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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
IBDSIshares Tr
Recent Activity
Decreased -14.31%
1.12%
$1.684M
70,302 shares@ $23.96 avg price
IBDRIshares Tr
Recent Activity
Decreased -12.72%
1.1%
$1.659M
68,905 shares@ $24.08 avg price
IBDQIshares Tr
Recent Activity
Decreased -15.17%
1.08%
$1.638M
65,400 shares@ $25.06 avg price
IBDWIshares Tr
Recent Activity
Decreased -15%
0.87%
$1.314M
64,554 shares@ $20.35 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.94%
0.46%
$689,982
3,145 shares@ $219.4 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -0.85%
0.35%
$525,433
6,942 shares@ $75.69 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.17%
0.35%
$516,840
564 shares@ $916.39 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.54%
0.31%
$459,654
899 shares@ $511.3 avg price
IVEIshares Tr
Recent Activity
Decreased -2.89%
0.22%
$320,678
1,680 shares@ $190.88 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -3.46%
0.16%
$236,020
2,705 shares@ $87.26 avg price