Notify me when Paradigm Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2021 | 212 | $451,988,000 | +$18,236,998 | -$26,301,665 | -$8,064,667 | AAPL, TIP, QQQ, QCOM, BAC | 13F-HR | 10 Feb 2022, 16:32 |
| Q3 2021 | 215 | $433,447,000 | +$20,502,249 | -$57,607,138 | -$37,104,889 | AAPL, TIP, QQQ, BAC, VTV | 13F-HR | 10 Nov 2021, 16:07 |
| Q2 2021 | 206 | $448,703,000 | +$26,844,736 | -$21,293,754 | +$5,550,982 | AAPL, TIP, CQQQ, QQQ, IWN | 13F-HR | 09 Aug 2021, 16:18 |
| Q1 2021 | 192 | $410,557,000 | +$72,591,612 | -$46,195,799 | +$26,395,813 | AAPL, TIP, IWN, BAC, QQQ | 13F-HR | 29 Apr 2021, 11:57 |
| Q4 2020 | 156 | $367,879,000 | +$62,431,536 | -$83,404,995 | -$20,973,459 | AAPL, TIP, MINT, QCOM, QQQ | 13F-HR | 12 Feb 2021, 12:58 |
| Q3 2020 | 129 | $351,549,000 | +$120,373,076 | -$85,303,313 | +$35,069,763 | AAPL, JPST, MINT, TIP, VGSH | 13F-HR | 09 Nov 2020, 17:30 |
| Q2 2020 | 130 | $313,318,000 | +$17,022,540 | -$29,668,007 | -$12,645,467 | AAPL, QQQ, VBK, VUG, VB | 13F-HR | 13 Aug 2020, 16:06 |
| Q1 2020 | 115 | $268,193,000 | +$46,161,765 | -$8,429,305 | +$37,732,460 | AAPL, QQQ, VO, VB, VBK | 13F-HR | 11 May 2020, 11:58 |
| Q4 2019 | 121 | $286,875,000 | +$17,709,829 | -$7,051,627 | +$10,658,202 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 10 Feb 2020, 17:05 |
| Q3 2019 | 116 | $251,976,000 | +$10,540,000 | -$28,509,151 | -$17,969,151 | AAPL, QQQ, VO, VB, VUG | 13F-HR | 04 Nov 2019, 16:44 |
| Q2 2019 | 120 | $267,220,000 | +$11,802,061 | -$12,016,806 | -$214,745 | AAPL, QQQ, VO, VB, QCOM | 13F-HR | 07 Aug 2019, 17:05 |
| Q1 2019 | 114 | $258,002,000 | +$18,611,834 | -$3,314,623 | +$15,297,211 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 12 Apr 2019, 15:04 |
| Q4 2018 | 109 | $215,180,000 | +$15,402,512 | -$9,770,455 | +$5,632,057 | AAPL, QQQ, VO, VB, QCOM | 13F-HR | 06 Feb 2019, 16:20 |
| Q3 2018 | 113 | $247,058,000 | +$7,397,668 | -$3,902,006 | +$3,495,662 | AAPL, QQQ, VB, VO, QCOM | 13F-HR | 06 Nov 2018, 10:49 |
| Q2 2018 | 106 | $228,042,000 | +$25,605,680 | -$26,298,229 | -$692,549 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 09 Aug 2018, 16:32 |
| Q1 2018 | 111 | $224,285,000 | +$12,293,522 | -$5,360,813 | +$6,932,709 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 02 May 2018, 14:59 |
| Q4 2017 | 110 | $220,480,000 | +$7,561,501 | -$5,448,173 | +$2,113,328 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 29 Jan 2018, 16:47 |
| Q3 2017 | 111 | $206,998,000 | $0 | $0 | $0 | AAPL, QQQ, VB, VO, BAC | New Holdings | 28 Nov 2017, 14:40 |
| Q3 2017 | 119 | $207,751,000 | +$10,060,779 | -$8,071,248 | +$1,989,531 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 28 Nov 2017, 10:40 |
| Q2 2017 | 107 | $197,629,000 | +$6,108,151 | -$7,553,990 | -$1,445,839 | AAPL, QQQ, VB, VO, BAC | 13F-HR | 22 Aug 2017, 17:22 |
| Q1 2017 | 109 | $195,057,000 | +$9,052,870 | -$6,484,792 | +$2,568,078 | AAPL, VB, QQQ, VO, BAC | 13F-HR | 06 Apr 2017, 14:16 |
| Q4 2016 | 104 | $182,469,000 | +$17,885,188 | -$6,612,769 | +$11,272,419 | AAPL, VB, VO, BAC, QQQ | 13F-HR | 30 Jan 2017, 16:59 |
| Q3 2016 | 93 | $164,645,000 | +$6,286,757 | -$12,134,533 | -$5,847,776 | AAPL, VB, VO, VNQ, QQQ | 13F-HR | 25 Oct 2016, 16:03 |
| Q2 2016 | 91 | $165,134,000 | +$4,823,117 | -$5,091,891 | -$268,774 | AAPL, GE, VB, VO, VNQ | 13F-HR | 26 Jul 2016, 15:39 |
| Q1 2016 | 90 | $151,676,000 | +$9,522,545 | -$7,866,442 | +$1,656,103 | GE, VB, VO, VNQ, AMT | 13F-HR | 21 Apr 2016, 14:21 |
| Q4 2015 | 83 | $159,226,000 | +$5,802,779 | -$4,045,857 | +$1,756,922 | AAPL, GE, VB, GILD, VNQ | 13F-HR | 25 Jan 2016, 14:32 |
| Q3 2015 | 92 | $151,487,000 | +$32,298,650 | -$792,584 | +$31,506,066 | AAPL, VB, GE, GILD, VNQ | 13F-HR | 27 Oct 2015, 10:59 |
| Q2 2015 | 83 | $132,897,000 | +$8,551,790 | -$4,287,036 | +$4,264,754 | AAPL, VB, VO, GE, SPY | 13F-HR | 03 Aug 2015, 14:22 |
| Q1 2015 | 81 | $129,242,000 | +$8,743,832 | -$3,848,489 | +$4,895,343 | AAPL, VB, VCSH, VO, VNQ | 13F-HR | 23 Apr 2015, 15:43 |
| Q4 2014 | 78 | $122,656,000 | +$12,099,207 | -$8,426,877 | +$3,672,330 | AAPL, VB, VCSH, SPY, VNQ | 13F-HR | 27 Jan 2015, 15:22 |
| Q3 2014 | 78 | $117,140,000 | +$7,604,281 | -$7,156,296 | +$447,985 | AAPL, VB, SPY, BAC, VEU | 13F-HR | 28 Oct 2014, 16:56 |
| Q2 2014 | 80 | $117,239,000 | +$18,078,036 | -$7,950,883 | +$10,127,153 | AAPL, VB, SPY, VNQ, VO | 13F-HR | 28 Jul 2014, 14:52 |
| Q1 2014 | 260 | $108,458,000 | +$57,848,287 | -$50,778,722 | +$7,069,565 | AAPL, VB, SPY, BAC, VNQ | 13F-HR | 29 Apr 2014, 10:37 |
| Q4 2013 | 264 | $101,953,000 | $0 | $0 | $0 | AAPL, SPDR S&P 500, Vanguard SmCap ETF, GE, BAC | 13F-HR | 06 Feb 2014, 10:27 |