Paradigm, Strategies in Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$160M
Signature - Title
Kristina Bentzen - CCO
Location
Maple Grove, MN
Summary
This page shows a list of all the recent 13F filings made by Paradigm, Strategies in Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Paradigm, Strategies in Wealth Management, LLC reported 54 stock holdings with total value $160M as of Q3 2024. Top holdings included SCHF, SCHD, SCHG, JPST, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 54 $160M +$15.5M -$26.7M -$11.3M SCHF, SCHD, SCHG, JPST, IJR 13F-HR 10/24/2024, 12:52 PM
Q2 2024 50 $163M +$3.71M -$3.75M -$41.9K JPST, SCHF, SCHG, SCHD, IJR 13F-HR 7/30/2024, 04:58 PM
Q1 2024 50 $162M +$11.9M -$7.47M +$4.39M JPST, SCHF, SCHD, SCHG, IJR 13F-HR 5/2/2024, 03:44 PM
Q4 2023 46 $152M +$5.99M -$21M -$15.1M JPST, SCHF, SCHD, SCHG, IJR 13F-HR 1/26/2024, 05:03 PM
Q3 2023 45 $157M +$16.2M -$2.83M +$13.4M JPST, SCHF, SCHD, SCHG, IJR 13F-HR 10/25/2023, 09:28 AM
Q2 2023 44 $148M +$19.7M -$3.38M +$16.3M SCHF, SCHD, SCHG, IJR, JPST 13F-HR 7/19/2023, 02:13 PM
Q1 2023 43 $127M +$12.4M -$2.52M +$9.9M SCHF, IBDO, SCHG, SCHD, IJR 13F-HR 5/2/2023, 12:09 PM
Q4 2022 37 $112M +$13.2M -$15.2M -$2.06M SCHF, IBDO, SCHD, SCHG, IJR 13F-HR 1/20/2023, 03:38 PM
Q3 2022 40 $110M +$21.8M -$1.45M +$20.4M SCHF, IBDO, IBDN, SCHG, SCHD 13F-HR 11/9/2022, 10:17 AM
Q2 2022 41 $91.9M +$10.6M -$7.14M +$3.43M IBDO, IBDN, SCHG, SCHD, JPST 13F-HR 7/18/2022, 01:26 PM
Q1 2022 46 $95.7M +$4.18M -$2.31M +$1.86M IBDO, JPST, IBDN, SCHD, IBDP 13F-HR 4/18/2022, 05:30 PM
Q4 2021 50 $98.7M +$9.72M -$19.9M -$10.2M IBDO, IBDN, JPST, SCHD, IBDP 13F-HR 2/8/2022, 09:47 AM
Q3 2021 49 $106M +$4.29M -$8.66M -$4.36M IBDM, IBDN, JPST, SCHD, IBDO 13F-HR 10/15/2021, 03:29 PM
Q2 2021 244 $111M +$8.98M -$3.78M +$5.2M IBDM, JPST, IBDN, SCHD, IBDO 13F-HR 7/30/2021, 01:15 PM
Q1 2021 223 $103M $0 $0 IBDM, JPST, IBDN, SCHD, IJR 13F-HR 4/29/2021, 04:54 PM