paradigm Financial Advisors, LLC

13F
Paradigm Financial Advisors, LLC
Last update 2022-02-11 221 Stocks (18 new)
Value $445.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(7.97%)TIP(4.09%)QQQ(3.75%)QCOM(3.27%)BAC(3.13%)
Summary Stock Picks Current Portfolio
Paradigm Financial Advisors, L... Top Holdings of 2021-12-31 View Full List
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
+5.24%
-14.52%
3,189,545.6
Hardware
TIP
iShares TIPS Bond ETF
141,077
18,227.0
+1.14%
4.090
+0.05%
0.050
-0.38%
+4.42%
13,954.8
 
QQQ
PowerShares QQQ Trust Ser 1
41,997
16,708.0
+3.71%
3.750
+0.13%
0.010
+23.56%
+9.08%
357,232.3
 
QCOM
Qualcomm Inc
79,608
14,558.0
-2.55%
3.270
-0.06%
0.010
+17.05%
+6.80%
178,106.6
Semiconductors
BAC
Bank of America Corp
313,617
13,953.0
-1.27%
3.130
-0.04%
0.000
+32.24%
+12.69%
368,534.7
Banks
VTV
Vanguard Value ETF
89,938
13,231.0
-1.49%
2.970
-0.04%
0.010
+8.26%
+7.31%
131,767.6
 
NVDA
NVIDIA Corp
421,160
12,387.0
-0.87%
2.780
-0.02%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
GOOGL
Alphabet Inc
83,920
12,156.0
+1.13%
2.730
+0.03%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
IWN
iShares Russell 2000 Value ETF
68,730
11,413.0
-8.58%
2.560
-0.24%
0.080
+15.93%
+1.26%
11,390.1
 
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
+26.00%
+2.16%
424.1
 

Paradigm Financial Advisors, LLC's Historical Top Holdings Breakdowns

Paradigm Financial Advisors, LLC Total Holding History ($B)

To

Paradigm Financial Advisors, LLC's Asset Allocation

To

Paradigm Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Paradigm Financial Advisors, LLC's Hypothetical Growth since 2021-12-31

Paradigm Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Paradigm Financial Advisors, LLC's Holdings Heat Map

Size field:

Paradigm Financial Advisors, LLC's Holdings Bubble Chart

Paradigm Financial Advisors, LLC News

  • 1

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