Paradigm, Strategies In Wealth Management, LLC Top Holdings and 13F Report (2024) → Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad) About Paradigm, Strategies In Wealth Management, LLCInvestment ActivityParadigm, Strategies In Wealth Management, LLC has $162.10 million in total holdings as of March 31, 2024.Paradigm, Strategies In Wealth Management, LLC owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.31% of the portfolio was purchased this quarter.About 4.61% of the portfolio was sold this quarter.This quarter, Paradigm, Strategies In Wealth Management, LLC has purchased 46 new stocks and bought additional shares in 22 stocks.Paradigm, Strategies In Wealth Management, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $28,245,627Schwab International Equity ETF $22,210,203Schwab US Dividend Equity ETF $18,346,395Schwab U.S. Large-Cap Growth ETF $18,251,706iShares Core S&P Small-Cap ETF $15,914,073 Largest New Holdings this Quarter Walt Disney $259,475 HoldingEli Lilly and Company $218,607 HoldingiShares Core S&P Mid-Cap ETF $216,828 HoldingSPDR Portfolio S&P 500 Value ETF $200,400 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 126,557 shares (about $6.38M)iShares iBonds Dec 2029 Term Corporate ETF 41,315 shares (about $942.81K)iShares iBonds Dec 2031 Term Corporate ETF 42,837 shares (about $877.73K)iShares iBonds Dec 2030 Term Corporate ETF 38,496 shares (about $823.81K)JPMorgan Ultra-Short Municipal ETF 14,318 shares (about $726.50K) Largest Sales this Quarter iShares iBonds Dec 2024 Term Corporate ETF 137,726 shares (about $3.45M)iShares iBonds Dec 2028 Term Corporate ETF 92,679 shares (about $2.31M)iShares iBonds Dec 2024 Term Muni Bond ETF 30,297 shares (about $786.21K)iShares iBonds Dec 2025 Term Muni Bond ETF 15,768 shares (about $417.22K)iShares iBonds Dec 2025 Term Corporate ETF 5,483 shares (about $136.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParadigm, Strategies In Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$28,245,627$6,384,797 ▲29.2%559,87417.4%ETFSCHFSchwab International Equity ETF$22,210,203$39,566 ▲0.2%569,20013.7%ETFSCHDSchwab US Dividend Equity ETF$18,346,395$246,405 ▲1.4%227,53811.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,251,706$3,152 ▼0.0%196,84811.3%ETFIJRiShares Core S&P Small-Cap ETF$15,914,073$148,428 ▲0.9%143,9939.8%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$6,186,379$93,360 ▼-1.5%249,3503.8%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$6,128,895$2,308,170 ▼-27.4%246,0913.8%ETFPGProcter & Gamble$4,774,707$49,000 ▼-1.0%29,4282.9%Consumer StaplesIBDPiShares iBonds Dec 2024 Term Corporate ETF$4,753,381$3,450,031 ▼-42.1%189,7562.9%ETFSPYSPDR S&P 500 ETF Trust$3,852,206$1,569 ▲0.0%7,3652.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$3,796,454$36,969 ▼-1.0%46,6222.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,409,286$726,498 ▲27.1%67,1912.1%ETFAAPLApple$3,272,738$16,291 ▼-0.5%19,0852.0%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,881,035$942,811 ▲100.5%82,4291.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,862,987$136,034 ▼-6.8%75,0901.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,783,968$55,522 ▲3.2%74,8001.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,705,219$1,669 ▲0.1%3,0651.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,683,795$134,469 ▲8.7%70,7481.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,407,175$823,812 ▲141.2%65,7560.9%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,099,170$877,734 ▲396.4%53,6440.7%ETFSCHASchwab US Small-Cap ETF$852,290$985 ▲0.1%17,3090.5%ETFJEPIJPMorgan Equity Premium Income ETF$720,183$391,712 ▲119.3%12,4470.4%ETFBRK.BBerkshire Hathaway$718,6690.0%1,7090.4%FinanceIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$643,677$18,270 ▼-2.8%25,4720.4%ETFAMZNAmazon.com$572,346$95,060 ▲19.9%3,1730.4%Retail/WholesaleIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$527,019$786,208 ▼-59.9%20,3090.3%ETFXLUUtilities Select Sector SPDR Fund$477,028$3,677 ▼-0.8%7,2660.3%ETFQQQInvesco QQQ$471,134$888 ▼-0.2%1,0610.3%FinanceIWBiShares Russell 1000 ETF$469,4890.0%1,6300.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$441,530$97,245 ▼-18.0%12,2000.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$440,7180.0%1,1080.3%FinanceIWFiShares Russell 1000 Growth ETF$408,1680.0%1,2110.3%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$407,325$417,221 ▼-50.6%15,3940.3%ETFUNHUnitedHealth Group$362,7500.0%7330.2%MedicalIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$346,763$4,969 ▲1.5%13,6790.2%ETFPIIPolaris$328,077$2,303 ▲0.7%3,2770.2%Auto/Tires/TrucksIVEiShares S&P 500 Value ETF$323,1810.0%1,7300.2%ETFCOSTCostco Wholesale$299,6460.0%4090.2%Retail/WholesaleSBUXStarbucks$286,715$22,210 ▲8.4%3,1370.2%Retail/WholesaleGOOGLAlphabet$280,579$53,429 ▲23.5%1,8590.2%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$266,903$4,958 ▲1.9%10,6040.2%ETFDISWalt Disney$259,475$259,475 ▲New Holding2,1210.2%Consumer DiscretionaryTECHBio-Techne$255,164$52,652 ▼-17.1%3,6250.2%MedicalJPMJPMorgan Chase & Co.$242,521$401 ▲0.2%1,2110.1%FinanceIVWiShares S&P 500 Growth ETF$230,9430.0%2,7350.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$230,464$747 ▲0.3%2,7780.1%ETFLLYEli Lilly and Company$218,607$218,607 ▲New Holding2810.1%MedicalIJHiShares Core S&P Mid-Cap ETF$216,828$216,828 ▲New Holding3,5700.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$200,400$200,400 ▲New Holding4,0000.1%ETFMVISMicroVision$31,2800.0%17,0000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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