Paradigm Financial Partners, LLC Buys Coupang Inc, BTC iShares MSCI USA Quality Factor ETF, Williams Inc, Sells Johnson & Johnson, Alibaba Group Holding, Vanguard Dividend Appreciation FTF

Investment company Paradigm Financial Partners, LLC (Current Portfolio) buys Coupang Inc, BTC iShares MSCI USA Quality Factor ETF, Williams Inc, First Horizon Corp, The Interpublic Group of Inc, sells Johnson & Johnson, Alibaba Group Holding, Vanguard Dividend Appreciation FTF, Intel Corp, Invesco Preferred ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Paradigm Financial Partners, LLC. As of 2021Q3, Paradigm Financial Partners, LLC owns 229 stocks with a total value of $421 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. Lyft Inc (LYFT) - 336,773 shares, 4.37% of the total portfolio.
  2. Uber Technologies Inc (UBER) - 282,284 shares, 3.21% of the total portfolio. Shares reduced by 0.05%
  3. Microsoft Corp (MSFT) - 35,356 shares, 2.48% of the total portfolio. Shares added by 4.21%
  4. Apple Inc (AAPL) - 72,692 shares, 2.47% of the total portfolio. Shares added by 0.62%
  5. Adobe Inc (ADBE) - 14,965 shares, 2.06% of the total portfolio. Shares added by 3.82%
New Purchase: Coupang Inc (CPNG)

Paradigm Financial Partners, LLC initiated holding in Coupang Inc. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $29.477500. The impact to a portfolio due to this purchase was 1.56%. The holding were 239,350 shares as of 2021-09-30.

New Purchase: Williams Companies Inc (WMB)

Paradigm Financial Partners, LLC initiated holding in Williams Companies Inc. The purchase prices were between $23.89 and $26.94, with an estimated average price of $25.2. The stock is now traded at around $28.197700. The impact to a portfolio due to this purchase was 0.36%. The holding were 54,101 shares as of 2021-09-30.

New Purchase: First Horizon Corp (FHN)

Paradigm Financial Partners, LLC initiated holding in First Horizon Corp. The purchase prices were between $14.83 and $17.33, with an estimated average price of $15.95. The stock is now traded at around $17.220000. The impact to a portfolio due to this purchase was 0.32%. The holding were 80,871 shares as of 2021-09-30.

New Purchase: The Interpublic Group of Companies Inc (IPG)

Paradigm Financial Partners, LLC initiated holding in The Interpublic Group of Companies Inc. The purchase prices were between $30.9 and $38.88, with an estimated average price of $35.78. The stock is now traded at around $35.810000. The impact to a portfolio due to this purchase was 0.22%. The holding were 24,647 shares as of 2021-09-30.

New Purchase: Genuine Parts Co (GPC)

Paradigm Financial Partners, LLC initiated holding in Genuine Parts Co. The purchase prices were between $118.38 and $129.52, with an estimated average price of $124.75. The stock is now traded at around $137.800000. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,282 shares as of 2021-09-30.

New Purchase: Hanesbrands Inc (HBI)

Paradigm Financial Partners, LLC initiated holding in Hanesbrands Inc. The purchase prices were between $17.16 and $20.68, with an estimated average price of $18.75. The stock is now traded at around $17.890000. The impact to a portfolio due to this purchase was 0.12%. The holding were 30,760 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Paradigm Financial Partners, LLC added to a holding in BTC iShares MSCI USA Quality Factor ETF by 67.17%. The purchase prices were between $131.73 and $141.35, with an estimated average price of $137.12. The stock is now traded at around $146.030000. The impact to a portfolio due to this purchase was 0.77%. The holding were 59,938 shares as of 2021-09-30.

Added: Expedia Group Inc (EXPE)

Paradigm Financial Partners, LLC added to a holding in Expedia Group Inc by 46.42%. The purchase prices were between $137.79 and $171.99, with an estimated average price of $154.59. The stock is now traded at around $176.160000. The impact to a portfolio due to this purchase was 0.19%. The holding were 14,992 shares as of 2021-09-30.

Added: Newell Brands Inc (NWL)

Paradigm Financial Partners, LLC added to a holding in Newell Brands Inc by 144.96%. The purchase prices were between $22.14 and $27.45, with an estimated average price of $25.57. The stock is now traded at around $23.745000. The impact to a portfolio due to this purchase was 0.17%. The holding were 53,745 shares as of 2021-09-30.

Added: iShares Core S&P 500 ETF (IVV)

Paradigm Financial Partners, LLC added to a holding in iShares Core S&P 500 ETF by 120.41%. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $470.290000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,764 shares as of 2021-09-30.

Added: Applied Materials Inc (AMAT)

Paradigm Financial Partners, LLC added to a holding in Applied Materials Inc by 40.57%. The purchase prices were between $127.2 and $144.09, with an estimated average price of $135.81. The stock is now traded at around $157.240000. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,666 shares as of 2021-09-30.

Added: iShares Russell 2000 ETF (IWM)

Paradigm Financial Partners, LLC added to a holding in iShares Russell 2000 ETF by 24.62%. The purchase prices were between $211.09 and $230.69, with an estimated average price of $221.07. The stock is now traded at around $237.980000. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,067 shares as of 2021-09-30.

Sold Out: Vanguard Dividend Appreciation FTF (VIG)

Paradigm Financial Partners, LLC sold out a holding in Vanguard Dividend Appreciation FTF. The sale prices were between $153.6 and $162.44, with an estimated average price of $158.75.

Sold Out: Invesco Preferred ETF (PGX)

Paradigm Financial Partners, LLC sold out a holding in Invesco Preferred ETF. The sale prices were between $14.87 and $15.19, with an estimated average price of $15.08.

Sold Out: Pinnacle West Capital Corp (PNW)

Paradigm Financial Partners, LLC sold out a holding in Pinnacle West Capital Corp. The sale prices were between $71.68 and $86.39, with an estimated average price of $79.28.

Sold Out: SPDR Metals & Mining ETF (XME)

Paradigm Financial Partners, LLC sold out a holding in SPDR Metals & Mining ETF. The sale prices were between $39.35 and $46.21, with an estimated average price of $43.19.

Sold Out: Healthcare Trust of America Inc (HTA)

Paradigm Financial Partners, LLC sold out a holding in Healthcare Trust of America Inc. The sale prices were between $26.87 and $31.28, with an estimated average price of $29.16.

Sold Out: ProShares Ultra S&P500 (SSO)

Paradigm Financial Partners, LLC sold out a holding in ProShares Ultra S&P500. The sale prices were between $117.35 and $133.13, with an estimated average price of $126.4.



Here is the complete portfolio of Paradigm Financial Partners, LLC. Also check out:

1. Paradigm Financial Partners, LLC's Undervalued Stocks
2. Paradigm Financial Partners, LLC's Top Growth Companies, and
3. Paradigm Financial Partners, LLC's High Yield stocks
4. Stocks that Paradigm Financial Partners, LLC keeps buying