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Home > Institutional Investor > Paradigm Financial Advisors, Llc > Profile

Instuitional Investor - Paradigm Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Paradigm Financial Advisors, Llc
Portfolio Value $452,702,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 199,787 $35,476,000 7.83%
2.
Ishares Trust
 IEF 141,077 $18,227,000 4.02%
3.
Invesco Qqq Trust
 41,997 $16,708,000 3.69%
4.
Qualcomm Inc
 QCOM 79,608 $14,558,000 3.21%
5.
Bank Of America Corp
 BAC 313,617 $13,953,000 3.08%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)