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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JEPQJ P Morgan Exchange Traded F
| 0.67% | $1.011M 17,936 shares@ $56.39 avg price | New Position |