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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
IVWIshares Tr
Recent Activity
0.19%
$277,685
2,735 shares@ $101.54 avg price
TECHBio-techne Corp
Recent Activity
0.18%
$261,109
3,625 shares@ $72.04 avg price
DISDisney Walt Co
Recent Activity
0.16%
$236,936
2,128 shares@ $111.35 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -3.46%
0.16%
$236,020
2,705 shares@ $87.26 avg price
IBMSIshares Tr
Recent Activity
0.15%
$221,918
8,749 shares@ $25.37 avg price
IBMRIshares Tr
Recent Activity
0.15%
$221,048
8,849 shares@ $24.98 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.27%
0.15%
$218,475
746 shares@ $292.87 avg price
IJHIshares Tr
Recent Activity
Decreased -4.45%
0.15%
$213,760
3,431 shares@ $62.31 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
0.14%
$199,501
12,187 shares@ $16.37 avg price
MVISMicrovision Inc Del
Recent Activity
0.02%
$22,925
17,500 shares@ $1.31 avg price