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 $152.74 million in total holdings as of June 30, 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 1.47% of the portfolio was purchased this quarter.About 1.93% of the portfolio was sold this quarter.This quarter, Paradigm, Strategies In Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 15 stocks.Paradigm, Strategies In Wealth Management, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $21,276,862Schwab US Dividend Equity ETF $19,178,927JPMorgan Ultra-Short Income ETF $16,385,322iShares Currency Hedged MSCI EAFE ETF $16,272,617iShares Core S&P Small-Cap ETF $15,983,863 Largest New Holdings this Quarter 46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF $224,043 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 21,445 shares (about $568.29K)iShares Currency Hedged MSCI EAFE ETF 12,503 shares (about $474.61K)JPMorgan Nasdaq Equity Premium Income ETF 5,470 shares (about $297.57K)Schwab U.S. Large-Cap Growth ETF 9,207 shares (about $268.94K)iShares iBonds Dec 2027 Term Muni Bond ETF 8,838 shares (about $224.04K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 20,580 shares (about $1.04M)iShares iBonds Dec 2025 Term Corporate ETF 14,114 shares (about $355.39K)Schwab International Equity ETF 12,166 shares (about $268.87K)ISHARES TR 6,419 shares (about $167.73K)iShares iBonds Dec 2032 Term Corporate ETF 4,919 shares (about $124.38K) 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 PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$21,276,862$268,937 ▲1.3%728,41013.9%ETFSCHDSchwab US Dividend Equity ETF$19,178,927$568,293 ▲3.1%723,73312.6%ETFJPSTJPMorgan Ultra-Short Income ETF$16,385,322$1,042,996 ▼-6.0%323,30910.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$16,272,617$474,614 ▲3.0%428,67810.7%ETFIJRiShares Core S&P Small-Cap ETF$15,983,863$25,574 ▼-0.2%146,25210.5%ETFSCHFSchwab International Equity ETF$7,337,940$268,868 ▼-3.5%332,0344.8%ETFISHARES TR$5,918,489$167,728 ▼-2.8%226,5023.9%IBONDS DEC 2034PGProcter & Gamble$4,271,214$71,375 ▼-1.6%26,8092.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,895,137$18,537 ▼-0.5%6,3042.6%FinanceAAPLApple$3,634,709$1,641 ▲0.0%17,7162.4%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,622,444$124,377 ▼-3.3%143,2652.4%ETFSCHMSchwab U.S. Mid-Cap ETF$3,297,729$16,213 ▼-0.5%117,5662.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,274,717$92,732 ▼-2.8%128,8242.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,784,865$59,730 ▼-3.2%35,0521.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,749,750$64,507 ▼-3.6%75,0001.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,730,812$297,572 ▲20.8%31,8161.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,659,418$32,293 ▼-1.9%2,9291.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,652,155$36,720 ▼-2.2%68,0741.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,578,362$62,973 ▼-3.8%71,8091.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,519,089$34,023 ▼-2.2%62,6431.0%ETFJEPIJPMorgan Equity Premium Income ETF$1,461,238$137,238 ▲10.4%25,7031.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,403,934$31,960 ▼-2.2%66,7270.9%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,070,160$355,394 ▼-24.9%42,5000.7%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,033,713$71,705 ▼-6.5%39,9040.7%ETFBRK.BBerkshire Hathaway$830,1810.0%1,7090.5%FinanceSCHASchwab US Small-Cap ETF$799,533$12,169 ▼-1.5%31,6020.5%ETFAMZNAmazon.com$678,793$439 ▼-0.1%3,0940.4%Retail/WholesaleAIQGlobal X Artificial Intelligence & Technology ETF$644,630$11,927 ▼-1.8%14,7550.4%ETFCOSTCostco Wholesale$633,761$990 ▼-0.2%6400.4%Retail/WholesaleIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$582,041$114,548 ▼-16.4%22,9060.4%ETFXLUUtilities Select Sector SPDR Fund$557,403$408 ▲0.1%6,8260.4%ETFIWBiShares Russell 1000 ETF$542,633$10,866 ▼-2.0%1,5980.4%ETFQQQInvesco QQQ$518,571$22,619 ▲4.6%9400.3%FinanceIWFiShares Russell 1000 Growth ETF$485,2950.0%1,1430.3%ETFNVDANVIDIA$471,081$2,054 ▼-0.4%2,9820.3%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$438,887$5,288 ▼-1.2%9960.3%FinanceIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$370,250$131,928 ▲55.4%14,6750.2%ETFISHARES TR$359,189$108,593 ▲43.3%13,9980.2%IBONDS DEC 2030UNHUnitedHealth Group$350,129$1,248 ▲0.4%1,1220.2%MedicalSPEMSPDR Portfolio Emerging Markets ETF$348,0320.0%8,1430.2%ETFIVEiShares S&P 500 Value ETF$328,3060.0%1,6800.2%ETFGOOGLAlphabet$327,9770.0%1,8610.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$301,1240.0%2,7350.2%ETFSBUXStarbucks$287,5310.0%3,1380.2%Retail/WholesaleDISWalt Disney$263,4800.0%2,1250.2%Consumer DiscretionaryBSCUInvesco BulletShares 2030 Corporate Bond ETF$250,9950.0%14,9580.2%ManufacturingTAT&T$235,987$1,708 ▲0.7%8,1540.2%Computer and TechnologyADPAutomatic Data Processing$231,916$925 ▲0.4%7520.2%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$224,043$224,043 ▲New Holding8,8380.1%ETFMOAltria Group$223,175$352 ▼-0.2%3,8070.1%Consumer StaplesSLYVSPDR S&P 600 Small Cap Value ETF$217,420$957 ▲0.4%2,7260.1%ETFIJHiShares Core S&P Mid-Cap ETF$213,942$682 ▲0.3%3,4500.1%ETFMVISMicrovision$29,6400.0%26,0000.0%Computer and TechnologyTECHBio-Techne$0$212,534 ▼-100.0%00.0%MedicalShowing 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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