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Kristina Bentzen

@Paradigm, Strategies In Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$151.746MTotal holdings50
Assets growth rate-4.92%Assets growth rate (2-Q avg)-3.44%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paradigm, Strategies In Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Paradigm, Strategies In Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 151.746M in assets, with a quarterly growth rate of -4.92% and a 2-quarter average growth rate of -3.44%. The portfolio is managed by Kristina Bentzen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJRIshares Tr
Recent Activity
Decreased -3.21%
11.28%
$17.107M
148,473 shares@ $115.23 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -9.81%
11.27%
$17.097M
339,426 shares@ $50.37 avg price
AAPLApple Inc
Recent Activity
Decreased -2.05%
2.98%
$4.521M
18,054 shares@ $250.42 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.21%
2.49%
$3.778M
6,446 shares@ $586.07 avg price
IBDXIshares Tr
Recent Activity
Decreased -2.63%
2.42%
$3.672M
149,385 shares@ $24.59 avg price
IBDTIshares Tr
Recent Activity
Decreased -11.28%
2.35%
$3.56M
142,966 shares@ $24.91 avg price
IBDUIshares Tr
Recent Activity
Decreased -9.32%
1.21%
$1.83M
80,274 shares@ $22.8 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.25%
1.2%
$1.814M
35,773 shares@ $50.71 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -2.54%
1.13%
$1.703M
2,990 shares@ $569.65 avg price
IBDVIshares Tr
Recent Activity
Decreased -9.87%
1.12%
$1.686M
78,945 shares@ $21.37 avg price