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
IWBIshares Tr
Recent Activity
0.35%
$525,121
1,630 shares@ $322.17 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.17%
0.35%
$516,840
564 shares@ $916.39 avg price
IWFIshares Tr
Recent Activity
Increased 0.91%
0.33%
$490,731
1,222 shares@ $401.59 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.32%
$471,454
1,108 shares@ $425.5 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.54%
0.31%
$459,654
899 shares@ $511.3 avg price
GOOGLAlphabet Inc
Recent Activity
0.24%
$352,139
1,860 shares@ $189.33 avg price
IVEIshares Tr
Recent Activity
Decreased -2.89%
0.22%
$320,678
1,680 shares@ $190.88 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 6.79%
0.21%
$313,445
8,169 shares@ $38.38 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.05%
0.2%
$293,372
2,185 shares@ $134.27 avg price
SBUXStarbucks Corp
Recent Activity
0.19%
$286,313
3,138 shares@ $91.25 avg price