Paradigm Financial Partners, LLC Buys Lyft Inc, Uber Technologies Inc, Truist Financial Corp, Sells Cisco Systems Inc, Six Flags Entertainment Corp, iShares Core S&P 500 ETF

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Jan 29, 2020
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Investment company Paradigm Financial Partners, LLC (Current Portfolio) buys Lyft Inc, Uber Technologies Inc, Truist Financial Corp, Alibaba Group Holding, Vanguard Mega Cap Growth ETF, sells Cisco Systems Inc, Six Flags Entertainment Corp, iShares Core S&P 500 ETF, iShares Edge MSCI Min Volatility USA ETF, iShares Government/Credit Bond ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Paradigm Financial Partners, LLC. As of 2019Q4, Paradigm Financial Partners, LLC owns 159 stocks with a total value of $256 million. These are the details of the buys and sells.

For the details of Paradigm Financial Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/paradigm+financial+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Paradigm Financial Partners, LLC
  1. Spotify Technology SA (SPOT) - 103,210 shares, 6.02% of the total portfolio.
  2. Lyft Inc (LYFT) - 343,627 shares, 5.77% of the total portfolio. Shares added by 4046.08%
  3. Uber Technologies Inc (UBER) - 282,160 shares, 3.27% of the total portfolio. New Position
  4. Apple Inc (AAPL) - 15,279 shares, 1.75% of the total portfolio. Shares added by 1.21%
  5. Mastercard Inc (MA) - 12,657 shares, 1.47% of the total portfolio. Shares reduced by 4.4%
New Purchase: Uber Technologies Inc (UBER)

Paradigm Financial Partners, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $36.99. The impact to a portfolio due to this purchase was 3.27%. The holding were 282,160 shares as of .

New Purchase: Truist Financial Corp (BBK)

Paradigm Financial Partners, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 0.67%. The holding were 30,430 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Paradigm Financial Partners, LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $85.00. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,873 shares as of .

New Purchase: Pinterest Inc (PINS)

Paradigm Financial Partners, LLC initiated holding in Pinterest Inc. The purchase prices were between $17.45 and $27.37, with an estimated average price of $21.44. The stock is now traded at around $22.62. The impact to a portfolio due to this purchase was 0.11%. The holding were 14,639 shares as of .

New Purchase: Schwab U.S. Dividend Equity ETF (SCHD)

Paradigm Financial Partners, LLC initiated holding in Schwab U.S. Dividend Equity ETF. The purchase prices were between $52.87 and $58.15, with an estimated average price of $56.27. The stock is now traded at around $57.91. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,685 shares as of .

New Purchase: iShares Global Financials ETF (IXG)

Paradigm Financial Partners, LLC initiated holding in iShares Global Financials ETF. The purchase prices were between $60.66 and $68.91, with an estimated average price of $65.86. The stock is now traded at around $67.18. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,681 shares as of .

Added: Lyft Inc (LYFT)

Paradigm Financial Partners, LLC added to a holding in Lyft Inc by 4046.08%. The purchase prices were between $37.7 and $49.37, with an estimated average price of $44.02. The stock is now traded at around $46.84. The impact to a portfolio due to this purchase was 5.63%. The holding were 343,627 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Paradigm Financial Partners, LLC added to a holding in Alibaba Group Holding Ltd by 121.85%. The purchase prices were between $161.93 and $216.38, with an estimated average price of $188.59. The stock is now traded at around $212.02. The impact to a portfolio due to this purchase was 0.3%. The holding were 6,509 shares as of .

Added: Vanguard Mega Cap Growth ETF (MGK)

Paradigm Financial Partners, LLC added to a holding in Vanguard Mega Cap Growth ETF by 35.26%. The purchase prices were between $128.65 and $146.41, with an estimated average price of $138.37. The stock is now traded at around $152.90. The impact to a portfolio due to this purchase was 0.21%. The holding were 13,844 shares as of .

Added: Vanguard Mega Cap Value ETF (MGV)

Paradigm Financial Partners, LLC added to a holding in Vanguard Mega Cap Value ETF by 35.01%. The purchase prices were between $78.27 and $87.77, with an estimated average price of $84.01. The stock is now traded at around $86.02. The impact to a portfolio due to this purchase was 0.2%. The holding were 22,680 shares as of .

Added: Vanguard Small-Cap Value ETF (VBR)

Paradigm Financial Partners, LLC added to a holding in Vanguard Small-Cap Value ETF by 34.69%. The purchase prices were between $123.74 and $138.15, with an estimated average price of $132.66. The stock is now traded at around $134.85. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,420 shares as of .

Added: BCE Inc (BCE)

Paradigm Financial Partners, LLC added to a holding in BCE Inc by 25.50%. The purchase prices were between $46.11 and $49.09, with an estimated average price of $47.85. The stock is now traded at around $47.53. The impact to a portfolio due to this purchase was 0.07%. The holding were 18,978 shares as of .

Sold Out: Six Flags Entertainment Corp (SIX)

Paradigm Financial Partners, LLC sold out a holding in Six Flags Entertainment Corp. The sale prices were between $41.54 and $51.9, with an estimated average price of $45.9.

Sold Out: iShares Edge MSCI Min Volatility USA ETF (USMV)

Paradigm Financial Partners, LLC sold out a holding in iShares Edge MSCI Min Volatility USA ETF. The sale prices were between $62.68 and $65.67, with an estimated average price of $64.26.

Sold Out: SPDR Barclays Long Term Treasury ETF (SPTL)

Paradigm Financial Partners, LLC sold out a holding in SPDR Barclays Long Term Treasury ETF. The sale prices were between $38.76 and $41.87, with an estimated average price of $39.95.

Sold Out: iShares Government/Credit Bond ETF (GBF)

Paradigm Financial Partners, LLC sold out a holding in iShares Government/Credit Bond ETF. The sale prices were between $116.55 and $118.98, with an estimated average price of $117.68.

Sold Out: SPDR Barclays Intermediate Term Corporate Bond ETF (SPIB)

Paradigm Financial Partners, LLC sold out a holding in SPDR Barclays Intermediate Term Corporate Bond ETF. The sale prices were between $35.06 and $35.42, with an estimated average price of $35.25.

Sold Out: iShares 10-20 Year Treasury Bond ETF (TLH)

Paradigm Financial Partners, LLC sold out a holding in iShares 10-20 Year Treasury Bond ETF. The sale prices were between $143.61 and $151.73, with an estimated average price of $146.55.



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