test

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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 62.8%
0.74%
$1.12M
19,472 shares@ $57.53 avg price
IBDYIshares Tr
Recent Activity
Increased 2.48%
0.68%
$1.03M
41,016 shares@ $25.11 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.67%
$1.011M
17,936 shares@ $56.39 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 98.55%
0.53%
$792,930
30,662 shares@ $25.87 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.52%
$774,656
1,709 shares@ $453.29 avg price
IBMQIshares Tr
Recent Activity
Increased 1.96%
0.47%
$698,972
27,759 shares@ $25.19 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.94%
0.46%
$689,982
3,145 shares@ $219.4 avg price
AIQGlobal X Fds
Recent Activity
Increased 3.14%
0.38%
$564,985
14,622 shares@ $38.64 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 28.13%
0.38%
$564,570
1,116 shares@ $505.89 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -0.85%
0.35%
$525,433
6,942 shares@ $75.69 avg price