Kristina Bentzen

@Paradigm, Strategies In Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$151.746M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PIIPolaris Inc Recent Activity Exited	0%	$277,284 3,331 shares@ $83.25 avg price	Exited
JPMJpmorgan Chase & Co. Recent Activity Exited	0%	$246,066 1,167 shares@ $210.86 avg price	Exited
IBMNIshares Tr Recent Activity Exited	0%	$227,650 8,539 shares@ $26.67 avg price	Exited
LLYEli Lilly & Co Recent Activity Exited	0%	$225,915 255 shares@ $885.95 avg price	Exited
SPYVSpdr Ser Tr Recent Activity Exited	0%	$211,440 4,000 shares@ $52.86 avg price	Exited