PF
| |
Paradigm Financial Advisors, LLC13F | |
| Paradigm Financial Advisors, LLC | |
| Last update 2022-02-11 | 221 Stocks (18 new) |
| Value $445.00 Mil | Turnover 4 % |
| Portfolio Report | |
Paradigm Financial Advisors, L... Top Holdings of 2021-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 199,787 | 35476.000 | -3.75% | 7.970 | -0.26% | 0.000 | +0.87% | -6.94% | 3508035.250 | Hardware | |
TIP | iShares TIPS Bond ETF | 141,077 | 18227.000 | +1.14% | 4.090 | +0.05% | 0.050 | -2.50% | -0.33% | 13244.634 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 41,997 | 16708.000 | +3.71% | 3.750 | +0.13% | 0.010 | +1.52% | -1.37% | 314077.399 | ||
QCOM | Qualcomm Inc | 79,608 | 14558.000 | -2.55% | 3.270 | -0.06% | 0.010 | -10.15% | +3.59% | 177237.830 | Semiconductors | |
BAC | Bank of America Corp | 313,617 | 13953.000 | -1.27% | 3.130 | -0.04% | 0.000 | +9.88% | +4.20% | 351264.433 | Banks | |
VTV | Vanguard Value ETF | 89,938 | 13231.000 | -1.49% | 2.970 | -0.04% | 0.010 | -3.36% | +0.68% | 129468.516 | ||
NVDA | NVIDIA Corp | 421,160 | 12387.000 | -0.87% | 2.780 | -0.02% | 0.000 | -5.02% | -2.35% | 3226802.400 | Semiconductors | |
GOOGL | Alphabet Inc | 83,920 | 12156.000 | +1.13% | 2.730 | +0.03% | 0.000 | +14.91% | +0.02% | 2328661.515 | Interactive Media | |
IWN | iShares Russell 2000 Value ETF | 68,730 | 11413.000 | -8.58% | 2.560 | -0.24% | 0.080 | -2.01% | -0.59% | 12130.272 | ||
QCLN | First Trust NASDAQ Clean Edge Green Energy Idx Fd | 161,321 | 10965.000 | +10.36% | 2.460 | +0.23% | 0.430 | -1.04% | +0.91% | 549.071 |
Paradigm Financial Advisors, LLC's Historical Top Holdings Breakdowns
Paradigm Financial Advisors, LLC Total Holding History ($B)
Paradigm Financial Advisors, LLC's Asset Allocation
Paradigm Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Paradigm Financial Advisors, LLC's Hypothetical Growth since 2021-12-31
Paradigm Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Paradigm Financial Advisors, LLC's Holdings Heat Map
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Paradigm Financial Advisors, LLC's Holdings Bubble Chart
Paradigm Financial Advisors, LLC News
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