Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARADIGM FINANCIAL PARTNERS LLC | 02-05-2024 | 12-31-2023 | 201 | 412,310,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 51 | $3,426,800 | 45,012 | 0.00 | 0.00 | 5,323 | 13.41 | 12-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 52 | $3,413,709 | 4,510 | 0.00 | 0.00 | 89 | 2.01 | 12-31-2023 |
| TESLA INC | COM | 53 | $3,390,758 | 13,646 | 0.00 | 0.00 | 8,859 | 185.06 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 54 | $3,365,636 | 71,480 | 0.00 | 0.00 | 14,161 | 24.71 | 12-31-2023 |
