Paradigm, Strategies In Wealth Management, LLC Top Holdings and 13F Report (2025) About Paradigm, Strategies In Wealth Management, LLCInvestment ActivityParadigm, Strategies In Wealth Management, LLC has $148.35 million in total holdings as of March 31, 2025.Paradigm, Strategies In Wealth Management, LLC owns shares of 53 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.44% of the portfolio was purchased this quarter.About 11.91% of the portfolio was sold this quarter.This quarter, Paradigm, Strategies In Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 21 stocks.Paradigm, Strategies In Wealth Management, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $19,635,966Schwab U.S. Large-Cap Growth ETF $18,008,843JPMorgan Ultra-Short Income ETF $17,411,084iShares Core S&P Small-Cap ETF $15,318,008iShares Currency Hedged MSCI EAFE ETF $15,102,991 Largest New Holdings this Quarter 46434V803 - iShares Currency Hedged MSCI EAFE ETF $15,102,991 Holding00206R102 - AT&T $228,922 Holding02209S103 - Altria Group $228,839 Holding Largest Purchases this Quarter iShares Currency Hedged MSCI EAFE ETF 416,175 shares (about $15.10M)JPMorgan Nasdaq Equity Premium Income ETF 8,410 shares (about $435.47K)AT&T 8,095 shares (about $228.92K)Altria Group 3,813 shares (about $228.84K)JPMorgan Ultra-Short Income ETF 4,463 shares (about $225.96K) Largest Sales this Quarter Schwab International Equity ETF 792,596 shares (about $15.68M)Schwab U.S. Large-Cap Growth ETF 26,011 shares (about $651.32K)iShares iBonds Dec 2028 Term Corporate ETF 10,494 shares (about $265.08K)iShares iBonds Dec 2025 Term Corporate ETF 8,786 shares (about $220.97K)iShares Core S&P Small-Cap ETF 1,987 shares (about $207.78K) 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 PortfolioSectorSCHDSchwab US Dividend Equity ETF$19,635,966$36,152 ▼-0.2%702,28813.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,008,843$651,315 ▼-3.5%719,20312.1%ETFJPSTJPMorgan Ultra-Short Income ETF$17,411,084$225,961 ▲1.3%343,88911.7%ETFIJRiShares Core S&P Small-Cap ETF$15,318,008$207,780 ▼-1.3%146,48610.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$15,102,991$15,102,991 ▲New Holding416,17510.2%ETFSCHFSchwab International Equity ETF$6,808,274$15,677,544 ▼-69.7%344,2004.6%ETFISHARES TR$6,005,972$82,694 ▲1.4%232,9214.0%IBONDS DEC 2034PGProcter & Gamble$4,645,080$511 ▲0.0%27,2573.1%Consumer StaplesAAPLApple$3,933,426$76,856 ▼-1.9%17,7082.7%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,703,113$30,013 ▼-0.8%148,1842.5%ETFSPYSPDR S&P 500 ETF Trust$3,542,957$62,648 ▼-1.7%6,3342.4%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,346,251$265,079 ▼-7.3%132,4722.3%ETFSCHMSchwab U.S. Mid-Cap ETF$3,095,361$56,775 ▼-1.8%118,1442.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,842,021$22,984 ▲1.3%36,2251.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,798,704$58,033 ▼-3.1%77,7651.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,682,612$17,289 ▼-1.0%69,5871.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,621,917$92,766 ▼-5.4%74,6741.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,592,781$2,134 ▼-0.1%2,9861.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,550,545$117,636 ▼-7.1%64,0461.0%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,423,845$220,968 ▼-13.4%56,6141.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,416,112$76,609 ▲5.7%68,2461.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,364,207$435,473 ▲46.9%26,3460.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,330,722$218,102 ▲19.6%23,2890.9%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,090,696$42,327 ▲4.0%42,6720.7%ETFBRK.BBerkshire Hathaway$910,1790.0%1,7090.6%FinanceSCHASchwab US Small-Cap ETF$751,709$33,294 ▲4.6%32,0830.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$693,300$8,725 ▼-1.2%27,4140.5%ETFCOSTCostco Wholesale$606,369$72,840 ▲13.7%6410.4%Retail/WholesaleAMZNAmazon.com$589,045$9,323 ▼-1.6%3,0960.4%Retail/WholesaleUNHUnitedHealth Group$585,531$1,047 ▲0.2%1,1180.4%MedicalAIQGlobal X Future Analytics Tech ETF$546,706$14,770 ▲2.8%15,0280.4%ETFXLUUtilities Select Sector SPDR Fund$537,874$9,542 ▼-1.7%6,8210.4%ETFIWBiShares Russell 1000 ETF$499,9860.0%1,6300.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$423,239$41,988 ▼-9.0%1,0080.3%FinanceQQQInvesco QQQ$421,6120.0%8990.3%FinanceIWFiShares Russell 1000 Growth ETF$412,726$28,526 ▼-6.5%1,1430.3%ETFNVDANVIDIA$324,556$87,776 ▲37.1%2,9950.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$320,590$1,024 ▼-0.3%8,1430.2%ETFIVEiShares S&P 500 Value ETF$320,1740.0%1,6800.2%ETFSBUXStarbucks$307,7860.0%3,1380.2%Retail/WholesaleGOOGLAlphabet$287,730$155 ▲0.1%1,8610.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$253,8900.0%2,7350.2%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$248,153$45,971 ▲22.7%14,9580.2%ManufacturingISHARES TR$248,056$25,832 ▲11.6%9,7660.2%IBONDS DEC 2030IBMRiShares iBonds Dec 2029 Term Muni Bond ETF$236,528$14,949 ▲6.7%9,4460.2%ETFTAT&T$228,922$228,922 ▲New Holding8,0950.2%Computer and TechnologyADPAutomatic Data Processing$228,909$917 ▲0.4%7490.2%Business ServicesMOAltria Group$228,839$228,839 ▲New Holding3,8130.2%Consumer StaplesSLYVSPDR S&P 600 Small Cap Value ETF$212,804$706 ▲0.3%2,7140.1%ETFTECHBio-Techne$212,5340.0%3,6250.1%MedicalDISWalt Disney$209,704$296 ▼-0.1%2,1250.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$200,694$467 ▲0.2%3,4390.1%ETFMVISMicroVision$32,240$10,540 ▲48.6%26,0000.0%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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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